NASDAQ$POWI

Power Integrations · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported revenues of $115.8 million, GAAP earnings of $0.25 per diluted share, and non-GAAP earnings of $0.40 per diluted share.

Power Integrations reported third-quarter results with revenues of $115.8 million, GAAP EPS of $0.25, and non-GAAP EPS of $0.40. The company announced a five percent dividend increase and a $50 million share-repurchase authorization.

  • Net revenues for the third quarter were $115.8 million, down eight percent from the third quarter of 2023.
  • GAAP net income for the third quarter was $14.3 million or $0.25 per diluted share.
  • Non-GAAP net income for the third quarter of 2024 was $22.6 million or $0.40 per diluted share.
  • The board of directors has authorized $50 million for share repurchases and increased the quarterly dividend by five percent.

Headline financials

Total Revenue

$116M

Previous: $126M-7.7%
EPS (adj)

$0.40

Previous: $0.46-13.0%
Capital Expenditures

-$14.2M

Previous: -$14.7M+3.4%
Free Cash Flow

$50K

Previous: $5.06M-99.0%
Net Income

$14.3M

Previous: $19.8M-27.8%
Operating Income

$11.6M

Previous: $17.7M-34.6%
Gross Profit

$63.2M

Previous: $65.9M-4.2%
R&D Expense

$25.8M

Previous: $24.1M+7.3%
Stock-Based Comp

$8.34M

Previous: $6.91M+20.8%

Revenue & EPS history

Power Integrations · Revenue · Quarterly

$116M

Q3 2024-7.7%vs Q3 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Power Integrations · $126M total across 4 segments · Q3 2023

  • Communications
    $40.2M+56.7%
  • Industrial
    $40.2M-38.9%
  • Consumer
    $32.6M-36.4%
  • Computer
    $12.6M-28.8%

Forward guidance

Revenues are expected to be $105 million plus or minus $5 million. GAAP gross margin is expected to be between 54 percent and 54.5 percent, and non-GAAP gross margin is expected to be between 55 percent and 55.5 percent. GAAP operating expenses are expected to be between $53.5 million and $54 million; non-GAAP operating expenses are expected to be between $44.5 million and $45 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 Q3 2024

Historical avgQ3 2024

+0.7%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.8%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+17.6%

Q2 2021

Best reaction

-20.5%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.6%-1.0%+7.2%
Q4 2025+0.3%+2.3%-2.4%
Q3 2025-7.8%-10.6%-7.8%
Q1 2025-6.0%-8.5%-2.4%
Q4 2024-1.8%-2.7%+3.3%
Q3 2024+1.2%+0.7%-2.2%
Q2 2024-7.6%-6.7%-7.7%
Q1 2024+10.0%+8.2%+8.5%
Q4 2023+8.5%-3.9%-1.6%
Q3 2023-7.1%-3.0%+4.1%
Q2 2023-7.6%-7.0%-6.4%
Q1 2023+6.1%+5.2%+18.9%
Q4 2022-3.8%-7.7%-7.0%
Q3 2022-8.1%+3.0%+17.0%
Q2 2022-2.0%-8.4%-17.9%
Q1 2022+0.5%+5.1%+6.7%
Q4 2021+2.5%+6.7%+6.5%
Q3 2021+4.1%+3.1%+3.2%
Q2 2021+17.6%+17.9%+31.5%
Q1 2021-1.1%-6.6%-1.9%
Q4 2020-2.1%+1.9%-1.9%
Q3 2020+8.4%+10.4%+28.0%
Q2 2020-0.9%-1.1%-8.2%
Q1 2020+4.8%+2.7%+16.7%
Q4 2019-0.2%+3.1%-11.1%
Q3 2019+8.7%+8.9%+5.5%
Q2 2019+5.8%+3.4%-5.9%
Q1 2019-3.7%-1.2%-15.6%
Q4 2018+2.3%+0.5%+0.3%
Q3 2018-5.8%+2.9%+11.4%
Q2 2018-5.1%-4.5%-2.9%
Q1 2018+1.9%+3.0%+12.5%
Q4 2017-9.6%-11.0%-8.9%
Q3 2017+14.4%+8.9%+10.8%
Q2 2017-6.3%-7.4%-8.9%
Q1 2017-1.8%-4.9%-0.4%
Q4 2016-8.9%-6.8%-11.8%
Q3 2016+0.6%-1.4%+7.5%
Q2 2016+1.2%-2.6%+3.9%
Q1 2016+3.2%
Q4 2015-2.3%
Q3 2015+9.0%
Q2 2015+1.1%
Q1 2015-2.4%
Q4 2014-3.8%
Q3 2014-2.1%
Q2 2014+8.7%
Q1 2014-20.5%
Q4 2013-2.7%
Q3 2013+9.9%
Q2 2013+7.7%
Q1 2013+7.2%
Q4 2012+14.8%
Q3 2012+5.6%
Q2 2012-5.1%
Q1 2012+9.6%
Q4 2011-3.1%
Q3 2011-0.4%
Q2 2011+2.3%
Q1 2010+1.3%
Q1 2011-2.3%
Q4 2008+0.3%
Q4 2010+0.3%
Q3 2010+6.5%
Q3 2009+6.5%
Q4 2009-0.5%
Q2 2010-0.5%
Q2 2009-0.5%

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