Jun 2026 (Q2 FY26) — Aug 5, 2026
Diodes Q2 FY26 — Strong Revenue Growth and Margin Expansion Driven by AI and Automotive
Read the full callDiodes (DIOD) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Diodes earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 446 | +21.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 7.5 | +4.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 46.6 | +1.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly GAAP gross margin | 32.8%, plus or minus 1% | Mar 2026 | Gross profit for the second quarter was $147.6 million or 33.1% of revenue compared to $115.3 million or 31.5% of revenue in the prior year quarter | Achieved |
| Annual revenue of $2 billion (three year interim target) | $2 billion in annual revenue | Dec 2025 | These expected results drive us closer toward our 3-year financial goals of $2 billion in annual revenue and over $4 in non-GAAP EPS | On Track |
1 of DIODES INC /DEL/'s 54 targets was missed. See which ones, and which are quietly gone. The 2 above are the free sample; 52 more targets are in the full ledger.
Claimed
- Revenue increased 22% year-over-year to $445.5 million, marking the fifth consecutive quarter of double-digit YoY growth.
- Gross margin expanded by 160 basis points year-over-year to 33.1%, benefiting from cost and operating initiatives.
- Non-GAAP earnings increased by over 100% year-over-year to $0.70 per diluted share.
- Automotive revenue reached a record 21% of product revenue, growing 37% year-over-year.
- ElevATE Semiconductor acquisition is immediately accretive, expected to add $50 million in revenue in the first 12 months post-close.
Qualified
- Communication market revenue decreased 7% sequentially and approximately 3% year-over-year, primarily due to softness in the smartphone market in China.
- Consumer market remained challenged by memory shortage and slower demand, despite some areas of strength.
Price
$85.36 −1.56% · −$1.35
Performance +58.8% 1Y
1Y: $53.77 on 14 Oct 2025 → $85.36. High $122.76 (22 Jun 2026), low $42.36 (20 Nov 2025).
- Previous close
- $86.71
- 52-week range
- $42.36 – $122.76
- One year
- +53.61%
Overview
- Symbol
- DIOD
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
29 of 30 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly GAAP gross margin | 32.8%, plus or minus 1% | Mar 2026 | Gross profit for the second quarter was $147.6 million or 33.1% of revenue compared to $115.3 million or 31.5% of revenue in the prior year quarter | Achieved |
| Annual revenue of $2 billion (three year interim target) | $2 billion in annual revenue | Dec 2025 | These expected results drive us closer toward our 3-year financial goals of $2 billion in annual revenue and over $4 in non-GAAP EPS | On Track |
Claimed
- Revenue increased 22% year-over-year to $445.5 million, marking the fifth consecutive quarter of double-digit YoY growth.
- Gross margin expanded by 160 basis points year-over-year to 33.1%, benefiting from cost and operating initiatives.
- Non-GAAP earnings increased by over 100% year-over-year to $0.70 per diluted share.
- Automotive revenue reached a record 21% of product revenue, growing 37% year-over-year.
- ElevATE Semiconductor acquisition is immediately accretive, expected to add $50 million in revenue in the first 12 months post-close.
Qualified
- Communication market revenue decreased 7% sequentially and approximately 3% year-over-year, primarily due to softness in the smartphone market in China.
- Consumer market remained challenged by memory shortage and slower demand, despite some areas of strength.
The full ledger
Open DIODES INC /DEL/’s full ledger
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Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Diodes Incorporated Q1 FY26 — Strong Revenue Growth and Margin Improvement
Read the full callEvery analysed call
Diodes earnings calls (DIOD)
Financials
What the filings say
Net profit, year on year: +1% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 350 | 339 | 332 | 366 | 392 | 392 | 405 | 446 |
| Operating profit | 22 | 12 | 1 | 9 | 12 | 13 | 20 | 33 |
| Operating margin | 6.3% | 3.5% | 0.4% | 2.6% | 3.0% | 3.4% | 4.9% | 7.5% |
| Other income | -3 | 0 | -4 | 44 | 7 | 1 | 3 | 25 |
| Interest | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 0 |
| Profit before tax | 19 | 12 | -3 | 53 | 19 | 14 | 22 | 58 |
| Tax rate | 19.3% | 16.6% | −0.7% | 17.0% | 18.7% | 14.9% | 17.8% | 11.8% |
| Net profit | 14 | 8 | -4 | 46 | 14 | 10 | 15 | 47 |
