POWI
Power Integrations, Inc.36.14
-0.20-0.55%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
2.03BP/E (TTM)
112.94Basic EPS (TTM)
0.32Dividend Yield
0.02%Recent Filings
8-K
Names Nancy Erba CFO
Power Integrations appointed Nancy Erba as CFO, effective January 5, 2026, ending interim CFO Robert Verity's tenure—no disagreements noted. Erba, ex-CFO at Infinera and Immersion, gets $500,000 base, $3M RSUs, $2M target PRSUs, $425,000 target PSUs. New 2025 Inducement Plan reserves 350,000 shares. Leadership bolsters finance amid AI, electrification push.
10-Q
Q3 FY2025 results
Power Integrations posted Q3 revenues of $118.9M, up 2.7% y/y, with gross margin steady at 54.5%; yet operating loss hit $4.0M versus $11.6M profit, driven by $14.3M other operating expenses including $13.6M stock-based comp from ex-CEO award modification and employee litigation costs. YTD revenue climbed 8.6% y/y to $340.3M, gross margin expanded to 55.0%, operating income $1.4M, diluted EPS $0.16 on 56.6M shares (reconciles). Cash from operations $85.3M less $17.3M capex yielded $68.0M FCF; $242M in cash/short-term securities, no debt, $75M revolver available. Stock repurchases exhausted $98.1M authorization. Tariff escalations threaten demand.
8-K
Q3 revenues up 3%, GAAP loss
Power Integrations posted Q3 revenues of $118.9M, up 3% year-over-year yet swinging to a GAAP net loss of $1.4M from litigation and stock-based costs. Industrial surged 20% amid soft consumer demand. Repurchased $42.4M in shares; hiked dividend to $0.215/share for 2026. Q4 revenues eyed at $100M-$105M. Tariffs loom large.
10-Q
Q2 FY2025 results
Power Integrations posted Q2 revenues of $115.9M, up 9.1% y/y from $106.2M but with gross margin dipping to 55.2% from 53.2% thanks to better end-market mix and dollar/yen tailwinds; yet operating loss hit $1.3M (derived) versus $2.0M profit, dragged by $9.2M other operating expenses from an employee litigation verdict. YTD revenue climbed 11.9% to $221.4M with $10.2M net income and $0.18 diluted EPS on 56.8M shares, matching reported figures. Cash and equivalents rose to $66.9M with $55.5M operating cash flow, offset by $55.7M stock repurchases; $75M revolver fully available through 2026. Steady liquidity funds buybacks. Litigation costs linger.
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