Short answer
Microchip Technology (MCHP) filed its Q4 2025 10-Q quarterly report on Feb 5, 2026 for the quarter ended Dec 31, 2025. Quarterly revenue was $1.2B (up 15.6% year over year) with net income of $63M.
Q4 2025 key financials · XBRL
- Revenue
- $1.2B
- +15.6% YoY · +4.0% QoQ
- Net income
- $63M
- +217.0% YoY · +50.4% QoQ
- Operating margin
- 12.8%
- Gross margin
- 59.6%
- EPS (diluted)
- $0.06
- +160.0% YoY · +100.0% QoQ
Source: XBRL data from the Microchip Technology (MCHP) Q4 2025 10-Q on SEC EDGAR. USD.
Microchip Technology Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1,186M Q3 FY26, up 15.6% YoY from $1,026M; Nine months $3,402M down 0.9% YoY from $3,431M
- Operating margin 12.8% Q3 FY26 vs 3.0% Q3 FY25; Nine months margin 8.0% FY26 vs 11.6% FY25
- Best segment: Analog revenue up 18.4% Q3 and 7.3% YTD; Worst: Mixed-signal Microcontrollers up 10.0% Q3 but down 3.9% YTD
- Gross profit margin 59.6% Q3 FY26 vs 54.7% Q3 FY25; Nine months margin 56.5% FY26 vs 57.3% FY25
- Inventory down to $1.06B with 201 days vs $1.29B and 251 days at prior March; operating cash flow impact not specified
- Management notes customer inventory reduction supports Q3 sales growth; FY26 full-year outlook affected by inventory cycles and macro risks
Risk Factors
- New risk: China imposed export restrictions on rare earth minerals and added license requirements in Oct 2025, triggering supply chain constraints risk
- Material update: Increased dependence on outside wafer foundries now 65% of net sales vs 64% prior year, highlighting higher outsourcing risks
- Regulatory risk: China’s antidumping investigation on US-origin analog chips (Sept 2025) may lead to tariffs negatively impacting sales in China
- Operational risk: Interruptions and tariffs affecting suppliers like Nexperia chips reduced customer demand in automotive/consumer electronics segments
- Financial risk: Potential CHIPS Act grant may add operational complexity and costs despite expected investment tax credit benefits
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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