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Monolithic Power Systems, Inc. 8-K Filings

MPWR NASDAQ

Every 8-K that Monolithic Power Systems, Inc. (MPWR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow MPWR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MPWR filings page.

Rhea-AI Summary

Monolithic Power Systems, Inc. (MPWR) announced a third quarter 2026 cash dividend of $2.00 per common share. The dividend will be paid to stockholders of record as of the close of business on September 30, 2026, with payment scheduled for October 15, 2026. The company describes itself as a fabless global provider of high-performance, semiconductor-based power electronics solutions, focused on energy-efficient, cost-effective products that support a sustainable future and provide a return on investment to stockholders.

Rhea-AI Summary

Monolithic Power Systems reported record Q2 2026 revenue of $980.6 million, 21.9% above Q1 2026 and 47.6% above Q2 2025. GAAP gross margin was 55.2% and operating margin 31.0%. GAAP net income reached $257.3 million with diluted EPS of $5.22, while non-GAAP net income was $320.1 million with diluted EPS of $6.50.

Growth was broad-based, led by Enterprise Data revenue of $380.6 million, up 44.8% sequentially and 164.3% year over year, with all end markets growing sequentially. Cash, cash equivalents and short-term investments totaled $1,413.8 million, and Q2 operating cash flow was $227.9 million. Internal inventories were $675.8 million, with days of inventory of 140 days based on current-quarter revenue, improving from 157 days in Q1 2026.

For Q3 2026, the company forecasts revenue between $1,140 million and $1,160 million, GAAP gross margin of 55.2%–55.8% and non-GAAP gross margin of 55.4%–56.0%. The board authorized an additional $500 million for stock repurchases, bringing the current authorization to $1 billion.

Rhea-AI Summary

Monolithic Power Systems reported the results of its 2026 annual stockholder meeting and announced a second quarter 2026 cash dividend. Stockholders elected two Class I directors, Victor K. Lee and Jeff Zhou, for three-year terms, with each nominee receiving over 39 million votes in favor. They also ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, and approved, on an advisory basis, 2025 compensation for the company’s named executive officers. Separately, the board declared a cash dividend of $2.00 per common share, payable on July 15, 2026 to stockholders of record as of June 30, 2026.

Rhea-AI Summary

Monolithic Power Systems reported strong Q1 2026 results, with revenue of $804.2 million, up 26.1% year over year and 7.1% sequentially. GAAP diluted EPS was $3.92, while non-GAAP diluted EPS reached $5.10, reflecting 39.5% and 26.2% year-over-year growth, respectively.

Enterprise Data revenue nearly doubled to $262.8 million, up 97.7% year over year, and Communications revenue rose 55.5% to $111.5 million. GAAP operating margin improved to 30.0% and non-GAAP operating margin was 35.8%. The company generated $250.3 million of operating cash flow and ended the quarter with $1,367.1 million in cash, cash equivalents and short-term investments.

Rhea-AI Summary

Monolithic Power Systems declared that investors should no longer rely on its 2024 audited financial statements and 2025 quarterly results because of an unintentional tax accounting error tied to a one-time foreign tax incentive. The issue is non-cash, affects only income tax accounting, and involved no misconduct.

For 2024, the restatement reduces the income tax benefit and deferred taxes by about $195 million, lowering net income to $1,592 million. Non-GAAP metrics such as revenue, non-GAAP gross margin and non-GAAP net income are unchanged.

For 2025, the adjustment decreases income tax expense by $5.5 million, increasing net income by the same amount. The company says its business outlook for the quarter ending March 31, 2026 remains intact and will include the restated figures in its 2025 Form 10-K.

Rhea-AI Summary

Monolithic Power Systems announced leadership changes, a higher dividend, and the release of its latest quarterly and annual results. The company’s Board approved an increase in the quarterly cash dividend from $1.56 per share to $2.00 per share, with the first $2.00 dividend payable on April 15, 2026 to stockholders of record on March 31, 2026.

The company’s Executive Vice President and Chief Financial Officer, T. Bernie Blegen, plans to retire after the issuance of the 2025 annual report on Form 10-K and will remain to assist with a smooth transition. The Board appointed Rob Dean, currently Corporate Controller, as interim Chief Financial Officer effective on that date.

The company also released a press release and detailed earnings commentary covering financial results for the quarter and year ended December 31, 2025, along with a separate press release discussing the CFO transition.

Rhea-AI Summary

Monolithic Power Systems, Inc. announced a fourth quarter cash dividend of $1.56 per share for its common stock. The dividend will be paid to stockholders on January 15, 2026 to all stockholders of record as of the close of business on December 31, 2025.

The company disclosed this dividend decision in a current report and attached the related press release as an exhibit, confirming its continued practice of returning cash to shareholders through regular dividends.

Rhea-AI Summary

Monolithic Power Systems, Inc. updated its corporate bylaws to make it easier for investors to call a special shareholder meeting. On November 19, 2025, the Board approved Amended and Restated Bylaws that lower the ownership threshold required to request a special meeting from at least 30% to at least 25% of the company’s outstanding voting capital stock.

The Board explains that it considered the 2025 annual meeting, where stockholders approved a non-binding proposal to set the threshold at 10%, along with feedback from a majority in interest of its top ten stockholders, who preferred a significantly higher threshold than 10%, and a review of peer practices. The full amended bylaws are filed as an exhibit and are effective immediately.

Rhea-AI Summary

Monolithic Power Systems (MPWR) furnished an update on its latest results. The company filed a Form 8‑K to furnish, under Item 2.02, a press release and earnings commentary for the quarter ended September 30, 2025. These materials are provided as Exhibits 99.1 and 99.2 and are furnished, not filed, under the Exchange Act.

MPWR’s common stock trades on the NASDAQ Global Select Market under the symbol MPWR. The company notes it operates across the US, Europe, and Asia and does not maintain a single headquarters; addresses are included to satisfy SEC requirements.

Rhea-AI Summary

Monolithic Power Systems, Inc. declared a third quarter cash dividend of $1.56 per share. The dividend will be paid on October 15, 2025 to stockholders of record as of the close of business on September 30, 2025. The company disclosed this dividend in connection with a press release, which is included as an exhibit.