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Dec 31, 2023

Power Integrations Q4 2023 Earnings Report

Power Integrations' Q4 2023 earnings declined due to soft demand and elevated supply-chain inventories, with revenue at $89.5 million and GAAP EPS at $0.25.

Key Takeaways

Power Integrations reported a decrease in fourth-quarter revenue to $89.5 million, a 28% drop from Q4 2022. GAAP earnings per diluted share were $0.25, compared to $0.40 in the same quarter of the previous year. The company repurchased 680 thousand shares for $47.4 million during the quarter.

Q4 revenues were $89.5 million, a 28% decrease year-over-year.

GAAP net income was $14.3 million, or $0.25 per diluted share.

Non-GAAP net income was $12.7 million, or $0.22 per diluted share.

The company repurchased 680 thousand shares for $47.4 million during the quarter.

Total Revenue
$89.5M
Previous year: $125M
-28.3%
EPS
$0.22
Previous year: $0.48
-54.2%
Industrial Revenue %
35%
Previous year: 39%
-10.3%
Computer Revenue %
9%
Previous year: 12%
-25.0%
Consumer Revenue %
29%
Previous year: 26%
+11.5%
Gross Profit
$46.2M
Previous year: $67.4M
-31.4%
Cash and Equivalents
$63.9M
Previous year: $105M
-39.3%
Free Cash Flow
$10.1M
Previous year: $18.3M
-44.8%
Total Assets
$820M
Previous year: $840M
-2.4%

Power Integrations

Power Integrations

Power Integrations Revenue by Segment

Forward Guidance

Power Integrations expects first-quarter revenues of approximately $90 million, plus or minus $5 million. GAAP gross margin is anticipated to be around 51.5%, and non-GAAP gross margin is expected to be approximately 52.5%. GAAP operating expenses are projected to be about $49 million, while non-GAAP operating expenses are estimated at $42.5 million.

Positive Outlook

  • Revenues are expected to be $90 million plus or minus $5 million.
  • GAAP gross margin is expected to be approximately 51.5 percent.
  • Non-GAAP gross margin is expected to be approximately 52.5 percent.
  • GAAP operating expenses are expected to be approximately $49 million.
  • Non-GAAP operating expenses are expected to be approximately $42.5 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income