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DIODES INC /DEL/ (DIOD)

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Earnings summaries and quarterly performance for DIODES INC /DEL/.

Recent press releases and 8-K filings for DIOD.

Diodes Incorporated Reports Q3 2025 Financial Results and Provides Q4 2025 Guidance
DIOD
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Diodes Incorporated reported Q3 2025 revenue of $392.2 million, representing a 12% increase year-over-year and a 7.1% sequential increase.
  • GAAP net income for Q3 2025 was $14.3 million ($0.31 per diluted share), while non-GAAP adjusted net income was $17.2 million ($0.37 per diluted share).
  • For Q4 2025, revenue is projected to be approximately $380.0 million (plus or minus 3%), with an expected GAAP gross margin of 31% (plus or minus 1%).
  • The company expects to achieve approximately 12% growth for the full year 2025 and anticipates 2026 to be a growth year with double-digit revenue growth and improved profitability, driven by AI, automotive, and industrial markets.
  • Q3 2025 revenue growth was primarily driven by strong demand in the general computing market, including AI-related server applications, data center, and edge computing.
Nov 12, 2025, 10:00 PM
Diodes Incorporated Reports Q3 2025 Financial Results and Provides Q4 2025 Guidance
DIOD
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Diodes Incorporated reported Q3 2025 revenue of $392.2 million, marking a 12% year-over-year increase from $350.1 million in Q3 2024 and a 7% sequential increase from $366.2 million in Q2 2025.
  • GAAP net income for Q3 2025 was $14.3 million, or $0.31 per diluted share, compared to $13.7 million, or $0.30 per diluted share, in Q3 2024.
  • The company's non-GAAP EPS for Q3 2025 was $0.37 per diluted share.
  • For Q4 2025, Diodes Incorporated expects revenue to be approximately $380 million (plus or minus 3 percent) and GAAP gross margin to be 31.0 percent (plus or minus 1 percent).
  • As of September 30, 2025, the company had approximately $392 million in cash and cash equivalents and $58 million in total debt.
Nov 6, 2025, 10:05 PM
Diodes Incorporated Reports Q3 2025 Results and Provides Q4 2025 Outlook
DIOD
Earnings
Guidance Update
New Projects/Investments
  • Diodes Incorporated reported net sales of $392.2 million for Q3 2025, with a GAAP gross profit of $120.5 million and a GAAP gross profit margin of 30.7%. The non-GAAP diluted EPS for the quarter was $0.37.
  • For Q4 2025, the company anticipates revenue of approximately $380 million (+/- 3.0%) and a GAAP gross margin of 31.0% (+/- 1%). This revenue guidance represents a 12 percent year-over-year growth at the mid-point, marking the fifth consecutive quarter of such growth.
  • As of September 30, 2025, the balance sheet showed cash of $392 million and total debt of $58 million. Cash flow from operations for Q3 2025 was $79.1 million.
  • The company's strategic objectives include achieving $1 billion in gross profit, with a focus on high-margin automotive, industrial, analog, and discrete power solutions.
Nov 6, 2025, 10:00 PM
Diodes Incorporated Reports Q3 2025 Financial Results and Provides Q4 2025 Guidance
DIOD
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Diodes Incorporated reported Q3 2025 revenue of $392.2 million, an increase of 12% year-over-year and 7.1% sequentially, primarily driven by strong demand in the general computing market, including AI-related server applications.
  • For Q3 2025, GAAP diluted earnings per share (EPS) was $0.31, and non-GAAP adjusted diluted EPS was $0.37.
  • The company's channel inventory decreased, with total inventory days at 162 and finished goods inventory days at 62, reflecting healthier levels.
  • Diodes provided Q4 2025 revenue guidance of approximately $380 million (plus or minus 3%) and expects approximately 12% growth for the full year 2025.
  • Management anticipates 2026 to be a growth year with double-digit revenue growth and improved profitability, particularly in AI, automotive, and industrial segments, as customer inventory situations normalize.
Nov 6, 2025, 10:00 PM
Diodes Reports Q3 2025 Financial Results and Q4 2025 Guidance
DIOD
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Diodes reported revenue of $392.2 million for the third quarter of 2025, marking a 12% increase year-over-year and a 7.1% sequential increase.
  • GAAP net income for Q3 2025 was $14.3 million, or $0.31 per diluted share, while non-GAAP adjusted net income was $17.2 million, or $0.37 per diluted share.
  • Gross profit for the third quarter was $120.5 million, representing 30.7% of revenue.
  • For the fourth quarter of 2025, Diodes expects revenue to be approximately $380 million, plus or minus 3%, and GAAP gross margin is anticipated to be 31%, plus or minus 1%.
  • The company experienced strong demand in the computing market, particularly for AI-related server applications, and anticipates double-digit revenue growth in 2026, driven by AI, automotive, and industrial segments.
Nov 6, 2025, 10:00 PM
DIOD Reports Third Quarter 2025 Financial Results and Provides Q4 2025 Outlook
DIOD
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Diodes Incorporated reported Q3 2025 revenue of $392.2 million, representing a 7.1% sequential increase and 12% year-over-year growth.
  • For Q3 2025, the company achieved a GAAP gross profit of $120.5 million and a GAAP gross margin of 30.7%. Non-GAAP diluted EPS for the quarter was $0.37.
  • The company maintained a strong balance sheet as of September 30, 2025, with $392 million in cash and cash equivalents and $58 million in total debt.
  • For the fourth quarter of 2025, Diodes Incorporated expects revenue to be approximately $380 million, plus or minus 3%, and GAAP gross margin to be 31.0%, plus or minus 1%.
Nov 6, 2025, 10:00 PM
Diodes Incorporated Reports Strong Q3 2025 Revenue Growth and Provides Q4 Guidance
DIOD
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Diodes Incorporated reported Q3 2025 revenue of $392.2 million, an increase of 12% year-over-year and 7.1% sequentially, primarily driven by strong demand in the general computing market, including AI-related server applications.
  • GAAP net income for Q3 2025 was $14.3 million, or $0.31 per diluted share, with a gross profit of $120.5 million, representing 30.7% of revenue.
  • For Q4 2025, the company expects revenue to be approximately $380 million (plus or minus 3%) and GAAP gross margin to be 31% (plus or minus 1%).
  • The company noted a decrease in total inventory days to 162 and anticipates 2026 to be a growth year with double-digit revenue growth and continued gross margin expansion from an improved product mix and increased manufacturing loading.
Nov 6, 2025, 10:00 PM
Diodes Incorporated Reports Q3 2025 Financial Results and Provides Q4 2025 Outlook
DIOD
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Diodes Incorporated reported revenue of $392.2 million for the third quarter ended September 30, 2025, an increase from $350.1 million in the third quarter of 2024 and $366.2 million in the prior quarter.
  • For Q3 2025, GAAP net income was $14.3 million, resulting in GAAP EPS of $0.31 per diluted share. Non-GAAP adjusted net income was $17.2 million, with non-GAAP EPS at $0.37 per diluted share.
  • The company provided Q4 2025 guidance, expecting revenue to be approximately $380 million (plus or minus 3 percent) and a GAAP gross margin of 31.0 percent (plus or minus 1 percent).
  • CEO Gary Yu stated that Q3 revenue growth was driven by strong demand in the general computing market, including AI-related server applications, and anticipates approximately 12% growth for the full year at the mid-point of Q4 guidance.
Nov 6, 2025, 9:05 PM