NVE (NVEC) Q1 2026 Earnings Call Transcript
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NVE Corp.(NASDAQ:NVEC) management acknowledged a drop in product and defense segment sales, partially balanced by 17% contract R growth and stabilization of non-defense orders. Wafer-level chip scale sensor development advanced with active customer sampling and positive initial feedback in both medical and industrial end-markets. Capital expenditure focused on manufacturing capacity expansion, anticipating leverage from new advanced fabrication equipment and tax efficiencies enabled by policy changes. The business maintained its fixed cost advantage relative to other semiconductor firms, with resource reallocation cited as limiting underutilization risk for new equipment. Customer interest in ferrite-magnet-based design is rising, attributed in part to rare earth supply chain disruptions, with NVE offering engineering support for such applications.
Source Fool.com
