Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ICHR
HoldHot AirIchor Holdings, Ltd. · Technology · United States · $2.1B · Avg Vol: $47M/d
COMPANY DESCRIPTION
Ichor Holdings, Ltd. designs, manufactures, and supplies critical gas and chemical delivery subsystems for semiconductor capital equipment. The company provides essential fluid control and delivery solutions that are integral to the fabrication of advanced semiconductors. Ichor benefits from the cyclical but growing demand for semiconductor manufacturing and its specialized engineering expertise, creating high barriers to entry in this niche market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.3B | 811.1M | 849.0M | 947.7M | -9.5% | 1.0B | 1.2B | 1.7B | 32.2% |
| EPS | 2.54 | -1.47 | -0.64 | -1.54 | — | -1.17 | — | — | — |
| Shares | 28.9M | 29.4M | 33.9M | 34.4M | +19.3% | 37.5M | — | — | — |
| Debt | 341.7M | 286.3M | 174.2M | 160.2M | -22.3% | 154.1M | — | — | — |
| Equity | 587.5M | 564.7M | 698.3M | 663.9M | 4.2% | — | — | — | — |
| Op CF | 31.5M | 57.6M | 27.9M | 29.9M | -1.7% | — | — | — | — |
| Inv CF | -28.9M | -15.5M | -17.6M | -36.2M | — | — | — | — | — |
| Fin CF | 8.5M | -48.7M | 18.5M | -4.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ICHR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ICHR | Ichor Holdings, Ltd.(you) | $2.1B | 37 | Hold |
| COHU | Cohu, Inc. | $2.3B | 41 | Hold |
| VECO | Veeco Instruments Inc. | $2.7B | 31 | Sell |
| UCTT | Ultra Clean Holdings, Inc. | $3.1B | 40 | Hold |
| AEHR | Aehr Test Systems, Inc. | $2.6B | 26 | Sell |
| AMBA | Ambarella, Inc. | $3.1B | 28 | Sell |
| IPGP | IPG Photonics Corporation | $3.3B | 27 | Sell |
| AXTI | AXT, Inc. | $3.8B | 20 | Strong Sell |
| ACLS | Axcelis Technologies, Inc. | $3.6B | 61 | Hold |
| FORM | FormFactor, Inc. | $7.9B | 51 | Hold |
Peer medians: ROE 4.6% · P/E 35.2x · Gross margin 51.3%