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Monolithic Power (MPWR)
NASDAQ:MPWR
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.89Last Year’s EPS
4.04Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial picture: strong full-year and Q4 revenue growth, robust gains in non-enterprise data and automotive, record module and optical momentum, improved enterprise data ordering and an expanding, geographically balanced capacity base. Management also increased shareholder returns and reiterated long-term gross margin targets. Key risks and lowlights include gross margins sitting near the low end of the target band, macro and memory/PC uncertainties, the potential for backlog volatility driven by customer capacity behavior (double ordering), and that some new-technology revenues may be pushed to later periods. On balance, the weight of record results, diversified growth drivers and improved visibility outweigh the highlighted risks.Company Guidance
Record Annual and Quarterly Revenue
Full-year 2025 revenue of $2.8 billion, up 26.4% year-over-year; Q4 2025 record quarterly revenue of $751.2 million, +20.8% year-over-year and +1.9% sequentially.
Strong Non-Enterprise Data and Automotive Growth
Non-enterprise data end markets grew over 40% year-over-year in 2025; automotive revenue grew ~43% year-over-year driven by new 48-volt and zonal architecture solutions (including first fully integrated 48V e-fuse and a kW-level zonal controller).
Improved Enterprise Data Visibility and Backlog
Management reported a material step-up in ordering patterns with book-to-bill well in excess of 1, backlog extending into Q2 2026, and increased confidence in enterprise data demand (management cited a new conservative 'floor' of ~50% growth for enterprise data based on recent ordering trends).
Module and Optical Transceiver Momentum
Company reported record module revenue and notable ramp in optical transceiver engagement (analyst-modeled at roughly ~5% of sales exiting 2025), with expansion into AI, server, memory, optical modules and switch applications supported by higher current density, efficiency and packaging.
Capacity Expansion and Supply-Chain Diversification
Secured more than $4 billion of geographically balanced capacity and continues to add supply chain partners; management emphasized active supply-chain management across silicon, compound devices, module components and quality/audit processes to support future growth.
Shareholder Returns and Cash Deployment
Quarterly dividend increased 28% to $2.00 per share; company returned over 72% of free cash flow to stockholders via share repurchases and dividends over the three years ending December 2025.
Technology Sampling and Product Roadmap
Sampling of 800-volt data-center power solutions underway (first to sample per management) and progress on higher current-density packaging (sampling planned/underway), positioning the company for future systems-level revenue and migration from silicon to module/system solutions.
Gross Margin Targeting and Margin Progress
Corporate gross margin target reiterated at 55-60%; management reported current trending near the low end (~55.5-55.8%) and expects the potential for incremental sequential margin improvement (citing potential 10-20 bps quarterly cadence if backlog and demand hold).
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 |
|---|---|---|---|
Feb 05, 2026 | $1155.99 | $1229.82 | +6.39% |
Oct 30, 2025 | $1087.56 | $1005.00 | -7.59% |
Jul 31, 2025 | $709.99 | $784.24 | +10.46% |
May 01, 2025 | $599.30 | $634.42 | +5.86% |
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 Apr 30, 2026, After Close (Confirmed).
What is Monolithic Power (MPWR) earnings time?
Monolithic Power (MPWR) earnings time is at Apr 30, 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 (Q1) is 4.89.