HIMX Himax Technologies, Inc.
Price Chart
Executive Summary
Himax reported Q1 2026 revenue of $199.0M (down 2% QoQ, down 7.5% YoY) and EPS of $0.046, beating guidance. Q2 guidance calls for 10-13% QoQ revenue growth and EPS of $0.086-$0.103. Despite the beat, YoY declines in revenue and profit are material, while the outlook points to a recovery.
Actionable Insight
Q1 results beat expectations but YoY declines are clear. Q2 guidance implies a strong sequential recovery, driven by automotive and non-driver ICs. Watch Q2 execution for confirmation of turnaround; cost pressures from memory and gold remain risks.
Key Facts
- Q1 2026 revenue $199.0M, at high end of guidance (down 2-6% QoQ); actual down 2% QoQ
- Q1 EPS $0.046, above guidance range of $0.02-$0.04
- Q1 net profit $8.0M, down from $20.0M YoY (60% decline)
- Q2 2026 guidance: revenue up 10-13% QoQ, gross margin ~32%, EPS $0.086-$0.103
- Annual cash dividend of $0.252 per ADS ($44M total) declared
- FOCI investment valued at $156M as of May 7, 2026; accounted at FVOCI with no P&L impact
- Non-driver revenues (Tcon, WiseEye) growing focus; Q1 non-driver sales $39.0M, down 7.7% QoQ
Financial Impact
Q1 2026 revenue $199.0M (down 7.5% YoY), net profit $8.0M (down 60% YoY), EPS $0.046 vs $0.114 YoY
Risk Factors
- Memory chip supply tightness and rising gold prices pressuring costs
- Geopolitical tensions and limited visibility on H2 demand
- Dependence on automotive and consumer electronics cycles
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-003108 |
| Document: f6k_050726.htm | 0001171843-26-003108 |
| Document: 0001171843-26-003108-index-headers.html | 0001171843-26-003108 |
| Document: 0001171843-26-003108-index.html | 0001171843-26-003108 |
| Document: 0001171843-26-003108.txt | 0001171843-26-003108 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 12, 2026
2d ago
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6-K
| $17.69 awaiting T+20 | awaiting T+20 | — | $17.70 (+0.06%) |
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Jun 12, 2026
3d ago
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Institutional Cluster
| $17.69 awaiting T+20 | awaiting T+20 | — | $17.70 (+0.06%) |
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May 7, 2026
5w ago
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6-K
| $16.03 $24.19 | ▲ +50.90% | ▲ +47.77% | $17.70 (+10.42%) |
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May 7, 2026
5w ago
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Press Release
| $16.03 $24.19 | ▲ +50.90% | ▲ +47.77% | $17.70 (+10.42%) |
|
May 7, 2026
5w ago
|
6-K
| $16.03 $24.19 | ▲ +50.90% | ▲ +47.77% | $17.70 (+10.42%) |
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May 7, 2026
5w ago
|
Press Release
| $16.03 $24.19 | ▲ +50.90% | ▲ +47.77% | $17.70 (+10.42%) |
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Apr 7, 2026
9w ago
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Press Release
| $8.73 $11.56 | ▲ +32.42% | ▲ +22.64% | $17.70 (+102.75%) |
US Market Status
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