VICOR CORP — Form 8-K
Filed July 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Vicor reported Q2 2026 product and royalty revenues of $143.4M, up 26.9% sequentially from Q1's $113.0M and up from Q2 2025's $141.0M (excluding $45.0M litigation settlement). Net income was $49.8M ($1.04 diluted EPS) vs. $20.7M ($0.44) in Q1 2026. Backlog surged 145% year-over-year to $380M and 26% sequentially from $301M; cash increased to $453.6M.
Why this rating
Strong sequential growth and record backlog ($380M ≈ 38% of market cap) signal demand momentum. Sequential margin expansion and capex investment hint at capacity growth. However, YoY comparison weak (revenues down excluding litigation settlement), limiting transformational significance. Material but not trajectory-altering for $1B company.
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