Jun 2026 (Q2 FY26) — Jul 27, 2026
Navitas Semiconductor Q2 FY26 — AI Infrastructure Drives Double-Digit Growth and Strategic Transformation
Read the full callNavitas Semiconductor earnings: last reported Mon, 27 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 10.5 | −27.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -258.2 | −108.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
1Y: $12.57 on 14 Oct 2025 → $9.23. High $31.79 (26 May 2026), low $7.14 (31 Dec 2025).
Overview
Call summaries
Navitas Semiconductor Q2 FY26 — AI Infrastructure Drives Double-Digit Growth and Strategic Transformation
Read the full callEvery analysed call
Financials
Net profit, against the quarter before: −113% (quarter to dec 2024 against sep 2024).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 22 | 18 | 14 | 14 | 10 | 7 | 9 | 11 |
| Operating profit | -29 | -39 | -25 | -22 | -19 | -41 | -28 | -27 |
| Operating margin | −133.6% | −216.9% | −180.5% | −149.4% | −192.0% | −567.3% | −322.9% | −258.2% |
| Other income | 10 | -5 | 9 | -27 | 0 | 10 | -6 | -201 |
| Profit before tax | -19 | -44 | -16 | -49 | -19 | -32 | -34 | -228 |
| Tax rate | −0.7% | 1.4% | −0.5% | −0.1% | 0.1% | 0.2% | −0.2% | −0.0% |
| Net profit | -19 | -40 | — | — | — | — | — | — |
| EPS ($ per share) | -0.10 | — | -0.09 | -0.25 | -0.09 | — | -0.15 | -0.95 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | — | — |
| Reserves | -76 | -229 | -155 | -300 | -385 | -502 |
| Total liabilities | 11 | 230 | 41 | 105 | 42 | 57 |
| Fixed assets | 1 | 2 | 7 | 9 | 15 | 10 |
| Total assets | 49 | 296 | 425 | 486 | 390 | 500 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | -21 | -42 | -44 | -41 | -59 | -43 |
| Cash from investing | -0 | -3 | -108 | -6 | -9 | -1 |
| Cash from financing | 54 | 275 | -6 | 90 | 3 | 195 |
| Net cash flow | 33 | 229 | -158 | 43 | -65 | 150 |
| Capital expenditure | -0 | -2 | -5 | -5 | -7 | -1 |
| Free cash flow | -21 | -44 | -49 | -46 | -66 | -44 |
46 filings between Nov 4, 2025 and Jul 31, 2026.
Purchases
None
No insider bought shares.
Sales
$150.69M
25 sales by 7 insiders
20% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 other filings, 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Singh Ranbir | — | $113.96M | May 28, 2026 |
| LONG BRIAN | — | $14.57M | Dec 3, 2025 |
| Saluja Dipender | — | $9.80M | Dec 15, 2025 |
| Wunderlich Gary Kent JR | — | $4.69M | May 28, 2026 |
| HENDRIX RICHARD J | — | $4.19M | May 28, 2026 |
| GLICKMAN TODD | — | $2.97M | Mar 17, 2026 |
| Allexandre Chris | — | $506.3K | May 27, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 31, 2026 | Saluja Dipender Director | Award | 951 | $12.5K |
| Jul 22, 2026 | LONG BRIAN Director | Award | 9,990 | $0 |
| Jul 22, 2026 | Fischer Gregory Michael Director | Award | 9,990 | $0 |
| Jul 22, 2026 | Moxam David Director | Award | 9,990 | $0 |
| Jul 22, 2026 | Wunderlich Gary Kent JR Director | Award | 9,990 | $0 |
| Jul 22, 2026 | HENDRIX RICHARD J Director | Award | 9,990 | $0 |
| Jul 22, 2026 | Amoruso Cristiano Director | Award | 9,990 | $0 |
| Jul 22, 2026 | LEE DAVIN Director | Award | 9,990 | $0 |
| Jul 22, 2026 | Saluja Dipender Director | Award | 9,990 | $0 |
