VICOR CORP (VICR) Form 10-Q — Oct 26, 2026
Vicor's Q3 2026 revenue jumped 78.5% year over year to $197.1 million, with royalty revenue surging to $66.6 million after a new license agreement signed during the quarter. Diluted EPS more than doubled to $1.33 from $0.63 a year ago, and gross margin expanded to 68.3% from 57.5%. Nine-month revenue reached $453.4 million, up 50.9%, with net income of $133.8 million ($2.81 diluted EPS) versus $72.0 million a year earlier. Backlog grew to $406.0 million from $379.7 million at the end of Q2, and cash rose to $513.1 million.
Key figures
- Eps
- 1.33
- Revenue
- 197114000
- Guidance
- No formal guidance; management stated cash from operations plus cash equivalents will be sufficient to fund planned needs.
- Net Income
- 63321000
- Revenue Yoy
- 78.5%
- Total Assets
- 981620000
- Cash Position
- 513137000
- Shares Outstanding
- 34430882
- Backlog Q2
- 379736000
- Backlog Q3
- 406043000
- Gross Margin Pct Q3
- 68.3%
- Nine Month Revenue
- 453435000
- Royalty Revenue Q3
- 66613000
- Nine Month Diluted Eps
- 2.81
- Nine Month Revenue Yoy
- 50.9%
- Operating Cash Flow9 M
- 80364000
- New Buyback Authorization
- 150000000
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