Himax Sees Q1 Revenue Down 2%-6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
0mins
Should l Buy HIMX?
Sees Q1 revenue down 2%-6%. Sees Q1 gross margin flat to slightly down. The company said, "Overall, market conditions remain under pressure from ongoing macroeconomic uncertainty. Recent sharp price increases in memory have further weighed on the market sentiment for electronic products. However, compared with consumer products, the automotive segment, which accounts for over half of Himax's total sales, is more immune to memory price fluctuations. The visibility for the whole year outlook of automotive sector remains limited amid the backdrop of uncertain government policy and consumer sentiment. However, Himax expects 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. In addition, continued growth in Himax's non-driver IC businesses, particularly Tcon and WiseEye AI, should provide incremental support."
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Analyst Views on HIMX
Wall Street analysts forecast HIMX stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 7.510
Low
10.00
Averages
10.00
High
10.00
Current: 7.510
Low
10.00
Averages
10.00
High
10.00
About HIMX
Himax Technologies Inc is mainly engaged in the fabless semiconductor solution. The Company offers comprehensive automotive integrated circuit (IC) solutions, including traditional driver ICs, in-cell touch and display driver integration, large touch and display driver integration and local dimming timing controllers. The Company's principal product lines include display drivers and timing controllers, touch controller ICs, thin film transistor liquid crystal display (TFT-LCD) television and monitor semiconductor solutions, intellectual property (IP) and application specific integrated circuit (ASIC) service, liquid crystal on silicon (LCOS) and micro-electro mechanical systems (MEMS) products, power ICs, complementary metal-oxide-semiconductor (CMOS) image sensor product, and wafer level optics products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Himax Technologies Q4 2025 Earnings Call Insights
- Revenue Growth: Himax reported Q4 2025 revenues of $203.1 million, reflecting a sequential increase of 2.0%, surpassing previous flat guidance, indicating strong demand in large display drivers and automotive ICs, particularly due to rush orders for TV and notebook products.
- Profit Performance: The diluted earnings per share for Q4 was 3.6 cents, at the high end of the guidance range of 2.0 to 4.0 cents, with a gross margin of 30.4%, demonstrating improvements in cost control and profitability, despite an overall revenue decline of 8.2% compared to 2024.
- Operating Expense Control: Q4 operating expenses were $54.9 million, a 9.6% decrease from the previous quarter, reflecting the company's efforts to optimize spending, which further enhances its profitability.
- Future Outlook: Management expects Q1 2026 revenues to decline by 2.0% to 6.0% sequentially, but anticipates a rebound in Q2, primarily driven by automotive project ramps and continued growth in non-driver IC businesses, showcasing confidence in future market conditions.
See More
Himax Reports Strong Q4 2025 Earnings with Positive Guidance
- Earnings Highlights: Himax reported Q4 2025 net revenues of $203.1 million, reflecting a 2.0% sequential increase, surpassing the company's flat guidance, indicating resilience in market demand.
- Stable Gross Margin: The gross margin for Q4 reached 30.4%, consistent with the previous quarter's 30.2%, demonstrating effective cost control that aids in maintaining profitability.
- Future Outlook: Himax anticipates a revenue decline of 2.0% to 6.0% QoQ in Q1 2026, but expects sales to rebound in Q2, reflecting optimism about the automotive market.
- Technological Innovations: The company continues to expand into ultralow power AI and AR glasses microdisplay technologies, which are expected to become new growth drivers, enhancing product mix and overall profitability.
See More
Himax Technologies Q4 Earnings Analysis
- Earnings Performance: Himax Technologies reported a Q4 GAAP EPS of $0.04, in line with expectations, while revenue of $203.08 million fell 14.4% year-over-year but beat market expectations by $3.92 million, demonstrating resilience amid challenges.
- Stable Gross Margin: The gross margin for Q4 reached 30.4%, consistent with the previous quarter's 30.2%, aligning with company guidance and indicating effective cost control despite declining revenues.
- Future Outlook: Q1 2026 revenues are projected to decline by 2.0% to 6.0% quarter-over-quarter, falling short of the $192.80 million consensus, suggesting short-term challenges ahead.
