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Mar 31, 2024

Power Integrations Q1 2024 Earnings Report

Power Integrations' first quarter results for 2024 were announced, featuring revenues of $91.7 million, GAAP EPS of $0.07, and non-GAAP EPS of $0.18.

Key Takeaways

Power Integrations reported a net revenue of $91.7 million for Q1 2024, which is up 2% from the previous quarter but down 14% compared to Q1 2023. The company's GAAP net income was $4.0 million, or $0.07 per diluted share, while non-GAAP net income was $10.5 million, or $0.18 per diluted share. Orders have improved due to normalization of supply-chain inventories, and the company anticipates sequentially higher revenues in Q2.

Net revenues for Q1 2024 were $91.7 million, a 2% increase from the prior quarter but a 14% decrease from Q1 2023.

GAAP net income was $4.0 million, or $0.07 per diluted share, compared to $0.12 per diluted share in Q1 2023.

Non-GAAP net income was $10.5 million, or $0.18 per diluted share, compared to $0.25 per diluted share in Q1 2023.

Cash flow from operations for Q1 2024 was $15.9 million.

Total Revenue
$91.7M
Previous year: $106M
-13.7%
EPS
$0.18
Previous year: $0.25
-28.0%
Industrial Revenue %
37%
Previous year: 34%
+8.8%
Computer Revenue %
11%
Previous year: 14%
-21.4%
Consumer Revenue %
41%
Previous year: 24%
+70.8%
Gross Profit
$47.8M
Previous year: $54M
-11.4%
Cash and Equivalents
$56.4M
Previous year: $94.2M
-40.1%
Free Cash Flow
$11.6M
Previous year: $12.5M
-7.5%
Total Assets
$806M
Previous year: $851M
-5.4%

Power Integrations

Power Integrations

Power Integrations Revenue by Segment

Forward Guidance

The company expects sequentially higher revenues in the second quarter, accompanied by a further increase in gross margin driven by the dollar/yen exchange rate and higher manufacturing utilization.

Positive Outlook

  • Revenues are expected to be $105 million plus or minus $5 million.
  • GAAP gross margin is expected to be between 52.5 percent and 53.0 percent
  • Non-GAAP gross margin is expected to be between 53.5 percent and 54.0 percent.
  • GAAP operating expenses are expected to be between $54.5 million and $55 million.
  • Non-GAAP operating expenses are expected to be between $44.5 million and $45 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income