Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally. The company ...
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Est. EPS $-0.03 · Revenue $13.50M · 4 analysts
Est. EPS $-0.03 · Revenue $15.10M · 4 analysts
Est. EPS $-0.15 · Revenue $47.69M · 4 analysts
Est. EPS $-0.03 · Revenue $15.78M · 1 analysts
EPS $-0.09 · Revenue $10.11M
EPS $-0.25 · Revenue $14.49M
EPS $-0.09 · Revenue $14.02M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $45.9M | -44.9% | +22.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-117.0M | -38.2% | -575.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +31.0% | -8.8% | +45.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -190.0% | -21.1% | +18.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -254.7% | -150.8% | -451.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-44.4M | +32.4% | -92.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -96.6% | -22.7% | -57.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 1.5% | -30.6% | -57.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.99x | -12.3% | +403.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $500.5M | +28.3% | +72.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.57 vs -0.19 | -196.3% | -0.95 vs -0.03 | -2826.2% |
| Revenue Surprise | $45.9M vs $45.5M | +0.8% | $10.5M vs $13.5M | -22.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Saluja Dipender | director | Class A Common Stock | A | 951 | $13.15 |
| Jul 31, 2026 | Saluja Dipender | director | Class A Common Stock | A | 951 | $13.15 |
| Jul 22, 2026 | Moxam David | director | Class A Common Stock | A | 9,990 | — |
| Jul 22, 2026 | LONG BRIAN | director | Class A Common Stock | A | 9,990 | — |
| Jul 22, 2026 | Wunderlich Gary Kent JR | director | Class A Common Stock | A | 9,990 | — |
Operator : Hello, and thank you for standing by. My name is Lisa, and I will be your conference operator today. At this time, I would like to welcome everyone to the Navitas Semiconductor Second Quarter '26 Earnings. [Operator Instructions] I would now like to turn the call over to Brett Perry of Shelton Group Investor Relations. Please go ahead. Brett Perry : Good afternoon, and welcome to Navitas Semiconductor Second Quarter 2026 Financial Results Conference Call. Joining us today are Navitas's President and CEO, Chris Allexandre; and CFO, Tonya Stevens. I'd like to remind listeners that management's prepared remarks contain forward-looking statements, which are subject to risks and uncertainties, and management may make additional forward-looking statements in response to your questions. Therefore, the company claims the protection of the safe harbor for forward-looking statements that's contained in the Private Securities Litigation Reform Act of 1995. Actual results may differ from those discussed today, and therefore, we refer you to a more detailed discussion of risks and uncertainties in the company's filings with the Securities and Exchange Commission, including Forms 10-K and 10-Q. In addition, any projections as to the company's future performance represent management's estimates as of today, July 27, 2026. Navitas assumes no obligation to update these projections in the future as market conditions may or may not change except to the extent required by applicable law. Additionally, the company's press release and management's statements during this conference call will include discussions of certain measures and financial information in GAAP and non-GAAP terms. Included in the company's press release are definitions and reconciliations of GAAP to non-GAAP items, which provide additional details. For those of you unable to listen to the entire call at this time, a recording will be available via webcast for 90 days in the Investor Relations section of Navitas' website at www.navitas.com. And now it's my pleasure to turn the call over to Navitas' President and CEO. Chris, please go ahead. Chris Allexandre : Good afternoon, and thank you for joining us on today's second quarter 2026 earnings call. We appreciate your continued interest and support as we execute our strategic transformation to Navitas 2.0. In the second quarter, delivered increasing revenue of 22% sequentially, coupled with a stronger third quarter guidance. High power markets grew more than 50% year-over-year, serving as further evidence of the building momentum in our GaN and high-voltage IC product, especially in our focused area of AI infrastructure. We're also delivering on our Navitas 2.0 transformation. We are well ahead by over 1/4 of expected action for nearly all sales to be coming from high-power market by year-end, with revenue contribution for mobile and low-end consumer being insignificant. We continue to deliver step by step on what we said we would do, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Chris Allexandre | Chief Executive Officer, President & Director | USD 415,999 | Male | 1975 | Active |
Siddarth Sundaresan | SVP & CTO | — | Male | — | Active |
Rachel Sabhlok | Vice President of People | — | Female | — | Active |
Tonya Stevens | SVP, Chief Financial Officer &Treasurer | — | Female | 1972 | Active |
Matthew T. Sant | Senior VP, Secretary & General Counsel | — | Male | 1972 | Active |
Scott Martin | Senior Vice President of Operations & Execution | — | Male | — | Active |
Dirk Petrini | Senior Vice President of Worldwide Sales | — | Male | — | Active |
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TORRANCE, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the Company will participate and host one-on-one meetings with investors and analysts registered to attend the following upcoming investor conferences:
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