기업 정보 불러오는 중
Just reported
Q3 2026 results
From Monolithic Power Systems's results release of 2026년 10월 29일; its quarterly report has since been filed.
Revenue
Actual
US$1.2B
+63% y/y
+23% q/qGuided
US$1.15B
midpoint
Above guide+4.6%EPS, GAAP
Actual
US$5.51
+47% y/y
+5.6% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$357.7M
+83% y/y
+18% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$1.315B – US$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.US$3.92TA+
AVGOBroadcom Inc.US$1.66TA+
MUMicron Technology, Inc.US$880.4BA+
AMDAdvanced Micro Devices, Inc.US$876.1BA+
TXNTexas Instruments Inc.US$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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Enterprise data equipment39%
- Storage and computing20%
- Automotive16%
- Communications equipment13%
- Consumer electronics6%
- Industrial equipment6%
매출 비중은 Q2 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가6
- 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.
3개 더 보기
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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.
- 본사
- Kirkland, Washington, United States
- 설립
- 1997
- 임직원 수
- 4,501 (December 31, 2025, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- December 31
Monolithic Power Systems, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.