earnings
confidence high
sentiment positive
materiality 0.85
Vicor Q4 product revenue $92.7M (+15.3% YoY); EPS $1.01 vs $0.23; expects record 2026 product revenues
VICOR CORP
2025-FY EPS reported
$2.61
revenue$452,701,000
- Q4 product revenue $92.7M (+15.3% YoY, +4.5% sequentially); royalty $14.5M (down 33.1% sequentially on Q3 catch-up).
- Net income $46.5M ($1.01 diluted EPS) vs $10.2M ($0.23) YoY; includes $27.3M tax benefit.
- Gross margin 55.4% vs 52.4% YoY; operating expenses $43.7M; cash from ops $15.7M.
- Full-year product revenue $350.3M (+12.1%); total rev including $45M patent settlement $452.7M (+26.1%).
- CEO expects record product revenue in 2026; planning second ChiP fab; ITC launched second IP investigation.