HIMAX TECHNOLOGIES INC-ADR (NASDAQ:HIMX) Reports Q2 2025 Earnings In Line With Guidance but Misses Analyst Estimates, Shares Drop 6% Pre-Market

Last update: Aug 7, 2025

HIMAX TECHNOLOGIES INC-ADR (NASDAQ:HIMX) reported its second-quarter 2025 financial results, with revenues and earnings per share (EPS) meeting the company’s prior guidance but falling slightly short of analyst expectations. The semiconductor firm also provided a cautious outlook for the third quarter, contributing to a negative pre-market reaction.

Key Financial Highlights for Q2 2025

Revenue: Reported at $214.8 million, in line with the company’s guidance but below the consensus estimate of $217.26 million.
EPS: Came in at $0.10 per diluted ADS, matching the company’s forecast but marginally missing the $0.102 analyst estimate.
Gross Margin: Exceeded expectations at 30.5%, surpassing the company’s earlier guidance.

Market Reaction

The stock was down nearly 6% in pre-market trading, reflecting investor disappointment over the revenue miss and a weaker-than-expected Q3 outlook. Over the past month, shares have declined by 6.9%, indicating broader concerns about near-term performance.

Q3 2025 Guidance vs. Analyst Estimates

Himax’s third-quarter forecast suggests:

Revenue Decline: Expected to drop 12% to 17% sequentially, implying a range of $178.3 million to $189.0 million, well below the analyst consensus of $217.91 million.
Gross Margin: Projected at around 30%, slightly lower than Q2’s outperformance.
Loss per ADS: Estimated between 2.0 to 4.0 cents, contrasting with analysts’ expectation of a $0.0663 profit.

This guidance signals potential headwinds in demand or pricing pressures, likely contributing to the negative market sentiment.

Press Release Summary

The earnings report emphasized:

Gross margin strength in Q2, driven by cost controls and product mix.
Weakness in Q3 projections, attributed to softer demand in certain segments.
No major updates on long-term growth drivers, such as automotive ICs or display technologies, which remain key areas for future performance.

Looking Ahead

While Himax maintained profitability in Q2, the sharp downward revision for Q3 raises concerns about near-term challenges. Investors will be watching for signs of demand recovery, particularly in automotive and display markets, where the company has significant exposure.

For more detailed earnings data and analyst estimates, visit HIMAX TECHNOLOGIES INC-ADR Earnings & Estimates.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research before making any financial decisions.