Navitas Semiconductor's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-03. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $14 million (+38.4% vs a year earlier) |
| Diluted EPS (GAAP) | $-0.14 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $-0.03 |
| Full-year guidance | Next quarter only |
Guidance
Navitas guides Q4 2026 revenue to $16.0 million ± $0.5 million, non-GAAP gross margin 40.5% ± 1 point, non-GAAP opex $25.0 million.
Why this label: Q4 2026 outlook only; FY ~7% growth is stated as the arithmetic result of the Q4 guidance midpoint, not a separate full-year guide.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| net revenues | Q4 2026 | $16.0 million ± $0.5 million (+119% y/y at midpoint) |
| non-GAAP gross margin | Q4 2026 | 40.5% ± 100 bps |
| non-GAAP operating expenses | Q4 2026 | $25.0 million ± $1.0 million (includes Claros) |
From the release
Revenue: "Net revenues · $ · 13,991 · $ · 10,112"
Earnings per share: "Net loss per common share · Basic · $ · (0.14) · $ · (0.09) · $ · (1.23) · $ · (0.43) · Diluted · $ · (0.14)"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue rose 38% year over year to $14.0 million, first y/y growth since 2024.
Source
Navitas Semiconductor earnings release (SEC filing), accession 0001628280-26-069489, filed 2026-11-03.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.