ICHR ICHOR HOLDINGS, LTD.
Price Chart
Executive Summary
Ichor Holdings filed a prospectus supplement for an at-the-market offering of up to $200M in ordinary shares, with net proceeds (~$199.3M) primarily intended to repay its $123.4M term loan facility and for general corporate purposes. The offering represents ~8% dilution at current price and may create modest downward pressure, partially offset by debt reduction.
Actionable Insight
Monitor pace of share sales under the ATM; debt reduction improves credit profile but dilution may pressure near-term stock. Watch for any insider selling during the offering period.
Key Facts
- ATM offering of up to $200M in ordinary shares, ~2.73M shares at $73.27 (8% of outstanding)
- Net proceeds estimated at ~$199.3M after expenses
- Use of proceeds: repay $123.4M term loan (5.92% rate, matures 2030) and general corporate purposes
- Agents: TD Cowen, Stifel, Needham, Craig-Hallum; commission up to 3.0%
- Shelf registration (S-3ASR) filed same day; this is the first takedown
Financial Impact
~$199.3M net proceeds, $123.4M debt repayment, ~8% share dilution
Risk Factors
- Accelerated share sales could pressure stock price
- Dilution of ~2.73M shares if full amount sold
- Proceeds may be used for acquisitions with uncertain returns
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 424B5 Filing (Primary) | 0001652535-26-000046 |
| Exhibit: exfilingfees.htm | 0001652535-26-000046 |
| Document: 0001652535-26-000046-index-headers.html | 0001652535-26-000046 |
| Document: 0001652535-26-000046-index.html | 0001652535-26-000046 |
| Document: 0001652535-26-000046.txt | 0001652535-26-000046 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
today
|
Insider Cluster
| $71.00 awaiting T+1 | awaiting T+1 | — | $71.60 (−0.85%) |
|
Jun 5, 2026
4d ago
|
Insider Cluster
| $68.18 awaiting T+1 | awaiting T+1 | — | $71.60 (−5.02%) |
|
Jun 2, 2026
7d ago
|
144
| $72.45 $71.06 | ▼ −1.92% | ▼ −2.32% | $71.60 (−1.17%) |
|
Jun 2, 2026
7d ago
|
Insider Cluster
| $72.45 $71.06 | ▼ −1.92% | ▼ −2.32% | $71.60 (−1.17%) |
|
May 19, 2026
21d ago
|
Insider Cluster
| $65.76 $65.32 | ▼ −0.67% | ▼ −0.86% | $71.60 (+8.88%) |
|
May 19, 2026
21d ago
|
144
| $65.76 $65.32 | ▼ −0.67% | ▼ −0.86% | $71.60 (+8.88%) |
|
May 18, 2026
22d ago
|
8-K
| $64.58 $65.76 | ▼ −1.83% | ▼ −0.79% | $71.60 (−10.87%) |
|
May 18, 2026
22d ago
|
424B5
| $64.58 $65.76 | ▼ −1.83% | ▼ −0.79% | $71.60 (−10.87%) |
|
May 15, 2026
25d ago
|
144
| $66.60 $64.58 | ▼ −3.03% | ▼ −2.38% | $71.60 (+7.51%) |
|
May 13, 2026
27d ago
|
144
| $74.51 $74.51 | · 0.00% | ▼ −0.01% | $71.60 (−3.91%) |
US Market Status
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