KPI data tables

Monolithic Power Systems operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.

Monolithic Power Systems Direct vs Distribution Mix (Quarterly) (percent)
PeriodDistribution arrangementsNot through distribution arrangements
Q2 20268812
Q1 20268812
Q3 20258515
Q2 20258317
Q1 20258317

Source: Monolithic Power Systems Form 10-Q revenue footnotes, sales through distribution arrangements. Q1 2025 and Q1 2026: Q1 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774926014647/mpwr20260331_10q.htm) 83% and 88%. Q2 2025: Q2 2025 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774925024602/mpwr20250630_10q.htm) 83%. Q3 2025: Q3 2025 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774925033332/mpwr20250930_10q.htm) 85%. Q2 2026: Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000162828026053275/mpwr-20260630.htm) 88% for the three months ended 30 June 2026 (83% in the year-ago quarter). Annual 85%/89%/86%: FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1280452/000143774926006113/mpwr20251231_10k.htm).

Monolithic Power Systems Top Three Distributor Concentration (Annual) (percent)
PeriodTop three distributors (combined)All other customers
FY20255446
FY20246139
FY20235545

Source: Monolithic Power Systems Form 10-K for the year ended December 31, 2025 (https://www.sec.gov/Archives/edgar/data/1280452/000143774926006113/mpwr20251231_10k.htm). Risk factor: top three customers, all distributors, 54%, 61% and 55% of revenue for the years ended 31 December 2025, 2024 and 2023. Customers, Sales and Marketing: 2025 three distributors 26%, 18% and 10%; 2024 two distributors 31% and 20%; 2023 three distributors 26%, 19% and 10%. No other direct customer was more than 10% of full-year revenue in those years.

Monolithic Power Systems Employees (Annual) (count)
PeriodEmployees
20254,501
20244,017
20233,564

Source: Monolithic Power Systems Form 10-K Human Capital. 31 December 2025: 4,501 employees, compared with 4,017 at 31 December 2024 (FY2025 10-K, https://www.sec.gov/Archives/edgar/data/1280452/000143774926006113/mpwr20251231_10k.htm). 31 December 2023: 3,564 employees (FY2024 10-K, https://www.sec.gov/Archives/edgar/data/1280452/000143774925005903/mpwr20241231_10k.htm).

Monolithic Power Systems Inventory by Stage (Quarterly) (usd_millions)
PeriodWork in processFinished goodsRaw materials
Q2 2026306.554282.42186.874
Q1 2026263.067269.87486.218
Q4 2025220.41236.438107.801
Q3 2025210.471217.95577.254
Q2 2025198.649212.55579.438
Q4 2024169.982157.77891.851

Source: Monolithic Power Systems inventory footnotes (thousands). Q4 2024 and Q4 2025: FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1280452/000143774926006113/mpwr20251231_10k.htm) $91,851 / $169,982 / $157,778 and $107,801 / $220,410 / $236,438. Q2 2025: Q2 2025 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774925024602/mpwr20250630_10q.htm) $79,438 / $198,649 / $212,555. Q3 2025: Q3 2025 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774925033332/mpwr20250930_10q.htm) $77,254 / $210,471 / $217,955. Q1 2026: Q1 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774926014647/mpwr20260331_10q.htm) $86,218 / $263,067 / $269,874. Q2 2026: Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000162828026053275/mpwr-20260630.htm) $86,874 / $306,554 / $282,421.

Monolithic Power Systems Revenue by End Market (Quarterly) (usd_millions)
PeriodEnterprise DataStorage and ComputingAutomotiveCommunicationsConsumerIndustrial
Q3 2026506.7192.2180.7187.46471.4
Q2 2026380.561199.83157.068131.57156.80554.807
Q1 2026262.823174.394152.346111.45754.5448.625
Q4 2025233.5162.115183.766.254.7
Q3 2025191.482186.572151.5479.86872.39955.315
Q2 2025143.964195.32145.13273.78359.66346.712
Q1 2025132.924188.511144.90471.67156.94742.597

Source: Monolithic Power Systems Form 10-Q end-market revenue tables (thousands) and Q4 2025 and Q3 2026 Exhibit 99.1. Q1 2025 and Q1 2026: Q1 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774926014647/mpwr20260331_10q.htm). Q2 2025: Q2 2025 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774925024602/mpwr20250630_10q.htm). Q3 2025: Q3 2025 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000143774925033332/mpwr20250930_10q.htm). Q4 2025: Exhibit 99.1 (https://www.sec.gov/Archives/edgar/data/1280452/000143774926003191/ex_886152.htm). Q2 2026: Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1280452/000162828026053275/mpwr-20260630.htm) and Exhibit 99.1 (https://www.sec.gov/Archives/edgar/data/1280452/000162828026051029/mpwr-20260630xexx991.htm). Q3 2026: Exhibit 99.1 filed 29 Oct 2026 (https://www.sec.gov/Archives/edgar/data/1280452/000162828026068202/mpwr-20260930xexx991.htm), Revenue by End Market table in $M; its Q3 2025 and Q2 2026 comparatives match this file to within 0.1 (Communications Q2 2026 prints 131.5 against 131.571 in the 10-Q, rounded so the column foots). IR: https://www.monolithicpower.com.

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Monolithic Power Systems (MPWR) - KPIs | Sterling