Jun 2026 (Q2 FY26) — Aug 3, 2026
Ichor Q2 FY26 — Strong Revenue Growth and Margin Expansion
Read the full callIchor earnings: last reported Mon, 3 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 295 | +22.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 2.4 | +4.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 1.00 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $20.42 on 14 Oct 2025 → $46.65. High $112.28 (30 Jun 2026), low $14.25 (20 Nov 2025).
Overview
Call summaries
Ichor Q2 FY26 — Strong Revenue Growth and Margin Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: +111% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 211 | 233 | 244 | 240 | 239 | 224 | 256 | 295 |
| Operating profit | -0 | -1 | -1 | -5 | -19 | -14 | 2 | 7 |
| Operating margin | −0.2% | −0.5% | −0.5% | −2.0% | −8.1% | −6.2% | 0.8% | 2.4% |
| Interest | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
| Profit before tax | -3 | -3 | -3 | -7 | -22 | -16 | 0 | 5 |
| Tax rate | −6.4% | −23.3% | −57.3% | −41.1% | −3.1% | −0.8% | 3039.3% | 81.5% |
| Net profit | -3 | -4 | -5 | -9 | -23 | -16 | -2 | 1 |
| EPS ($ per share) | -0.08 | — | -0.13 | -0.28 | -0.67 | — | -0.07 | 0.03 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 60 | 71 | 104 | 175 | 248 | 205 | 184 | 131 |
| Total liabilities | 287 | 345 | 362 | 520 | 496 | 374 | 297 | 279 |
| Fixed assets | 42 | 45 | 42 | 85 | 98 | 93 | 95 | 104 |
| Total assets | 485 | 567 | 774 | 1,021 | 1,084 | 938 | 996 | 943 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 60 | 57 | 38 | 15 | 31 | 58 | 28 | 30 |
| Cash from investing | -15 | -20 | -15 | -290 | -29 | -15 | -18 | -36 |
| Cash from financing | -71 | -20 | 169 | 97 | 8 | -49 | 18 | -4 |
| Net cash flow | -25 | 17 | 192 | -177 | 11 | -7 | 29 | -10 |
| Capital expenditure | -14 | -12 | -10 | -21 | -29 | -15 | -18 | -36 |
| Free cash flow | 47 | 45 | 28 | -6 | 2 | 42 | 10 | -6 |
78 filings between Nov 6, 2025 and Oct 2, 2026.
Purchases
$298.1K
2 purchases by 1 insider
Sales
$13.97M
28 sales by 8 insiders
61% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ROHRS THOMAS M | — | $2.45M | Feb 12, 2026 |
| Swyt Greg | — | $2.16M | Oct 2, 2026 |
| Haugen Marc | — | $2.11M | May 13, 2026 |
| BARROS PHILIP RYAN SR. | — | $2.02M | Aug 19, 2026 |
| MacKenzie Iain | $298.1K | $1.67M | Sep 15, 2026 |
| RAGSDALE BRUCE | — | $1.75M | Oct 2, 2026 |
| Black Laura A. | — | $1.50M | Jun 2, 2026 |
| Titinger Jorge | — | $317.0K | May 19, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 2, 2026 | Swyt Greg Chief Financial Officer | Sale 10b5-1 plan | 689 | $44.8K |
| Oct 2, 2026 | RAGSDALE BRUCE Chief Operating Officer | Sale 10b5-1 plan | 2,149 | $140.7K |
| Oct 1, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld 10b5-1 plan | 1,580 | $98.7K |
| Sep 15, 2026 | MacKenzie Iain Director | Sale 10b5-1 plan | 2,600 | $134.1K |
| Sep 15, 2026 | MacKenzie Iain Director | Sale 10b5-1 plan | 17,400 | $879.0K |
| Sep 8, 2026 | Swyt Greg Chief Financial Officer | Sale 10b5-1 plan | 2,068 | $120.0K |
| Sep 1, 2026 | RAGSDALE BRUCE Chief Operating Officer | Sale 10b5-1 plan | 200 | $10.6K |
| Sep 1, 2026 | Swyt Greg Chief Financial Officer | Tax withheld | 1,081 | $56.0K |
| Sep 1, 2026 | RAGSDALE BRUCE Chief Operating Officer | Sale 10b5-1 plan | 6,456 | $334.0K |
| Sep 1, 2026 | RAGSDALE BRUCE Chief Operating Officer | Sale 10b5-1 plan | 3,931 | $205.2K |
