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Die Spannungen zwischen den Vereinigten Staaten und dem Iran bestehen weiterhin, da beide Seiten militärische Angriffe austauschen. Die iranische Revolutionsgarde hat ein US-Flugfeld angegriffen, nachdem amerikanische Kräfte angeblich iranische Drohnen und Startstellen in der Nähe des Straßengürtels von Hormus getroffen hatten. Es gibt noch keine klaren Anzeichen dafür, dass Friedensgespräche erfolgreich sein werden. US-Präsident Trump sagte, er habe keine Eile, einen Vertrag abzuschließen und betonte, Iran könne nicht einfach auf die Druckwirkung der US-Wahl warten, um seine Haltung zu schwächen. Das Weiße Haus hat Berichte zurückgewiesen, dass die Vereinigten Staaten möglicherweise Einschränkungen gegenüber dem Iran lockern würden, wenn dieser den wichtigen Ölversorgungsroute wieder öffnen würde, was bedeutet, dass sowohl militärische als auch politische Spannungen weiterhin hoch bleiben.

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Einige Aktien stiegen im Nachmittagsabschnitt nach dem Anstieg des Dow Jones Industrial Average um mehr als 300 Punkte an, da sich das Marktumfeld verbesserte. Die Geschäftsdienste-Branche reagiert auf die Verbesserung der Unternehmenszufriedenheit: Wenn CFOs gut gestimmt sind, genehmigen sie die Consulting-, Staffing- und Outsourcingverträge, die sie zurückgestellt hatten. Die sinkenden Staatsanleihenraten reduzieren auch die Finanzierungskosten für die mittelgroßen Kunden dieser Unternehmen, was sich in schnelleren Vertragsgewährungen niederschlägt.

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Wishbone Management hat seinen gesamten Aktienbestand an Lightspeed Commerce (NYSE:LSPD) zum 14. Mai 2026 verkauft, wie aus einer SEC-Datei hervorgeht. Der Verkaufspreis betrug etwa 27,96 Millionen US-Dollar, basierend auf dem Durchschnittspreis des Quartals. Dieser Verkauf eliminierte die Position, die zuvor einen erheblichen Teil der Vermögenswerte des Fonds ausmachte.

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Der US-amerikanische Aktienmarkt schloss gestern höher, mit dem Dow Jones Industrial Average gewannen 276,31 Punkte oder 0,55 %, um bei 50.285,66 zu landen. Breitere Indizes folgten diesem Trend, wobei der S&P 500 um 0,17 % auf 7.445,72 stieg, während der Nasdaq Composite um 22,74 Punkte auf 26.293,10 schloss. Der Aufwärtstrend wurde durch einen Rückgang der Ölpreise, Stärken in Halbleiter- und AI-bezogenen Aktien sowie eine ruhigere globale Risikoeinstellung unterstützt, während Investoren den Fortschritt bei den Gesprächen zwischen den USA und Iran verfolgten.

Gegen diesen Hintergrund bieten sich Werte als attraktives Kaufangebot dar. Bei der Bewertung von Wertaktien ist das Price-to-Cash-Flow-Verhältnis (P/CF) ein effektiver Bewertungsmaßstab. Dieses Maßstab misst den Marktpreis einer Aktie im Verhältnis zum Cashflow, den die Gesellschaft auf Basis der Anteile erzeugt. Ein niedriger P/CF-Wert deutet darauf hin, dass die Aktie zu einem besseren Wert handelt und eine starke Cash-Generationspotenzial gegenüber dem Preis bietet.

Die folgenden Unternehmen – Nexa Resources S.A., Avnet, Inc., Strategic Education, Inc. und USANA Health Sciences, Inc. – weisen ein niedriges P/CF-Verhältnis auf.

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Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at TD SYNNEX (NYSE:SNX) and the best and worst performers in the it distribution & solutions industry.

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 8 it distribution & solutions stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 0.7% below.

While some it distribution & solutions stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.9% since the latest earnings results.

TD SYNNEX (NYSE:SNX)

Serving as the crucial middleman in the technology supply chain, TD SYNNEX (NYSE:SNX) is a global technology distributor that connects thousands of IT manufacturers with resellers, helping businesses access hardware, software, and technology solutions.

TD SYNNEX reported revenues of $17.38 billion, up 9.7% year on year. This print exceeded analysts’ expectations by 2.6%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ revenue estimates and a solid beat of analysts’ EPS guidance for next quarter estimates.TD SYNNEX Total Revenue

Interestingly, the stock is up 2.5% since reporting and currently trades at $154.73.

Is now the time to buy TD SYNNEX? Access our full analysis of the earnings results here, it’s free.

Best Q4: ePlus (NASDAQ:PLUS)

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus (NASDAQ:PLUS) provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

ePlus reported revenues of $614.8 million, up 24.6% year on year, outperforming analysts’ expectations by 11.4%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

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ePlus Total Revenue

ePlus pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 12.2% since reporting. It currently trades at $75.55.

Is now the time to buy ePlus? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: ScanSource (NASDAQ:SCSC)

Operating as a crucial link in the technology supply chain since 1992, ScanSource (NASDAQ:SCSC) is a hybrid distributor that connects hardware, software, and cloud services from technology suppliers to resellers and business customers.

ScanSource reported revenues of $766.5 million, up 2.5% year on year, falling short of analysts’ expectations by 2%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 19.8% since the results and currently trades at $35.57.

Read our full analysis of ScanSource’s results here.

