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Diodes Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.347 |
| EPS actual | $0.430 |
| EPS Surprise | 24.03% |
| Revenue estimate | 396.333M |
| Revenue actual | 405.467M |
| Revenue Surprise | 2.30% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.260 |
| EPS actual | $0.340 |
| EPS Surprise | 30.77% |
| Revenue estimate | 381.275M |
| Revenue actual | 391.578M |
| Revenue Surprise | 2.70% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.380 |
| EPS actual | $0.370 |
| EPS Surprise | -2.63% |
| Revenue estimate | 380.033M |
| Revenue actual | 392.17M |
| Revenue Surprise | 3.19% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.240 |
| EPS actual | $0.320 |
| EPS Surprise | 33.33% |
| Revenue estimate | 384.833M |
| Revenue actual | 366.212M |
| Revenue Surprise | -4.84% |
Last 4 Quarters for Diodes
Below you can see how DIOD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $47.17 |
| EPS estimate | $0.240 |
| EPS actual | $0.320 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $48.91 |
| Aug 04, 2025 | $49.46 |
| Aug 05, 2025 | $49.21 |
| Aug 06, 2025 | $48.13 |
| Aug 07, 2025 | $47.17 |
| Aug 08, 2025 | $50.91 |
| Aug 11, 2025 | $50.83 |
| Aug 12, 2025 | $53.45 |
| Aug 13, 2025 | $54.82 |
| 4 days before | -3.56% |
| 4 days after | 16.22% |
| On release day | 7.93% |
| Change in period | 12.08% |
| Release date | Nov 06, 2025 |
| Price on release | $51.80 |
| EPS estimate | $0.380 |
| EPS actual | $0.370 |
| EPS surprise | -2.63% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $53.36 |
| Nov 03, 2025 | $53.26 |
| Nov 04, 2025 | $50.88 |
| Nov 05, 2025 | $52.39 |
| Nov 06, 2025 | $51.80 |
| Nov 07, 2025 | $44.28 |
| Nov 10, 2025 | $46.61 |
| Nov 11, 2025 | $46.89 |
| Nov 12, 2025 | $46.76 |
| 4 days before | -2.92% |
| 4 days after | -9.73% |
| On release day | -14.53% |
| Change in period | -12.37% |
| Release date | Feb 10, 2026 |
| Price on release | $61.70 |
| EPS estimate | $0.260 |
| EPS actual | $0.340 |
| EPS surprise | 30.77% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $59.28 |
| Feb 05, 2026 | $59.71 |
| Feb 06, 2026 | $60.84 |
| Feb 09, 2026 | $61.11 |
| Feb 10, 2026 | $61.70 |
| Feb 11, 2026 | $78.00 |
| Feb 12, 2026 | $72.08 |
| Feb 13, 2026 | $71.07 |
| Feb 17, 2026 | $67.54 |
| 4 days before | 4.08% |
| 4 days after | 9.47% |
| On release day | 26.42% |
| Change in period | 13.93% |
| Release date | May 07, 2026 |
| Price on release | $112.59 |
| EPS estimate | $0.347 |
| EPS actual | $0.430 |
| EPS surprise | 24.03% |
| Date | Price |
|---|---|
| May 01, 2026 | $108.24 |
| May 04, 2026 | $108.70 |
| May 05, 2026 | $112.50 |
| May 06, 2026 | $116.05 |
| May 07, 2026 | $112.59 |
| May 08, 2026 | $111.41 |
| May 11, 2026 | $111.99 |
| May 12, 2026 | $103.45 |
| May 13, 2026 | $101.96 |
| 4 days before | 4.02% |
| 4 days after | -9.44% |
| On release day | -1.05% |
| Change in period | -5.80% |
Diodes Earnings Call Transcript Summary of Q1 2026
Diodes reported a strong Q1 2026 with revenue of $405.5M, up 22% year-over-year and 3.5% sequentially, marking the sixth consecutive quarter of double-digit y/y growth. Gross margin improved to 31.8% (up 70 bps sequentially) driven by a higher mix from automotive and industrial end markets (combined 44% of product revenue) and better utilization. GAAP net income was $15.0M ($0.32/diluted) versus a loss a year ago; non-GAAP adjusted net income was $19.8M ($0.43/diluted). EBITDA was $49.4M (12.2% of revenue). Operating cash flow was $64.3M and free cash flow $32.4M despite elevated Q1 CapEx of $31.9M (7.9% of revenue); cash & short-term investments totaled ~$409M and total debt was ~$55M. Inventory days improved to ~157 (down ~30 days y/y); finished goods days were 55. Management reiterated a 3-year interim financial target (aspirational $2B revenue, $700M gross profit, >$4 non-GAAP EPS) and sees Q2 2026 revenue guidance of ~$435M (+/-3%), GAAP gross margin ~32.8% (+/-1%) and non-GAAP EPS ~$0.60 (+/-$0.10). Key demand drivers: automotive, industrial and AI server-related applications (notably Europe strength), continued design-win momentum across power, protection, sensing and MOSFET/SiC portfolios, and gradual fab utilization improvement expected through 2027–2028 as new fabs ramp and customer qualifications complete.
