$MPWR (MONOLITHIC POWER SYSTEMS) — 8-K: MPWR Q3 FY26: Adj EPS $8.19 Beats Street by $1.39 (+20.4%) as Revenue Tops $1.2B for First Time

Non-GAAP EPS of $8.19 crushed the $6.80 consensus by $1.39 (+20.4%), with revenue of $1,202M up 63.1% YoY. Q4 FY26 revenue guidance set at $1.3B-$1.4B. The print was powered by Enterprise Data revenue of $506.7M, up 164.6% YoY on strong AI and server power management demand, while Communications jumped 134.7% YoY on optical module and switch sales.

Non-GAAP EPS of $8.19 crushed the $6.80 consensus by $1.39 (+20.4%), with revenue of $1,202M up 63.1% YoY. Q4 FY26 revenue guidance set at $1.3B-$1.4B. The print was powered by Enterprise Data revenue