Equity Profile

POWI

Power Integrations, Inc.

Information TechnologySemiconductors$4.3B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Power Integrations, Inc. is a leading company in the semiconductor sector, specializing in high-performance electronic components that help manage power efficiently....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

$0.30

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

POWI Q2-2026 Earnings Preview

Context

Company Snapshot

Power Integrations, Inc. is a leading company in the semiconductor sector, specializing in high-performance electronic components that help manage power efficiently. As the demand for energy-efficient solutions grows, especially in areas like renewable energy and electric vehicles, Power Integrations plays a crucial role in providing innovative technologies.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+197.15%

Avg Stock Reaction

+0.02%

Last Quarter Recap

In Q1 2026, Power Integrations reported an EPS of $0.25, significantly beating estimates by 157.73%. However, the stock dropped by 8.18% the next day, indicating mixed investor sentiment despite the strong earnings surprise.

Management Promises & Guidance

Continued focus on innovation in energy-efficient technologies.
Commitment to improving operational efficiencies.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, expectations for Power Integrations are mixed, with investors hoping for continued strong earnings but cautious about potential market volatility.

Bull Case

If the company can deliver strong EPS and revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could lead to a significant drop in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.30

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and meet customer demand.

Gross Margin

N/A

Gross margin indicates how efficiently a company is producing its products and managing costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.25?

Given the company's strong EPS surprises in previous quarters, this figure will be critical for investor confidence.

What are the expectations for revenue growth moving forward?

Revenue growth is essential for assessing the company's market position and future prospects, especially in a competitive sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Power Integrations to exceed EPS expectations due to strong demand for energy-efficient products.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, suggesting a trend of strong performance.

Options pricing indicates a significant expected move, which may reflect investor confidence in a positive surprise.

Key Risk

If the EPS comes in below $0.25, it could undermine the bullish sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the company's ability to maintain profitability and growth in a competitive environment.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $0.25 could raise concerns about market demand and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±20.8%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a substantial move, indicating that investors expect significant volatility around the earnings report.

Options are pricing ±20.8% while POWI has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

80.6%

Calls (140K)P/C Ratio: 0.46Puts (8K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Power Integrations beats expectations, history suggests the stock could rise by about 0.02% on the first day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the news.

Miss

If the company misses expectations, history suggests a potential drop, with the average move being unclear due to lack of historical miss data.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in energy-efficient technologies.
2Management's commentary on market demand and competitive landscape.
3Insights into operational efficiencies and cost management.
4Guidance on revenue expectations for the next quarter.
5Any commentary on supply chain challenges or opportunities.

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Company Snapshot

Power Integrations, Inc. is a leading company in the semiconductor sector, specializing in high-performance electronic components that help manage power efficiently....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

$0.30

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

POWI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+197.15%

Avg Stock Reaction

+0.02%

Last Quarter Recap

Management Promises & Guidance

Continued focus on innovation in energy-efficient technologies.
Commitment to improving operational efficiencies.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, expectations for Power Integrations are mixed, with investors hoping for continued strong earnings but cautious about potential market volatility.

Bull Case

If the company can deliver strong EPS and revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could lead to a significant drop in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.30

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and meet customer demand.

Gross Margin

N/A

Gross margin indicates how efficiently a company is producing its products and managing costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.25?

Given the company's strong EPS surprises in previous quarters, this figure will be critical for investor confidence.

What are the expectations for revenue growth moving forward?

Revenue growth is essential for assessing the company's market position and future prospects, especially in a competitive sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Power Integrations to exceed EPS expectations due to strong demand for energy-efficient products.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, suggesting a trend of strong performance.

Options pricing indicates a significant expected move, which may reflect investor confidence in a positive surprise.

Key Risk

If the EPS comes in below $0.25, it could undermine the bullish sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the company's ability to maintain profitability and growth in a competitive environment.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $0.25 could raise concerns about market demand and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±20.8%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a substantial move, indicating that investors expect significant volatility around the earnings report.

Options are pricing ±20.8% while POWI has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

80.6%

Calls (140K)P/C Ratio: 0.46Puts (8K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Power Integrations beats expectations, history suggests the stock could rise by about 0.02% on the first day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the news.

Miss

If the company misses expectations, history suggests a potential drop, with the average move being unclear due to lack of historical miss data.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in energy-efficient technologies.
2Management's commentary on market demand and competitive landscape.
3Insights into operational efficiencies and cost management.
4Guidance on revenue expectations for the next quarter.
5Any commentary on supply chain challenges or opportunities.