Revenue: As of FY2025 Q4, the actual value is USD 103.2 M, beating the estimate of USD 103.02 M.EPS: As of FY2025 Q4, the actual value is USD 0.24.<h4>Full-Year 2025 Financial Performance</h4><ul><li>Net Income: GAAP net income for the year was $22.1 million, while non-GAAP net income reached $70.7 million .</li><li>Gross Profit &amp; Margin: GAAP gross profit for the full year was $241,649 thousand, with a gross margin of 54.5%. Non-GAAP gross profit was $244,234 thousand, with a non-GAAP gross margin of 55.1% .</li><li>Operating Expenses: GAAP operating expenses totaled $231,455 thousand, and non-GAAP operating expenses were $182,511 thousand .</li><li>Income from Operations &amp; Margin: The company’s GAAP income from operations was $10,194 thousand, resulting in a GAAP operating margin of 2.3%. Non-GAAP income from operations was $61,723 thousand, yielding a non-GAAP operating margin of 13.9% .</li><li>Cash Flow: Cash flow from operations was $111.5 million, and free cash flow stood at $87,122 thousand .</li></ul><h4>Fourth-Quarter 2025 Financial Performance</h4><ul><li>Net Income: GAAP net income was $13.3 million, and non-GAAP net income was $12.7 million .</li><li>Gross Profit &amp; Margin: GAAP gross profit was $54,609 thousand (52.9% gross margin), and non-GAAP gross profit was $54,988 thousand (53.3% non-GAAP gross margin) .</li><li>Operating Expenses: GAAP operating expenses were $45,835 thousand, and non-GAAP operating expenses were $44,966 thousand .</li><li>Income from Operations &amp; Margin: GAAP income from operations was $8,774 thousand (8.5% operating margin), while non-GAAP income from operations was $10,022 thousand (9.7% non-GAAP operating margin) .</li><li>Cash Flow: Cash flow from operations for the quarter was $26.2 million .</li></ul><h4>Segment Revenue Mix by End Market</h4><ul><li>Full Year 2025: The revenue mix by end market was: Communications 12%, Computer 13%, Consumer 37%, and Industrial 38% .</li><li>Fourth Quarter 2025: The revenue mix was: Communications 15%, Computer 14%, Consumer 34%, and Industrial 37% .</li></ul><h4>Operational Metrics</h4><ul><li>Industrial Category Growth: The industrial category’s revenue grew by 15 percent in 2025 .</li><li>PowiGaN™ Product Growth: Total revenue from PowiGaN™ products increased by over 40 percent for the year .</li><li>Workforce Reduction: Power Integrations, Inc. approved a reduction in force on February 1, 2026, terminating approximately 7% of its global workforce on February 2, 2026, to decrease costs and create a more efficient organization .</li><li>Restructuring Costs: The company expects to incur between $3.5 million and $4.0 million in costs, primarily for employee severance and benefits, related to the workforce reduction .</li></ul><h4>First-Quarter 2026 Outlook</h4>Power Integrations, Inc. forecasts revenue for the first quarter of 2026 to be in the range of $104 million to $109 million . GAAP gross margin is expected to be between 52 percent and 53 percent, with non-GAAP gross margin projected between 53 percent and 54 percent . GAAP operating expenses are anticipated to be between $54 million and $55.5 million, and non-GAAP operating expenses are expected to be $46 million plus or minus $0.5 million . The company also expects to recognize the estimated workforce reduction costs in the first quarter of 2026, with the reduction substantially completed by the end of the first quarter of 2026 .

Power Integrations | 8-K: FY2025 Q4 Revenue Beats Estimate at USD 103.2 M