
• Reported GAAP EPS of $3.94 up 39.72% YoY • Reported revenue of $804.18M up 26.14% YoY • For Q2 2026, Monolithic Power Systems forecasts revenue in the range of $890 million to $910 million, with GAAP gross margin between 55.1% and 55.7% and Non-GAAP gross margin from 55.3% to 55.9%.
Bullish
Monolithic Power Systems achieved record revenue with strong sequential and year-over-year growth, driven by key market segment performance and an accelerated pipeline, alongside significantly improved operating cash flow.
Bearish
Monolithic Power Systems experienced sequential declines in Consumer and Industrial revenues, alongside increased days of sales outstanding and inventory levels, while facing global economic and geopolitical uncertainties.