Inferra AI / Company / VICR

Vicor Corp

VICR · Information Technology

Last earnings Oct 20, 2026

Key results

Gross marginquarter

$63.5 million

Gross margin increased to $63.5 million for the third quarter of 2025, compared to $45.7 million for the corresponding period a year ago, and decreased sequentially from $92.1 million for the second quarter of 2025.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Net incomequarter

$28.3 million

Net income for the third quarter was $28.3 million, or $0.63 per diluted share, compared to net income of $11.6 million or $0.26 per diluted share, for the corresponding period a year ago and net income of $41.2 million, or $0.91 per diluted share, for the second quarter of 2025.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

AI analysis

Q3 2025 · reported Oct 21, 2025

Based on: Earnings release + parent 8-K — transcript not held

Diluted EPS · Q3 2025
$0.63
EX-99 · Oct 21, 2025
Net income · Q3 2025
$28.3M
EX-99 · Oct 21, 2025
Gross margin · Q3 2025
$63.5M
+38.9% vs year ago computed from stated figures
EX-99 · Oct 21, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Gross margin$63.5 million—$45.7 million
Net income$28.3 million——

EX-99 · Oct 21, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$63.5M

Capital allocation

Capex$4.0M

Capital expenditures for the third quarter totaled $4.0 million, compared to $8.4 million for the corresponding period a year ago and $6.2 million for the second quarter of 2025.

Company-stated claims

Oct 20, 2026

Historical · increased 166% · backlog_orders

“Backlog for the third quarter ended September 30, 2026 totaled $406 million, a 7% sequential increase from $380 million at the end of the second quarter of 2026, and increased 166% from $153 million for the corresponding period a year ago.”

EX-99 · Oct 20, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

These results will be discussed later today at 5:00 p.m

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Capital expenditures for the third quarter totaled $4.0 million, compared to $8.4 million for the corresponding period a year ago and $6.2 million for the second quarter of 2025.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Stock repurchases for the third quarter totaled $15.6 million, compared with $17.5 million for the second quarter of 2025.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Risks & headwinds

Product revenues and licensing income for the third quarter ended September 30, 2025 totaled $110.4 million, an 18.5% increase from $93.2 million for the corresponding period a year ago, and a 21.7% sequential decrease from $141.0 million in the second quarter of 2025, which included a $45.0 million patent litigation settlement.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Gross margin, as a percentage of revenue, increased to 57.5% for the third quarter of 2025, compared to 49.1% for the corresponding period a year ago, and decreased from 65.3% for the second quarter of 2025, which benefited from the $45.0 million patent litigation settlement.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Patrizio Vinciarelli stated: Licensing revenue reached a record rate in Q3 following the litigation settlement for prior infringement recorded in Q2.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Actual results could differ materially from those projected in the forward-looking statements as a result of various factors, including those economic, business, operational and financial considerations set forth in Vicor s Annual Report on Form 10-K for the year ended December 31, 2024, under Part I, Item I Business, under Part I, Item 1A Risk Factors, under Part I, Item 3 Legal Proceedings, and under Part II, Item 7 Management s Discussion and Analysis of Financial Condition and Results of Operations.

SEC original ↗Vicor Corp — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

30 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Vicor Corp are held in this edition of the library.

Transcripts

0 documents

No transcripts for Vicor Corp are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Vicor Corp by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.