Monolithic Power (MPWR)
NASDAQ:MPWR
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Earnings Data
Report Date
Aug 03, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
5.8Last Year’s EPS
4.21Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:Apr 30, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and demand picture: record revenue, strong sequential and year-over-year growth, notable acceleration in enterprise data and communications, capacity expansion beyond prior targets, and progress on new product sampling and module integration. Offsetting this optimism were margin caution (gross margin at the low end of the target range with possible H2 headwinds), early-stage timing risk for several new initiatives (DDR5/high-voltage/GaN/robotics), cautious outlook for notebook and near-term auto, and some supply-chain and cost pressures. On balance, the strength of revenue growth, backlog/ordering visibility (especially enterprise data and comms), and capacity expansion outweigh the highlighted risks.Company Guidance
Record Quarterly Revenue
Revenue of $804 million in Q1 2026, a record quarterly result — up 7% sequentially (vs Q4 2025) and up 26% year-over-year (vs Q1 2025).
Enterprise Data Demand and Backlog Strength
Strong ordering patterns and backlog in enterprise data; company raised its year-over-year growth 'floor' for the enterprise data end market to ~85% (from prior 50% floor), citing ramping customers and module transitions.
Communications Segment Acceleration
Communications end market grew 33% sequentially driven by power solutions for optical modules and switches; management expects the segment to be above corporate average and a multi-quarter driver.
Capacity Expansion Goals
Company has grown capacity past its original $4 billion plan and set a new near-term target of $6 billion to support increasing demand and design wins.
Product Sampling and Technology Wins
Sampling of first high-speed interface products for DDR5 at major customers; ongoing sampling/co-development for higher-voltage (800V-range) and GaN/SiC solutions, indicating pipeline of new product ramps.
Strategic Move from Chips to Modules
Continued shift toward full-service silicon-based solutions and module-level products (integrated power solutions) with automated test/reliability systems — positioning for higher content per design win.
Storage Strength (DDR5, HDD/SSD)
Storage side of storage & compute remains strong — DDR5, HDD and SSD demand continued from 2025 into Q1 2026; notebook demand remains cautious but storage tied to data center is a tailwind.
Supply Chain and Geographic Diversification
Management highlighted expanded and diversified global supply chain with geographical balance inside and outside China to maintain supply stability and capture growth.
MPWR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MPWR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $1614.41 | $1583.48 | -1.92% |
Feb 05, 2026 | $1153.68 | $1227.37 | +6.39% |
Oct 30, 2025 | $1083.56 | $1001.30 | -7.59% |
Jul 31, 2025 | $707.38 | $781.35 | +10.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Monolithic Power (MPWR) report earnings?
Monolithic Power (MPWR) is schdueled to report earning on Aug 03, 2026, After Close (Confirmed).
What is Monolithic Power (MPWR) earnings time?
Monolithic Power (MPWR) earnings time is at Aug 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MPWR EPS forecast?
MPWR EPS forecast for the fiscal quarter 2026 (Q2) is 5.8.