MP

Monolithic Power Systems, Inc. stock research

Mar 31, 2025

FY2025 Q1

Monolithic Power Systems (MPWR) Gross Margin — Quarter Ended Mar 31, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin remained stable versus the prior quarter and improved slightly from the year-ago period, reflecting a consistent relationship between revenue growth and cost control.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin remained stable versus the prior quarter and improved slightly from the year-ago period, reflecting a consistent relationship between revenue growth and cost control.

  • The strongest observable margin driver is the stable gross margin relative to the prior quarter, indicating that the relationship between revenue and cost of revenue remained unchanged. This stability suggests that the company maintained its margin structure despite changes in revenue levels.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was higher, and gross margin was stable. Compared to the same quarter one year earlier, revenue, gross profit, and cost of revenue were all higher, and gross margin improved slightly.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

55.4%

Gross profit

$353.2M

Revenue

$637.6M

Cost of revenue

$284.3M

Quarter-over-quarter change

+0.0 pts

Year-over-year change

+0.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$507.4M$280.6M$226.9M55.3%
Sep 30, 2024$620.1M$343.4M$276.7M55.4%
Dec 31, 2024$621.7M$344.4M$277.3M55.4%
Mar 31, 2025$637.6M$353.2M$284.3M55.4%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Dec 31, 2024

+0.0 pts

Year-over-year change

Mar 31, 2024

+0.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the stable gross margin relative to the prior quarter, indicating that the relationship between revenue and cost of revenue remained unchanged. This stability suggests that the company maintained its margin structure despite changes in revenue levels.

Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was higher, and gross margin was stable. Compared to the same quarter one year earlier, revenue, gross profit, and cost of revenue were all higher, and gross margin improved slightly.

Monitor the trend in cost of revenue relative to revenue, as any divergence could affect gross margin stability.

MPWR Gross Margin — Quarter Ended Mar 31, 2025