Himax Technologies, Inc. (HIMX) Form 6-K — Nov 5, 2026
Himax reported Q3 2026 revenue of $246.8 million, up 8.5% sequentially, with gross margin of 34.2% and after-tax profit of $18.6 million, or 10.7 cents per diluted ADS, exceeding its guided 8.0-10.0 cent range on lower-than-expected operating expenses. The dark spot is guidance: Q4 revenue is projected to fall 22-26% QoQ as automotive TDDI and DDIC orders are abruptly cut by customers exposed to Chinese automaker exports, with per-ADS profit of just 4.5-6.5 cents.
Key figures
- Eps
- 10.7 cents per diluted ADS
- Capex
- 3900000
- Revenue
- 246800000
- Guidance
- Q4 2026: revenue to decrease 22% to 26% QoQ; gross margin flat to slightly up; profit per diluted ADS 4.5 to 6.5 cents
- Net Income
- 18600000
- Revenue Yoy
- 24% increase vs Q3 2025 ($199.1M)
- Gross Margin
- 34.2% Q3 2026
- Cash Position
- $285.3 million
- Operating Income
- 22700000
- Inventories
- $159.8 million
- Employee bonus 2026
- $13.3 million
- Divestiture pretax gain
- $23-24 million expected in Q4
- Automotive ic 9m growth yoy
- 16%
- Fy26 automotive ic growth yoy
- ~10%
- Fy26 automotive tcon growth yoy
- over 40%
AI analysis
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