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Vicor Corporation, along with its various subsidiaries, specializes in the conceptualization, manufacturing, and global distribution of modular power components and systems. These offerings are engineered to efficiently convert electrical power for a wide range of applications. The company operates internationally, serving markets across the United States, Europe, the Asia Pacific region, and beyond. Its product portfolio encompasses brick-format DC-DC converters, a selection of complementary components, and devices designed for managing input/output voltage and output power, in addition to…

VICR's Q2 earnings and revenues beat estimates as Advanced Products and royalty income surged.

The Zacks Electronics - Miscellaneous Components industry players like NVT, FPS and VICR are benefiting from the solid adoption of AI and the democratization of IoT.

VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.

Vicor Corporation is reiterated as a Buy due to accelerating core revenue growth and robust demand in HPC and AI infrastructure. Backlog surged 145% YoY to $380 million, reflecting strengthening demand and industry-leading power density technology. Gross margin expanded 890 bps YoY (adjusted), and operating leverage improved as SG&A expenses fell and overall operating expenses grew slower than revenues.

Vicor Corporation (VICR) Q2 2026 Earnings Call Transcript