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NVE Corporation (NVEC)
NASDAQ:NVEC
US Market
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NVE (NVEC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 22, 2026
After Close (Confirmed)
Period Ending
2027 (Q1)
Consensus EPS Forecast
Last Year’s EPS
0.74
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2026
Earnings Call Date:May 06, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial picture: strong quarterly revenue growth, a 27% jump in net income, robust margins, improved operating cash flow, completion of a strategic manufacturing expansion, and meaningful new-product and distribution activity. Offsetting these positives were significant declines and volatility in defense-related sales and contract R&D, a slight compression in gross margin and other income, and an expected reduction in tax-credit benefits and capital spending next year. On balance, the strengths (profitability, cash flow, capacity expansion, and product momentum) materially outweighed the near-term headwinds tied primarily to defense revenue volatility and transient tax/capex benefits.
Company Guidance
Management offered directional (not numeric) guidance: they expect defense sales—which fell 79% YoY in the quarter and 67% for fiscal 2026—to increase significantly in fiscal 2027, and they expect contract R&D (down 19% in the quarter) to increase this coming year; product sales are expected to remain strong given favorable semiconductor conditions and ample inventories after quarterly revenue of $7.65 million (+5% YoY, +23% sequential) driven by a 34% rise in nondefense product sales and resulting in quarterly net income of $4.9 million ($1.02 diluted) with margins of 78% gross, 62% operating, 68% pretax and 64% net. Management said they will not provide specific revenue or EPS targets, but noted fixed‑asset purchases (which were $2.19 million in FY26) should fall significantly in FY27 and that advanced manufacturing investment tax credits (which contributed $1.07 million to FY26 and helped lower the quarter tax rate to 5%) should decline materially next year; cash flow from operations was $16.7 million (+16% YoY) and inventories were down 5%.
Quarterly Revenue Growth
Total revenue for Q4 was $7.65 million, a 5% increase year-over-year and a 23% increase sequentially, driven by stronger product sales and favorable semiconductor industry conditions.
Substantial Increase in Net Income and EPS
Net income for the quarter was $4.9 million, a 27% increase year-over-year, with diluted EPS of $1.02 vs. $0.80 in the prior-year quarter; described as the company's highest earnings since the chip shortages three years ago and sufficient to cover the $1.00 quarterly dividend.
Strong Product Sales, Especially Nondefense
Product sales increased (product sales +6% for the quarter overall), led by a 34% increase in nondefense product sales in the quarter, which more than offset declines in defense-related revenue.
Robust Profitability Metrics
High margins in the quarter: gross margin at 78% (vs. 79% prior-year quarter), operating margin 62%, pretax margin 68% and net margin 64%, indicating strong unit economics and profitability.
Strong Operating Cash Flow and Inventory Management
Cash flow from operations was $16.7 million for the fiscal year, a 16% increase vs. prior year, and cash flow exceeded net income by $1.5 million. Total inventories decreased 5%, driven by reductions in raw materials and WIP while finished goods were intentionally increased to support demand.
Completed Capacity Expansion and New Manufacturing Capabilities
Completed a multi-year expansion and placed the last major equipment cluster into service; fixed asset purchases of $2.19 million for the fiscal year increased capacity and enabled wafer-level chip-scale packaging with atomic-layer precision, positioning the company to support higher-volume and higher-performance products.
New Products and Market Development
Launched a new 0.65 mm wafer-level chip-scale sensor for medical and industrial applications, introduced high-performance TMR sensors, advanced R&D initiatives (next-gen MRAM, hearing-aid/medical sensors), secured a new distributor for isolators (Semitech), and generated leads from major trade shows (Medical Design & Manufacturing West, Sensors Converge, Sensor+Test).

NVE (NVEC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NVEC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 22, 2026
2027 (Q1)
- / -
0.739
May 06, 2026
2026 (Q4)
- / 1.02
0.80426.62% (+0.21)
Jan 21, 2026
2026 (Q3)
- / 0.70
0.6310.95% (+0.07)
Oct 22, 2025
2026 (Q2)
- / 0.68
0.832-17.79% (-0.15)
Jul 23, 2025
2026 (Q1)
- / 0.74
0.847-12.75% (-0.11)
May 07, 2025
2025 (Q4)
- / 0.80
0.7882.03% (+0.02)
Jan 22, 2025
2025 (Q3)
- / 0.63
0.865-27.17% (-0.23)
Oct 23, 2024
2025 (Q2)
- / 0.83
0.976-14.75% (-0.14)
Jul 17, 2024
2025 (Q1)
- / 0.85
0.91-6.92% (-0.06)
May 01, 2024
2024 (Q4)
- / 0.79
1.702-53.70% (-0.91)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

NVEC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 06, 2026
$85.32$87.60+2.68%
Jan 21, 2026
$66.68$74.73+12.07%
Oct 22, 2025
$67.78$69.29+2.22%
Jul 23, 2025
$76.17$60.19-20.98%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does NVE Corporation (NVEC) report earnings?
NVE Corporation (NVEC) is schdueled to report earning on Jul 22, 2026, After Close (Confirmed).
    What is NVE Corporation (NVEC) earnings time?
    NVE Corporation (NVEC) earnings time is at Jul 22, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
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          What is NVEC EPS forecast?
          Currently, no data Available