Monolithic Power (MPWR) Reports Strong Q2 Earnings

Q2 2025 Earnings — Strong Beat and AI Growth Boost Shares 10%
Monolithic Power Systems reported Q2 results after market close on July 31. The company designs and manufactures high-performance power solutions used in cloud, automotive, industrial, and computing systems.

• Revenue: $664.6 million, up 31% YoY
• Non-GAAP EPS: $4.21 (vs. $4.11 est)
• GAAP EPS: $2.78
• Q3 Revenue Guidance: $710M–$730M (above ~$681M est)

Growth Drivers:
Storage and AI computing sales surged nearly 70% YoY. Management emphasized diversified end markets and continued migration of production outside China.

Stock Reaction (Aug 1):
MPWR shares jumped +10.39% to close at $785.62, leading S&P 500 gainers after the report.

Key Takeaway:
MPWR is gaining AI momentum at the silicon level, with a solid beat and strong forward guide confirming its execution edge in power systems.