NVE Corp

NVEC

Market cap $338M

NVE Corp's niche model, debt-free balance sheet, and lower valuation give it a risk-adjusted edge over Alpha and Omega despite slower growth prospects.

NVEC reports strong quarterly results, with revenue and earnings growth driven by higher product sales, contract R&D strength and improving end-market demand.

NVE Corporation goes unnoticed on Wall Street, but just reported a 23% sales growth quarter. Tiny NVE is profitable and boasts strong free cash flow.

NVE Corporation (NVEC) Q3 2026 Earnings Call Transcript

EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $NVEC--NVE Corporation (Nasdaq: NVEC) announced financial results today for the quarter ended December 31, 2025. Total revenue for the third quarter of fiscal 2026 increased 23% to $6.22 million from $5.06 million for the prior-year quarter. The increase was due to a 16% increase in product sales and a 335% increase in contract research and development revenue. Net income for the third quarter of fiscal 2026 increased 11% to $3.38 million, or $0.70 per diluted sha.

EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--NVEC plans to release its financial results on Wednesday, January 21, 2026 after the close.

NVEC's Q2 revenues and profit decline y/y, but rising non-defense sales and new products signal improving growth momentum.

NVE Corporation (NASDAQ:NVEC ) Q2 2026 Earnings Call October 22, 2025 5:00 PM EDT Company Participants Daniel Baker - CEO, President & Director Daniel Nelson - Accounting Manager & Principal Financial Officer and Controller Peter Eames - Vice President of Advanced Technology Conference Call Participants Jeffrey Bernstein - Cowen Inc. Presentation Daniel Baker CEO, President & Director Good afternoon, and welcome to the NVE Corporation Conference Call for the quarter ended September 30, 2025. The I'm Dan Baker, NVE's President and CEO.

EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--NVE Corporation (Nasdaq: NVEC) announced financial results today for the quarter ended September 30, 2025. Total revenue for the second quarter of fiscal 2026 decreased 6% to $6.35 million from $6.76 million for the prior-year quarter. The decrease was due to a 68% decrease in contract research and development revenue, partially offset by a 1% increase in product sales. Net income for the second quarter of fiscal 2026 decreased 18% to $3.31 million, or $0.6.

NVE Corporation's spintronics deliver ultra-low-power sensors and isolators. This is how they can sustain high margins and a steady dividend. NVE has also focused on CAPEX for its WLCSP capacity. The new WLCSP ADLxxx-20E nanoswitches open several new potential use cases. For example, new revenue verticals could come with medical, IoT, and robotics niches for its WLCSP family line.