POWI at a glance
POWER INTEGRATIONS INC (POWI, SEC CIK 833640) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 14, 2026 and Form 4 insider filings as recently as July 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), POWER INTEGRATIONS INC (POWI) reported revenue of $443.5 million (up 5.9% from FY2024) and net income of $22.1 million. Diluted EPS was $0.39.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding POWER INTEGRATIONS INC (POWI) shares worth $2.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lloyd Jennifer A on July 22, 2026 of 5,640 shares at $73.73 per share.
- In the last 90 days, POWI insiders reported 0 open-market purchases ($0) and 2 open-market sales ($936K) on Form 4, a net sale of $936K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $443.5M
- +5.9% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$936K
- 13F holders
- 33 funds
- $2.5B · +3 vs prior quarter
- Latest 8-K
- Aug 14, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Design and sale of analog and mixed-signal ICs for high-voltage power conversion in power supplies, motor drivers, and gate drivers
- New emphasis on GaN transistor technology with acquisition of Odyssey Semiconductor in July 2024 to accelerate higher-power GaN device development
- Strategic shift toward automotive-qualified products for EV power supplies and expansion of addressable market to approx. $5 billion including EV and LED lighting
- InnoMux-2 product family introduced in 2024 with 1700-volt GaN transistors, extending power output and efficiency capabilities
- R&D focus on system-level integration and enhanced design-support tools like Motor-Xpert and PI Expert software to reduce customer design complexity
Risk Factors
- Regulatory risk: Impact of the One Big Beautiful Bill Act (OBBBA) raising foreign earnings tax rate from 10.5% to 12.6%, effective fiscal 2026
- Geopolitical risk: Exposure to Asia region with 84% of net revenue sales concentrated there amidst China-Taiwan and China-Western tensions
- Operational risk: Dependence on wafer supply from Japanese foundries; 10% USD/JPY change affects gross margin by ~1.5%
- Competitive risk: Intense price sensitivity in industry may pressure gross margin amid competition from other analog and mixed-signal IC suppliers
- Financial risk: Customer concentration with top 10 customers accounting for ~81% of net revenue in 2025
Management Discussion & Analysis
- No cash flow, capital allocation, buybacks, dividends, or capex information present
- No management outlook, guidance, or emerging risks discussed
- Provided content focuses on stock performance comparison only, not financial results
AI summary of the POWI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $118.9M, up from $115.9M YoY, driven by industrial sales
- Gross margin 54.3% vs 55.2% YoY; operating margin 7.5% vs (1.1)%
- Industrial strongest mix at 43% vs 40% YoY; consumer weakest at 36% vs 37%
- Cash and investments $262.6M, up $13.1M from December 31, 2025
- Six-month operating cash flow $42.0M vs $55.5M YoY; dividends $11.9M quarterly
- Tariffs remain a monitored supply-demand headwind; restructuring reduced workforce approximately 7%
Risk Factors
- AI-driven demand volatility, with infrastructure investment potentially intensifying industry cycles and accelerating downturns if spending moderates
- International revenue concentration, with approximately 98% of revenue generated outside the U.S. in 2025, 2024, and 2023
- Wafer supply disruption, requiring 12–24 months to qualify an alternate manufacturing source
- Geopolitical materials exposure, with China predominant in producing certain rare earth elements, minerals, and metals
- Regulatory compliance exposure, including changing environmental laws covering energy consumption and climate change
AI summary of the POWI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Senior Vice President, Operations Sunil Gupta resigning effective August 25, 2026
- Departure not related to disagreements over operations, policies, or practices
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 5, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- Seven directors elected through 2027; Balakrishnan Iyer drew 6,049,337 withheld votes, the highest dissent
- Executive compensation approved 47,396,523 to 3,775,693, supporting current pay practices on an advisory basis
AI summaries of POWI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for POWI
Don't miss the next POWI filing
- Alerts as it files. A push when POWI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut POWI, by share count.
