Enterprise Data Revenue Surge
Enterprise data revenue jumped 164.3% to $380.6 million, fueled by higher sales of power management solutions for AI and server applications, making it the largest end market at 38.8% of total revenue.
MONOLITHIC POWER SYSTEMS, INC. is expected to release its Q3 2026 10-Q filing on October 28, 2026, after market close. Last quarter: MPWR’s Q2 FY2026 revenue surged 47.6% year-over-year to $980.6 million, driven by a 164% increase in enterprise data sales, while net income nearly doubled to $257.3 million.
EPS Estimate
$6.79
Revenue Estimate
$1.03B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the MPWR page.
Drawn from management commentary in the Q2 2026 10-Q:
Enterprise data revenue jumped 164.3% to $380.6 million, fueled by higher sales of power management solutions for AI and server applications, making it the largest end market at 38.8% of total revenue.
Operating margin improved to 31.0% from 24.8% as revenue growth far outpaced the increase in R&D and SG&A expenses, which declined as a percentage of revenue to 24.2% from 30.3%.
SG&A expenses were pressured by a $5.7 million increase in legal expenses, partly offset by lower stock-based compensation, signaling ongoing litigation risks.
Revenue
$980.64M
+47.56% YoY
EPS (Diluted)
$5.22
+85.77% YoY
Gross Margin
55.2%
+0.1 pts YoY
Operating Income
$303.89M
+84.45% YoY
Add MPWR to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.