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Side-by-side financial comparison of ICHOR HOLDINGS, LTD. (ICHR) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
ICHOR HOLDINGS, LTD. is the larger business by last-quarter revenue ($256.1M vs $205.2M, roughly 1.2× STONERIDGE INC). On growth, ICHOR HOLDINGS, LTD. posted the faster year-over-year revenue change (4.7% vs -6.0%). STONERIDGE INC produced more free cash flow last quarter ($2.6M vs $-10.0M). Over the past eight quarters, ICHOR HOLDINGS, LTD.'s revenue compounded faster (12.3% CAGR vs -7.4%).
Ichor Holdings Ltd. designs, manufactures and supplies critical fluid delivery systems, subsystems and related components for the global semiconductor manufacturing sector. Its products are integrated into front-end wafer processing equipment, supporting production of advanced logic, memory and specialty chips for leading semiconductor device and equipment makers across North America, East Asia and Europe.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
ICHR vs SRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $256.1M | $205.2M |
| Net Profit | $-2.5M | — |
| Gross Margin | 12.6% | 16.2% |
| Operating Margin | 88.2% | -14.4% |
| Net Margin | -1.0% | — |
| Revenue YoY | 4.7% | -6.0% |
| Net Profit YoY | 45.8% | — |
| EPS (diluted) | $-0.07 | $-2.76 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $256.1M | — | ||
| Q4 25 | $223.6M | $205.2M | ||
| Q3 25 | $239.3M | $210.3M | ||
| Q2 25 | $240.3M | $228.0M | ||
| Q1 25 | $244.5M | $217.9M | ||
| Q4 24 | $233.3M | $218.2M | ||
| Q3 24 | $211.1M | $213.8M | ||
| Q2 24 | $203.2M | $237.1M |
| Q1 26 | $-2.5M | — | ||
| Q4 25 | $-16.0M | — | ||
| Q3 25 | $-22.9M | $-9.4M | ||
| Q2 25 | $-9.4M | $-9.4M | ||
| Q1 25 | $-4.6M | $-7.2M | ||
| Q4 24 | $-3.9M | — | ||
| Q3 24 | $-2.8M | $-7.1M | ||
| Q2 24 | $-5.1M | $2.8M |
| Q1 26 | 12.6% | — | ||
| Q4 25 | 9.4% | 16.2% | ||
| Q3 25 | 4.6% | 20.3% | ||
| Q2 25 | 11.3% | 21.5% | ||
| Q1 25 | 11.7% | 21.2% | ||
| Q4 24 | 11.6% | 19.5% | ||
| Q3 24 | 13.2% | 20.8% | ||
| Q2 24 | 12.6% | 22.7% |
| Q1 26 | 88.2% | — | ||
| Q4 25 | -6.2% | -14.4% | ||
| Q3 25 | -8.1% | -1.6% | ||
| Q2 25 | -2.0% | -1.1% | ||
| Q1 25 | -0.5% | -1.5% | ||
| Q4 24 | -0.5% | -2.0% | ||
| Q3 24 | -0.2% | 0.1% | ||
| Q2 24 | -1.1% | 1.4% |
| Q1 26 | -1.0% | — | ||
| Q4 25 | -7.1% | — | ||
| Q3 25 | -9.6% | -4.5% | ||
| Q2 25 | -3.9% | -4.1% | ||
| Q1 25 | -1.9% | -3.3% | ||
| Q4 24 | -1.7% | — | ||
| Q3 24 | -1.3% | -3.3% | ||
| Q2 24 | -2.5% | 1.2% |
| Q1 26 | $-0.07 | — | ||
| Q4 25 | $-0.46 | $-2.76 | ||
| Q3 25 | $-0.67 | $-0.34 | ||
| Q2 25 | $-0.28 | $-0.34 | ||
| Q1 25 | $-0.13 | $-0.26 | ||
| Q4 24 | $-0.11 | $-0.22 | ||
| Q3 24 | $-0.08 | $-0.26 | ||
