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Mar 31

Power Integrations Q1 2025 Earnings Report

Reported First-Quarter Financial Results

Key Takeaways

Power Integrations reported a strong first quarter for 2025, with revenues increasing 15% year-over-year to $105.5 million. GAAP earnings were $0.15 per diluted share, and non-GAAP earnings were $0.31 per diluted share. The company also authorized a new $50 million share repurchase program.

Revenues increased 15% year-over-year to $105.5 million.

GAAP earnings were $0.15 per diluted share.

Non-GAAP earnings were $0.31 per diluted share.

A new $50 million share-repurchase authorization was approved.

Total Revenue
$106M
Previous year: $91.7M
+15.1%
EPS
$0.31
Previous year: $0.18
+72.2%
Industrial Revenue Pct
34%
Previous year: 37%
-8.1%
Computer Revenue Pct
12%
Previous year: 11%
+9.1%
Consumer Revenue Pct
44%
Previous year: 41%
+7.3%
Gross Profit
$58.2M
Previous year: $47.8M
+21.9%
Cash and Equivalents
$49.6M
Previous year: $56.4M
-12.1%
Total Assets
$814M
Previous year: $806M
+1.1%

Power Integrations

Power Integrations

Power Integrations Revenue by Segment

Forward Guidance

For the second quarter of 2025, Power Integrations expects revenues to be $115 million, plus or minus $5 million. GAAP gross margin is expected to be approximately 55 percent, and non-GAAP gross margin is expected to be approximately 55.5 percent. GAAP operating expenses are expected to be approximately $56 million, and non-GAAP operating expenses are expected to be approximately $46 million.

Positive Outlook

  • Expected healthy sequential growth in the second quarter.
  • Order trends have remained steady.
  • Channel inventories are at normal levels.
  • Utilizing strong balance sheet to buy back shares.
  • Remaining focused on big-picture trends driving demand such as energy efficiency, AI, electrification, and a cleaner power grid.

Challenges Ahead

  • Trade policy adds uncertainty to the second-half outlook.
  • Potential changes and shifts in customer demand.
  • Effects of competition.
  • Unforeseen costs and expenses.
  • Unfavorable fluctuations in component costs or operating expenses.

Revenue & Expenses

Visualization of income flow from segment revenue to net income