POWIPOWER INTEGRATIONS INC
Semiconductors & Related Devices
- Revenue
- $444M
- 5.9% YoY
- Operating margin
- 2.3%
- 46% YoY
- EBITDA
- $37M
- 27% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear505% of net incomeCash flow under 80% of net income
- Dilutive SBCClear9% of revenueOver 10% of revenue
- Payouts exceed cash flowFired130% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear12% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $703M | $651M | $445M | $419M | $444M | 5.9% |
| Operating income | $175M | $180M | $35M | $18M | $10M | 43% |
| Net income | $164M | $171M | $56M | $32M | $22M | 31% |
| Operating cash flow | $231M | $215M | $66M | $81M | $112M | 37% |
| Capex | $47M | $39M | $21M | $17M | $24M | 41% |
| Stock-based comp | $38M | $22M | $29M | $35M | $40M | 13% |
| Buybacks | $74M | $311M | $55M | $28M | $98M | 252% |
| Dividends | $33M | $41M | $44M | $46M | $47M | 2.5% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 46 | 268 |
| FY2024 | — | — | 78 | 287 |
| FY2023 | — | — | 103 | 155 |
| FY2022 | — | — | 89 | 93 |
| FY2021 | — | — | 114 | 143 |