| Q2 24 | $-0.15 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $89.1M | $66.3M |
| Total DebtLower is stronger | $6.3M | $180.9M |
| Stockholders' EquityBook value | $668.0M | $179.8M |
| Total Assets | $972.5M | $551.2M |
| Debt / EquityLower = less leverage | 0.01× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $89.1M | — | ||
| Q4 25 | $98.3M | $66.3M | ||
| Q3 25 | $92.5M | $54.0M | ||
| Q2 25 | $92.2M | $49.8M | ||
| Q1 25 | $109.3M | $79.1M | ||
| Q4 24 | $108.7M | $71.8M | ||
| Q3 24 | $116.4M | $54.1M | ||
| Q2 24 | $114.3M | $42.1M |
| Q1 26 | $6.3M | — | ||
| Q4 25 | $123.5M | $180.9M | ||
| Q3 25 | $123.5M | — | ||
| Q2 25 | $125.0M | — | ||
| Q1 25 | $126.8M | — | ||
| Q4 24 | $128.5M | $201.6M | ||
| Q3 24 | $130.3M | — | ||
| Q2 24 | $130.2M | — |
| Q1 26 | $668.0M | — | ||
| Q4 25 | $663.9M | $179.8M | ||
| Q3 25 | $676.2M | $251.2M | ||
| Q2 25 | $694.1M | $260.5M | ||
| Q1 25 | $700.4M | $253.1M | ||
| Q4 24 | $698.3M | $245.3M | ||
| Q3 24 | $697.3M | $271.4M | ||
| Q2 24 | $694.9M | $270.5M |
| Q1 26 | $972.5M | — | ||
| Q4 25 | $942.9M | $551.2M | ||
| Q3 25 | $966.6M | $632.1M | ||
| Q2 25 | $985.1M | $639.4M | ||
| Q1 25 | $1.0B | $657.4M | ||
| Q4 24 | $995.6M | $621.6M | ||
| Q3 24 | $975.9M | $662.5M | ||
| Q2 24 | $947.7M | $666.7M |
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.19× | 1.01× | ||
| Q3 25 | 0.18× | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | 0.18× | — | ||
| Q4 24 | 0.18× | 0.82× | ||
| Q3 24 | 0.19× | — | ||
| Q2 24 | 0.19× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $8.8M |
| Free Cash FlowOCF − Capex | $-10.0M | $2.6M |
| FCF MarginFCF / Revenue | -3.9% | 1.3% |
| Capex IntensityCapex / Revenue | 2.8% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-16.8M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $9.2M | $8.8M | ||
| Q3 25 | $9.2M | $3.6M | ||
| Q2 25 | $-7.5M | $10.7M | ||
| Q1 25 | $19.0M | $10.9M | ||
| Q4 24 | $-2.5M | $19.2M | ||
| Q3 24 | $8.1M | $10.8M | ||
| Q2 24 | $17.5M | $8.7M |
| Q1 26 | $-10.0M | — | ||
| Q4 25 | $5.9M | $2.6M | ||
| Q3 25 | $2.1M | $-2.7M | ||
| Q2 25 | $-14.8M | $7.4M | ||
| Q1 25 | $496.0K | $4.8M | ||
| Q4 24 | $-6.9M | $14.0M | ||
| Q3 24 | $2.2M | $4.6M | ||
| Q2 24 | $14.6M | $1.5M |
| Q1 26 | -3.9% | — | ||
| Q4 25 | 2.6% | 1.3% | ||
| Q3 25 | 0.9% | -1.3% | ||
| Q2 25 | -6.2% | 3.3% | ||
| Q1 25 | 0.2% | 2.2% | ||
| Q4 24 | -3.0% | 6.4% | ||
| Q3 24 | 1.0% | 2.2% | ||
| Q2 24 | 7.2% | 0.6% |
| Q1 26 | 2.8% | — | ||
| Q4 25 | 1.5% | 3.0% | ||
| Q3 25 | 3.0% | 3.0% | ||
| Q2 25 | 3.0% | 1.4% | ||
| Q1 25 | 7.6% | 2.8% | ||
| Q4 24 | 1.9% | 2.4% | ||
| Q3 24 | 2.8% | 2.9% | ||
| Q2 24 | 1.4% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ICHR
Segment breakdown not available.
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