Avnet (NASDAQ:AVT)

With a century-long history of adapting to technological evolution, Avnet (NASDAQ:AVT) is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $6.32 billion, up 11.6% year on year. This print beat analysts’ expectations by 4.5%. It was a stunning quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

The stock is up 13.9% since reporting and currently trades at $60.01.

Read our full, actionable report on Avnet here, it’s free.

CDW (NASDAQ:CDW)

Serving as a crucial bridge between technology manufacturers and end users since 1984, CDW (NASDAQ:CDW) is a multi-brand provider of information technology solutions that helps businesses and public sector organizations select, implement, and manage hardware, software, and IT services.

CDW reported revenues of $5.51 billion, up 6.3% year on year. This result surpassed analysts’ expectations by 3.1%. Overall, it was a very strong quarter as it also recorded a solid beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

The stock is down 7% since reporting and currently trades at $117.34.

Read our full, actionable report on CDW here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

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As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the it distribution & solutions industry, including Avnet (NASDAQ:AVT) and its peers.

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 8 it distribution & solutions stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 0.6% below.

While some it distribution & solutions stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.5% since the latest earnings results.

Avnet (NASDAQ:AVT)

With a century-long history of adapting to technological evolution, Avnet (NASDAQ:AVT) is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $6.32 billion, up 11.6% year on year. This print exceeded analysts’ expectations by 4.5%. Overall, it was a stunning quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ revenue estimates.

“We delivered year-over-year sales growth across all of our Electronic Components regions and Farnell, and both total Company revenue and earnings per share were above our expectations. Sequentially, our adjusted operating income grew two times faster than sales, demonstrating the expected leverage in our business model. Our team’s continued commitment to optimizing inventory and driving operational excellence also enabled us to generate operating cash flow and reduce days of inventory this quarter,” said Avnet Chief Executive Officer Phil Gallagher.Avnet Total Revenue

Interestingly, the stock is up 15.3% since reporting and currently trades at $60.71.

Is now the time to buy Avnet? Access our full analysis of the earnings results here, it’s free.

Best Q4: ePlus (NASDAQ:PLUS)

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus (NASDAQ:PLUS) provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

Story Continues

ePlus reported revenues of $614.8 million, up 24.6% year on year, outperforming analysts’ expectations by 11.4%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.ePlus Total Revenue

ePlus delivered the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 10.4% since reporting. It currently trades at $77.11.

Is now the time to buy ePlus? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: ScanSource (NASDAQ:SCSC)

Operating as a crucial link in the technology supply chain since 1992, ScanSource (NASDAQ:SCSC) is a hybrid distributor that connects hardware, software, and cloud services from technology suppliers to resellers and business customers.

ScanSource reported revenues of $766.5 million, up 2.5% year on year, falling short of analysts’ expectations by 2%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 18.3% since the results and currently trades at $36.21.

Read our full analysis of ScanSource’s results here.

CDW (NASDAQ:CDW)

Serving as a crucial bridge between technology manufacturers and end users since 1984, CDW (NASDAQ:CDW) is a multi-brand provider of information technology solutions that helps businesses and public sector organizations select, implement, and manage hardware, software, and IT services.

CDW reported revenues of $5.51 billion, up 6.3% year on year. This result beat analysts’ expectations by 3.1%. It was a very strong quarter as it also logged a solid beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

The stock is down 5.4% since reporting and currently trades at $119.32.

Read our full, actionable report on CDW here, it’s free.

TD SYNNEX (NYSE:SNX)

Serving as the crucial middleman in the technology supply chain, TD SYNNEX (NYSE:SNX) is a global technology distributor that connects thousands of IT manufacturers with resellers, helping businesses access hardware, software, and technology solutions.

TD SYNNEX reported revenues of $17.38 billion, up 9.7% year on year. This number topped analysts’ expectations by 2.6%. Overall, it was a strong quarter as it also recorded an impressive beat of analysts’ revenue estimates and a solid beat of analysts’ EPS guidance for next quarter estimates.

The stock is up 3% since reporting and currently trades at $155.55.

Read our full, actionable report on TD SYNNEX here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

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Zusammenfassung

Dieser Bericht analysiert die jüngsten Quartalsergebnisse einiger wichtiger Akteure in der IT-Distributions- und Lösungsbranche, wobei CDW, ePlus, ScanSource, Avnet und TD SYNNEX hervorgehoben werden. Der übergeordnete Trend deutet auf eine im Allgemeinen positive Leistung für den Sektor hin, die durch die zunehmende Komplexität von IT-Ökosystemen, die steigende Cloud-Adoption und die anhaltende Nachfrage nach Cybersicherheitslösungen angetrieben wird. Es gibt jedoch zugrunde liegende Herausforderungen, insbesondere im Zusammenhang mit Unterbrechungen in der Lieferkette und potenziellen Gegenwinden durch sinkende Hardware-Nachfrage aufgrund der Verlagerung in die Cloud, die für jedes Unternehmen unterschiedliche Risiken darstellen.

Leistungsübersichten der Unternehmen:

• CDW (NASDAQ:CDW): Als bedeutender Multi-Marken-Anbieter erzielte CDW mit einem Umsatz von 5,51 Milliarden US-Dollar (plus 6,3 % im Jahresvergleich) ein solides Ergebnis, das die Erwartungen der Analysten übertraf. Trotz eines leichten Rückgangs des Aktienkurses nach den Ergebnissen (minus 2,8 %) deutet CDWs starke Leistung und die strategische Positionierung im IT-Umfeld auf weiterhin positives Wachstumspotenzial hin.

