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Monolithic Power Systems (MPWR) investor relations material
Monolithic Power Systems Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue reached $737.2M, up 10.9% sequentially and 18.9% year-over-year, driven by diversified market strategy, innovation, and higher shipment volume across most end markets.
Net income for Q3 2025 was $178.3M, a 23.4% increase from Q3 2024, with diluted EPS of $3.71.
Gross margin for Q3 2025 was 55.1%, slightly down from 55.4% in Q3 2024, mainly due to product mix.
Expanded automotive customer base with a major Tier 1 ADAS win and secured first full battery management system (BMS) design win for robotics.
Cash and cash equivalents as of September 30, 2025, were $1.08B, with total current assets of $2.11B and working capital of $1.67B.
Financial highlights
Q3 2025 GAAP operating income was $195.2M, up from $164.0M in Q3 2024; operating expenses increased to $211.0M due to higher R&D and SG&A costs.
Net cash provided by operating activities for the nine months ended September 30, 2025, was $733.3M, up from $620.7M in the prior year period.
Dividend declared for Q3 2025 was $1.56 per share, totaling $74.7M.
Channel inventory in Q3 was unchanged from the prior quarter, indicating real demand and effective inventory management.
Distribution inventory at the low end of the five to eight-week target range, unchanged sequentially.
Outlook and guidance
Q4 2025 revenue is projected between $730M and $750M, with gross margin expected between 54.9% and 55.5%.
Guidance raised by about 1% for Q4, with momentum in enterprise data and industrial markets expected to continue into early next year.
Enterprise data segment anticipated to grow 30%-40% in 2026, with material ramps weighted to the second half of the year.
Gross margins expected to remain steady in the mid-55% range for the foreseeable future, with potential for gradual improvement as solution-based business scales.
Management remains cautious due to ongoing macroeconomic challenges, including inflation, tariffs, and global uncertainties.
Explain Q3 Enterprise Data revenue decline.
Drivers of increasing stock-based compensation?
Q4 revenue outlook vs Q3 growth drivers?
Gross margin expansion drivers?
Key auto growth drivers and timing?
MPS's AI market engagement philosophy?
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Next Monolithic Power Systems earnings date
Q4 20256 Feb, 2026
Next Monolithic Power Systems earnings date
Q4 20256 Feb, 2026
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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.
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