Monolithic Power Systems, Inc.
MPWR
Jodie read · what matters now
Revenue increased 26.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MPWR, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-04 against the comparable filing from 2025-05-05.
What improved
- Revenue increased 26.1% versus the comparable filing period.
- Operating margin improved 3.5 percentage points.
- Net income increased 43.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in revenue was primarily due to higher shipment volume and higher average selling prices resulting primarily from product mix.”
“The $74.8 million increase in cost of revenue was primarily driven by product mix and higher shipment volume.”
“This increase was primarily due to higher sales of power solutions for artificial intelligence (“AI”) and server applications.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MPWR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 16 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MPWR is currently a Early Follower in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.