• ePlus (NASDAQ:PLUS): ePlus stach als klarer Spitzenreiter heraus und übertraf die Analysten-Erwartungen deutlich mit einem Umsatzanstieg von 24,6 % im Jahresvergleich auf 614,8 Millionen US-Dollar. Der Markt reagierte jedoch negativ und ließ den Aktienkurs um 9,7 % aufgrund einer Wahrnehmung mangelnder anhaltstarker Stärke sinken, obwohl die Ergebnisse beeindruckend waren.

• ScanSource (NASDAQ:SCSC): Die Ergebnisse von ScanSource enttäuschten und führten zu einem Umsatzanstieg von 2,5 % auf 766,5 Millionen US-Dollar, einem deutlichen Misserfolg im Vergleich zu den Analystenprognosen. Dies führte zu einem erheblichen Rückgang der Aktie (17,4 %) und unterstrich potenzielle Anfälligkeiten in seiner Lieferkettenverwaltung.

• Avnet (NASDAQ:AVT): Avnet zeigte eine robuste Leistung mit einem Umsatzwachstum von 11,6 % , das die Analysten-Erwartungen um 4,5 % übertraf und 6,32 Milliarden US-Dollar erreichte. Diese starke Leistung führte zu einer deutlichen Aktiensteigerung (27,2 %).

• TD SYNNEX (NYSE:SNX): TD SYNNEX entwickelte sich ebenfalls positiv, mit einem Umsatzwachstum von 9,7 % auf 17,38 Milliarden US-Dollar, das die Analysten-Erwartungen um 2,6 % übertraf. Dies führte zu einem Anstieg des Aktienkurses um 5,2 %.

Wichtige Themen und Risiken:

Der Bericht betont die doppelte Natur der Aussichten für den Sektor. Während die steigende Nachfrage nach IT-Lösungen und der digitale Wandel weiterhin das Wachstum antreiben, stellt die Verlagerung in die Cloud eine Herausforderung für traditionelle Hardware-basierte Distributoren dar. Die anhaltenden Risiken der Lieferketten, insbesondere im Zusammenhang mit Halbleitermangel, sind ein kritischer Aspekt.

Investitionsempfehlung: Der Bericht schließt mit der Empfehlung, sich auf Unternehmen mit starken Fundamentaldaten und der Verpflichtung zu konzentrieren, sich den sich ändernden technologischen Rahmenbedingungen anzupassen, und die Erstellung einer Watchlist von sechs Aktien zur Investitionsvorsorge zu fördern. StockStory hebt seine Verwendung quantitativer Analyse und Automatisierung hervor, um Marktbewertungen zu liefern.

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Navitas Semiconductor Corporationimage1.jpeg

Accelerating strategic pivot to Navitas 2.0 with focus on GaN and high-voltage SiC solutions targeting high growth, high-power markets (AI Data Centers, Grid and Energy Infrastructure, Performance Computing and Industrial Electrification) totaling $3.5 billion serviceable available market (SAM) in 2030 High-power markets represented majority of quarterly revenue for the first time in the Company’s history with mobile declining to less than 25% Anticipates a return to top-line sequential growth beginning in the first quarter and throughout 2026 driven by high-power markets

TORRANCE, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced unaudited financial results for its fourth quarter and full year 2025 ended December 31, 2025.

“We closed out the year with a productive fourth quarter, as we continued to accelerate our pivot to Navitas 2.0 and align the entire organization’s focus on addressing high-power markets with our industry-leading GaN and high-voltage SiC solutions,” said Chris Allexandre, President and CEO of Navitas. “As evidence of our progress, high-power markets contributed a majority of revenue for the first time. We also formalized engagements with multiple strategic partners, highlighted by a long-term strategic foundry and technology partnership with GlobalFoundries to accelerate U.S.-based GaN manufacturing. We also streamlined our go-to-market strategy to focus on the growing adoption of high-power GaN and SiC technologies in AI data centers, energy and grid infrastructure, performance computing and industrial electrification. Also during the quarter, we initiated customer sampling of our new 650V GaN for AI data center applications as well as expanded sampling of our mid-voltage 100V GaN and our ultra- high-voltage 2300V and 3300V SiC modules. These solutions deliver high efficiency and best-in-class reliability, targeting modernized energy grid and renewable energy infrastructure.

“Concurrent with our strategic repositioning of the Company, we are increasingly seeing AI as a catalyst that is driving momentum and broadening adoption of high-power solutions across all of our target end markets. Looking ahead, we anticipate a return to top-line sequential growth beginning in the first quarter, driven by increased revenue contribution from our high-power markets while reducing our exposure to mobile and consumer. With continued execution on our Navitas 2.0 strategy and the expected benefits from our optimized cost structure, refined go-to-market strategy and accelerated products roadmap, we believe the Company is on a path to achieve renewed top-line growth combined with gradual improvements in gross margin bottom-line results over the coming year.”

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Fourth Quarter 2025 Financial Highlights

Revenue: Total revenue was $7.3 million in the fourth quarter of 2025, compared to $10.1 million in the third quarter of 2025 and $18.0 million in the fourth quarter of 2024. Loss from Operations: GAAP loss from operations for the quarter was $41.4 million, compared to a loss of $19.4 million for the third quarter of 2025 and a loss of $39.0 million for the fourth quarter of 2024. On a non-GAAP basis, loss from operations for the quarter was $12.1 million compared to a loss of $11.5 million for the third quarter of 2025 and a loss of $12.7 million in the fourth quarter of 2024.

