Diodes Inc (DIOD)
NASDAQ:DIOD
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.6Last Year’s EPS
0.32Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operational and financial rebound: double-digit YoY revenue growth, margin expansion, meaningful improvement in GAAP and non-GAAP profitability, higher EBITDA and stronger cash generation. Management reiterated design-win momentum across automotive, industrial and AI/data-center markets and provided confident guidance for Q2. Key near-term challenges include an inventory dollar build concentrated in raw materials, FX and investment impairments, some sequential softness in computing (notebooks/motherboards) and a multiyear timeline to fully ramp utilization at two fabs. On balance, positive growth, margin and cash trends outweigh the manageable challenges.Company Guidance
Strong Revenue Growth
Q1 revenue of $405.5M, up 22.1% year-over-year (vs $332.1M) and up 3.5% sequentially (vs $391.6M); sixth consecutive quarter of double-digit YoY growth and the highest YoY increase since Q4 2021.
Improved Margins and Gross Profit
Gross profit $128.8M, gross margin 31.8% vs 31.5% year-ago and 31.1% prior quarter; gross margin improvement of ~70 basis points sequentially driven by higher automotive and industrial mix and better utilization.
Earnings and Profitability Expansion
GAAP net income $15.0M ($0.32/diluted) vs a net loss of $4.4M year-ago; non-GAAP adjusted net income $19.8M ($0.43) vs $8.8M ($0.19) year-ago — over 100% YoY increase in quarterly earnings; income before taxes $22.4M vs loss of $2.8M year-ago.
EBITDA and Operating Leverage
EBITDA $49.4M (12.2% of revenue) vs $26.2M (7.9%) year-ago and $41.9M (10.7%) prior quarter, demonstrating material operating leverage.
Cash Flow and Balance Sheet Strength
Operating cash flow $64.3M (up $26.2M sequentially), free cash flow $32.4M (up $20M sequentially) despite $31.9M CapEx; cash, equivalents and short-term investments ~$409M; total debt ~$55M and working capital ~$891M.
Improving Inventory Metrics
Total inventory days 157 (down from 187 year-ago and 161 last quarter); finished goods days 55 (down from 59 prior quarter); channel inventory decreased in dollars and weeks, at the lower end of normal range (11–14 weeks).
Market and Product Momentum (Automotive, Industrial, AI)
Automotive revenue +32% YoY and +3.8% sequentially; industrial revenue +31% YoY and +13.2% quarter-over-quarter. Automotive + industrial combined represent 44% of product revenue. Continued design wins across automotive (ADAS, infotainment, EV power), industrial (AI server power supplies, sensors, SiC diodes) and AI server/data center applications.
Positive Guidance
Q2 guidance: revenue ~ $435M ±3% (midpoint +18.8% YoY, +7.3% sequential), GAAP gross margin expected ~32.8% ±1%, and non-GAAP adjusted EPS expected $0.60 ± $0.10 — indicating continued growth and margin expansion expectations.
Capital Investment Discipline
Q1 CapEx $31.9M (7.9% of revenue), within target annualized range of 5%–9% of revenue, supporting factory capacity and product introductions while maintaining positive cash generation.
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 |
|---|---|---|---|
May 07, 2026 | $112.59 | $111.41 | -1.05% |
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% |
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 Inc (DIOD) report earnings?
Diodes Inc (DIOD) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Diodes Inc (DIOD) earnings time?
Diodes Inc (DIOD) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DIOD EPS forecast?
DIOD EPS forecast for the fiscal quarter 2026 (Q2) is 0.6.