S&P 500
7,514.00
+0.31%
Dow Jones
52,454.10
+0.19%
Nasdaq 100
30,011.60
+0.49%
Russell 2000
3,019.51
+0.21%
FTSE 100
10,500.40
+0.11%
Nikkei 225
69,889.80
+0.37%
Himax Technologies

Himax Technologies (HIMX) Q3 2025 Earnings

Reported Nov 6, 2025 at 6:05 AM ET · SEC Source

Q3 25 EPS

$0.01

BEAT +20.00%

Est. $0.01

Q3 25 Revenue

$199.2M

BEAT +6.95%

Est. $186.2M

vs S&P Since Q3 25

+63.9%

BEATING MARKET

HIMX +75.2% vs S&P +11.3%

Market Reaction

Did HIMX Beat Earnings? Q3 2025 Results

Himax Technologies delivered a stronger-than-expected third quarter, with revenue of $199.16 million beating the $186.22 million consensus by 6.95% and earnings per diluted ADS of $0.01 edging past the $0.01 estimate by 20%, even as sales declined 10… Read more Himax Technologies delivered a stronger-than-expected third quarter, with revenue of $199.16 million beating the $186.22 million consensus by 6.95% and earnings per diluted ADS of $0.01 edging past the $0.01 estimate by 20%, even as sales declined 10.4% from a year ago. The headline driver was automotive, which contributed more than half of total revenue as the company's TDDI, DDIC, and Tcon product lines all came in ahead of management's own guided range of a 12-17% sequential revenue decline, a target the company comfortably cleared with only a 7.3% sequential drop. The quarter did carry an operating loss of $618,000, largely reflecting Himax's annual September employee bonus of $8.10 million, though after-tax profit still reached $1.07 million. Looking ahead, management guides Q4 revenue flat sequentially with gross margin flat to slightly higher and profit per diluted ADS of 2.0 to 4.0 cents, while expressing confidence in multi-year automotive growth and expanding opportunities in ultralow power AI, co-packaged optics, and smart glasses components.

Key Takeaways

  • • Better-than-expected automotive IC and Tcon sales drove revenue outperformance vs guidance
  • • Automotive business remains largest revenue contributor at over 50% of total revenues
  • • Automotive Tcon full-year 2025 sales set to grow approximately 50% YoY
  • • Tcon business accounted for around 12% of total sales with notable automotive contributions
  • • Customers maintaining lean inventories with make-to-order model
24/7 Wall St

HIMX YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

HIMX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Despite the limited short-term visibility in the automotive market, we remain optimistic about our automotive business outlook for the next few years, backed by our leading new technology offerings and comprehensive customer coverage. Meanwhile, we continue to focus on the expansion into emerging areas beyond display ICs, including ultralow power AI, CPO, and smart glasses, all novel applications characterized by high growth potential, high added value, and high technological barriers that are well positioned to become new growth drivers for Himax soon.”

— Jordan Wu, Q3 2025 Earnings Press Release

Back to HIMX Stock Page