Monolithic Power Systems第三季度营收12亿美元同比增63%创新高：企业数据业务增165%
半导体公司 Monolithic Power Systems（MPS，纳斯达克代码：MPWR）10月29日盘后公布2026年第三季度业绩：营收12.024亿美元，环比增长22.6%、同比增长63.1%，公司单季营收首次突破10亿美元。按美国通用会计准则（GAAP），季度净利2.711亿美元、摊薄每股收益5.51美元；非GAAP净利4.027亿美元、摊薄每股收益8.19美元。
按终端市场划分，企业数据业务收入5.067亿美元，环比增长33.2%、同比增长164.6%，占总营收的42.1%，主要由服务器电源管理方案销售增长带动。通信业务收入1.874亿美元，同比增长134.7%；汽车业务收入1.807亿美元，同比增长19.2%；存储与计算业务收入1.922亿美元，同比增长3.0%；工业业务收入7,140万美元，同比增长29.0%；消费业务收入6,400万美元，同比下降11.6%。
创始人兼首席执行官 Michael Hsing 表示，公司多元化增长战略正在见效，整体增长加速。公司称，其现有产能已可支撑逾60亿美元的年营收，预计2027年下半年将建成可支撑80亿美元年营收的产能，并向100亿美元推进；汽车48伏电源方案已获得首批订单，机器人传感与电机控制方案已开始在多个地区量产爬坡。
第三季度，公司经营现金流为2.899亿美元，季度末现金、现金等价物与短期投资合计10.91亿美元。公司当季回购股票4.534亿美元；董事会今年10月另行授权新增5亿美元回购额度，使现行股票回购授权总额增至10亿美元。
公司对2026年第四季度的展望为：营收13.15亿至13.85亿美元，GAAP毛利率55.2%至55.8%，非GAAP毛利率55.5%至56.1%，非GAAP税率维持15%。
Monolithic Power Systems Q3 Revenue Jumps 63% to a Record $1.2 Billion as Enterprise Data Sales Surge 165%
Monolithic Power Systems, Inc. (MPS, Nasdaq: MPWR) reported third-quarter 2026 results after the market close on October 29, with revenue of $1,202.4 million, up 22.6% from the second quarter and 63.1% from a year earlier — the first quarter in which the company's revenue exceeded $1 billion. GAAP net income was $271.1 million, or $5.51 per diluted share; non-GAAP net income was $402.7 million, or $8.19 per diluted share.
By end market, Enterprise Data revenue was $506.7 million, up 33.2% sequentially and 164.6% year over year, representing 42.1% of total revenue, driven by higher sales of power management solutions for server applications. Communications revenue was $187.4 million, up 134.7% year over year; Automotive revenue was $180.7 million, up 19.2%; Storage and Computing revenue was $192.2 million, up 3.0%; Industrial revenue was $71.4 million, up 29.0%; and Consumer revenue was $64.0 million, down 11.6%.
"Overall, we see accelerated growth. Our diversified growth strategy is paying off," said Michael Hsing, founder and CEO of MPS. The company said its capacity now supports more than $6 billion in annual revenue, that it expects $8 billion of capacity in place by the second half of 2027 on the way to $10 billion, that its 48V automotive power solutions have received first orders, and that robotics solutions have begun ramping across multiple geographies.
MPS generated operating cash flow of $289.9 million in the quarter and ended it with $1,091 million in cash, cash equivalents and short-term investments. The company repurchased $453.4 million of its stock during the quarter, and in October its board authorized an additional $500 million for repurchases, bringing the total current authorization to $1 billion.
For the fourth quarter of 2026, MPS forecast revenue of $1,315 million to $1,385 million, GAAP gross margin of 55.2% to 55.8%, non-GAAP gross margin of 55.5% to 56.1%, and a non-GAAP tax rate of 15%.
来源：GSM·美国（原文链接）
图片来源：图：半导体晶圆正从加工设备中被取出（半导体行业资料图）。Purdue Engineering摄，CC BY 4.0，经Wikimedia Commons。 / A semiconductor wafer being removed from processing equipment (semiconductor industry file photo). Photo by Purdue Engineering, CC BY 4.0, via Wikimedia Commons.
