The earnings call reflected strong revenue growth and significant earnings growth, benefiting from improved market conditions and effective inventory management. However, challenges related to gross margin compression and inventory digestion in the automotive sector remain. The outlook is positive with anticipated revenue growth driven by new product initiatives and strong demand in key markets.

Company Guidance

During the Diodes Incorporated Second Quarter 2025 Financial Results Conference Call, the company provided guidance for the third quarter of 2025, anticipating a revenue increase to approximately $392 million, plus or minus 3%, which represents a 12% growth over the prior year period at the midpoint. They expect GAAP gross margin to be 31.6%, plus or minus 1%, and non-GAAP operating expenses to be approximately 26% of revenue, plus or minus 1%. The net interest income is projected to be around $1 million, with an income tax rate of 18%, plus or minus 3%. The EPS calculation for the third quarter is anticipated to use approximately 46.5 million shares. This guidance reflects strong demand in Asia, particularly for AI-related computing applications and the EV automotive market in China, continuing the company's momentum of year-over-year growth for the fourth consecutive quarter.

Strong Revenue Growth

Revenue for the second quarter of 2025 was $366.2 million, representing a 14% increase over the second quarter of 2024 and a 10% increase over the prior quarter.

Significant Earnings Growth

Non-GAAP earnings grew by almost 70% sequentially, demonstrating effective expense management.

Improved Inventory Management

Inventory days decreased sequentially, with total inventory days down approximately 14 days from the previous quarter.

Positive Outlook

Revenue for the third quarter is anticipated to increase by 7% sequentially and 12% year-over-year, driven by strong demand in Asia for AI-related applications and increasing demand in the EV automotive market in China.

Expansion in New Product Initiatives

Over 100 new part numbers were introduced, with more than 50% being automotive parts.

Diodes (DIOD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DIOD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.39 / -	0.43	―	―	―
Aug 07, 2025	2025 (Q2)	0.27 / 0.32	0.33	-3.03% (-0.01)
May 08, 2025	2025 (Q1)	0.15 / 0.19	0.28	-32.14% (-0.09)
Feb 11, 2025	2024 (Q4)	0.36 / 0.27	0.51	-47.06% (-0.24)
Nov 07, 2024	2024 (Q3)	0.42 / 0.43	1.13	-61.95% (-0.70)
Aug 08, 2024	2024 (Q2)	0.30 / 0.33	1.59	-79.25% (-1.26)
May 09, 2024	2024 (Q1)	0.31 / 0.28	1.59	-82.39% (-1.31)
Feb 06, 2024	2023 (Q4)	0.49 / 0.51	1.73	-70.52% (-1.22)
Nov 08, 2023	2023 (Q3)	1.22 / 1.13	2	-43.50% (-0.87)
Aug 08, 2023	2023 (Q2)	1.57 / 1.59	1.9	-16.32% (-0.31)

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
Aug 07, 2025	$47.17	$50.91	+7.93%
May 08, 2025	$39.93	$44.75	+12.07%
Feb 11, 2025	$50.98	$52.56	+3.10%
Nov 07, 2024	$62.78	$64.23	+2.31%

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 Nov 05, 2025, After Close (Confirmed).

What is Diodes (DIOD) earnings time?

Diodes (DIOD) earnings time is at Nov 05, 2025, 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 2025 (Q3) is 0.39.

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