

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

Vicor NASDAQ: VICR reported a sharp sequential revenue increase for the second quarter of 2026, driven by growth in advanced products and royalty income from a recent licensing agreement, while management pointed to additional capacity, licensing activity and demand for power delivery technology as key factors in its outlook.

Vicor (VICR) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.91 per share a year ago.

ANDOVER, Mass., July 21, 2026 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the second quarter ended June 30, 2026. These results will be discussed at 8:00 a.m. Eastern Time, during management's quarterly investor conference call. The details for the call are below.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for VICR and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.