Monolithic Power Q2 FY26: record $980.6M revenue, up 47.6% YoY
Monolithic Power posted a record quarter that beat guidance and the Street, so the read is Bullish. Revenue of $980.6 million rose 47.6% from a year ago, non-GAAP EPS of $6.50 topped the $5.98 consensus, and management guided Q3 to about $1.15 billion. The caveats are narrower: GAAP EPS of $5.22 sits below consensus because of $53.5 million in stock-based compensation, and a payables figure in the filing data does not reconcile.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $5.22 and non-GAAP was $6.50, so the non-GAAP figure beat the $5.9836 consensus by $0.52, or 8.6%. GAAP EPS rose 85.8% year over year and non-GAAP EPS rose 54.4%. The $1.28 gap between the two is mostly $53.5 million of stock-based compensation and related expenses.
Revenue of $980.6 million was 21.9% above Q1 and 47.6% above the year-ago quarter, the highest quarterly total in the numbers provided. Enterprise Data alone added $117.8 million sequentially, growing 44.8%, and every end market grew from Q1. Consumer was the one weak spot, down 4.8% year over year.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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