Monolithic Power stock posts record Q3 revenue above USD 1 billion
Published on 10/30/2026 at 01:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSGeschäftsentwicklung und Ausblick
- Das Wachstum wurde von Enterprise-Data- und Kommunikationslösungen getragen, während das Consumer-Geschäft rückläufig war.
- Die Prognose für das vierte Quartal sieht weiteres Umsatzwachstum und eine zusätzliche Aktienrückkaufsermächtigung vor.
- Die höheren bereinigten Ergebnisse enthalten Effekte aus aktienbasierter Vergütung und anderen Anpassungen.
Monolithic Power Systems reported record third-quarter revenue of USD 1,202.4 million on October 29, 2026, according to GlobeNewswire. The quarter marked the first time the power-management semiconductor company exceeded USD 1 billion in quarterly revenue.
AI and communications lead growth
Revenue increased 22.6% from the second quarter and 63.1% from the year-earlier period. Enterprise Data revenue rose 164.6% year over year to USD 506.7 million, supported by power-management solutions for AI and server applications. Communications revenue grew 134.7% to USD 187.4 million, helped by optical-module and switching solutions.
Automotive revenue increased 19.2% year over year, while Industrial revenue advanced 29.0%. Consumer revenue fell 11.6% year over year, and Storage and Computing revenue rose 3.0%. The mix highlights the importance of data-center and communications demand to the current growth profile.
Margins and adjusted earnings
GAAP net income rose to USD 271.1 million, or USD 5.51 per diluted share, from USD 179.8 million a year earlier. Non-GAAP net income reached USD 402.7 million, or USD 8.19 per diluted share. The company said the non-GAAP figures exclude stock-based compensation and related expenses, amortization of acquisition-related intangible assets, deferred compensation plan effects and related tax effects.
GAAP gross margin was 55.4%, while non-GAAP gross margin was 55.7%. Total stock-based compensation and related expenses were USD 106.3 million in the quarter, an item investors should consider when comparing reported and adjusted profitability.
Fourth-quarter outlook
Management forecast fourth-quarter revenue of USD 1,315 million to USD 1,385 million. It expects GAAP gross margin of 55.2% to 55.8% and non-GAAP gross margin of 55.5% to 56.1%. The board also authorized an additional USD 500 million for stock repurchases in October, bringing the current authorization to USD 1 billion after third-quarter repurchases.
At Lang & Schwarz, the stock was quoted at EUR 1,062.75 at 23:00 Berlin time on October 29, 2026. Investors can follow the real-time quote of Monolithic Power stock.
Monolithic Power Systems at a glance
- Company: Monolithic Power Systems, Inc.
- ISIN: US6098391054
- Ticker: MPWR
- Reporting period: Third quarter 2026
- Lang & Schwarz quote: EUR 1,062.75 on October 29, 2026 at 23:00 Berlin time
- Q3 revenue: USD 1,202.4 million
- Q4 revenue outlook: USD 1,315 million to USD 1,385 million
The broader market context remains relevant for semiconductor companies; see the latest S&P 500 market developments.
Further company-specific updates are available in more news and analyses on Monolithic Power stock.
