Monolithic Power (MPWR) Tops Q2 Earnings and Revenue Estimates

Core Insights - Monolithic Power (MPWR) reported quarterly earnings of $4.21 per share, exceeding the Zacks Consensus Estimate of $4.12 per share, and showing a significant increase from $3.17 per share a year ago, representing an earnings surprise of +2.18% [1] - The company achieved revenues of $664.57 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.18% and up from $507.43 million year-over-year [2] - Monolithic has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Monolithic's stock will largely depend on management's commentary during the earnings call and the sustainability of its immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $4.41, with expected revenues of $682.65 million, and for the current fiscal year, the EPS estimate is $17.08 on revenues of $2.67 billion [7] Industry Context - The Semiconductor - Analog and Mixed industry, to which Monolithic belongs, is currently ranked in the top 13% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]