Q3 2025 Power Integrations Inc Earnings Call Transcript

Nov 5, 2025 / 02:00 PM GMT

Release Date Price: $39.59 (+1.62%)

Transcript 10-Q8-K

Key Points

Positve

Power Integrations Inc (POWI) reported a sequential revenue increase of 3% in Q3, reaching $119 million.
The industrial segment showed strong performance with high single-digit growth, driven by traction in high voltage DC transmission and automotive sectors.
The company has a robust pipeline of design activity in the automotive sector, with over 40 EV models using their products.
Power Integrations Inc (POWI) is collaborating with Nvidia on 800 volt DC power architecture, highlighting the potential for improved efficiency and reduced data center space.
The company generated $30 million in cash from operations in Q3 and is on track for over $80 million in free cash flow for the year.

Negative

Power Integrations Inc (POWI) experienced a significant slowdown in consumer orders, particularly in the appliance sector, with a 40% decline in Q3.
The company expects Q4 revenues to decrease to $100-$105 million, driven by continued softness in the consumer category.
Non-GAAP gross margin decreased by 70 basis points from the prior quarter due to higher input costs and less favorable exchange rates.
Channel inventory increased to 9.8 weeks at the end of Q3, indicating slower sell-through and potential inventory challenges.
The company faces uncertainties in the timing of consumer demand recovery, particularly in the major appliances segment, due to tariffs and housing market challenges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

POWI.OQ - Power Integrations Inc
Q3 2025 Power Integrations Inc Earnings Call
Nov 05, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Power Integrations Q3 earnings call. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press 9 to raise your hand and 6 to unmute when your name is called. I would now like to turn the call over to Joe Schiffler, director of investor relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, Aiden.

Good morning, everyone. Thanks for joining us.

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