- Earnings Expectations: Diluted earnings per ADS are expected to range between 2.0 to 4.0 cents, significantly lower than the $0.05 consensus, reflecting ongoing pressures on the company's profitability recovery.
See More
Himax Technologies to Announce Q4 Earnings on February 12
- Earnings Announcement Schedule: Himax Technologies is set to release its Q4 2023 earnings report on February 12 before the market opens, with consensus EPS estimate at $0.03 and revenue estimate at $199.16 million, reflecting a 16% year-over-year decline.
- Historical Performance: Over the past year, Himax has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, indicating a strong track record of meeting market expectations and building investor confidence.
- Market Analysis Perspective: Despite the automotive segment being a drag on performance, analysts maintain a neutral stance on Himax's future profitability, suggesting a hold until stability is achieved and emerging technologies contribute significantly.
- Quant Rating Insights: Seeking Alpha's quant rating on Himax Technologies illustrates a relatively fine balance between the headwinds and tailwinds the company faces, reflecting a cautious market sentiment regarding its future growth prospects.
See More
Himax Launches New OLED Touch Controller IC for High-End Laptops
- Product Innovation: Himax's HX85200 series OLED touch controller IC has been adopted by multiple leading global IT brands, with mass production set to begin in Q1 2026, marking the company's deeper penetration into the high-end OLED laptop market.
- Technical Advantage: This controller integrates industry-leading differential signal processing circuitry and advanced algorithms to deliver highly accurate multi-finger touch performance, significantly enhancing user interaction and meeting the demand for superior visual quality and touch technology in high-end devices.
- Market Demand: As high-end IT devices accelerate the adoption of OLED technology, the demand for smoother and more precise touch technologies continues to rise, positioning Himax's innovative products to stand out in a competitive market and enhance brand influence.
- Diverse Configurations: The new controller supports various sensing node counts and panel sizes, offering both 138-channel and 118-channel configurations to optimize the balance between touch accuracy and power consumption, thereby expanding its market application range across different devices.
See More
Himax to Release Q4 and Full Year 2025 Financial Results on February 12, 2026
- Earnings Call Announcement: Himax Technologies will hold a conference call on February 12, 2026, at 8:00 a.m. EST to discuss its Q4 and full-year 2025 financial results, which is expected to attract significant attention from investors and analysts.
- Multi-Channel Participation: The call will feature both video and audio live streaming, with dial-in options available from multiple countries, ensuring global investor accessibility and enhancing interaction between the company and its stakeholders.
- Replay Availability: A replay of the webcast will be available two hours after the call and will remain accessible until February 12, 2027, allowing investors who cannot attend live to stay informed, thereby improving transparency.
- Company Background: Himax is a leading fabless semiconductor solution provider focused on display imaging processing technologies, holding 2,595 granted patents, which underscores its strong capabilities in technological innovation and market competitiveness.
See More
Himax Technologies Q4 2025 Earnings Call Insights
- Revenue Growth: Himax reported Q4 2025 revenues of $203.1 million, reflecting a sequential increase of 2.0%, surpassing previous flat guidance, indicating strong demand in large display drivers and automotive ICs, particularly due to rush orders for TV and notebook products.
- Profit Performance: The diluted earnings per share for Q4 was 3.6 cents, at the high end of the guidance range of 2.0 to 4.0 cents, with a gross margin of 30.4%, demonstrating improvements in cost control and profitability, despite an overall revenue decline of 8.2% compared to 2024.
- Operating Expense Control: Q4 operating expenses were $54.9 million, a 9.6% decrease from the previous quarter, reflecting the company's efforts to optimize spending, which further enhances its profitability.
- Future Outlook: Management expects Q1 2026 revenues to decline by 2.0% to 6.0% sequentially, but anticipates a rebound in Q2, primarily driven by automotive project ramps and continued growth in non-driver IC businesses, showcasing confidence in future market conditions.
See More
Himax Reports Strong Q4 2025 Earnings with Positive Guidance
- Earnings Highlights: Himax reported Q4 2025 net revenues of $203.1 million, reflecting a 2.0% sequential increase, surpassing the company's flat guidance, indicating resilience in market demand.
