earnings
confidence high
sentiment positive
materiality 0.80
MPS Q3 revenue $737.2M (+18.9% YoY); Non-GAAP EPS $4.73 beats $4.06 YoY
MONOLITHIC POWER SYSTEMS INC
2025-Q3 EPS reported
$9.28
revenue$2,039,304,000
- Revenue $737.2M, record quarter, up 10.9% QoQ and 18.9% YoY; Enterprise Data rev $191.5M (+33% QoQ).
- GAAP diluted EPS $3.71 vs $2.95 YoY; Non-GAAP diluted EPS $4.73 vs $4.06 YoY.
- All end markets grew YoY; Automotive up 36.1%, Storage & Computing up 29.6%.
- Q4 guidance: revenue $730-750M, GAAP gross margin 54.9-55.5%, non-GAAP tax rate 15%.
- Design wins: new automotive Tier 1 supplier for ADAS, first full BMS solution on robotics.