Sep 30, 2024

Monolithic Power Q3 2024 Earnings Report

Monolithic Power Systems reported strong Q3 2024 results, driven by revenue growth and solid profitability.

Key Takeaways

Monolithic Power Systems announced revenue of $620.1 million for Q3 2024, a 30.6% increase year-over-year. GAAP net income was $144.4 million, or $2.95 per diluted share, compared to $121.2 million, or $2.48 per diluted share, for the same quarter last year.

Revenue increased by 30.6% year-over-year to $620.1 million.

GAAP gross margin was 55.4%, consistent with the previous year.

GAAP operating income rose to $164.0 million from $135.6 million year-over-year.

GAAP net income reached $144.4 million, or $2.95 per diluted share.

Total Revenue
$620M
Previous year: $475M
+30.6%
EPS
$4.06
Previous year: $3.08
+31.8%
Gross Margin
55.4%
Previous year: 55.5%
-0.2%
Gross Profit
$344M
Previous year: $264M
+30.4%
Cash and Equivalents
$1.46B
Previous year: $1.04B
+40.3%
Free Cash Flow
$198M
Previous year: $149M
+33.0%
Total Assets
$2.85B
Previous year: $2.33B
+22.6%

Monolithic Power

Monolithic Power

Forward Guidance

For the fourth quarter ending December 31, 2024, MPS expects revenue in the range of $600.0 million to $620.0 million and GAAP gross margin between 55.2% and 55.8%.

Positive Outlook

  • Revenue in the range of $600.0 million to $620.0 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 $6.2 million to $6.6 million before foreign exchange gains or losses.
  • Non-GAAP tax rate of 12.5% for 2024.