---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-425697"
form_type: "8-K"
ticker: "VICR"
cik: "0000751978"
company_name: "VICOR CORP"
filed_at: "2026-10-20T11:20:05+00:00"
generated_at: "2026-10-20T11:25:07.172465+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Vicor Q3 revenue $197.1M, up 78.5% YoY; EPS $1.33; backlog $406M on AI demand

## Summary
- Revenue $197.1M, up 37.5% sequentially from $143.4M and 78.5% YoY from $110.4M; gross margin 68.3% vs 57.5% a year ago.
- Net income $63.3M, or $1.33 per diluted share, vs $0.63 a year ago and $1.04 in Q2 2026.
- Backlog $406M, up 7% sequentially and 166% from $153M a year ago; operating cash flow $69.7M; capex $16.1M; cash $513.1M.
- Operating expenses rose to $62.5M from $42.6M a year ago, including contingency fees to law firms enforcing Vicor IP.
- CEO Vinciarelli: bought two sites near Andover ChiP Fab-1 for ~5X capacity from 3 fabs; granted first VPD license to an AI OEM; ITC opened VPD infringement probe.

## SEC filing metadata
- accession: 0001193125-26-425697
- form_type: 8-K
- ticker: VICR
- cik: 0000751978
- company_name: VICOR CORP
- filed_at: 2026-10-20T11:20:05+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/751978/000119312526425697/0001193125-26-425697-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/751978/000119312526425697/d153882d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-425697
- JSON: https://secwatch.observer/filing/0001193125-26-425697.json
- Plain text: https://secwatch.observer/filing/0001193125-26-425697.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.