secwatch.observer — SEC 8-K summary
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Issuer:     MONOLITHIC POWER SYSTEMS INC (MPWR)
CIK:        0001280452
Form:       8-K
Filed at:   2026-07-30T20:01:11+00:00
Accession:  0001628280-26-051029
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Monolithic Power Systems Q2 revenue $980.6M, up 47.6% YoY; EPS $5.22 GAAP, $6.50 non-GAAP
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- Record quarterly revenue of $980.6M, up 21.9% QoQ and 47.6% YoY; Enterprise Data revenue surged 164.3% YoY to $380.6M.
- GAAP diluted EPS $5.22 vs $2.81 YoY; non-GAAP diluted EPS $6.50 vs $4.21 YoY; non-GAAP tax rate flat at 15%.
- Q3 2026 guidance: revenue $1,140M-$1,160M, GAAP gross margin 55.2%-55.8%, non-GAAP gross margin 55.4%-56.0%.
- Board authorized additional $500M stock repurchase, bringing total authorization to $1B.
- All end markets grew sequentially; initial orders for DDR5 memory components and sampling of 800V AC/DC products.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1280452/000162828026051029/0001628280-26-051029-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1280452/000162828026051029/mpwr-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-051029

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