•
Jun 30, 2022

Power Integrations Q2 2022 Earnings Report

Reported revenue increase of two percent and non-GAAP EPS growth of 24 percent year-over-year.

Key Takeaways

Power Integrations reported a two percent year-over-year increase in revenue, reaching $184 million. GAAP earnings per diluted share were $0.96, while non-GAAP earnings per diluted share grew 24 percent year-over-year to $1.03. The company generated $67 million in cash from operations and returned over $160 million to stockholders through buybacks and dividends.

Net revenues for the second quarter were $184.0 million, up two percent from the second quarter of 2021.

Net income for the second quarter was $55.8 million or $0.96 per diluted share.

Non-GAAP net income for the second quarter of 2022 was $59.9 million or $1.03 per diluted share.

Cash flow from operations for the second quarter was $66.8 million.

Total Revenue
$184M
Previous year: $180M
+2.2%
EPS
$1.03
Previous year: $0.83
+24.1%
Industrial Revenue %
35%
Previous year: 26%
+34.6%
Computer Revenue %
9%
Previous year: 8%
+12.5%
Consumer Revenue %
38%
Previous year: 31%
+22.6%
Gross Profit
$107M
Previous year: $91.3M
+17.0%
Cash and Equivalents
$67.4M
Previous year: $297M
-77.3%
Free Cash Flow
$66.8M
Previous year: $58.6M
+14.0%
Total Assets
$809M
Previous year: $968M
-16.4%

Power Integrations

Power Integrations

Power Integrations Revenue by Segment

Forward Guidance

Revenues are expected to be $165 million plus or minus five percent for Q3 2022.

Positive Outlook

  • GAAP gross margin is expected to be approximately 57.5 percent.
  • Non-GAAP gross margin is expected to be approximately 58 percent.
  • GAAP operating expenses are expected to be approximately $51 million.
  • Non-GAAP operating expenses are expected to be approximately $42.5 million.

Challenges Ahead

  • Revenues are expected to be $165 million plus or minus five percent.
  • The difference between GAAP and non-GAAP gross margins is approximately equally attributable to stock-based compensation and amortization of acquisition-related intangible assets.
  • Non-GAAP expenses are expected to exclude approximately $8.5 million of stock-based compensation.

Revenue & Expenses

Visualization of income flow from segment revenue to net income