Fourth quarter 2025 GAAP results included a $16.6 million restructuring and impairment charge, of which $3.8 million was non-cash. Cash: Cash and cash equivalents was $236.9 million as of December 31, 2025, compared to $150.6 million as of September 30, 2025.

Completed successful private placement of common stock in November 2025, generating net proceeds of $95.6 million in further support of Navitas’ strategic shift and acceleration into higher-power markets.

Recent Market, Customer and Technology Highlights:

Announced long-term strategic technology and manufacturing partnership with GlobalFoundries to accelerate GaN technology manufacturing in the U.S. to address high-power markets with efficient, secure and scalable solutions with availability in late 2026. Accelerated customer sampling of 100V and new 650V GaN solutions targeting AI data center 800V HVDC architecture and 48V IBC HV buck architecture. Announced breakthrough all-GaN 10 kW 800V–to–50V DC-DC platform, employing advanced 650V and 100V GaNFast FETs and delivering industry-leading 98.5% peak efficiency. Accelerated sampling of new 2300V and 3300V ultra-high voltage SiC products, featuring Trench-Assisted Planar technology and innovative packaging, delivering best-in-class performance and reliability. Recently launched 5th-generation GeneSiC™ technology platform that delivers industry-leading performance, reliability and robustness to extend Navitas’ lead in AI data centers, grid and energy infrastructure, and industrial electrification. Forged strategic partnership with Cyient Semiconductors to co-develop GaN products and build a local ecosystem in India, aiming to accelerate adoption and capitalize on industrial electrification under the "Make in India" initiative. Consolidated Asian distribution channel and forged strategic and global distribution partnership with WT Microelectronics and Avnet to accelerate GaN and high-voltage SiC adoption in AI data centers, high-performance computing and additional target end markets globally.

First Quarter 2026 Business Outlook

First quarter 2026 net revenues are expected to increase to between $8.0 million and $8.5 million. Non-GAAP gross margin is expected to be 38.7% plus or minus 25 basis points, and non-GAAP operating expenses are expected to be approximately $15 million.

Fourth Quarter and Full Year 2025 Financial Results Conference Call and Webcast Information:

When: Tuesday, February 24, 2026 Time: 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) Toll Free Dial-in: 1-800-715-9871 or 1-646-307-1963 Conference ID: 4101022 Webcast: Click Here

Additionally, a live and archived audio webcast of the conference call as well as supporting presentation materials will be accessible from the Investor Relations section of the Company’s website at ir.navitassemi.com.

Non-GAAP Financial Measures

This press release and statements in our public webcast include financial measures that are not calculated in accordance with generally accepted accounting principles (“GAAP”), which we refer to as “non-GAAP financial measures,” including (i) non-GAAP gross profit, (ii) non-GAAP gross margin, (iii) non-GAAP operating expense, (iv) non-GAAP research and development expense, (v) non-GAAP selling, general and administrative expense, (vi) non-GAAP loss from operations, (vii) non-GAAP operating margin, and (viii) non-GAAP net loss and net loss per share. Each of these non-GAAP financial measures are adjusted from GAAP results to exclude certain expenses which are outlined in the “Reconciliation of GAAP Results to Non-GAAP Financial Measures” tables below. We believe these non-GAAP financial measures provide investors with useful supplemental information about our operating performance and enable comparison of financial trends and results between periods where certain items may vary independently of business performance. We believe these non-GAAP financial measures offer an additional view of our operations that, when coupled with the GAAP results and the reconciliations from corresponding GAAP financial measures, provide a more complete understanding of the results of operations. However, these non-GAAP financial measures should be considered as a supplement to, and not as a substitute for, or superior to, the corresponding measures calculated in accordance with GAAP.

Cautionary Statement Regarding Forward-Looking Statements

This press release, including the paragraph headed “Near Term Business Outlook,” includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or trends or similar statements that are not a reflection of historical fact. Forward-looking statements may be identified by the use of words such as “we expect” or “are expected to be,” “estimate,” “plan,” “project,” “forecast,” “intend,” “anticipate,” “believe,” “seek,” or other similar expressions. Forward-looking statements are made based on estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and current indications of customer interest, all of which are based on various assumptions, whether or not identified in this press release. All such statements are based on current expectations of the management of Navitas and are not predictions of actual future performance. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. Many actual events and circumstances that affect performance are beyond the control of Navitas, and forward-looking statements are subject to a number of uncertainties.

Our business is subject to certain risks that could materially and adversely affect our business, financial condition, results of operations, or the value of our securities. These and other risk factors are discussed in the Risk Factors section beginning on our most recent annual report on Form 10-K, as updated in the Risk Factors section of our most recent quarterly report on Form 10-Q, and in other documents we file with the SEC. If any of these risks, as discussed in more detail in our SEC reports, materialize or if our assumptions underlying forward-looking statements prove to be incorrect, actual results could differ materially from the results implied by these forward-looking statements. Examples of some of these risk factors include:

