Himax Technologies

Himax Technologies (HIMX) Q4 2025 Earnings

Reported Feb 12, 2026 at 6:05 AM ET · SEC Source

Q4 25 EPS

$0.04

BEAT +20.00%

Est. $0.03

Q4 25 Revenue

$203.1M

BEAT +1.97%

Est. $199.2M

vs S&P Since Q4 25

+78.4%

BEATING MARKET

HIMX +88.1% vs S&P +9.7%

Full Year 2025 Results

FY 25 EPS

$0.25

FY 25 Revenue

$832.2M

Market Reaction

Did HIMX Beat Earnings? Q4 2025 Results

Himax Technologies closed out a difficult 2025 on a modestly encouraging note, with Q4 results landing at the high end of its own guidance range and clearing Wall Street's bar on both the top and bottom lines. The Taiwan-based display driver IC maker… Read more Himax Technologies closed out a difficult 2025 on a modestly encouraging note, with Q4 results landing at the high end of its own guidance range and clearing Wall Street's bar on both the top and bottom lines. The Taiwan-based display driver IC maker posted revenue of $203.08 million, edging past the $199.16 million consensus by 1.97%, though the figure still represented a steep 14.4% decline from the year-ago quarter as weak consumer electronics demand weighed heavily on the large panel segment throughout the year. Earnings per diluted ADS came in at $0.04, beating the $0.03 consensus by 20%, with the automotive business, which now accounts for more than half of total sales, providing relative ballast amid broader softness. Analysts remain divided on whether strategic pivots into WiseEye AI sensing and co-packaged optics for data centers can offset persistent display-driver volatility. Looking ahead, management guided Q1 2026 revenues to decline 2% to 6% sequentially, characterizing the period as the trough before a Q2 rebound supported by lean customer inventories and new automotive program launches.

Key Takeaways

  • Rush orders for TV and NB IC legacy products from panel makers drove large display driver IC outperformance
  • Automotive TDDI technology adoption among major customers across all continents drove ~10% QoQ auto driver growth
  • Increased ASIC Tcon shipment to leading projector customer and robust automotive Tcon shipment
  • Automotive Tcon sales grew approximately 50% year over year for full year 2025
  • Non-driver products grew 7.0% year-over-year for full year 2025
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HIMX YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

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HIMX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Our visibility for the whole year outlook of automotive sector remains limited amid the backdrop of uncertain government policy and consumer sentiment. However, we expect the first quarter to be the trough of the year, with sales rebounding in the second quarter and business momentum continuing to improve into the second half, supported by lean customer inventory levels and new projects for automotive customers scheduled to enter mass production later in the year. Despite lingering economic uncertainty, beyond our mainstream business of display IC solutions, we continue to expand into areas such as ultralow power AI for endpoint devices, Front-lit LCoS microdisplay and waveguide for AR glasses, and WLO for co-packaged optics. All these technologies are seeing exciting upside potential in the next couple of years, driven by the recent breakout of AI.”

— Jordan Wu, Q4 2025 Earnings Press Release