| Aug 19, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Sale 10b5-1 plan | 814 | $50.0K |
| Aug 19, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Sale 10b5-1 plan | 500 | $31.3K |
| Aug 18, 2026 | Swyt Greg Chief Financial Officer | Tax withheld | 503 | $33.2K |
| Aug 18, 2026 | MacKenzie Iain Director | Sale 10b5-1 plan | 5,183 | $337.9K |
| Aug 18, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld | 670 | $44.3K |
| Aug 18, 2026 | MacKenzie Iain Director | Sale 10b5-1 plan | 3,150 | $207.9K |
| Aug 18, 2026 | MacKenzie Iain Director | Sale 10b5-1 plan | 1,200 | $80.2K |
| Aug 18, 2026 | MacKenzie Iain Director | Sale 10b5-1 plan | 400 | $27.3K |
| Aug 18, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Tax withheld 10b5-1 plan | 881 | $58.2K |
| Aug 15, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Tax withheld 10b5-1 plan | 610 | $43.3K |
| Aug 15, 2026 | Swyt Greg Chief Financial Officer | Tax withheld | 732 | $52.0K |
| Aug 15, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld | 580 | $41.2K |
| Aug 14, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Tax withheld 10b5-1 plan | 711 | $50.5K |
| Aug 14, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld | 676 | $48.0K |
| Aug 14, 2026 | Swyt Greg Chief Financial Officer | Tax withheld | 854 | $60.7K |
| Jul 1, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld | 1,580 | $176.6K |
| Jun 8, 2026 | Swyt Greg Chief Financial Officer | Sale 10b5-1 plan | 6,820 | $455.6K |
| Jun 4, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Option exercise 10b5-1 plan | 1,403 | $30.5K |
| Jun 4, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Sale 10b5-1 plan | 13,705 | $962.0K |
| Jun 2, 2026 | Black Laura A. Director | Sale | 20,000 | $1.50M |
| Jun 1, 2026 | Swyt Greg Chief Financial Officer | Tax withheld | 1,081 | $75.7K |
| May 28, 2026 | Swyt Greg Chief Financial Officer | Sale 10b5-1 plan | 19,662 | $1.38M |
| May 24, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Tax withheld | 1,078 | $74.3K |
| May 19, 2026 | Titinger Jorge Director | Sale | 4,000 | $256.8K |
| May 18, 2026 | Swyt Greg Chief Financial Officer | Tax withheld | 503 | $0 |
| May 18, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Tax withheld | 881 | $0 |
| May 18, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld | 623 | $0 |
| May 15, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Tax withheld | 610 | $44.7K |
| May 15, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld | 539 | $39.5K |
| May 15, 2026 | Swyt Greg Chief Financial Officer | Tax withheld | 732 | $53.6K |
| May 14, 2026 | WASSERMAN YUVAL Director | Award | 2,349 | $0 |
| May 14, 2026 | Black Laura A. Director | Award | 2,349 | $0 |
| May 14, 2026 | Titinger Jorge Director | Award | 2,349 | $0 |
| May 14, 2026 | BARROS PHILIP RYAN SR. Chief Executive Officer | Award | 28,856 | $0 |
| May 14, 2026 | Arienzo Wendy Director | Award | 2,349 | $0 |
| May 14, 2026 | Swyt Greg Chief Financial Officer | Award | 7,684 | $0 |
| May 14, 2026 | RAGSDALE BRUCE Chief Operating Officer | Award | 12,079 | $0 |
| May 14, 2026 | MacKenzie Iain Director | Award | 2,349 | $0 |
| May 14, 2026 | KISPERT JOHN H Director | Award | 2,349 | $0 |
| May 14, 2026 | RAGSDALE BRUCE Chief Operating Officer | Tax withheld | 1,958 | $145.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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