Risks Related to High-Power Markets: Last year, we announced an enhanced focus on AI data centers, energy and grid infrastructure, performance computing and industrial electrification, and a de-emphasis on mobile and consumer products. We may not successfully execute our strategic transition to these new markets and customer applications, which could adversely affect our business, results of operations, and financial condition. This strategic realignment entails significant operational, technical, and market risks. Our success in these markets depends on factors including our ability to (i) develop and scale semiconductor solutions that meet demanding power, efficiency, and performance requirements of our customers; (ii) compete against established incumbents with substantial R&D and manufacturing resources; (iii) anticipate rapidly evolving customer needs and technological standards in these high-power and high-performance segments; and (iv) secure design wins and long-term supply agreements in new and unfamiliar market segments. Market Acceptance and Addressable Market Uncertainty: The demand for our products, and our customers’ products, in new or emerging markets is difficult to forecast, as customer preferences may not be fully known and can evolve rapidly. Further, demand for our products depends on the acceptance of underlying new and developing system architectures. For example, our predictions for the use of GaN- and SiC-based products in 800 V AI data center power applications depend on assumptions regarding the acceptance and growth of 800 V systems themselves. Our forecasts are based on market opportunities across a “Serviceable Addressable Market” or “SAM”, which is based on a number of assumptions and predictions. We could be wrong about the size or timing of our SAM, which could in turn diminish the market opportunities available to us. Unpredictable Historical Data and Competitive Dynamics: In established markets, revenue projections can be supported by trends from prior periods. In contrast, there is little or no precedent for products aimed at new use cases, rendering traditional forecasting methods less reliable. To the extent our products reshape or create new market landscapes, the competitive environment may evolve in unexpected ways. For example, new competitors may emerge, or traditional competitors with established R&D and manufacturing resources, and long-standing customer relationships, may choose to offer competitive GaN or high-voltage SiC solutions. Other Risk Factors: Other risk factors related to our business include our ability to achieve design wins and to convince our current and prospective end customers to design our products into their product offerings, the risk that revenues from design wins may not materialize, the possibility that we may fail to accurately anticipate and respond to rapid technological change in the industries in which we operate or adopt to emerging industry standards, our dependence on a few key customer and distributors for a significant portion of our revenue, and the fact our business is subject to volatile demand and seasonal fluctuations. In addition, our supply chain is also subject to risks, including our reliance on single sources of supply for certain essential services, the risk that our suppliers may have quality, yield or capacity issues, the fact that we are exposed to fluctuations in prices for raw materials and components, and the risk that our products will not meet the reliability standards expected of high power semiconductor devices. This is not a summary of all of the risks that could affect our business and you are encouraged to review the full list of risk factors in our SEC filings.

Note Regarding Customer Pipeline and Design Wins

In our investor and other communications we may refer to the terms “customer pipeline” and “design wins” in discussions of potential future business opportunities. Each of these terms, together with information we may disclose about anticipated future business in relation to these terms, constitute “forward-looking statements” as described above and, accordingly, should be interpreted in light of related risks which, if materialized, could cause actual results to differ materially from those indicated from our view of customer pipeline and design wins today. More specifically, “customer pipeline” reflects estimated potential future business based on interest expressed by potential customers for qualified programs, stated in terms of estimated revenue that may be realized over the life of the customer’s end product. A “design win” reflects an end customer’s selection of a Navitas product for a specific production program, stated in terms of revenues that may be realized over the life of the customer’s end product. However, customer pipeline figures and design wins do not represent customer orders or forecasts, are not proxies for backlog or estimates of future revenue, and should not be considered as any other measure or indicator of financial performance. Rather, Navitas uses these terms to indicate the company’s current view of future potential business and related changes across various end markets. Time horizons vary based on product type and application. As a result, actual business realized will depend on several factors, including (i) whether potential customers ultimately choose the Navitas solution, (ii) the portion of the customer program awarded to the Navitas solution as compared to other sources in dual- or multiple-source cases, (iii) successful customer qualification of the selected solution, (iv) the time needed for customers to begin mass production, (v) the duration and pace of the customer’s ramp to full production, and (vi) strategic decisions of Navitas throughout the process based on expected revenues, margins and other factors relating to pipeline opportunities and design wins.

About Navitas

Navitas Semiconductor (Nasdaq: NVTS) is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, energy and grid infrastructure, performance computing and industrial electrification. With more than 30 years of combined expertise in wide bandgap technologies, GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency. GeneSiC™ high-voltage SiC devices leverage patented trench-assisted planar technology to provide industry-leading voltage capability, efficiency, and reliability for medium-voltage grid and infrastructure applications. Navitas has over 300 patents issued or pending and is the world’s first semiconductor company to be CarbonNeutral®-certified.

Navitas Semiconductor, GaNFast, GaNSense, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names, and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.

Investor Relations Contacts:

Shelton Group Leanne Sievers | Brett Perry nvts-ir@sheltongroup.com

NAVITAS SEMICONDUCTOR CORPORATION CONSOLIDATED STATEMENTS OF OPERATIONS (GAAP) - UNAUDITED (dollars in thousands, except per share amounts) Three Months Ended Year Ended December 31, December 31, 2025 2024 2025 2024 Net revenues $ 7,296 $ 17,978 $ 45,916 $ 83,302 Cost of revenues (exclusive of amortization of intangible assets included below) 4,514 15,756 31,668 54,963 Operating expenses: Research and development 12,386 18,974 49,830 76,002 Selling, general and administrative 10,475 16,354 35,196 62,863 Amortization of intangible assets 4,734 4,661 18,937 18,926 Restructuring and impairment expense 16,580 1,223 18,049 1,223 Total operating expenses 44,175 41,212 122,012 159,014 Loss from operations (41,393 ) (38,990 ) (107,764 ) (130,675 ) Other income (expense), net: Interest income (expense), net 369 (40 ) 863 (150 ) Dividend income 1,161 981 3,537 5,233 (Loss) Gain from change in fair value of earnout liabilities 8,271 (6,276 ) (12,424 ) 36,644 Other income (expense), net 10 (38 ) 6 102 Total other income (expense), net 9,811 (5,373 ) (8,018 ) 41,829 Loss before income taxes (31,582 ) (44,363 ) (115,782 ) (88,846 ) Income tax provision (benefit) (61 ) (598 ) 50 (342 ) Equity method investment (loss) gain (294 ) 3,905 (1,121 ) 3,905 Net loss $ (31,815 ) $ (39,860 ) $ (116,953 ) $ (84,599 ) Net loss per common share Basic $ (0.14 ) $ (0.21 ) $ (0.57 ) $ (0.46 ) Diluted $ (0.14 ) $ (0.21 ) $ (0.57 ) $ (0.46 ) Shares used in per share calculation: Basic 222,344 187,221 205,573 183,723 Diluted 222,344 187,221 205,573 183,723

