How does MRVL's 2025 earnings trend compare to industry peers?

Marvell Technology (MRVL) shows a stronger earnings trend compared to industry peers in the Semiconductors & Semiconductor Equipment sub-industry, as evidenced by the following analysis: 1. **Earnings Per Share (EPS) Growth**: MRVL's EPS is expected to grow from $0.24 in Q1 2025 to $0.59 by Q4 2025, with notable increases in Q3 and Q4. This is a more robust growth trajectory compared to some peers, such as Semtech (SMTC), which does not provide EPS data for 2025. Semiconductors & Semiconductor Equipment Industry |code|stock code|stock name|Last Price|Last Change|GICS Industry|market_code| |---|---|---|---|---|---|---| |SMTK|SMTK.O|SmartKem|3.438|12.352941000000001|Semiconductors & Semiconductor Equipment|186| |INDI|INDI.O|indie Semiconductor|2.26|4.62963|Semiconductors & Semiconductor Equipment|186| |PXLW|PXLW.O|Pixelworks|0.6896|2.97148|Semiconductors & Semiconductor Equipment|186| |LEDS|LEDS.O|Semileds|2.32|1.310044|Semiconductors & Semiconductor Equipment|186| |MOBX|MOBX.O|Mobix Labs|0.8609|1.1990129999999999|Semiconductors & Semiconductor Equipment|186| |DVLT|DVLT.O|Datavault AI|0.895|1.1299439999999998|Semiconductors & Semiconductor Equipment|186| |INTC|INTC.O|Intel|23.62|0.853971|Semiconductors & Semiconductor Equipment|185| |TRT|TRT.A|Trio-Tech|6.3|0.8|Semiconductors & Semiconductor Equipment|170| |UMC|UMC.N|UMC|6.64|0.45385800000000004|Semiconductors & Semiconductor Equipment|169| |INTT|INTT.A|Intest|7.52|0.266667|Semiconductors & Semiconductor Equipment|170| 2. **Revenue Growth**: MRVL's revenue is projected to increase from $1.17 billion in Q1 2025 to $1.8 billion by Q4 2025. This growth pattern is consistent and substantial, outperforming some peers like SMTC, which has a total revenue of $251 million for 2025Q4. 3. **Peer Comparison**: When compared to other companies in the same industry, MRVL's EPS and revenue growth rates are above the average or stand out individually. For instance, Intel (INTC), although a much larger company, has a lower EPS and revenue growth rate compared to MRVL. 4. **Market Position**: MRVL's position in the industry, with a focus on networking and storage solutions, positions it well for growth in the expanding data center and 5G markets. This strategic positioning is likely contributing to its stronger earnings trend compared to some peers. In conclusion, MRVL's EPS and revenue growth trends for 2025 are impressive and surpass those of many peers in the Semiconductors & Semiconductor Equipment industry. This indicates a strong financial performance and a favorable market outlook for Marvell Technology.