Power Integrations, Inc. (NASDAQ:POWI ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Balu Balakrishnan - Executive Chairman Jennifer A. Lloyd - CEO & Director Joe Shiffler - Director of Investor Relations & Corporate Communications Sandeep Nayyar - CFO & VP of Finance Conference Call Participants Christopher Adam Jackson Rolland - Susquehanna Financial Group, LLLP, Research Division David Neil Williams - The Benchmark Company, LLC, Research Division Ross Clark Seymore - Deutsche Bank AG, Research Division Tore Egil Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Operator Good afternoon, ladies and gentlemen.
Power Integrations (POWI) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.28 per share a year ago.
Power Integrations, Inc. (NASDAQ:POWI ) Q1 2025 Earnings Conference Call May 12, 2025 4:30 PM ET Company Participants Joe Shiffler - Director of Investor Relations Balu Balakrishnan - Chairman and Chief Executive Officer Sandeep Nayyar - Chief Financial Officer Conference Call Participants Ross Seymore - Deutsche Bank David Williams - The Benchmark Company Tore Svanberg - Stifel Christopher Rolland - Susquehanna Gus Richard - Northland Capital Markets Operator Good afternoon, ladies and gentlemen, and welcome to the Power Integrations, Inc. First Quarter Earnings Call. At this time, all lines are in a listen-only mode.
Power Integrations (POWI) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.18 per share a year ago.
Power Integrations, a leader in GaN high-voltage power conversion, faces short-term headwinds but holds strong long-term growth potential in diverse, rapidly growing markets. The company benefits from high customer switching costs, a solid balance sheet with no long-term debt, and strategic share repurchases. The current valuation appears high, but adjusting for net cash and looking at forward earnings, shares look more reasonably priced.
Power Integrations, Inc. (POWI) Q4 2024 Earnings Call Transcript
Power Integrations (POWI) came out with quarterly earnings of $0.30 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.22 per share a year ago.
Power Integrations, Inc. (POWI) Q3 2024 Earnings Call Transcript
Power Integrations (POWI) came out with quarterly earnings of $0.40 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.46 per share a year ago.
Power Integrations is emerging from a significant inventory correction, with revenues up 16% sequentially in Q2 and further improvement expected in Q3. The company is shifting its portfolio to Gallium Nitride-based solutions, which offer efficiency advantages over silicon and are expected to drive significant growth starting in 2025. While Power Integrations is seeing recovery, some key markets, like appliances in China, remain weak due to external factors like the real estate downturn.
There were a number of positive developments in the Q2 report, but they were more than offset by demand coming in weaker than expected. While a short-term bounce is possible with the stock close to a trendline, the overall direction for the stock is leaning bearish. POWI is expected to show strong growth and it has the multiples to show for, but there is reason to doubt if targets laid out can be met.
Power Integrations (POWI) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.36 per share a year ago.