NAVITAS SEMICONDUCTOR CORPORATION RECONCILIATION OF GAAP RESULTS TO NON-GAAP FINANCIAL MEASURES - UNAUDITED (dollars in thousands, except per share amounts) Three Months Ended Year Ended December 31, December 31, 2025 2024 2025 2024 RECONCILIATION OF GROSS PROFIT MARGIN GAAP Net revenues $ 7,296 $ 17,978 $ 45,916 $ 83,302 Cost of revenues (exclusive of amortization of intangibles) (4,514 ) (15,756 ) (31,668 ) (54,963 ) Cost of revenues (amortization of intangibles) (4,035 ) (3,959 ) (16,140 ) (15,835 ) GAAP Gross profit (1,253 ) (1,737 ) (1,892 ) 12,504 GAAP Gross margin (17.2 )% (9.7 )% (4.1 )% 15.0 % Inventory reserve in conjunction with distributor disengagement - 5,011 - 5,011 Cost of revenues (amortization of intangibles) 4,035 3,959 16,140 15,835 Stock-based compensation expense 42 3 230 328 China SiC inventory reserve - - 3,174 - Non-GAAP Gross profit $ 2,824 $ 7,236 $ 17,652 $ 33,678 Non-GAAP Gross margin 38.7 % 40.2 % 38.4 % 40.4 % RECONCILIATION OF OPERATING EXPENSES GAAP Research and development $ 12,386 $ 18,974 $ 49,830 $ 76,002 Stock-based compensation expenses (4,316 ) (3,397 ) (12,781 ) (23,472 ) Advanced R&D NRE Impairment - - (2,238 ) - Organizational transformational costs - - (395 ) - Impairment of other assets - (2,014 ) - (2,014 ) R&D project abandonment in conjunction with distributor disengagement - (1,674 ) - (1,674 ) Non-GAAP Research and development 8,070 11,889 34,416 48,842 GAAP Selling, general and administrative 10,475 16,354 35,196 62,863 Stock-based compensation expenses (3,600 ) (1,620 ) (1,473 ) (19,231 ) CEO transition costs - - (2,462 ) - Governance costs - - (1,556 ) - Bad debt expense due to distributor disengagement - (6,636 ) - (7,484 ) Other expense (69 ) (97 ) (501 ) (1,620 ) Non-GAAP Selling, general and administrative 6,806 8,001 29,204 34,528 Total Non-GAAP Operating expenses $ 14,876 $ 19,890 $ 63,620 $ 83,370 RECONCILIATION OF LOSS FROM OPERATIONS GAAP Loss from operations $ (41,393 ) $ (38,990 ) $ (107,764 ) $ (130,675 ) GAAP Operating margin (567.3 )% (216.9 )% (234.7 )% (156.9 )% Add: Stock-based compensation expenses included in: Research and development 4,316 3,397 12,781 23,472 Selling, general and administrative 3,600 1,620 1,473 19,231 Cost of goods sold 42 3 230 328 Total 7,958 5,020 14,484 43,031 Restructuring and impairment expense 16,580 1,223 18,049 1,223 Amortization of acquisition-related intangible assets 4,734 4,661 18,937 18,926 China SiC inventory reserve - - 3,174 - CEO transition costs - - 2,462 - Advanced R&D NRE Impairment - - 2,238 - Governance costs - - 1,556 - Organizational transformational costs - - 395 - Bad debt expense due to distributor disengagement - 6,636 - 7,484 Inventory reserve in conjunction with distributor disengagement - 5,011 - 5,011 Impairment of other asset - 2,014 - 2,014 R&D project abandonment in conjunction with distributor disengagement - 1,674 - 1,674 Other expense 69 97 501 1,620 Non-GAAP Loss from operations $ (12,052 ) $ (12,654 ) $ (45,968 ) $ (49,692 ) Non-GAAP Operating margin (165.2 )% (70.4 )% (100.1 )% (59.7 )% RECONCILIATION OF NET LOSS PER SHARE GAAP Net loss $ (31,815 ) $ (39,860 ) $ (116,953 ) $ (84,599 ) Adjustments to GAAP Net loss Restructuring and impairment expense 16,580 1,223 18,049 1,223 Loss (Gain) from change in fair value of earnout liabilities (8,271 ) 6,276 12,424 (36,644 ) Total stock-based compensation 7,958 5,020 14,484 43,031 Amortization of acquisition-related intangible assets 4,734 4,661 18,937 18,926 Equity method investment loss (gain) 294 (3,905 ) 1,121 (3,905 ) China SiC inventory reserve - - 3,174 - CEO transition costs - - 2,462 - Advanced R&D NRE Impairment - - 2,238 - Governance costs - - 1,556 - Organizational transformational costs - - 395 - Bad debt expense due to distributor disengagement - 6,636 - 7,484 Inventory reserve in conjunction with distributor disengagement - 5,011 - 5,011 Impairment of other asset - 2,014 - 2,014 R&D project abandonment in conjunction with distributor disengagement - 1,674 - 1,674 Other expense 69 97 501 1,537 Non-GAAP Net loss $ (10,451 ) $ (11,153 ) $ (41,612 ) $ (44,248 ) Average shares outstanding for calculation of non-GAAP Net loss per share (basic and diluted) 222,344 187,221 205,573 183,723 Non-GAAP Net loss per share (basic and diluted) $ (0.05 ) $ (0.06 ) $ (0.20 ) $ (0.24 )

