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北京时间·🕒 发布 04:19:52时区推断·⟳ 抓取 04:19:52·⚡ 决策 07-28 04:21:18 +1m26s·91.5 天前
Navitas公布二季度业绩并给出三季度收入高于预期指引
本条为Navitas同一份二季度财报与三季度指引的社媒转述，已在近72小时已处理事件中命中同一催化。
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NAVITAS SEMICONDUCTOR $NVTS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.5M (Est. $9.97M) 🟢; -27% YoY 🔹 Adj. EPS: -$0.04 (E…
不做 Navitas Semiconductor（NVTS.US）
同一份Navitas二季度财报与三季度指引已在近72小时处理过，本条只是社媒转述重复催化，不再出交易卡。
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研究档案
🔎 新鲜度:最早出现 2026-07-27 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 本条为Navitas同一份二季度财报与三季度指引的社媒转述，已在近72小时已处理事件中命中同一催化。
- 财报内容本身偏正面：二季度收入10.5百万美元高于9.97百万美元预期，三季度收入指引13.5百万美元明显高于11.1百万美元预期。
主要风险
- 同一催化已被系统处理过，再出卡会重复打扰；当前只保留不做记录。
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原文全文
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NAVITAS SEMICONDUCTOR $NVTS Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $10.5M (Est. $9.97M) 🟢; -27% YoY
🔹 Adj. EPS: -$0.04 (Est. -$0.04) 🟡
🔹 Adj. Gross Margin: 39.5% (Est. 38.7%) 🟢; +100 bps YoY
🔸 GAAP net loss of $228.2M includes a $203.1M non-cash charge from the final remeasurement of earnout liabilities
Q3 Guide:
🔹 Revenue: $13.5M +/- $0.5M (Est. $11.1M) 🟢
🔹 Non-GAAP Gross Margin: 39.7% +/- 100 bps
🔹 Non-GAAP Operating Expense: $15.5M-$17.5M
FY26 Guide:
🔹 Revenue Growth: Mid-single-digit
Other Q2 Metrics:
🔹 Non-GAAP Operating Loss: -$11.4M; vs -$10.6M LY
🔹 Non-GAAP Net Loss: -$9.3M (Est. -$9.7M) 🟢
🔹 Non-GAAP Operating Expense: $15.5M
🔹 GAAP Gross Margin: 0.4%; +1,220 bps YoY
🔹 Cash: $557.4M; up from $236.9M at Dec 31
Comments:
🔸 “Our strong second quarter results and expectations for continued double-digit quarterly growth in the second half of the year demonstrate the increasing traction of our strategic shift to Navitas 2.0 and focus exclusively on high-power markets.”
🔸 “With the rapid adoption of AI, we are seeing accelerated market demand to overcome critical power bottlenecks in AI infrastructure … By the end of the year, Navitas will complete its transition with revenue from mobile and low-end consumer being insignificant and nearly all sales coming from high-power markets.”
🔹 Revenue: $10.5M (Est. $9.97M) 🟢; -27% YoY
🔹 Adj. EPS: -$0.04 (Est. -$0.04) 🟡
🔹 Adj. Gross Margin: 39.5% (Est. 38.7%) 🟢; +100 bps YoY
🔸 GAAP net loss of $228.2M includes a $203.1M non-cash charge from the final remeasurement of earnout liabilities
Q3 Guide:
🔹 Revenue: $13.5M +/- $0.5M (Est. $11.1M) 🟢
🔹 Non-GAAP Gross Margin: 39.7% +/- 100 bps
🔹 Non-GAAP Operating Expense: $15.5M-$17.5M
FY26 Guide:
🔹 Revenue Growth: Mid-single-digit
Other Q2 Metrics:
🔹 Non-GAAP Operating Loss: -$11.4M; vs -$10.6M LY
🔹 Non-GAAP Net Loss: -$9.3M (Est. -$9.7M) 🟢
🔹 Non-GAAP Operating Expense: $15.5M
🔹 GAAP Gross Margin: 0.4%; +1,220 bps YoY
🔹 Cash: $557.4M; up from $236.9M at Dec 31
Comments:
🔸 “Our strong second quarter results and expectations for continued double-digit quarterly growth in the second half of the year demonstrate the increasing traction of our strategic shift to Navitas 2.0 and focus exclusively on high-power markets.”
🔸 “With the rapid adoption of AI, we are seeing accelerated market demand to overcome critical power bottlenecks in AI infrastructure … By the end of the year, Navitas will complete its transition with revenue from mobile and low-end consumer being insignificant and nearly all sales coming from high-power markets.”
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