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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Monolithic Power Systems
Monolithic Power Systems (MPWR) investor relations material
Monolithic Power Systems Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Record Q3 revenue was $1,202.4M, up 22.6% QoQ and 63.1% YoY, with growth across most end markets.
Capacity supports more than $6B in annual revenue, with a target of $8B by H2 2027 and a longer-term path toward $10B.
Financial highlights
Q3 GAAP gross profit was $665.5M, operating income $357.7M and net income $271.1M; diluted EPS was $5.51 versus $3.74 YoY.
Adjusted non-GAAP operating income was $464.5M; net income was $402.7M versus $227.1M YoY, and diluted EPS was $8.19 versus $4.73.
Nine-month revenue rose 46.5% YoY to $2.987B, and diluted EPS increased to $14.66 from $9.37.
Q3 operating cash flow was $289.9M, capital expenditures $64.5M and free cash flow $225.4M.
Outlook and guidance
Q4 revenue is forecast at $1,315M–$1,385M; GAAP gross margin at 55.2%–55.8% and adjusted non-GAAP gross margin at 55.5%–56.1%.
Enterprise Data growth floor was raised from 130% to 150% YoY based on Q3 and Q4 trends; no 2027 growth percentage was set.
Capacity is planned to reach $8B by H2 2027, with capacity intended to stay ahead of demand; timing toward $10B was not specified.
800V architecture ramps are expected no earlier than late 2027, with more activity likely in 2028; near-term Enterprise Data growth relies on existing business.
2026 revenue of $4.306B is FactSet consensus as of Oct. 30, 2026, not management guidance.
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Latest events from Monolithic Power Systems
- Q2 2026 revenue rose 47.6% with strong Enterprise Data growth and expanded stock repurchase plan.MPWR
Q2 2026 - Directors re-elected, auditors ratified, and executive pay approved with strong support.MPWRAGM 2026
- Q1 2026 revenue up 26%, net income up 43%, led by enterprise data and communications growth.MPWRQ1 2026
- Virtual meeting to vote on board seats, auditor, and executive pay; online voting encouraged.MPWRProxy filing
- 2026 annual meeting features director elections, auditor ratification, and a say-on-pay vote.MPWRProxy filing
- 2025 revenue reached $2.8B, with strong growth, higher dividend, and positive 2026 outlook.MPWRQ4 2025
- Q2 2025 revenue rose 31% to $664.6M, with net income at $133.7M and strong liquidity.MPWRQ2 2025
- Q3 2024 revenue surged 30.6% year-over-year to $620.1M, led by AI and automotive growth.MPWRQ3 2024
- Shareholders approved annual director elections and all proposals, with no questions raised.MPWRAGM 2024
Next Monolithic Power Systems earnings date
Q4 20265 Feb, 2027
Monolithic Power Systems
Next Monolithic Power Systems earnings date
Q4 20265 Feb, 2027
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Frequently asked questions
Monolithic Power Systems, Inc. engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the computing and storage, automotive, industrial, communications, and consumer markets. The company offers its products to systems manufacturers in the form of subsystem solutions comprising one or more of its power modules and related system components. Its products are used to power electronic systems across many applications, including computing and storage devices; data centers; communications networks; entertainment facilities; electric vehicles; and various industrial equipment.