POWER INTEGRATIONS INC (POWI) FY2025 10-K Annual Report

Filed: Feb 6, 2026
Information Technology
Semiconductors & Related DevicesSEC EDGAR

POWER INTEGRATIONS INC (POWI) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 6, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

POWER INTEGRATIONS INC FY2025 10-K Analysis

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

Management Discussion & Analysis

  • No revenue or profit figures disclosed in provided MD&A section
  • No segment performance data or margin percentages available
  • 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

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

POWER INTEGRATIONS INC FY2025 Key Financial Metrics
XBRL

Revenue

$444M

+5.9% YoY

Net Income

$22M

-31.5% YoY

Gross Margin

54.5%

+84bp YoY

Operating Margin

2.3%

-198bp YoY

Net Margin

5.0%

-271bp YoY

ROE

3.3%

-102bp YoY

Total Assets

$772M

-6.8% YoY

EPS (Diluted)

$0.39

-30.4% YoY

Operating Cash Flow

$112M

+37.4% YoY

Source: XBRL data from POWER INTEGRATIONS INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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