Monolithic Power Systems Q4 Revenue Up 20.8% and Q1 Guidance Tops Estimates
Monolithic Power Systems reported Q4 revenue of $751.2 million, a 20.8% year-over-year increase, and adjusted EPS of $4.79, both beating estimates. The company guided Q1 revenue to a midpoint of $780 million, 5.7% above analyst consensus, prompting a 5.1% share rally despite higher inventory.
1. Q4 Earnings Beat Expectations
Monolithic Power Systems delivered Q4 revenue of $751.2 million, up 20.8% year-over-year, alongside adjusted EPS of $4.79, both surpassing Wall Street forecasts. Strength in power management chip sales across data center and automotive segments underpinned the outperformance.
2. Optimistic Q1 Guidance
The company forecasted Q1 revenue at a midpoint of $780 million, representing a 5.7% upside to consensus estimates, signaling robust demand pipeline and confidence in order flow for early 2026.
3. Inventory Rise and Market Response
Despite reporting a material increase in inventory levels, investors focused on the strong beat and upbeat outlook, driving shares up 5.1% in afternoon trading as market participants assessed future growth potential.