Citable filing context
MPWR's research view summarizes recent SEC filing context, starting with earnings from Jul 30, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 30, 2026 | earnings | Monolithic Power Systems reported Q2 2026 revenue of $980.6 million and authorized an additional $500 million share repurchase. |
| Jun 12, 2026 | dividend_change | Monolithic Power Systems announced a second quarter cash dividend of $2.00 per share. |
| Apr 30, 2026 | earnings | Monolithic Power Systems reported Q1 2026 revenue of $804.2 million, up 26.1% year-over-year. |
| Jul 30, 2026 | Guidance: gaap_gross_margin | 55.20 to 55.80 |
| Jul 30, 2026 | Guidance: gaap_operating_expenses | 252.70 to 258.70 |
| Jul 30, 2026 | Guidance: non_gaap_gross_margin | 55.40 to 56.00 |
| Aug 5, 2026 | mda_quarterly | Monolithic Power Systems (MPWR) reported strong growth for the first half of 2026, with revenue reaching $1.78 billion, a 37.1% increase year-over-year. This performance was primarily driven by the enterprise data market, which surged 132.4% due to robust demand for power management solutions in AI and server applications. The communications segment also saw significant expansion, growing 67.1% on higher sales for optical modules and switches. Conversely, the storage and computing and consumer markets experienced slight declines. The company maintains a fabless model, relying on third-party manufacturers, which helps limit capital expenditures. Gross margins remained stable at approximately 55%. Operating income improved significantly, rising to $545 million for the six-month period, as the company leveraged its scale. Despite macroeconomic uncertainties, including potential impacts from global tariffs and export controls, management reported no material disruptions to operations. Liquidity remains strong, with $1.41 billion in cash, cash equivalents, and short-term investments as of June 30, 2026. The company continues to return capital to shareholders, recently increasing its stock repurchase authorization by $500 million and maintaining a quarterly dividend program. Future growth remains tied to new product development, market share gains in AI-related power solutions, and supply chain resilience. |
| May 4, 2026 | mda_quarterly | Monolithic Power Systems reported first-quarter 2026 revenue of $804.2 million, a 26.1% year-over-year increase driven by higher shipment volumes and improved product mix. The Enterprise Data segment served as the primary growth engine, surging 97.7% to $262.8 million due to heightened demand for artificial intelligence and server power solutions. Additionally, the Communications market grew 55.5% to $111.5 million, supported by increased sales of optical modules and switches. These gains were tempered by a 7.5% contraction in the Storage and Computing market, caused by lower demand for notebook and graphics card power solutions. Gross margin remained stable at 55.3%. Key operational risks include semiconductor industry cyclicality, macroeconomic volatility, and geopolitical tensions involving tariffs and export controls. The company maintains a robust liquidity position with $1.37 billion in cash, cash equivalents, and short-term investments. MPWR has $493.4 million remaining in its $500 million stock repurchase program and continues to manage $588.7 million in total purchase obligations, of which $557.5 million is due within the next year. |
Source: SEC EDGAR filing text and events; period Jul 30, 2026; filed Jul 30, 2026.
MPWR company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.