Power Integrations (POWI) Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Power Integrations closed out fiscal 2025 with a Q4 earnings beat that offered a mixed picture, as non-GAAP EPS of $0.23 cleared the $0.19 consensus by 19.48% while revenue of $103.20 million edged past estimates by just 0.18%, though it slipped 1.9%… Read more Power Integrations closed out fiscal 2025 with a Q4 earnings beat that offered a mixed picture, as non-GAAP EPS of $0.23 cleared the $0.19 consensus by 19.48% while revenue of $103.20 million edged past estimates by just 0.18%, though it slipped 1.9% from a year ago. The industrial segment was the clearest bright spot, growing 15% for the full year and accounting for 37% of Q4 revenue, lifted by record high-power gate-driver sales and strength across metering, power tools, and automotive applications, while PowiGaN products posted more than 40% full-year growth. Despite the EPS beat, shares declined after the announcement, with investor concern centering on appliance inventory headwinds and a sluggish consumer end market, which represented 34% of Q4 revenue. Management announced a 7% global workforce reduction, with an expected restructuring charge of $3.50 million to $4.00 million in Q1 2026, framing the move as a cost realignment to free up investment capacity. Looking ahead, the company guided Q1 2026 revenue to a range of $104.00 million to $109.00 million, and raised its quarterly dividend to $0.21 per share.