Ichor (US:ICHR) ZACKSยท2025-07-28 15:06Core Viewpoint - Ichor Holdings (ICHR) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with earnings expected to be $0.14 per share, reflecting a 180% increase, and revenues projected at $235.48 million, up 15.9% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for August 4, and the stock may rise if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +12.28% for Ichor Holdings, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. Historical Performance - In the last reported quarter, Ichor Holdings had an expected EPS of $0.26 but reported only $0.12, resulting in a surprise of -53.85% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [14]. Industry Context - Qualcomm (QCOM), a peer in the electronics-semiconductors industry, is expected to report earnings of $2.68 per share, reflecting a 15% year-over-year increase, with revenues projected at $10.36 billion, up 10.3% from the previous year [18]. - Qualcomm's consensus EPS estimate has been revised up by 0.3% over the last 30 days, and it has an Earnings ESP of +0.6%, indicating a likelihood of beating the consensus EPS estimate [19].