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IQE
IQE (IQE) investor relations material
IQE Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary12 Jan, 2026
Trading performance and financial highlights
Achieved strong trading momentum in H2 2025, driven by early funding for US military and defence programs and higher photonics demand in AI and data centre markets.
Wireless product sales increased due to new handset launches, boosting Taiwan operations.
Revenue for FY 2025 expected at approximately £97m, with adjusted EBITDA of at least £2.0m, at the upper end of guidance.
Cash position at year-end 2025 was £15.6m, reflecting improved liquidity and working capital.
HSBC granted a waiver for Q4 2025 EBITDA covenant testing, indicating supportive banking relationships.
Order book and market outlook
Entered 2026 with a strong Q1 order book and improved demand visibility across consumer mobile, data centre, and AI-related photonics.
Wireless demand momentum from Q4 2025 expected to continue, supported by existing customers and new platform wins.
Growth in data centre deployments and AI-enabled compute is supporting increased photonics demand.
Strategic review and shareholder value
Board is negotiating non-binding offers for the group and certain assets to maximize shareholder value.
Encouraging level of interest and recognition of the group's intrinsic value, but no certainty of deal completion.
Clarify types of strategic review offers
Context of Q4 2025 EBITDA covenant waiver
Is 2026 military demand impacted by pull-forward
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Latest summaries
- TimeTickerHeadlineOpen
- 5 FebLSAK
Net revenue up 16%, adjusted EBITDA up 47%, and first positive net income since 2022. - 5 FebSIRI
2025 beat guidance with strong cash flow and podcast growth; 2026 outlook stable and disciplined. - 5 FebMETSB
2025 saw sharp losses but strong cash flow and transformation actions set up for recovery. - 5 FebRSI
Q1 2026 saw 18% EBITDA growth, strong margins, and LEAP project progress despite lower revenues. - 5 FebGEG
Net loss of $16.5M on $3M revenue, with 4% AUM growth and $51.2M in cash. - 5 FebFOI-B
2025 profit fell despite higher sales, with margin pressure and one-time costs impacting results. - 5 FebSLQT
12% revenue growth, $69.3M net income, and new $415M credit facility amid revised guidance. - 5 FebALCO
Land sales and leasing drove improved profitability and strong cash flow amid the citrus exit. - 5 FebPSSA3
Net income up 28% and revenue up 12% in 2025, with robust growth across all business lines. - 5 FebPSMT
All proposals passed with strong support; no shareholder questions were received.
Next IQE earnings date
H2 202512 May, 2026
IQE
Next IQE earnings date
H2 202512 May, 2026
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Frequently asked questions
IQE plc is a UK-based technology company specializing in the development and manufacturing of advanced semiconductor materials. The company provides epitaxial wafers and related materials used in a variety of applications, including wireless communications, photonics, and power electronics. IQE's products are integral to technologies such as smartphones, fiber-optic networks, and sensors for automotive and industrial uses. The company is headquartered in Cardiff, Wales, and its shares are listed on the London Stock Exchange.
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