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Himax Technologies

Himax Technologies (HIMX) Q2 2025 Earnings

Reported Aug 7, 2025 at 6:00 AM ET · SEC Source

Q2 25 EPS

$0.10

MISS 5.00%

Est. $0.10

Q2 25 Revenue

$214.8M

BEAT +1.32%

Est. $212.0M

vs S&P Since Q2 25

+73.6%

BEATING MARKET

HIMX +91.8% vs S&P +18.2%

Market Reaction

Did HIMX Beat Earnings? Q2 2025 Results

Himax Technologies delivered a mixed second quarter, posting revenue of $214.80 million that edged past the $212.00 million consensus by 1.32% but fell 10.4% year-over-year, while earnings per diluted ADS of $0.10 missed the $0.10 consensus estimate … Read more Himax Technologies delivered a mixed second quarter, posting revenue of $214.80 million that edged past the $212.00 million consensus by 1.32% but fell 10.4% year-over-year, while earnings per diluted ADS of $0.10 missed the $0.10 consensus estimate by 5.00%, sending shares sharply lower in pre-market trading. The shortfall in profitability reflected a meaningful squeeze on operating income, which dropped to $18.11 million, an 8.4% margin, compared to $29.26 million a year ago, as NT dollar appreciation drove operating expenses up 6.9% sequentially to $48.90 million. Automotive remained the dominant revenue segment at roughly half of total sales, though driver shipments softened sequentially as tariff headwinds and the tapering of China's auto subsidy program weighed on demand. Looking ahead, Himax guided Q3 revenue to decline 12% to 17% sequentially, with gross margin near 30% and a per-ADS loss of two to four cents, citing low automotive demand visibility and cautious customer ordering as the primary constraints on near-term performance.

Key Takeaways

  • • Automotive business remained largest revenue contributor at approximately 50% of total revenues
  • • Non-driver sales increased 14.7% QoQ driven by increased Tcon shipments for automotive and monitor products
  • • Favorable product mix drove gross margin improvement to 31.2%, exceeding guidance
  • • Strong operating cash flow of $60.5 million in Q2
  • • Smartphone IC sales outperformed guidance with slight QoQ increase driven by rush order from leading customer
  • • First-half 2025 automotive driver sales grew 3.2% year-over-year despite global softness
24/7 Wall St

HIMX YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

HIMX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Starting in August, the U.S. began clarifying its tariff measures toward most of the countries, including major economies such as Japan and the EU. These developments have helped reduce uncertainty in the global trade environment. That said, less than 24 hours ago, the U.S. government announced plans to impose tariffs of approximately 100% on semiconductor chips imported from companies that do not manufacture in the United States. As the details of the new tariff plan have yet to be released, we are unable to comment further regarding its potential impact at this time. We are closely monitoring the situation and will respond accordingly. It's worth noting that tariffs have not had a significant direct impact on Himax's business, as our IC products are not directly exported to the U.S. Instead, they are integrated into panels or modules by customers outside the United States and then sold globally, including into the U.S. market. Only a negligible portion, about 2%, of Himax's products are shipped directly to the United States”

— Jordan Wu, Q2 2025 Earnings Press Release

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