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.
At the archive date, MONOLITHIC POWER SYSTEMS, INC. was 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
$7.73
Revenue Estimate
$1.15B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the MPWR page for retained reports.
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
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