Latest Earnings Results: Q3 '26
Estimated EPS
$7.79
Reported EPS
$8.19
Surprise
+5.13%
Estimated Rev
$1.16B
Reported Rev
$1.2B
Surprise
+3.51%
• Reported GAAP EPS of $8.19 up 73.15% YoY • Reported revenue of $1.2B up 63.11% YoY • For Q4 2026, Monolithic Power Systems forecasts revenue of $1.32B to $1.39B, GAAP gross margin of 55.2% to 55.8%, and non-GAAP gross margin of 55.5% to 56.1%.
Bullish Takeaway
Monolithic Power Systems reported record revenue, strong enterprise-data demand and customer-base expansion using AI design tools, first 48V automotive orders, and sampling of GAN-based 800V data-center solutions.
Bearish Takeaway
Monolithic Power Systems reported higher GAAP operating expenses and lower operating margin QoQ; Consumer revenue fell YoY, Storage & Computing revenue fell QoQ, and China manufacturing capacity is a stated risk.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $9.20 | -- | -- | N/A |
Q3 '26 | $7.79 | $8.19 | 5.13% | BEAT |
Q2 '26 | $5.87 | $6.50 | 10.71% | BEAT |
Q1 '26 | $4.90 | $5.10 | 4.10% | BEAT |
Q4 '25 | $4.74 | $4.79 | 1.03% | BEAT |