Core Insights - Power Integrations (POWI) reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, but down from $0.30 per share a year ago [1] - The earnings surprise was +21.05%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter was $103.2 million, slightly missing the Zacks Consensus Estimate by 0.13%, and down from $105.25 million year-over-year [3] Earnings Performance - The company achieved an earnings surprise of +21.05% for the recent quarter, following a previous surprise of +5.88% [2] - Over the last four quarters, Power Integrations has consistently exceeded consensus EPS estimates [2] Revenue Analysis - The reported revenue of $103.2 million for the quarter was below the consensus estimate and represented a decline from the previous year's revenue of $105.25 million [3] - The company has topped consensus revenue estimates two times in the last four quarters [3] Stock Performance - Power Integrations shares have increased approximately 33% since the beginning of the year, significantly outperforming the S&P 500, which gained only 0.5% [4] Future Outlook - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook for upcoming quarters [4][5] - Current consensus EPS estimate for the next quarter is $0.21 on revenues of $105.33 million, and for the current fiscal year, it is $1.26 on revenues of $472.78 million [8] Industry Context - The Semiconductors - Power industry, to which Power Integrations belongs, is currently ranked in the bottom 5% of over 250 Zacks industries, indicating potential challenges ahead [9]

Core Insights - Power Integrations (POWI) reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and up from $0.28 per share a year ago [1][2] - The company achieved revenues of $115.85 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.90% and increasing from $106.2 million year-over-year [3] - Power Integrations has consistently surpassed consensus EPS estimates over the last four quarters, achieving an earnings surprise of +2.94% this quarter [2][3] Earnings Performance - The earnings surprise of +2.94% indicates a positive trend, with the company also delivering a surprise of +10.71% in the previous quarter [2] - The current consensus EPS estimate for the upcoming quarter is $0.45, with expected revenues of $128.16 million, and for the current fiscal year, the consensus EPS estimate is $1.55 on revenues of $476.25 million [8] Market Position and Outlook - Power Integrations shares have underperformed the market, losing about 21.7% since the beginning of the year, while the S&P 500 has gained 7.1% [4] - The Zacks Industry Rank places the Semiconductors - Power sector in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The company's current Zacks Rank is 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [7]