NAVITAS SEMICONDUCTOR CORPORATION CONDENSED CONSOLIDATED BALANCE SHEETS (dollars in thousands) (Unaudited) December 31, 2025 December 31, 2024 ASSETS Current assets Cash and cash equivalents $ 236,857 $ 86,737 Accounts receivable, net 3,621 13,982 Inventories 13,283 15,477 Prepaid expenses and other current assets 4,399 4,070 Restricted cash 1,745 1,503 Total current assets 259,905 121,769 Property and equipment, net 9,779 15,421 Operating lease right of use assets 5,166 6,900 Finance lease right of use assets 766 - Intangible assets, net 53,258 72,195 Goodwill 163,215 163,215 Other assets 8,380 10,478 Total assets $ 500,469 $ 389,978 LIABILITIES AND STOCKHOLDERS’ EQUITY Current liabilities Accounts payable and other accrued expenses $ 22,350 $ 10,754 Accrued compensation expenses 4,949 8,623 Operating lease liabilities, current 1,866 1,767 Finance lease liabilities, current 323 - Earnout liability, current 22,632 - Total current liabilities 52,120 21,144 Operating lease liabilities noncurrent 3,827 5,553 Finance lease liabilities noncurrent 456 - Earnout liability noncurrent - 10,208 Deferred tax liabilities 405 441 Other noncurrent liabilities - 4,619 Total liabilities 56,808 41,965 Stockholders' equity 443,661 348,013 Total liabilities and stockholders’ equity $ 500,469 $ 389,978

NAVITAS SEMICONDUCTOR CORPORATION RECONCILIATION OF FORECASTED GAAP RESULTS TO FORECASTED NON-GAAP FINANCIAL MEASURES - UNAUDITED (dollars in thousands) Three Months Ended March 31, 2026 Low High RECONCILIATION OF FORECASTED GROSS PROFIT MARGIN GAAP Net revenues $ 8,000 $ 8,500 Cost of revenues (exclusive of amortization of intangibles) (4,966 ) (5,231 ) Cost of revenues (amortization of intangibles) (4,035 ) (4,035 ) GAAP Gross profit (1,001 ) (766 ) GAAP Gross margin (12.51 )% (9.01 )% Cost of revenues (amortization of intangibles) 4,035 4,035 Stock-based compensation expense 42 42 Non-GAAP Gross profit $ 3,076 $ 3,311 Non-GAAP Gross margin 38.45 % 38.95 % RECONCILIATION OF FORECASTED OPERATING EXPENSES Three Months Ended March 31, 2026 GAAP Operating expense $ 20,195 Stock-based compensation expenses (4,945 ) Other expense (250 ) Total Non-GAAP Operating expenses $ 15,000

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/1aa7f5db-175c-49c0-a452-642b889d5ba5

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Zusammenfassung

Diese Analyse bewertet die jüngsten Quartalsergebnisse von sieben IT-Distributions- und Solutions-Unternehmen, wobei der Schwerpunkt auf ePlus, Avnet, ScanSource, Connection und CDW liegt. Der Sektor erlebt derzeit ein Wachstum, das durch die zunehmende Komplexität von IT-Ökosystemen, die Cloud-Adoption und die Nachfrage nach Cybersicherheitslösungen angetrieben wird. Es gibt jedoch auch Herausforderungen, darunter potenzielle Unterbrechungen der Lieferkette (insbesondere im Zusammenhang mit Halbleitern) und die sinkende Nachfrage nach Hardware aufgrund der Migration in die Cloud, die die Gewinnmargen negativ beeinflussen könnte.

Wesentliche Erkenntnisse:

• Gesamtleistung des Sektors: Insgesamt übertrafen die IT-Distributions- und Solutions-Aktien die Analystenschätzungen im Q4 um 1,9 %, wobei der Umsatz gestiegen war. Der durchschnittliche Aktienkurs ist seit der Veröffentlichung der Ergebnisse um 3,5 % gestiegen.
• ePlus (NASDAQ:PLUS): ePlus war der klare Gewinner und meldete einen deutlichen Überschuss gegenüber den Analystenschätzungen für Umsatz (24,6 % im Jahresvergleich) und Gewinn pro Aktie (EPS). Trotz dieser beeindruckenden Leistung blieb der Aktienkurs relativ stabil bei 85,55 $, was darauf hindeutet, dass der Markt diese positiven Ergebnisse bereits berücksichtigt hatte.
• Avnet (NASDAQ:AVT): Auch Avnet erzielte gute Ergebnisse mit einem Umsatzanstieg von 11,6 % im Jahresvergleich und einem Überschuss gegenüber den Analystenschätzungen von 4,5 %. Dies führte zu einer deutlichen Kurssteigerung von 24,1 % seit der Veröffentlichung der Ergebnisse, wobei der Aktienkurs derzeit bei 65,40 $ liegt.
• ScanSource (NASDAQ:SCSC): Die Leistung von ScanSource war deutlich schwächer. Der Umsatz stieg nur um 2,5 % im Jahresvergleich und enttäuschte die Analysten um 2 %. Die Aktie ist seit der Veröffentlichung um 19 % gefallen und zeigt die Enttäuschung der Anleger.
• Connection (NASDAQ:CNXN): Die Ergebnisse von Connection waren mittelmäßig, wobei der Umsatz unverändert im Jahresvergleich blieb und die Analystenschätzungen um 4,4 % verfehlte. Die Aktie ist um 6,1 % gestiegen, ist aber schwächer als andere Unternehmen in der Gruppe.
• CDW (NASDAQ:CDW): CDW zeigte eine robuste Quartalsergebnisse mit einem Umsatzanstieg von 6,3 % und einem Überschuss gegenüber den Analystenschätzungen von 3,1 %. Der Aktienkurs blieb bei 126,63 $.

