NASDAQ$HIMX
Himax Technologies Inc-ADR · Q1 2026 earnings
Q1 2026 earnings · · Before market open · Investor relations
Briefing
Himax topped Q1 EPS guidance with $199M revenue and 30.4% gross margin while guiding Q2 revenue up 10–13%.
Himax Technologies reported first quarter 2026 net revenue of $199.0 million, down 2.0% sequentially but at the high end of guidance, with gross margin holding at 30.4%. After-tax profit was $8.0 million, or 4.6 cents per diluted ADS, above the guided 2.0–4.0 cent range, while operating profit reached $10.2 million (5.1% margin). Management guided second quarter revenue to increase 10.0%–13.0% quarter over quarter with gross margin around 32% and diluted EPS of 8.6–10.3 cents, supported by automotive design wins and growth in Tcon and WiseEye AI.
- Q1 revenue of $199.0 million fell 2.0% sequentially, landing at the high end of guidance; gross margin held at 30.4%.
- Diluted EPS of 4.6 cents beat the 2.0–4.0 cent guide; operating profit was $10.2 million on lower opex.
- Small/medium display drivers contributed $135.8M; non-driver sales were $39.0M amid softer automotive Tcon shipments.
- Q2 outlook: revenue +10% to +13% QoQ, ~32% gross margin, and 8.6–10.3 cents diluted EPS.
- Company declared a $44 million annual cash dividend (25.2 cents per ADS) payable July 10, 2026.
Headline financials
Revenue & EPS history
Himax · Revenue · Quarterly
$199M
Revenue by segment
Himax · $199M total across 3 segments · Q1 2026
- Small/Medium Display$136M—68.2%
- Non-Driver Products$39M—19.6%
- Large Display Drivers$24.2M—12.2%
Forward guidance
For Q2 2026 Himax expects revenue to rise 10.0%–13.0% sequentially, gross margin around 32%, and diluted EPS of 8.6–10.3 cents.
Tailwinds
- Automotive design-win pipeline and new mass-production projects expected to support second-half momentum.
- Non-driver growth in Tcon and WiseEye AI expected to diversify revenue toward higher-margin products.
Headwinds
- Automotive driver sales declined double digits sequentially on seasonality and inventory control.
- Memory supply constraints may affect non-AI semiconductor demand in coming quarters.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
+0.1%
Avg return
Earnings day
+3.3%
Avg return
5 days after
+4.2%
Avg return
30 days after
42%
26 / 62 earnings
Positive
+30.1%
Q1 2026
Best reaction
-21.5%
Q2 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +30.1% | +54.9% | +62.8% | |
| Q4 2025 | -6.1% | -8.5% | +19.3% | |
| Q3 2025 | -12.9% | -14.9% | -0.1% | |
| Q2 2025 | -17.6% | -14.5% | -2.8% | |
| Q1 2025 | +1.5% | +12.6% | +16.3% | |
| Q4 2024 | +8.5% | +17.7% | -2.6% | |
| Q3 2024 | -0.8% | -7.6% | +12.4% | |
| Q2 2024 | -5.3% | -5.5% | -8.2% | |
| Q1 2024 | +12.3% | +17.4% | +25.1% | |
| Q4 2023 | -2.5% | -2.7% | +4.1% | |
| Q3 2023 | +4.0% | +8.2% | +0.2% | |
| Q2 2023 | +3.2% | -1.1% | -10.5% | |
| Q1 2023 | -8.0% | -3.8% | +7.1% | |
| Q4 2022 | -7.0% | -4.0% | -9.7% | |
| Q3 2022 | +19.2% | +24.1% | +20.2% | |
| Q2 2022 | +6.4% | -0.6% | -18.4% | |
| Q1 2022 | +18.1% | +25.0% | +22.7% | |
| Q4 2021 | -7.8% | -10.1% | -5.4% | |
| Q3 2021 | +5.2% | -6.9% | -4.1% | |
| Q2 2021 | +0.3% | +4.5% | -9.9% | |
| Q1 2021 | +4.7% | +0.9% | +9.1% | |
| Q4 2020 | +12.3% | +36.8% | +2.2% | |
| Q3 2020 | +2.2% | +16.3% | +65.1% | |
| Q2 2020 | -5.2% | -8.2% | -17.6% | |
| Q1 2020 | +5.5% | +4.9% | +7.8% | |
| Q4 2019 | +3.2% | +3.0% | -35.0% | |
| Q3 2019 | -5.3% | +3.4% | -15.2% | |
| Q2 2019 | -21.5% | -24.8% | -27.2% | |
| Q1 2019 | +4.5% | +1.2% | +0.3% | |
| Q4 2018 | -2.3% | -1.8% | -9.5% | |
| Q3 2018 | -18.6% | -24.5% | -31.0% | |
| Q2 2018 | -0.8% | -1.7% | -9.1% | |
| Q1 2018 | -3.0% | +2.7% | +20.8% | |
| Q4 2017 | -1.9% | -4.2% | -12.4% | |
| Q3 2017 | -6.8% | +0.3% | -1.5% | |
| Q2 2017 | -0.7% | +3.3% | +23.5% | |
| Q1 2017 | -1.0% | -0.9% | +18.8% | |
| Q4 2016 | +8.9% | +16.3% | +35.0% | |
| Q3 2016 | -0.5% | +2.5% | -0.5% | |
| Q2 2016 | +17.8% | +21.9% | +23.7% | |
| Q1 2016 | -14.5% | — | — | |
| Q4 2015 | +6.0% | — | — | |
| Q3 2015 | +4.6% | — | — | |
| Q2 2015 | -3.0% | — | — | |
| Q1 2015 | -0.2% | — | — | |
| Q4 2014 | +5.0% | — | — | |
| Q3 2014 | +12.7% | — | — | |
| Q2 2014 | -15.0% | — | — | |
| Q4 2013 | -0.6% | — | — | |
| Q3 2013 | -9.3% | — | — | |
| Q2 2013 | -0.9% | — | — | |
| Q4 2012 | -0.7% | — | — | |
| Q3 2012 | +5.6% | — | — | |
| Q2 2012 | +3.0% | — | — | |
| Q4 2011 | -4.2% | — | — | |
| Q4 2009 | -4.2% | — | — | |
| Q4 2010 | -4.2% | — | — | |
| Q3 2011 | -2.7% | — | — | |
| Q2 2011 | -2.1% | — | — | |
| Q3 2010 | -2.9% | — | — | |
| Q2 2010 | -6.9% | — | — | |
| Q1 2010 | +6.2% | — | — |
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