secwatch.observer — SEC 8-K summary
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Issuer:     VICOR CORP (VICR)
CIK:        0000751978
Form:       8-K
Filed at:   2026-10-20T11:20:05+00:00
Accession:  0001193125-26-425697
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/751978/000119312526425697/0001193125-26-425697-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/751978/000119312526425697/d153882d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-425697

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