| Jun 2, 2026 | Wunderlich Gary Kent JR Director | Gift | 6,280 | $0 |
| May 28, 2026 | HENDRIX RICHARD J Director | Sale | 75,000 | $2.20M |
| May 28, 2026 | Singh Ranbir Director | Sale | 664,058 | $19.07M |
| May 28, 2026 | HENDRIX RICHARD J Director | Sale | 35,165 | $989.5K |
| May 28, 2026 | Wunderlich Gary Kent JR Director | Sale | 35,165 | $989.5K |
| May 28, 2026 | Wunderlich Gary Kent JR Director | Sale | 73,000 | $2.05M |
| May 27, 2026 | HENDRIX RICHARD J Director | Sale | 33,649 | $998.0K |
| May 27, 2026 | Allexandre Chris PRESIDENT AND CEO | Sale | 13,323 | $423.8K |
| May 27, 2026 | Singh Ranbir Director | Sale | 3,060,118 | $89.63M |
| May 18, 2026 | HENDRIX RICHARD J Director | Other | 1,147,225 | — |
| May 18, 2026 | Wunderlich Gary Kent JR Director | Other | 1,147,225 | — |
| May 9, 2026 | Saluja Dipender Director | Award | 864 | $12.5K |
| Apr 30, 2026 | LEE DAVIN Director | Award | 3,430 | $0 |
| Apr 28, 2026 | Fischer Gregory Michael Director | Award | 4,839 | $0 |
| Apr 1, 2026 | Allexandre Chris PRESIDENT AND CEO | Award | 272,633 | $0 |
| Mar 30, 2026 | Stevens Tonya Chief Financial Officer | Award | 559,912 | $0 |
| Mar 17, 2026 | GLICKMAN TODD Sr. V.P., CFO & Treasurer | Sale 10b5-1 plan | 98,152 | $1.06M |
| Mar 3, 2026 | Allexandre Chris PRESIDENT AND CEO | Award 10b5-1 plan | 22,559 | $0 |
| Mar 3, 2026 | Allexandre Chris PRESIDENT AND CEO | Sale 10b5-1 plan | 9,236 | $82.5K |
| Feb 26, 2026 | Singh Ranbir Director | Sale | 389,096 | $3.70M |
| Feb 26, 2026 | GLICKMAN TODD Sr. V.P., CFO & Treasurer | Sale 10b5-1 plan | 12,532 | $123.1K |
| Feb 26, 2026 | GLICKMAN TODD Sr. V.P., CFO & Treasurer | Award 10b5-1 plan | 32,636 | $0 |
| Dec 15, 2025 | Saluja Dipender Director | Sale | 873,488 | $7.08M |
| Dec 12, 2025 | Saluja Dipender Director | Sale | 315,396 | $2.73M |
| Dec 12, 2025 | Singh Ranbir Director | Sale | 179,354 | $1.56M |
| Dec 11, 2025 | Wunderlich Gary Kent JR Director | Sale | 49,651 | $462.3K |
| Dec 10, 2025 | Wunderlich Gary Kent JR Director | Sale | 78,649 | $727.5K |
| Dec 9, 2025 | Wunderlich Gary Kent JR Director | Sale | 50,000 | $462.5K |
| Dec 8, 2025 | GLICKMAN TODD Sr. V.P., CFO & Treasurer | Sale | 78,307 | $765.1K |
| Dec 3, 2025 | LONG BRIAN Director | Sale | 48,165 | $409.4K |
| Dec 2, 2025 | LONG BRIAN Director | Sale | 22,034 | $187.5K |
| Dec 1, 2025 | LONG BRIAN Director | Sale | 142,150 | $1.22M |
| Nov 26, 2025 | LONG BRIAN Director | Sale | 1,493,046 | $12.76M |
| Nov 21, 2025 | GLICKMAN TODD Sr. V.P., CFO & Treasurer | Sale 10b5-1 plan | 345 | $2.6K |
| Nov 21, 2025 | GLICKMAN TODD Sr. V.P., CFO & Treasurer | Award 10b5-1 plan | 663 | $0 |
| Nov 5, 2025 | GLICKMAN TODD Sr. V.P., CFO & Treasurer | Sale 10b5-1 plan | 96,313 | $1.02M |
| Nov 4, 2025 | Saluja Dipender Director | Award | 2,045 | $0 |
| Sep 15, 2025 | LONG BRIAN Director | Sale | 500,000 | $3.06M |
| Sep 11, 2025 | LONG BRIAN Director | Sale | 455,596 | $2.76M |
| Sep 10, 2025 | LONG BRIAN Director | Sale | 750,000 | $4.38M |
| Sep 9, 2025 | LONG BRIAN Director | Sale | 497,700 | $2.87M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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