Monolithic Power Systems, Inc. · MPWR · Next earnings

Monolithic Power Systems, Inc. reports Thursday, Oct 29, 2026

MPWR reports after market close with consensus EPS at $7.69 and revenue at $1.15B. Last quarter: MPWR Q1 2026: Record Revenue Beat, Growth Floor Raised to 85%, Margins a Watchpoint

Reports After market close39 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $7.69 Calendar consensus
Consensus revenue $1.15B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where MPWR left off: FY2026 Q1

Full report

MPWR Q1 2026: Record Revenue Beat, Growth Floor Raised to 85%, Margins a Watchpoint

EPS surprise +4.1% Reported $5.10 vs $4.90
Revenue surprise +2.8% Reported $804.2M vs $781.9M
Stock move -1.9% Event window
Subsequent drift -2.6% Up to 20 sessions

Q4 2025 guidance was raised with an enterprise data growth floor of 50%. Q1 2026 guidance was again raised, lifting the growth floor to approximately 85% YoY. Capex outlook remained increasing, with the capacity target raised from $4B to $6B. Management flagged margin pressure in the second half, with margins currently at the low end of guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macro-economic uncertainty and potential slowdown in notebook demand.
  • Supply-chain constraints and lean distribution channel inventory.
  • Margin pressure from higher input costs and pricing pressures.
  • Technology risk around transitioning to 40nm node and GaN adoption.
  • Competitive pressure in high-power silicon-carbide and AI accelerator markets.

Questions analysts left open

  • Enterprise data versus CPU/XPU demand trends.
  • Segmentation of storage vs. computing growth and notebook outlook.
  • Details on capacity placement and BCD technology roadmap.
  • Visibility on robotics and AI accelerator revenue contributions.
  • Potential margin headwinds in the second half of the year.

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Recent MPWR quarters

All MPWR earnings
-1.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.