NASDAQ$MPWR

Monolithic Power Systems Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Monolithic Power Systems reported increased revenue and net income for Q2 2024.

Monolithic Power Systems announced financial results for the quarter ended June 30, 2024, with revenue reaching $507.4 million, a 15.0% increase compared to the same quarter last year. GAAP net income was $100.4 million, or $2.05 per diluted share, slightly up from $99.5 million, or $2.04 per diluted share, in Q2 2023.

  • Revenue increased by 15.0% year-over-year to $507.4 million.
  • GAAP gross margin was 55.3%, compared to 56.1% in the same quarter last year.
  • GAAP operating income was $116.5 million, compared to $112.3 million for the same quarter last year.
  • GAAP net income was $100.4 million, or $2.05 per diluted share, compared to $99.5 million, or $2.04 per diluted share, for the same quarter last year.

Headline financials

Total Revenue

$507M

Previous: $441M+15.0%
EPS

$2.05

Previous: $2.82-27.3%
GAAP Gross Margin

55.3%

Previous: 56.1%-1.4%
Non-GAAP Gross Margin

55.7%

No prior period
Capital Expenditures

-$47.5M

Previous: -$16.7M-184.7%
Free Cash Flow

$52.9M

Previous: $82.8M-36.2%
Net Income

$100M

Previous: $99.5M+0.9%
Operating Income

$117M

Previous: $112M+3.7%
Gross Profit

$281M

Previous: $248M+13.3%
R&D Expense

$77.9M

No prior period
Stock-Based Comp

$52.3M

Previous: $38M+37.7%

Revenue & EPS history

Monolithic Power · Revenue · Quarterly

$507M

Q2 2024+15%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Monolithic Power · $240M total across 4 segments · Q4 2022

  • Automotive
    $110M
  • Industrial
    $78.2M
  • Consumer
    $29.7M
  • Communications
    $22.4M

Forward guidance

MPS provided financial targets for the third quarter ending September 30, 2024, including revenue in the range of $590.0 million to $610.0 million and GAAP gross margin between 55.2% and 55.8%.

Tailwinds

  • Revenue in the range of $590.0 million to $610.0 million.
  • GAAP gross margin between 55.2% and 55.8%.
  • Non-GAAP gross margin between 55.5% and 56.1%.
  • Interest and other income in the range of $6.1 million to $6.5 million before foreign exchange gains or losses.
  • Fully diluted shares outstanding between 48.8 million and 49.2 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+2.3%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+2.3%

Avg return

30 days after

71%

47 / 66 earnings

Positive

+16.6%

Q1 2022

Best reaction

-18.6%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.5%+2.4%-3.1%
Q4 2025+6.4%+3.5%-11.5%
Q3 2025-7.7%-8.0%-14.7%
Q2 2025-3.4%-3.2%+2.1%
Q1 2025+5.6%+5.8%+10.0%
Q4 2024+9.0%+5.8%-9.7%
Q3 2024-18.6%-17.9%-39.2%
Q2 2024-7.8%-8.4%+8.3%
Q1 2024+6.5%+9.5%+9.9%
Q4 2023+16.4%+15.3%+15.7%
Q3 2023+8.8%+21.4%+36.1%
Q2 2023+0.9%-1.6%-5.6%
Q1 2023-11.8%-13.9%+6.7%
Q4 2022+9.2%+7.2%+2.4%
Q3 2022+4.0%+4.7%+10.8%
Q2 2022+8.8%+14.5%-2.5%
Q1 2022+16.6%+13.4%+14.3%
Q4 2021+0.4%+13.4%-6.4%
Q3 2021+0.1%+2.1%+1.9%
Q2 2021+4.4%+8.8%+18.0%
Q1 2021-3.6%-2.1%-4.1%
Q4 2020-1.8%+3.6%-9.0%
Q3 2020+5.2%+3.5%+8.0%
Q2 2020+3.9%+4.4%+4.0%
Q1 2020+5.0%-2.5%+5.8%
Q4 2019-0.4%+0.9%-9.1%
Q3 2019+3.6%+4.8%+9.0%
Q2 2019-0.8%-5.7%-0.2%
Q1 2019-6.1%-10.3%-24.6%
Q4 2018+2.8%+6.0%+5.6%
Q3 2018+8.1%+10.7%+19.4%
Q2 2018-1.0%-4.7%+7.1%
Q1 2018-1.0%+3.0%+11.3%
Q4 2017+0.1%-0.0%+13.5%
Q3 2017+6.0%+6.7%+10.0%
Q2 2017-0.3%-2.5%-7.1%
Q1 2017-1.8%-4.5%+1.9%
Q4 2016-1.7%-5.3%-0.7%
Q3 2016-1.9%-1.6%+5.2%
Q2 2016+2.4%+0.9%+4.1%
Q1 2016+3.3%
Q4 2015+3.0%
Q3 2015+5.0%
Q2 2015+3.0%
Q1 2015-0.8%
Q4 2014-2.1%
Q3 2014+5.0%
Q2 2014+2.3%
Q1 2014+1.4%
Q4 2013+8.4%
Q3 2013+15.1%
Q2 2013+8.7%
Q1 2013+4.6%
Q1 2011+1.5%
Q4 2012+1.5%
Q3 2012-2.2%
Q2 2012+4.6%
Q1 2012+4.5%
Q4 2009+2.6%
Q4 2011+2.6%
Q3 2010+3.7%
Q3 2011+3.7%
Q4 2010+1.1%
Q2 2010+1.1%
Q2 2011+1.1%
Q1 2010+1.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro