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Diodes (DIOD)
NASDAQ:DIOD
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.34Last Year’s EPS
0.19Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid top-line momentum with broad-based revenue growth (notably in computing/AI, automotive, and industrial), strong cash generation and meaningful product/content expansion. However, margin pressure from manufacturing underloading and some sequential profitability softness temper near-term earnings visibility. Management provided constructive multi-year targets and specific margin/revenue roadmaps, indicating confidence in recovery and structural improvement.Company Guidance
Revenue Growth — Quarter and Full Year
Q4 2025 revenue of $391.6M, up 15.4% year-over-year (from $339.3M). Full-year 2025 revenue of $1.5B, up 13% year-over-year (from $1.3B) — the highest annual growth since 2021 and the fourth consecutive quarter of double-digit YoY growth.
Computing (AI Server) Strength
Computing market drove most full-year growth, increasing ~25% year-over-year, driven by AI server and data center demand and design wins across PCIe clocks, DDR MOX, USB-C power components and other server-focused products.
Automotive and Industrial Momentum
Automotive revenue grew ~6% sequentially and roughly 20%+ year-over-year (management cited 20%–24% in different comments); industrial grew 13% for the full year. Combined automotive and industrial comprised 42% of product revenue, supporting product mix improvement.
Improved Cash Generation and Free Cash Flow
Operating cash flow for full-year 2025 was $215.5M (vs $119.0M prior year). Free cash flow for 2025 was $137.2M, a $90.8M increase versus 2024, signaling strong cash conversion.
Product and Content Expansion
Introduced over 650 new part numbers in 2025 (~40% automotive). Addressable content per vehicle increased to $239 (from $213 at end-2024 and $160 at end-2023). AI server content increased to 103 from 90 year-over-year — supporting long-term revenue upside.
Non-GAAP Q4 Earnings and EPS Progress
Q4 non-GAAP adjusted net income was $15.7M, or $0.34 per diluted share, up from $12.5M or $0.27 in Q4 2024; GAAP Q4 net income was $10.2M or $0.22, also improved YoY.
Three-Year Interim Financial Targets Announced
Management introduced a three-year target: ~$2.0B in annual revenue with ~$700M gross profit (35%+ gross margin), revenue CAGR ~10.5%, gross profit CAGR ~15%, and >$4 in non-GAAP EPS (implying ~50% EPS CAGR).
Prudent Capital Allocation
Returned capital via share repurchases ($23.8M this quarter toward a $100M program) while maintaining low net debt (total debt ~ $56M) and capital expenditures within target (5–9% of revenue; $78.4M for 2025).
Normalized Channel Inventory and Improved POS
Channel inventory decreased into the normal range (11–14 weeks). Global point-of-sales (POS) increased sequentially (led by North America and Europe), indicating improving end-market demand and healthier channel dynamics.
DIOD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DIOD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $61.70 | $78.00 | +26.42% |
Nov 06, 2025 | $51.80 | $44.27 | -14.53% |
Aug 07, 2025 | $47.17 | $50.91 | +7.93% |
May 08, 2025 | $39.93 | $44.75 | +12.07% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Diodes (DIOD) report earnings?
Diodes (DIOD) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Diodes (DIOD) earnings time?
Diodes (DIOD) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DIOD EPS forecast?
DIOD EPS forecast for the fiscal quarter 2026 (Q1) is 0.34.