Power Integrations (POWI)
NASDAQ:POWI
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.32Last Year’s EPS
0.35Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed more positive operational and financial momentum than negative items. Revenue grew modestly with stronger industrial performance, sequential margin expansion, improved cash generation, clear product and customer traction (notably in industrial, automotive and early data center engagements), and constructive guidance for Q2. The principal negatives were elevated inventory days, restructuring charges, continued softness in compute/communications and consumer year-over-year decline driven by prior-year pull-ins, plus macro and FX uncertainty that temper visibility. On balance, highlights outweigh the lowlights, with management outlining credible strategic actions and near-term guidance that point to improving execution.Company Guidance
Quarterly Revenue Growth
Q1 revenue of $108.3 million, up 3% year-over-year and 5% sequentially versus Q4.
Strong Industrial Performance
Industrial was the main driver, up 23% year-over-year and showing 15% sequential growth in Q1.
Improving Margins and Profitability
Non-GAAP gross margin of 53.5% (up 20 basis points sequentially) and non-GAAP operating margin of 11.7%, up 200 basis points sequentially; non-GAAP net income $13.9 million or $0.25 per diluted share.
Positive Cash Flow and Balance Sheet Progress
Generated $18 million of free cash flow and $20 million cash from operations in Q1; CapEx of $2 million in the quarter and inventory on the balance sheet decreased by $4 million.
Product and Technology Momentum
New product momentum with TinySwitch-5 off to a strong start and TOPSwitchGaN (PowiGaN) expected to ramp; PowiGaN doubles TOPSwitch power capability to 440W and expands flyback applicability up to higher power designs.
Data Center and High-Power Opportunity
Ongoing collaboration with NVIDIA on 1,250V and 1,700V GaN for forthcoming 800V DC architectures; won 2 new aux power designs in Q1; company estimates data center SAM (rack + grid) to exceed $1 billion by 2030.
Automotive Design Wins and Traction
In production or design engagements with 17 of the top 20 EV OEMs, on track to double automotive revenue this year; new emergency power supply win with China's #2 EV OEM and production started with a major German carmaker.
Guidance Indicates Sequential Strength
Q2 revenue outlook $115 million to $120 million (midpoint up ~8.5% sequentially); gross margin guidance 54%–55% (midpoint +100 bps vs Q1) and expected non-GAAP operating margin 13.5%–15.5%.
Operational Alignment and Organizational Changes
Restructuring and realignment to improve customer centricity and time-to-market, including adding SVP Worldwide Sales and shifting application engineers into R&D to better prioritize product development.
POWI 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
POWI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $71.83 | $73.28 | +2.02% |
Feb 05, 2026 | $46.99 | $47.13 | +0.30% |
Nov 05, 2025 | $38.55 | $39.17 | +1.62% |
Aug 06, 2025 | $46.77 | $42.48 | -9.18% |
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 Power Integrations (POWI) report earnings?
Power Integrations (POWI) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Power Integrations (POWI) earnings time?
Power Integrations (POWI) earnings time is at Jul 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 POWI EPS forecast?
POWI EPS forecast for the fiscal quarter 2026 (Q2) is 0.32.
