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Mar 31, 2022

Power Integrations Q1 2022 Earnings Report

Reported record revenues and strong earnings growth driven by innovative products and strong delivery performance.

Key Takeaways

Power Integrations reported a strong first quarter with revenues up 5% year-over-year to $182.1 million and GAAP earnings of $0.77 per diluted share. The company saw strong uptake of their GaN products and BridgeSwitch motor-drive ICs. They also repurchased 1.6 million shares for $135 million and added $75 million to the repurchase authorization.

Revenues increased five percent year-over-year to $182.1 million.

GAAP earnings were $0.77 per diluted share.

Non-GAAP earnings were $0.93 per diluted share

Company repurchased 1.6M shares during the quarter for $135M; $75M added to repurchase authorization

Total Revenue
$182M
Previous year: $174M
+4.8%
EPS
$0.93
Previous year: $0.76
+22.4%
Industrial Revenue %
29%
Previous year: 25%
+16.0%
Computer Revenue %
10%
Previous year: 8%
+25.0%
Consumer Revenue %
35%
Previous year: 29%
+20.7%
Gross Profit
$101M
Previous year: $84.4M
+19.3%
Cash and Equivalents
$171M
Previous year: $343M
-50.3%
Free Cash Flow
$59.9M
Previous year: $47.1M
+27.2%
Total Assets
$919M
Previous year: $945M
-2.7%

Power Integrations

Power Integrations

Power Integrations Revenue by Segment

Forward Guidance

The company issued the following forecast for the second quarter of 2022: Revenues are expected to be $190 million plus or minus $5 million. GAAP gross margin is expected to be between 55.5 percent and 56 percent. Non-GAAP gross margin is expected to be between 56 percent and 56.5 percent. GAAP operating expenses are expected to be between $52.5 million and $53.5 million; non-GAAP operating expenses are expected to be between $43.5 million and $44.5 million. Non-GAAP expenses are expected to exclude approximately $8.9 million of stock-based compensation and $0.1 million of amortization of acquisition-related intangible assets.

Revenue & Expenses

Visualization of income flow from segment revenue to net income