Power Integrations (POWI) Q4 2025 Earnings
How Did POWI Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: −2.07%.
Did POWI Beat Earnings? Q4 2025 Results
Yes. Power Integrations reported Q4 2025 earnings of $0.23 a share on Feb 5, 2026, beating the $0.19 consensus estimate by 19.5%. Revenue was $103.2M against a $103.0M estimate.
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.
- Industrial category grew 15% for the full year, led by high-power gate-driver sales
- Strength in metering, power tools, automotive, and broad-based industrial applications
- PowiGaN products grew more than 40% year-over-year
- Full-year revenue increased 6% to $443.5 million
“I am pleased that we returned to growth in 2025 with a six-percent increase in total revenue, led by our industrial category which grew 15 percent. The growth in industrial was driven by record sales in our high-power gate-driver business, plus strength in metering, power tools, automotive and broad-based industrial applications. Additionally, total revenue from PowiGaN products grew more than 40 percent for the year.”
Power Integrations CEO, on the earnings call
What Was Power Integrations's Outlook in Q4 2025?
For Q1 2026, Power Integrations expects revenue between $104 million and $109 million. GAAP gross margin is expected between 52% and 53%, with non-GAAP gross margin between 53% and 54%. GAAP operating expenses are expected between $54 million and $55.5 million, and non-GAAP operating expenses are expected at $46 million plus or minus $0.5 million. The company expects a restructuring charge of $3.5 million to $4.0 million in Q1 2026 related to a 7% global workforce reduction.
POWI YoY Financials
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $103.2M | $105.2M | −1.9% |
| Gross Profit | $54.6M | $57.3M | −4.6% |
| Operating Income | $8.8M | $3.9M | +123.9% |
| Net Income | $13.3M | $9.1M | +45.4% |
Figures from SEC filings and company reports. Not investment advice.