- Stable Gross Margin: The gross margin for Q4 reached 30.4%, consistent with the previous quarter's 30.2%, demonstrating effective cost control that aids in maintaining profitability.
- Future Outlook: Himax anticipates a revenue decline of 2.0% to 6.0% QoQ in Q1 2026, but expects sales to rebound in Q2, reflecting optimism about the automotive market.
- Technological Innovations: The company continues to expand into ultralow power AI and AR glasses microdisplay technologies, which are expected to become new growth drivers, enhancing product mix and overall profitability.
See More
Himax Technologies Q4 Earnings Analysis
- Earnings Performance: Himax Technologies reported a Q4 GAAP EPS of $0.04, in line with expectations, while revenue of $203.08 million fell 14.4% year-over-year but beat market expectations by $3.92 million, demonstrating resilience amid challenges.
- Stable Gross Margin: The gross margin for Q4 reached 30.4%, consistent with the previous quarter's 30.2%, aligning with company guidance and indicating effective cost control despite declining revenues.
- Future Outlook: Q1 2026 revenues are projected to decline by 2.0% to 6.0% quarter-over-quarter, falling short of the $192.80 million consensus, suggesting short-term challenges ahead.
- Earnings Expectations: Diluted earnings per ADS are expected to range between 2.0 to 4.0 cents, significantly lower than the $0.05 consensus, reflecting ongoing pressures on the company's profitability recovery.
See More
Himax Technologies to Announce Q4 Earnings on February 12
- Earnings Announcement Schedule: Himax Technologies is set to release its Q4 2023 earnings report on February 12 before the market opens, with consensus EPS estimate at $0.03 and revenue estimate at $199.16 million, reflecting a 16% year-over-year decline.
- Historical Performance: Over the past year, Himax has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, indicating a strong track record of meeting market expectations and building investor confidence.
- Market Analysis Perspective: Despite the automotive segment being a drag on performance, analysts maintain a neutral stance on Himax's future profitability, suggesting a hold until stability is achieved and emerging technologies contribute significantly.
- Quant Rating Insights: Seeking Alpha's quant rating on Himax Technologies illustrates a relatively fine balance between the headwinds and tailwinds the company faces, reflecting a cautious market sentiment regarding its future growth prospects.
See More
Himax Launches New OLED Touch Controller IC for High-End Laptops
- Product Innovation: Himax's HX85200 series OLED touch controller IC has been adopted by multiple leading global IT brands, with mass production set to begin in Q1 2026, marking the company's deeper penetration into the high-end OLED laptop market.
- Technical Advantage: This controller integrates industry-leading differential signal processing circuitry and advanced algorithms to deliver highly accurate multi-finger touch performance, significantly enhancing user interaction and meeting the demand for superior visual quality and touch technology in high-end devices.
- Market Demand: As high-end IT devices accelerate the adoption of OLED technology, the demand for smoother and more precise touch technologies continues to rise, positioning Himax's innovative products to stand out in a competitive market and enhance brand influence.
- Diverse Configurations: The new controller supports various sensing node counts and panel sizes, offering both 138-channel and 118-channel configurations to optimize the balance between touch accuracy and power consumption, thereby expanding its market application range across different devices.
See More
Himax to Release Q4 and Full Year 2025 Financial Results on February 12, 2026
- Earnings Call Announcement: Himax Technologies will hold a conference call on February 12, 2026, at 8:00 a.m. EST to discuss its Q4 and full-year 2025 financial results, which is expected to attract significant attention from investors and analysts.
- Multi-Channel Participation: The call will feature both video and audio live streaming, with dial-in options available from multiple countries, ensuring global investor accessibility and enhancing interaction between the company and its stakeholders.
- Replay Availability: A replay of the webcast will be available two hours after the call and will remain accessible until February 12, 2027, allowing investors who cannot attend live to stay informed, thereby improving transparency.
- Company Background: Himax is a leading fabless semiconductor solution provider focused on display imaging processing technologies, holding 2,595 granted patents, which underscores its strong capabilities in technological innovation and market competitiveness.
See More
