SCHAFFHAUSEN, Switzerland, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) ...

MPWR

Monolithic Power Systems Announces Results for the Fourth Quarter and Year Ended December 31, 2025 and an Increase in Quarterly Cash Dividend

<section class="insight" data-version="1">
  <section data-block="information">
    <h3>Information</h3>
    <p>SCHAFFHAUSEN, Switzerland, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) ...</p>
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  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>Monolithic Power Systems (MPWR) reported a significant increase in revenue and profitability for Q4 2025, coupled with a dividend hike to $2.00 per share. The company&#039;s transition towards comprehensive solutions in power electronics supports strong growth, which may continue into 2026 with promising revenue projections.</p>
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  <section data-block="ai-summary-bullets">
    <h3>Key Points</h3>
    <ul><li>MPWR&#039;s revenue rose to $751.2 million, up 20.8% YoY.</li><li>The quarterly cash dividend increased to $2.00 per share.</li><li>GAAP net income for Q4 2025 was $170.1 million.</li><li>Non-GAAP operating income reached $269 million, up 21.8% YoY.</li><li>Expecting Q1 2026 revenue range of $770-790 million.</li></ul>
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  <section data-block="companies-mentioned">
    <h3>Companies Mentioned</h3>
    <ul><li><strong>NVIDIA Corporation (NVDA)</strong>: Potential competitor in semiconductor market; closely watched by investors.</li><li><strong>Texas Instruments Incorporated (TXN)</strong>: Competitor in power management solutions; needs evaluation against MPWR&#039;s growth.</li><li><strong>Analog Devices, Inc. (ADI)</strong>: Competes in semiconductor sector, impacting market space for MPWR.</li></ul>
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  <section data-block="category">
    <h3>Corporate Developments</h3>
    <p>The news falls under &#039;Corporate Developments&#039; as it showcases MPWR&#039;s robust financial results and strategic moves, particularly the dividend increase which signals confidence in sustained profitability and growth amidst competitive pressures.</p>
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  <section data-block="market-moving">
    <h3>Market-Moving</h3>
    <ul><li>Increased dividend could enhance investor sentiment and demand for shares.</li><li>Q4 revenue growth reflects a strong market position and operational success.</li><li>Earnings increase may attract institutional investors ahead of the Q1 2026 outlook.</li><li>Market forecasts of $770-790 million revenue indicate strong sales momentum.</li></ul>
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  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>Q4 2025 revenue was $751.2 million, a 20.8% YoY increase.</li><li>Net income for Q4 2025: $170.1 million, $3.46 per diluted share.</li><li>First-quarter dividend now set at $2.00, up from $1.56.</li><li>Total 2025 revenue reached $2.8 billion, up 26.4% YoY.</li><li>Non-GAAP net income for Q4 2025 was $235.3 million, $4.79 per share.</li></ul>
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  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>Expect MPWR to perform bullishly in the near term due to solid revenue growth and increased dividends.</p>
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<article>
    <h2>Monolithic Power Systems (MPWR) Reports Strong Q4 and Annual Results, Announces Dividend Increase</h2>
    <p>SCHAFFHAUSEN, Switzerland, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (NASDAQ: MPWR), a leader in high-performance semiconductor-based power electronics solutions, has announced its financial results for the fourth quarter and year ended December 31, 2025. In addition, the company declared an increase in its quarterly cash dividend from $1.56 to $2.00 per share, with the first quarter dividend payable on April 15, 2026, to stockholders of record by March 31, 2026.</p>
    
    <section>
        <h3>Q4 2025 Financial Highlights</h3>
        <ul>
            <li><strong>Revenue:</strong> $751.2 million, a 1.9% increase from $737.2 million in Q3 2025 and a 20.8% rise from $621.7 million in Q4 2024.</li>
            <li><strong>GAAP Gross Margin:</strong> 55.2%, compared to 55.4% in Q4 2024.</li>
            <li><strong>Non-GAAP Gross Margin:</strong> 55.5%, adjusted for stock-based compensation and other expenses.</li>
            <li><strong>GAAP Operating Income:</strong> $199.9 million, up from $163.3 million in the same quarter last year.</li>
            <li><strong>Non-GAAP Net Income:</strong> $235.3 million, or $4.79 per diluted share, compared to $198.4 million, or $4.09 per diluted share, in Q4 2024.</li>
        </ul>
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    <section>
        <h3>Year-End Financial Performance for 2025</h3>
        <ul>
            <li><strong>Total Revenue:</strong> $2.8 billion, reflecting a 26.4% increase from $2.2 billion in 2024.</li>
            <li><strong>GAAP Operating Income:</strong> $728.6 million, compared to $539.4 million in the prior year.</li>
            <li><strong>Non-GAAP Operating Income:</strong> $982.4 million for 2025.</li>
            <li><strong>GAAP Net Income:</strong> $170.1 million for Q4 2025, influenced by a previous tax benefit in 2024 which skewed results.</li>
        </ul>
    </section>

    <section>
        <h3>Cost Management and Investment Strategy</h3>
        <p>GAAP operating expenses for Q4 2025 reached $214.3 million, an increase from $181.1 million in Q4 2024. In contrast, Non-GAAP operating expenses, which exclude stock-based compensation and other charges, were $148.1 million, up from $126.1 million year-over-year.</p>
        <p>This selective cost management strategy has allowed MPWR to maintain robust operating margins while investing in future growth initiatives.</p>
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    <section>
        <h3>Dividends and Shareholder Value</h3>
        <p>The increase of the quarterly cash dividend to $2.00 per share underscores Monolithic Power Systems' commitment to returning value to its shareholders. The upcoming payment, scheduled for April 15, 2026, is anticipated to attract and benefit long-term investors interested in the company's growth trajectory and earnings stability.</p>
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    <section>
        <h3>Conclusion</h3>
        <p>Monolithic Power Systems (MPWR) continues to demonstrate strong financial performance, with significant revenue growth and a commitment to enhancing shareholder returns. As the company moves forward, it remains focused on leveraging its innovative technology to capture a larger share of the semiconductor market.</p>
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Monolithic Power Systems (MPWR) reported a significant increase in revenue and profitability for Q4 2025, coupled with a dividend hike to $2.00 per share. The company's transition towards comprehensive solutions in power electronics supports strong growth, which may continue into 2026 with promising revenue projections.

Monolithic Power Systems Announces Results for the Fourth Quarter and Year Ended December 31, 2025 and an Increase in Quarterly Cash Dividend

AI Summary

Sentiment Rationale

Trading Thesis

Market-Moving

Key Facts

Companies Mentioned

Corporate Developments

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