---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-068202"
form_type: "8-K"
ticker: "MPWR"
cik: "0001280452"
company_name: "MONOLITHIC POWER SYSTEMS INC"
filed_at: "2026-10-29T20:01:11+00:00"
generated_at: "2026-10-29T20:02:33.253569+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.88
calibrated_materiality_score: 0.88
confidence: "high"
source: SEC EDGAR
---

# MPS Q3 revenue tops $1.2B for first time, up 63% YoY; GAAP EPS $5.51, non-GAAP $8.19

## Summary
- Revenue $1,202.4M, up 22.6% QoQ and 63.1% YoY, first quarter above $1B; GAAP diluted EPS $5.51, non-GAAP $8.19.
- Enterprise Data revenue $506.7M rose 33.2% QoQ and 164.6% YoY, 42.1% of total; Communications $187.4M rose 42.5% QoQ and 134.7% YoY.
- Q4 2026 outlook: revenue $1.315B-$1.385B, non-GAAP gross margin 55.5%-56.1%, GAAP opex $334M-$342M, non-GAAP tax rate 15%.
- Board named Tony Balow VP/CFO and Robert Dean VP/CAO effective Oct 27, 2026; Balow was VP Finance, Dean had been interim CFO since Feb 2026.
- Q3 stock repurchases $453.4M vs $4.0M in Q2; board added $500M authorization, bringing total current authorization to $1B.

## SEC filing metadata
- accession: 0001628280-26-068202
- form_type: 8-K
- ticker: MPWR
- cik: 0001280452
- company_name: MONOLITHIC POWER SYSTEMS INC
- filed_at: 2026-10-29T20:01:11+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.88
- calibrated_materiality_score: 0.88
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1280452/000162828026068202/0001628280-26-068202-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1280452/000162828026068202/mpwr-20261027.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-068202
- JSON: https://secwatch.observer/filing/0001628280-26-068202.json
- Plain text: https://secwatch.observer/filing/0001628280-26-068202.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.