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Monolithic Power Systems
Monolithic Power Systems (MPWR) investor relations material
Monolithic Power Systems Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Achieved fourteenth consecutive year of growth with 2025 revenue of $2.8B, up 26.4% year-over-year.
Q4 2025 revenue reached $751.2M, up 1.9% sequentially and 20.8% year-over-year.
Board approved a quarterly dividend increase from $1.56 to $2.00 per share, effective Q1 2026.
Non-enterprise data end markets grew over 40% year-over-year, highlighting business diversification.
Announced CFO transition: Bernie Blegen retiring, Rob Dean appointed Interim CFO.
Financial highlights
Returned over 72% of free cash flow to shareholders over three years via buybacks and dividends.
Q4 2025 GAAP net income was $170.1M ($3.46/diluted share); non-GAAP net income was $235.3M ($4.79/diluted share).
Full-year 2025 GAAP net income was $615.9M ($12.75/diluted share); non-GAAP net income was $858.4M ($17.77/diluted share).
Quarterly dividend increased 28% to $2 per share.
Gross margin has trended between 55.2% and 55.8%, at the low end of the 55%-60% target range.
Outlook and guidance
Q1 2026 revenue expected between $770M and $790M.
Book-to-bill ratio well above one, with backlog extending into Q2 and Q3 2026.
Enterprise data segment expected to grow at least 50% in 2025, with potential for higher growth.
Q1 2026 GAAP gross margin projected at 54.9%-55.5%; non-GAAP gross margin at 55.2%-55.8%.
Strong demand and backlog provide increased visibility for the first half of 2026.
Reason for significant dividend increase?
Why did Enterprise Data revenue decline in 2025?
Why is Q1 2026 SBC expense projected lower?
What underpins higher 2026 Enterprise Data outlook?
Key 2026 automotive growth drivers beyond ADAS?
How will gross margin improve from current low end?
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Latest summaries
- TimeTickerHeadlineOpen
- 6 FebMGY
Record production, strong free cash flow, and disciplined capital returns defined 2025. - 6 FebQNST
Record Q2 revenue, $50.2M net income, HomeBuddy acquisition, and AI drive growth. - 6 FebOPGN
Shareholders will vote on seven key proposals, including a new equity plan and company name change. - 6 FebCDP
2025 FFO/share up 5.8% with strong leasing; 2026 outlook positive amid record defense spending. - 6 FebVTR
2025 saw double-digit SHOP NOI and FFO growth, a raised dividend, and $2.5B in investments. - 6 FebREG
2025 delivered record NOI and FFO growth, with 2026 guidance projecting further gains. - 6 FebMNTS
All stock issuance proposals passed except the share increase, which was not approved. - 6 FebCPT
2025 beat guidance; 2026 sees lower FFO, Sun Belt focus, and major asset sales with share repurchases. - 6 FebKOG
Record growth, robust backlog, and a NOK 5.70 dividend proposal drive future expansion. - 6 FebTSBK
Net income rose 19.8% to $8.22M, with higher margins, strong capital, and a dividend increase.
Next Monolithic Power Systems earnings date
Q1 202630 Apr, 2026
Monolithic Power Systems
Next Monolithic Power Systems earnings date
Q1 202630 Apr, 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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