Semiconductor firm Monolithic Power Q3 revenue beats estimates, helped by growth in automotive segment

Monolithic Power Systems

30/10/2025 20:09

Overview

Monolithic Power Q3 revenue grows 18.9% yr/yr, beating analyst expectations

Company reports higher GAAP and non-GAAP net income compared to last year

Company's gross margin slightly decreases compared to last year

Outlook

Company expects Q4 revenue between $730 mln and $750 mln

MPS projects Q4 GAAP gross margin of 54.9% to 55.5%

Company anticipates Q4 non-GAAP operating expenses of $145.5 mln to $149.5 mln

Result Drivers

TRANSFORMATION SUCCESS - CEO Michael Hsing attributes revenue growth to company's shift from chip-only supplier to full-service solutions provider

AUTOMOTIVE SECTOR GROWTH - Automotive revenue increased significantly, contributing to overall revenue growth

END MARKET PERFORMANCE - Revenue growth driven by increases in storage and computing, automotive, and communications sectors

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$737.20 mln
$722.25 mln (16 Analysts)
Q3 Gross Margin
55.10%
Q3 Adjusted Gross Margin
55.50%
Q3 Adjusted Operating Income
$260.60 mln
Q3 Operating Expenses
$211 mln
Q3 Operating Income
$195.20 mln
Q3 Pretax Profit
$205.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Monolithic Power Systems Inc is $1,100.00, about 0.5% above its October 29 closing price of $1,094.08

Press Release: ID:nGNX988M55

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)