- Ask anything. An AI agent that reads every POWI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lloyd Jennifer A | Sell | Jul 22, 2026 | 5,640 | $73.73 |
| Lloyd Jennifer A | Sell | Jul 22, 2026 | 7,050 | $73.73 |
| BALAKRISHNAN BALU | Sell | May 28, 2026 | 95,287 | $86.25 |
| BALAKRISHNAN BALU | Sell | May 28, 2026 | 29,000 | $87.05 |
| BRATHWAITE NICHOLAS | Sell | May 27, 2026 | 1,728 | $86.62 |
| BRATHWAITE NICHOLAS | Sell | May 26, 2026 | 6,655 | $82.71 |
| Gupta Sunil | Sell | May 26, 2026 | 15,894 | $82.18 |
| BALAKRISHNAN BALU | Sell | May 26, 2026 | 47,863 | $80.93 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $419.0M | $443.5M |
| Gross Profit | - | $224.8M | $241.6M |
| Operating Income | - | $17.9M | $10.2M |
| Net Income | - | $32.2M | $22.1M |
| Gross Margin | - | 53.6% | 54.5% |
| Op. Margin | - | 4.3% | 2.3% |
| Net Margin | - | 7.7% | 5.0% |
| Balance Sheet | |||
| Total Assets | $819.9M | $828.8M | $772.2M |
| Equity | $752.2M | $749.8M | $672.8M |
| ROE | - | 4.3% | 3.3% |
| Per Share | |||
| EPS | - | $0.56 | $0.39 |
| Cash Flow | |||
| Operating CF | - | $81.2M | $111.5M |
| CapEx | - | $17.3M | $24.4M |
Source: XBRL data in POWER INTEGRATIONS INC (POWI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate POWI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $2.46B |
| Q1 2026 | 30 | $1.46B |
| Q4 2025 | 31 | $1.06B |
| Q3 2025 | 29 | $1.11B |
| Q2 2025 | 29 | $1.43B |
| Q1 2025 | 26 | $970.1M |
| Q4 2024 | 23 | $866.8M |
| Q3 2024 | 21 | $492.4M |
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- WESTWOOD HOLDINGS GROUP INC−158.8K (-18%)
- AQR Capital Management−93.8K (-68%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
POWI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 27, 2026 | - | - | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| SC 13G | Feb 9, 2026 | - | - |
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POWI SEC filings: frequently asked questions
Are POWI insiders buying or selling?
In the last 90 days, POWER INTEGRATIONS INC (POWI) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $935,634 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold POWI stock?
As of June 30, 2026, the largest POWER INTEGRATIONS INC (POWI) holders among the 13F filers tracked by SignalX were BlackRock ($730.6 million), Vanguard Portfolio Management LLC ($434.7 million), State Street Corp ($267.5 million), Vanguard Capital Management LLC ($210.3 million), T. Rowe Price Group ($161.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was POWI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), POWER INTEGRATIONS INC (POWI) reported revenue of $443.5 million (up 5.9% from FY2024) and net income of $22.1 million. Diluted EPS was $0.39. The figures come from the XBRL data in the 10-K.
What are the main risks in POWI's latest 10-K?
In the 10-K filed February 6, 2026, POWER INTEGRATIONS INC (POWI) flagged: Regulatory risk: Impact of the One Big Beautiful Bill Act (OBBBA) raising foreign earnings tax rate from 10.5% to 12.6%, effective fiscal 2026. Geopolitical risk: Exposure to Asia region with 84% of net revenue sales concentrated there amidst China-Taiwan and China-Western tensions. (AI summary of the Risk Factors section.)
What did POWI report in its latest 8-K?
POWER INTEGRATIONS INC (POWI) filed an 8-K on August 14, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Senior Vice President, Operations Sunil Gupta resigning effective August 25, 2026.
What are the latest POWI SEC filings?
POWER INTEGRATIONS INC (POWI) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 14, 2026 and a Form 4 insider filing on July 27, 2026.
What is POWI's SEC CIK number?
POWER INTEGRATIONS INC (POWI)'s SEC Central Index Key (CIK) is 833640. EDGAR lists every POWI filing under that number.
Ask anything about POWI
The research agent reads POWI's filings, financials, insider trades and 13F holders, then answers with sources.