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Power Integrations (POWI) guidance and outlook
Power Integrations (POWI) gave its guidance on Nov 4, 2026: Revenue $118M–$126M for Q4 2026; Gross margin 54%–55% for Q4 2026; Gross margin 54.5%–55.5% for Q4 2026; Operating expenses $53.0M–$54.0M for Q4 2026. Power Integrations' 10-Q filed Nov 5, 2026 makes 9 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $118M–$126M | new |
| Gross margin | Q4 2026 | 54%–55% | new |
| Gross margin | Q4 2026 | 54.5%–55.5% | new |
| Operating expenses | Q4 2026 | $53.0M–$54.0M | new |
| Operating expenses | Q4 2026 | $42.5M–$43.5M | new |
| Operating margin | Q4 2026 | 10%–12% | new |
| Operating margin | Q4 2026 | 19%–21% | new |
| Gross margin | Q4 2026 | 54% | new |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- • the significant sales of our products through distributors, which limits our direct interaction with our end customers, reducing our ability to forecast sales, and increasing the complexity of our business;
- • changes in global trade policy, including tariffs, could reduce demand for end products that incorporate our products, which could have a material adverse effect on our revenue and operating results;
- • our ability to realize the expected benefits of restructuring initiatives designed to reduce costs and create a more efficient organization;
- • our ability to successfully integrate, or realize the expected benefits from, our acquisitions.
- In connection with this ongoing evaluation, a restructuring plan was undertaken in the first quarter of 2026, reducing the Company’s workforce by approximately 7% to better align our expenses with revenue and create flexibility to invest in the products, people, and markets that are expected to drive long-term growth and profitability.
- We expect international sales, and sales to the Asia region in particular, to continue to account for a large portion of our net revenue in the future.
- In addition, for the three and nine-month periods, we recognized $0.3 million and $1.2 million credits, respectively, to stock-based compensation expense which reflects our revised estimate of the portion of unvested equity awards associated with our retired former chief executive officer that may ultimately vest subject to continuous service and based on the Company's forecasted performance.
- We believe that cash generated from operations, together with existing sources of liquidity, will satisfy our projected working capital and other cash requirements for at least the next 12 months.
- Our cash requirements beyond the next 12 months are subject to a number of uncertainties, including general economic conditions and our ability to generate cash flow from operations; we expect those cash requirements to include funding our operations and capital expenditures.
Power Integrations' latest quarter
Power Integrations, Q3 2026: revenue $125M (+6% year over year), operating margin 15.2%, net earnings $18.3M, operating cash flow $42.6M. The chart follows the revenue to costs, profit and cash.
Questions
Did Power Integrations raise or lower its guidance?
Power Integrations (POWI) gave its guidance on Nov 4, 2026: Revenue $118M–$126M for Q4 2026; Gross margin 54%–55% for Q4 2026; Gross margin 54.5%–55.5% for Q4 2026; Operating expenses $53.0M–$54.0M for Q4 2026.
What does Power Integrations expect?
• the significant sales of our products through distributors, which limits our direct interaction with our end customers, reducing our ability to forecast sales, and increasing the complexity of our business; • changes in global trade policy, including tariffs, could reduce demand for end products that incorporate our products, which could have a material adverse effect on our revenue and operating results; • our ability to realize the expected benefits of restructuring initiatives designed to reduce costs and create a more efficient organization;
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.