POWER INTEGRATIONS INC (POWI) Q3 2025 10-Q Quarterly Report
Filed: Nov 5, 2025Period ending Sep 30, 2025
Information Technology
Semiconductors & Related DevicesSEC EDGAR POWER INTEGRATIONS INC (POWI) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 5, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
POWER INTEGRATIONS INC Q3 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $118.9M Q3 FY2025, up 2.7% YoY from $115.8M; nine-months $340.3M, up 8.5% from $313.7M, driven by industrial end-market growth
- • Operating loss (3.3%) in Q3 FY2025 vs 9.9% operating income in Q3 FY2024; nine-month operating margin 0.4% vs 4.5% YoY, impacted by $14.3M other operating expenses
- • Best performing segment: Industrial end-market revenue 42% of sales Q3 FY2025 vs 36% YoY; worst: Consumer segment declined to 34% from 38%
- • Cash declined to $241.9M as of Sep 30, 2025, down $58.1M since Dec 31, 2024; operating cash flow $85.3M YTD, up from $66.5M prior year; $98.1M common stock repurchased YTD
- • Management raised quarterly dividend to $0.215/share for 2026, expects international sales, Asia region large portion of revenue; headwinds include $14.3M legal and stock-compensation costs in Q3 2025
Risk Factors
- • New risk: Additional U.S. tariffs in 2025 and retaliatory tariffs by other countries triggering increased trade policy uncertainty
- • Material update: Increased risk of tariff-related pricing pressure on gross margins as customers adjust prices to offset tariffs
- • Regulatory risk: Compliance with U.S. Export Administration Regulations and Treasury OFAC sanctions, causing potential sales delays and higher compliance costs
- • Operational risk: Most power supplies manufactured in Asia, exposing supply chain to trade tensions among U.S., China, APAC, and EU
- • Market risk: Tariffs and trade disputes may exacerbate inflation, currency volatility, and recessions, reducing customer demand and stock price stability
POWER INTEGRATIONS INC Q3 2025 Quarterly FinancialsXBRL
Revenue
$119M
▲ +2.7% YoY▲ +2.6% QoQ
Net Income
-$1M
▼ -109.5% YoY▼ -199.1% QoQ
Gross Margin
54.5%
▼ -0bp YoY▼ -67bp QoQ
Operating Margin
-3.3%
▼ -1332bp YoY▼ -216bp QoQ
Net Margin
-1.1%
▼ -1348bp YoY▼ -232bp QoQ
ROE
-0.2%
Total Assets
$773M
EPS (Diluted)
$-0.02
▼ -108.0% YoY▼ -166.7% QoQ
Operating Cash Flow
$30M
▼ -9.3% YoY▲ +2.7% QoQ
Source: XBRL data from POWER INTEGRATIONS INC Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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