Monolithic Power Systems, Inc. · MPWR · Next earnings

Monolithic Power Systems, Inc. reports Thursday, Feb 4, 2027

MPWR reports after market close with consensus EPS at $9.42 and revenue at $1.35B. Last quarter: MPWR tops $1 billion in revenue as data-center demand accelerates

Reports After market close91 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $9.42 Calendar consensus
Consensus revenue $1.35B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session After market close 91 days away

Where MPWR left off: FY2026 Q3

Full report

MPWR tops $1 billion in revenue as data-center demand accelerates

EPS surprise +5.1% Reported $8.19 vs $7.79
Revenue surprise +3.5% Reported $1.20B vs $1.16B
Stock move +1.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Management's guidance sentiment was raised, including a higher enterprise-data growth floor of 150% year over year and capacity targets of $8 billion by late 2027 and $10 billion thereafter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • The 800-volt GaN ramp depends on reliability and volume milestones before revenue materializes.
  • A slowdown in automotive or enterprise-data demand could weaken growth.
  • Rising foundry wafer costs may require pricing actions that test margins.
  • New products, including data converters and robotics offerings, carry timing and monetization uncertainty.

Questions analysts left open

  • The timing and revenue contribution of the 800-V GaN product ramp remain uncertain.
  • Higher wafer costs could pressure pricing and margins if pass-through is limited.
  • Competitive pressure and execution risk remain for integrated voltage regulators, data converters, and robotics products.

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Recent MPWR quarters

All MPWR earnings
+1.1%FY2026 Q3+8.3%FY2026 Q2-1.9%FY2026 Q1+6.4%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.