NASDAQ$NVTS
Navitas Semiconductor Corporation · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
Navitas Semiconductor Corporation reported Q2 2026 results showing a sharp revenue decline and a large net loss driven by earnout liability remeasurement.
Revenue for the three months ended June 30, 2026 fell 27% year-over-year to $10.5 million. The company recorded a net loss of $228.2 million, primarily due to a $203.1 million loss from the change in fair value of earnout liabilities. Operating loss widened to $27.2 million as operating expenses rose despite lower cost of revenues.
- Q2 revenue declined 27% YoY to $10.5 million, driven by lower mobile and consumer sales in Asia.
- Gross margin improved to 39% from 16% a year ago due to favorable product mix shift to high-power products.
- Net loss reached $228.2 million after a $203.1 million non-cash loss on earnout liability remeasurement.
- Company raised over $373 million in net proceeds from at-the-market equity offerings during the first half of 2026.
Headline financials
Revenue & EPS history
Navitas Semiconductor · Revenue · Quarterly
$14.5M
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports
+3.6%
Avg return
Earnings day
+2.8%
Avg return
5 days after
+15.8%
Avg return
30 days after
48%
10 / 21 earnings
Positive
+32.0%
Q2 2022
Best reaction
-17.3%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | +10.2% | +14.3% | +92.3% | |
| Q4 2025 | +19.8% | +15.6% | +0.2% | |
| Q3 2025 | -14.7% | -36.0% | -22.9% | |
| Q1 2025 | -4.6% | -6.0% | +202.5% | |
| Q4 2024 | -17.3% | -15.6% | -29.4% | |
| Q3 2024 | -8.5% | -16.3% | +24.4% | |
| Q2 2024 | -1.2% | -7.1% | -22.5% | |
| Q1 2024 | -10.5% | -12.7% | -2.8% | |
| Q4 2023 | -1.9% | -6.8% | -17.3% | |
| Q3 2023 | +7.4% | +9.9% | +29.3% | |
| Q2 2023 | +8.6% | -4.6% | -6.6% | |
| Q1 2023 | +27.8% | +36.0% | +60.0% | |
| Q4 2022 | +13.4% | +20.1% | +20.3% | |
| Q3 2022 | +0.2% | +21.2% | -0.7% | |
| Q2 2022 | +32.0% | +6.8% | -2.7% | |
| Q1 2022 | +19.7% | +25.9% | +6.8% | |
| Q2 2021 | -1.1% | -1.8% | -30.2% | |
| Q4 2021 | -12.3% | -13.1% | -12.5% | |
| Q3 2021 | +9.7% | +23.3% | +12.8% | |
| Q1 2021 | -0.3% | — | — | |
| Q4 2020 | -0.3% | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro