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Monolithic Power Systems Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $4.90 |
| EPS actual | $5.10 |
| EPS Surprise | 4.08% |
| Revenue estimate | 781.93M |
| Revenue actual | 804.185M |
| Revenue Surprise | 2.85% |
| Release date | Feb 05, 2026 |
| EPS estimate | $4.74 |
| EPS actual | $4.79 |
| EPS Surprise | 1.05% |
| Revenue estimate | 742.4M |
| Revenue actual | 751.155M |
| Revenue Surprise | 1.18% |
| Release date | Oct 30, 2025 |
| EPS estimate | $4.64 |
| EPS actual | $4.73 |
| EPS Surprise | 1.94% |
| Revenue estimate | 722.399M |
| Revenue actual | 737.176M |
| Revenue Surprise | 2.05% |
| Release date | Jul 31, 2025 |
| EPS estimate | $4.12 |
| EPS actual | $4.21 |
| EPS Surprise | 2.18% |
| Revenue estimate | 651.994M |
| Revenue actual | 664.574M |
| Revenue Surprise | 1.93% |
Last 4 Quarters for Monolithic Power Systems
Below you can see how MPWR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $711.24 |
| EPS estimate | $4.12 |
| EPS actual | $4.21 |
| EPS surprise | 2.18% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $714.68 |
| Jul 28, 2025 | $738.55 |
| Jul 29, 2025 | $724.37 |
| Jul 30, 2025 | $730.54 |
| Jul 31, 2025 | $711.24 |
| Aug 01, 2025 | $785.62 |
| Aug 04, 2025 | $830.63 |
| Aug 05, 2025 | $802.78 |
| Aug 06, 2025 | $805.85 |
| 4 days before | -0.481% |
| 4 days after | 13.30% |
| On release day | 10.46% |
| Change in period | 12.76% |
| Release date | Oct 30, 2025 |
| Price on release | $1,087.56 |
| EPS estimate | $4.64 |
| EPS actual | $4.73 |
| EPS surprise | 1.94% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $1,074.91 |
| Oct 27, 2025 | $1,105.05 |
| Oct 28, 2025 | $1,086.36 |
| Oct 29, 2025 | $1,094.08 |
| Oct 30, 2025 | $1,087.56 |
| Oct 31, 2025 | $1,005.00 |
| Nov 03, 2025 | $1,003.93 |
| Nov 04, 2025 | $957.87 |
| Nov 05, 2025 | $1,000.15 |
| 4 days before | 1.18% |
| 4 days after | -8.04% |
| On release day | -7.59% |
| Change in period | -6.96% |
| Release date | Feb 05, 2026 |
| Price on release | $1,155.99 |
| EPS estimate | $4.74 |
| EPS actual | $4.79 |
| EPS surprise | 1.05% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $1,124.15 |
| Feb 02, 2026 | $1,173.22 |
| Feb 03, 2026 | $1,164.83 |
| Feb 04, 2026 | $1,136.83 |
| Feb 05, 2026 | $1,155.99 |
| Feb 06, 2026 | $1,229.82 |
| Feb 09, 2026 | $1,206.18 |
| Feb 10, 2026 | $1,143.39 |
| Feb 11, 2026 | $1,196.73 |
| 4 days before | 2.83% |
| 4 days after | 3.52% |
| On release day | 6.39% |
| Change in period | 6.46% |
| Release date | Apr 30, 2026 |
| Price on release | $1,614.41 |
| EPS estimate | $4.90 |
| EPS actual | $5.10 |
| EPS surprise | 4.08% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $1,632.06 |
| Apr 27, 2026 | $1,587.57 |
| Apr 28, 2026 | $1,504.08 |
| Apr 29, 2026 | $1,526.84 |
| Apr 30, 2026 | $1,614.41 |
| May 01, 2026 | $1,583.48 |
| May 04, 2026 | $1,573.30 |
| May 05, 2026 | $1,588.12 |
| May 06, 2026 | $1,652.35 |
| 4 days before | -1.08% |
| 4 days after | 2.35% |
| On release day | -1.92% |
| Change in period | 1.24% |
Monolithic Power Systems Earnings Call Transcript Summary of Q1 2026
Key points for investors: Monolithic Power Systems (MPS) reported a record Q1 2026 revenue of $804 million (up 7% sequentially, 26% YoY). Communications was a standout, growing 33% sequentially driven by optical modules and switches. Enterprise data demand and backlog strengthened: management raised its enterprise data growth floor materially (see quote) based on extended ordering patterns and design wins; DDR5/high‑speed interface products are being sampled at major customers. MPS is expanding manufacturing capacity beyond its prior $4B target toward a $6B goal and continues to focus on power‑density advantages through monolithic silicon solutions and module-level integration. They are sampling higher‑voltage products (including silicon‑carbide based designs for 800V step‑down and GaN for lower‑voltage/lower‑power segments). Automotive is expected to be roughly flat in H1 with ramp later in the year; storage/data center strength persists while notebook remains cautious. Gross margin guidance remains in the mid‑50s range with Q2 visibility improved but management cautious about second‑half headwinds. The company continues to emphasize supply‑chain diversification and automated module/test capabilities to capture increased server, communications, and emerging robotics/physical‑AI opportunities.
