企業を読み込み中
Just reported
Q3 2026 results
From Monolithic Power Systems's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$1.2B
+63% y/y
+23% q/qGuided
$1.15B
midpoint
Above guide+4.6%EPS, GAAP
Actual
$5.51
+47% y/y
+5.6% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$357.7M
+83% y/y
+18% q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue$1.315B – $1.385B+80% y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Monolithic Power Systems is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.$3.92TA+
AVGOBroadcom Inc.$1.66TA+
MUMicron Technology, Inc.$880.4BA+
AMDAdvanced Micro Devices, Inc.$876.1BA+
TXNTexas Instruments Inc.$277.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Enterprise data equipment39%
- Storage and computing20%
- Automotive16%
- Communications equipment13%
- Consumer electronics6%
- Industrial equipment6%
売上構成比はQ2 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Direct-current-to-direct-current (DC-to-DC) converters
Chips that convert and regulate voltage within equipment such as servers, storage devices, cars, and home appliances.
Alternating-current-to-direct-current (AC-to-DC) products
Chips that convert power from an alternating-current source into direct current for electronic equipment.
Power-management integrated circuits
Chips that manage electrical power inside electronic products.
さらに3件を表示
Power modules
Compact, assembled power units that combine chips with parts such as inductors and capacitors.
Current-limit switches
Chips that control or limit the electrical current supplied to a device or circuit.
Lighting-control products
Chips that control lighting in electronic systems.
誰が買っているか6
- Makers of cloud and on-premises servers, workstations, and artificial-intelligence systems; their engineers work with MPS on chip design, and purchases are mainly made through distributors and value-added resellers.
- Makers of memory, storage devices, notebooks, and graphics cards.
- Automakers and companies that supply electronic systems for vehicles.
さらに3件を表示
- Makers of network equipment, optical modules, and communications switches.
- Makers of home appliances, gaming equipment, televisions, monitors, and other consumer electronics.
- Makers of power sources, industrial meters, security systems, and other industrial equipment.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Sales are geographically concentrated in Asia: 92% of revenue came from customers in Asia in FY2025 (FY2025, high). The company said direct customers in Asia accounted for 94% of revenue in Q2 2026 (Q2 2026, high).
- 2Three distributors accounted for 26% (FY2025, high), 18% (FY2025, high), and 10% (FY2025, high) of total revenue.
- 3MPS relies on outside companies to make its wafers and to assemble and test its chips, with suppliers and facilities across China and other Asian countries.
うまくいかなくなる可能性
- 1The business and supply chain are exposed to political, regulatory, economic, and trade changes affecting China, Taiwan, and other Asian markets.
- 2Disruptions or capacity limits at outside wafer, assembly, or testing suppliers could delay shipments or prevent MPS from filling orders. Long lead times and customer order changes can also leave the company with too much or too little inventory.
- 3MPS restated its 2024 annual and 2025 quarterly financial statements and disclosed a material weakness in internal controls over financial reporting. Further reporting problems or delays in fixing the weakness could bring added costs, regulatory inquiries, or legal proceedings.
Monolithic Power Systems, Inc.について
MPS designs power-management integrated circuits (ICs) and compact modules that regulate or convert electricity inside electronic equipment. Its chips help control power in servers, memory and storage products, cars, communications equipment, consumer devices, and industrial machinery. MPS works with customers’ engineers on product design, then sells mainly through distributors and value-added resellers; outside companies manufacture, assemble, and test its chips.
- 本社
- Kirkland, Washington, United States
- 設立
- 1997
- 従業員数
- 4,501 (December 31, 2025, high)
- 上場市場
- Nasdaq
- 決算期
- December 31
Monolithic Power Systems, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。