What drives POWI's EPS outperformance in recent quarters?

Power Integrations' (POWI) recent quarters have seen an EPS outperformance driven by several key factors:

1. **Revenue Growth**: Power Integrations has reported a revenue growth of 17.6% year-on-year, reaching $105.3 million. This increase in revenue contributes directly to a higher EPS.
2. **Efficient Operations**: The company's focus on efficiency is evident in its ROE of 4.3%, which, although low compared to the industry average, indicates that Power Integrations is generating profits from its shareholders' equity effectively.
3. **Dividend Payments**: Power Integrations has maintained dividend payments for 17 consecutive years, and recently announced a quarterly dividend. Dividend payments, when included in the EPS calculation, can positively influence the EPS.
4. **Market Position**: As a leading supplier of parts for electronics, Power Integrations' market position likely contributes to stable revenue and profitability.

In conclusion, Power Integrations' EPS outperformance is driven by its revenue growth, efficient operations, consistent dividend payments, and strong market position. These factors collectively contribute to a higher EPS despite a challenging business environment.