Strategische Implikationen und Anlageüberlegungen

Der Bericht hebt die zyklische Natur des IT-Distributionssektors hervor. Während der Gesamttrend positiv ist, hängt die Leistung einzelner Unternehmen von ihrer Fähigkeit ab, sich an veränderte Marktdynamiken anzupassen, insbesondere an die Verlagerung in die Cloud und die laufenden Herausforderungen der Lieferkette.

Der Artikel empfiehlt einen vorsichtigen Ansatz bei der Investition in ScanSource aufgrund seiner schwachen Leistung. EPlus und Avnet werden hingegen als starke Performer vorgestellt, die weiter untersucht werden sollten.

Handlungsaufforderung: Der Bericht ermutigt die Leser, eine umfassende Analyse der Ergebnisse der Quartalsergebnisse zu erhalten, die kostenlos verfügbar ist, und schlägt eine Konzentration auf Unternehmen mit soliden Fundamentaldaten für langfristige Investitionen vor.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zusammenfassung der Ergebnisse von Avnet, Inc. (AVT)

Avnet, Inc. (AVT) verzeichnete im starken zweiten Quartal des Geschäftsjahres 2026 ein deutliches Übertreffen der Erwartungen, was zu einem Anstieg der Aktienkurse um 13,8 % am Mittwoch führte. Das Unternehmen meldete einen Gewinn je Aktie von 1,05 USD, der die Zacks Consensus Schätzung um 10,53 % übertraf, und ein Jahres-zu-Jahres-plus von 20,7 % beim bereinigten Gewinn.

Die wichtigsten Treiber dieser starken Leistung waren die gestiegenen Nettoumsätze, die um 11,6 % im Jahresvergleich stiegen und 6,32 Milliarden USD erreichten – deutlich über den Konsensschätzungen von 5,28 %. Dieser Anstieg wurde durch robuste Umsätze in allen Geschäftsbereichen von Avnet vorangetrieben.

Innerhalb der Geschäftsbereiche stach die Electronic Components Division besonders hervor und verzeichnete ein Umsatzwachstum von 10,8 % im Jahresvergleich und 7,1 % im Quartal, was 5,89 Milliarden USD betrug – übertraf die prognostizierten 5,6 Milliarden USD. Auch Farnell, das Distributionsgeschäft von Avnet, verzeichnete einen bemerkenswerten Anstieg der Umsätze um 23,6 % im Jahresvergleich und einen Anstieg von 7,1 % im Quartal, was 427,1 Millionen USD betrug und die Schätzung von 400,8 Millionen USD übertraf.

Geografisch gesehen waren Avnets Umsätze in allen Regionen stark. Asien verzeichnete ein Anstieg der Umsätze um 16,9 % im Jahresvergleich zu 3,17 Milliarden USD, die Amerikas ein Zuwachs von 4,9 % auf 1,44 Milliarden USD und EMEA einen Anstieg von 8,3 % auf 1,71 Milliarden USD.

Auch der operative Gewinn stieg deutlich an. Der Gesamtbereinigte operative Gewinn betrug 171,7 Millionen USD, ein Anstieg von 7,7 % im Jahresvergleich. Besonders hervorzuheben ist, dass der bereinigte operative Gewinn der Electronic Components Division um 3 % auf 187,1 Millionen USD stieg, während der von Farnell um das Fünffache auf 20 Millionen USD von 3,5 Millionen USD im Vorjahresquartal explodierte.

Trotz einer leichten Kontraktion des gesamten operativen Randsatzes (um 10 Basispunkte auf 2,7 %) verbesserten sich die einzelnen Geschäftsbereiche. Der bereinigte operative Randsatz von Farnell stieg erheblich an und erreichte 4,7 % von 370 Basispunkten.

Finanzielle Aspekte: Avnet stärkte seine Bilanz. Die liquiden Mittel stiegen auf 286,5 Millionen USD von 175,5 Millionen USD. Die langfristigen Schulden gingen auf 2,47 Milliarden USD zurück. Das Unternehmen generierte einen operativen Cashflow von 208 Millionen USD und einen kumulierten Cashflow von 63,7 Millionen USD für die ersten sechs Monate des Geschäftsjahres 2026. Avnet plant, seinen Fokus auf die Kapitalrendite durch Dividenden und Aktienrückkäufe beizubehalten.

Für das dritte Quartal des Geschäftsjahres 2026 erwartet Avnet Umsätze im Bereich von 6,2 Milliarden USD bis 6,5 Milliarden USD, was einem Anstieg im Jahresvergleich von 9,1 % entspricht. Der bereinigte Gewinn je Aktie wird zwischen 1,20 USD und 1,30 USD liegen und einen Anstieg von 45,2 % widerspiegeln.

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