Himax Technologies, Inc. reported third‑quarter 2025 results on November 6, 2025, posting revenue of $199.2 million—a 7.3% sequential decline that falls well short of the company’s 12‑17% decline guidance. Gross margin held steady at 30.2%, in line with expectations, and the company earned 0.6 cents per diluted share, beating the guidance range of a 2‑4 cent loss.
The automotive segment remained the company’s largest revenue driver, with single‑digit growth in both traditional DDIC and TDDI sales. Large panel driver sales fell 23.6% sequentially, while small‑ and medium‑size driver sales slipped 2.4%. Non‑driver sales declined 13.7% but were offset by growth in automotive Tcon shipments, underscoring a shift toward higher‑margin automotive products.
For the fourth quarter, Himax guided to flat revenue, a gross margin that is flat to slightly higher, and earnings per diluted share of 2‑4 cents. Management reiterated confidence in the automotive outlook, citing continued demand for its TDDI, Tcon, and emerging OLED technologies, while noting that tariff negotiations and inventory management remain key factors.
The earnings beat, margin stability, and positive guidance signal that Himax’s strategic focus on automotive dominance and expansion into WiseEye AI and Co‑Packaged Optics is translating into resilient financial performance. The results reinforce the company’s competitive position and suggest that its diversified portfolio is mitigating macro‑economic headwinds.
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