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NVE Corp (NVEC)
NASDAQ:NVEC
US Market
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EarningsQ1 2027 Earnings Report

NVE (NVEC) Q1 2027 Earnings Report

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NVEC Q1 2027 EPS Results

Actual EPS$1.32
Consensus EPS
Beat/Miss
One Year Ago EPS$0.74

NVEC Q1 2027 Revenue Results

Actual Revenue$11.03M
Expected Revenue
Beat/Miss
YoY Revenue Growth+80.75%

Earnings Announcement Details

QuarterQ1 2027
Date07/22/2026
TimeAfter Close
Conference CallWednesday, July 22, 2026
NVEC Upcoming Earnings
NVE's next earnings date is estimated for October 21, 2026, based on past reporting schedules.

Q1 2027 Earnings Call Audio

NVEC Q1 2027 Earnings Call
0:00 / 0:00

Q1 2027 Earnings Slide Deck

No slide deck is available for this earnings event.

Q1 2027 Earnings Call Summary

Q1 2027
Earnings Call Date:Jul 22, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a strongly positive quarter with exceptional revenue (+81%) and net income (+79%) growth, dramatic margin expansion, successful new product launches (MRI-safe wafer-level sensors), completion of a capacity expansion, and robust cash position. Offsetting items include a sizable increase in SG&A (up 81%), a rise in accounts receivable due to quarter-end timing, a 10% drop in interest income, and the absence of forward guidance which introduces some uncertainty about sustainability. Overall, management presented confidence in market demand and product momentum but acknowledged near-term operational and macro risks.
Company Guidance
Management offered no specific numeric forward guidance but was broadly optimistic, highlighting strong Q1 operating and balance-sheet metrics that underpin their outlook: total revenue jumped 81% to $11.0M (product sales +82%, contract R&D +53%), gross margin expanded to 81.3% (from 8.6% a year ago), total expenses rose 49% (R&D +31%, SG&A +81%) yet fell to 15% of revenue from 19%, interest income declined 10%, and net income increased 79% to $6.39M or $1.32 per diluted share (vs $3.8M / $0.74 prior); operating margin was 66%, pretax margin 78% and net margin 58%; inventories fell 6%; cash plus marketable securities rose $391k to $43.9M; fixed asset purchases were $57k for the quarter and are expected to be significantly lower this fiscal year. Executives said they are bullish on sustained double‑digit revenue growth over the coming years (especially in robotics/AIoT), expect the recently completed capacity expansion to support future production as new products ramp, and reiterated that earnings more than cover the dividend, while declining to provide precise forward-period targets.
Strong Revenue Growth
Total revenue increased 81% year-over-year to $11.0 million from $6.1 million, driven by an 82% increase in product sales and a 53% increase in contract R&D revenue.
Significant Profitability Expansion
Net income rose 79% to $6.39 million ($1.32 per diluted share) from $3.8 million ($0.74 per share). Operating margin was 66%, pretax margin 78%, and net margin 58% for the quarter.
Very High Gross Margin Improvement
Gross margin improved to 81.3% of revenue compared to 8.6% in the prior-year quarter, aided by higher volumes across defense and nondefense product lines and distributor/direct channels.
New Product Launches and R&D Progress
Launched two wafer-level chip-scale sensors for implantable medical devices (≈1/3 area of conventional parts) with MRI-safe performance (>9 Tesla). Additional R&D underway for higher-precision sensors for robotics and more power-efficient isolators.
Completed Capacity Expansion and Strengthened Balance Sheet
Completed a 2-year multimillion-dollar expansion; fixed asset purchases were only $57,000 this quarter (vs. much higher prior period). Cash plus marketable securities increased $391,000 to $43.9 million, and earnings covered dividends.
Market Engagement and Sales Momentum
Exhibited at Sensors Converge (Silicon Valley) and sensor+test (Germany), generated good leads for robotics, AIoT and power conversion markets, and reported product adoption by existing customers plus some new-customer trial activity.
Leadership & Governance Strengthened
Planned CEO succession: current CEO retiring; Pete Eames nominated to succeed him and join the Board; Board to expand from 5 to 7 directors. Company reports highest possible ISS governance score.

NVEC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 21, 2026
2027 (Q2)
- / -
0.684
Jul 22, 2026
2027 (Q1)
- / 1.32
0.73978.62% (+0.58)
2026 (Q4)
- / 1.02
0.80426.62% (+0.21)
2026 (Q3)
- / 0.70
0.6310.95% (+0.07)
2026 (Q2)
- / 0.68
0.832-17.79% (-0.15)
2026 (Q1)
- / 0.74
0.847-12.75% (-0.11)
2025 (Q4)
- / 0.80
0.7882.03% (+0.02)
2025 (Q3)
- / 0.63
0.865-27.17% (-0.23)
2025 (Q2)
- / 0.83
0.976-14.75% (-0.14)
Jul 17, 2024
2025 (Q1)
- / 0.85
0.91-6.92% (-0.06)
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