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Power Integrations (POWI) Q3 2025 Earnings
Reported Nov 5, 2025 at 8:17 AM ET · SEC Source
Q3 25 EPS
$0.36
BEAT +3.99%
Est. $0.35
Q3 25 Revenue
$118.9M
BEAT +0.48%
Est. $118.4M
vs S&P Since Q3 25
+96.6%
BEATING MARKET
POWI +108.1% vs S&P +11.5%
Market Reaction
Did POWI Beat Earnings? Q3 2025 Results
Power Integrations posted a modest beat in Q3 2025, with non-GAAP earnings of $0.36 per diluted share edging past the $0.35 consensus estimate by 3.99%, while revenue of $118.92 million rose 2.7% year-over-year and nudged above the $118.36 million co… Read more Power Integrations posted a modest beat in Q3 2025, with non-GAAP earnings of $0.36 per diluted share edging past the $0.35 consensus estimate by 3.99%, while revenue of $118.92 million rose 2.7% year-over-year and nudged above the $118.36 million consensus by 0.48%. The headline numbers masked a more complicated story beneath the surface: a surge in stock-based compensation to $21.20 million from $8.34 million a year ago, combined with $14.28 million in litigation-related charges, pushed the company to a GAAP net loss of $0.02 per diluted share, compared to GAAP earnings of $0.25 in the year-ago quarter. Industrial demand provided an offset, climbing to 42% of revenue as that segment grew 20% year-over-year, while consumer softened to 34% amid tariff-driven order pull-forwards. Looking ahead, management guided Q4 revenue to $100 million to $105 million, a meaningful sequential step down, though executives pointed to GaN opportunities in AI data centers, including a collaboration with NVIDIA on 800 VDC power architecture, as longer-term growth anchors.
Key Takeaways
- • Industrial business grew 20% year-over-year in Q3, now representing 42% of revenue
- • Consumer appliance orders soft due to pull-forward ahead of U.S. tariffs
- • Revenue up 3% both sequentially and year-over-year
POWI YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“Our industrial business remains on track for strong growth in 2025 after a 20 percent year-over-year increase in the third quarter, while orders for consumer appliances continue to be soft after accelerated shipments earlier in the year ahead of U.S. tariffs. Overall, we are on course for solid growth in 2025 despite the challenging economic backdrop, and remain focused on secular growth opportunities in high voltage, including GaN, grid modernization, electric transportation and data center. Last month we detailed the capabilities of our 1250- and 1700-volt PowiGaN technologies for next-gen AI data centers, including our collaboration with NVIDIA on 800 VDC power architecture.”
— Jennifer Lloyd, Q3 2025 Earnings Press Release
POWI Earnings Trends
POWI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
POWI EPS Trend
Earnings per share: estimate vs actual
POWI Revenue Trend
Quarterly revenue: estimate vs actual
POWI Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.23 | $0.25 | +10.96% | $108.3M | +1.51% |
| Q4 25 BEAT FY | $0.19 | $0.23 | +19.48% | $103.2M | +0.18% |
| FY Full Year | — | $1.25 | — | $443.5M | — |
| Q3 25 BEAT | $0.35 | $0.36 | +3.99% | $118.9M | +0.48% |
| Q2 25 BEAT | $0.35 | $0.35 | +1.42% | $115.9M | +0.73% |