Monolithic (MPWR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Monolithic Power (MPWR) reported a revenue of $751.16 million for the quarter ended December 2025, reflecting a year-over-year increase of 20.8% and surpassing the Zacks Consensus Estimate by 1.41% [1] - The earnings per share (EPS) for the quarter was $4.79, an increase from $4.09 in the same quarter last year, with an EPS surprise of 1.3% over the consensus estimate [1] Revenue Performance by End Market - Storage and Computing: Revenue of $162.1 million, a year-over-year increase of 18.8%, but below the average estimate of $178.66 million [4] - Communications: Revenue of $83.7 million, up 31.2% year-over-year, exceeding the average estimate of $76.24 million [4] - Automotive: Revenue of $151 million, a year-over-year increase of 17.7%, below the average estimate of $157.68 million [4] - Enterprise Data: Revenue of $233.5 million, representing a 19.8% year-over-year increase, surpassing the average estimate of $208.36 million [4] - Industrial: Revenue of $54.7 million, a significant year-over-year increase of 34%, but below the average estimate of $59.35 million [4] - Consumer: Revenue of $66.2 million, a year-over-year increase of 15.5%, exceeding the average estimate of $60.57 million [4] Stock Performance - Monolithic's shares have returned +18.5% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]