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Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data
Himax Technologies

Himax Technologies (HIMX) Q1 2026 Earnings

Reported May 7, 2026 at 6:28 AM ET · SEC Source

Q1 26 EPS

$0.05

BEAT +53.33%

Est. $0.03

Q1 26 Revenue

$199.0M

BEAT +2.05%

Est. $195.0M

vs S&P Since Q1 26

+13.1%

BEATING MARKET

HIMX +15.2% vs S&P +2.2%

Market Reaction

Did HIMX Beat Earnings? Q1 2026 Results

Himax Technologies delivered a stronger-than-expected first quarter, posting revenue of $199.01 million against a consensus estimate of $195.01 million and earnings of $0.05 per diluted ADS that beat the $0.03 consensus by 53.33%, even as sales decli… Read more Himax Technologies delivered a stronger-than-expected first quarter, posting revenue of $199.01 million against a consensus estimate of $195.01 million and earnings of $0.05 per diluted ADS that beat the $0.03 consensus by 53.33%, even as sales declined 7.5% year-over-year amid lower volumes and margin pressure. The headline driver was a 11.7% sequential surge in large display driver ICs to $24.20 million, fueled by restocking of high-end TV components, while gross margin held at 30.4% at the high end of guidance and operating income climbed to $10.16 million, or a 5.1% margin, up from 3.4% in Q4. The results sent shares jumping roughly 28-30% in post-earnings trading, reflecting investor relief over the beat and optimism around the company's forward trajectory. For Q2 2026, Himax guided revenue growth of 10% to 13% sequentially, with gross margin expanding to approximately 32% and EPS of 8.6 to 10.3 cents per diluted ADS, supported by new automotive mass production ramps in the second half and continued momentum in WiseEye AI and AR glass applications.

Key Takeaways

  • • Better-than-expected restocking of high-end TV ICs by a leading panel maker drove large display driver IC outperformance
  • • New OLED solutions entering mass production for a leading smartphone brand's mainstream model
  • • Renewed tablet demand for mainstream and premium OLED models from leading customers
  • • Lower operating expenses driven by timing of tape-out expenses
  • • Hundreds of automotive Tcon design wins supporting robust underlying demand

HIMX Forward Guidance & Outlook

Himax guides Q2 2026 revenue to increase 10.0% to 13.0% sequentially, with gross margin around 32% and profit per diluted ADS of 8.6 to 10.3 cents. Management expects upward momentum through the remainder of 2026, supported by new automotive projects entering mass production in H2 2026 and anticipated growth in non-driver IC businesses, particularly Tcon and WiseEye AI. Supply-side cost pressures from foundry tightness and rising gold prices are expected to persist, with pricing adjustments being implemented. The company expects revenues from AI and AR glasses applications to grow substantially over the next few years. CPO mass-production readiness is targeted for 2026 with limited shipments, followed by accelerating volume ramp starting 2027.

24/7 Wall St

HIMX YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

24/7 Wall St

HIMX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We expect upward momentum through the remainder of 2026, supported by a meaningful number of new automotive projects scheduled to enter mass production in the second half, a view consistent with our outlook from last quarter's call. The positive outlook is also supported by the anticipated growth in our non-driver IC businesses, particularly Tcon and WiseEye AI. Despite ongoing macro uncertainty, Himax continues to expand beyond its traditional display IC business, focusing on key growth areas including smart glasses, ultralow power AI and CPO. These emerging technologies present significant growth opportunities that help diversify our revenue base into areas with attractive gross margin profiles and profitability while also strengthening our overall competitiveness.”

— Jordan Wu, Q1 2026 Earnings Press Release

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