| EPS ($ per share) | 0.30 | — | -0.10 | 0.99 | 0.31 | — | 0.33 | 1.02 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 34 | 35 | 36 | 36 | 37 | 37 | 37 | 37 |
| Total liabilities | 549 | 487 | 963 | 892 | 705 | 558 | 517 | 510 |
| Fixed assets | 447 | 470 | 531 | 582 | 737 | 746 | 684 | 650 |
| Investments | 7 | 5 | 6 | 7 | 7 | 10 | 7 | 10 |
| Total assets | 1,526 | 1,639 | 1,979 | 2,194 | 2,288 | 2,368 | 2,386 | 2,448 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 186 | 230 | 187 | 339 | 393 | 281 | 119 | 216 |
| Cash from investing | -89 | -100 | -107 | -144 | -265 | -158 | -118 | -116 |
| Cash from financing | -52 | -112 | -54 | -158 | -126 | -145 | -19 | -55 |
| Net cash flow | 37 | 18 | 61 | 46 | -26 | -23 | -4 | 58 |
| Capital expenditure | -88 | -99 | -76 | -141 | -212 | -151 | -73 | -78 |
| Free cash flow | 98 | 131 | 111 | 197 | 181 | 130 | 46 | 137 |
DIOD revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Distributor | — | — | — | — | — | — | — | 64% | — |
| Direct Sales | — | — | — | — | — | — | — | 36% | — |
| Customer Two | — | — | 10% | 12% | 11% | 9% | 11% | 12% | +24.8% |
| Customer One | 11% | 13% | 12% | 13% | 13% | 12% | 13% | 10% | -0.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- Asia 61% ↓ 2 pt
- Americas 32% ↑ 3 pt
- Europe 8% ↓ 1 pt
As DIOD cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
58 filings between Nov 12, 2025 and Aug 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$16.76M
29 sales by 8 insiders
Compensation
not trading decisions- 19
- Award — granted as compensation
- 9
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| LU KEH SHEW | — | $7.81M | Feb 20, 2026 |
| Tang Francis | — | $3.11M | May 29, 2026 |
| Whitmire Brett R | — | $2.19M | May 13, 2026 |
| Yang Emily | — | $1.22M | May 27, 2026 |
| Yu Gary | — | $716.3K | May 27, 2026 |
| Zhao Jin | — | $707.8K | May 26, 2026 |
| Tsong Andy | — | $691.8K | May 26, 2026 |
| White Richard Dallas | — | $318.5K | May 29, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 12, 2026 | Yu Evan Director | Award | 2,250 | $0 |
| May 29, 2026 | Tang Francis Chief Technology Officer | Sale | 15,330 | $1.72M |
| May 29, 2026 | White Richard Dallas Corporate Secretary | Sale | 2,000 | $214.0K |
| May 29, 2026 | White Richard Dallas Corporate Secretary | Sale | 1,000 | $104.5K |
| May 27, 2026 | Yu Gary President and CEO | Sale | 3,632 | $399.8K |
| May 27, 2026 | Tang Francis Chief Technology Officer | Sale | 5,000 | $550.4K |
| May 27, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Sale | 3,000 | $330.2K |
| May 26, 2026 | LU KEH SHEW Insider | Tax withheld | 1,970 | $213.2K |
| May 26, 2026 | Tsong Andy SVP Worldwide Products Group | Sale | 1,582 | $169.2K |
| May 26, 2026 | Tang Francis Chief Technology Officer | Sale | 4,137 | $446.8K |
| May 26, 2026 | Zhao Jin President, Diodes Asia | Sale | 3,689 | $394.2K |
| May 26, 2026 | Yu Gary President and CEO | Tax withheld | 592 | $64.1K |
| May 26, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Sale | 2,000 | $215.0K |
| May 20, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Sale | 2,000 | $193.6K |
| May 19, 2026 | Yu Gary President and CEO | Gift | 300 | $0 |
| May 15, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Sale | 2,000 | $202.9K |
| May 13, 2026 | Whitmire Brett R CFO | Sale | 16,556 | $1.71M |
| May 12, 2026 | Tsong Andy SVP Worldwide Products Group | Sale | 2,652 | $291.7K |
| May 12, 2026 | Tang Francis Chief Technology Officer | Sale | 3,643 | $393.4K |
| May 12, 2026 | Zhao Jin President, Diodes Asia | Sale | 2,760 | $282.5K |
| May 11, 2026 | RITTER PHILIP J Director | Award | 3,000 | $0 |
| May 11, 2026 | Su Huey-Jen Jenny Director | Award | 3,000 | $0 |
| May 11, 2026 | Bull Elizabeth Director | Award | 3,000 | $0 |
| May 11, 2026 | Yu Gary President and CEO | Award | 3,000 | $0 |
| May 11, 2026 | Chen Button Angie Director | Award | 6,000 | $0 |
| May 11, 2026 | Chen Warren Director | Award | 3,000 | $0 |
| Feb 24, 2026 | Yu Gary President and CEO | Sale | 2,000 | $140.0K |
| Feb 24, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Sale | 2,154 | $150.6K |
| Feb 20, 2026 | LU KEH SHEW Director | Sale | 64,266 | $4.35M |
| Feb 20, 2026 | LU KEH SHEW Director | Sale | 46,734 | $3.17M |
| Feb 13, 2026 | Tsong Andy SVP Worldwide Products Group | Sale | 3,277 | $230.9K |
| Feb 13, 2026 | Whitmire Brett R CFO | Sale | 5,953 | $424.0K |
| Feb 13, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Sale | 1,000 | $71.9K |
| Feb 3, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Sale | 950 | $57.8K |
| Feb 3, 2026 | Whitmire Brett R CFO | Sale | 830 | $50.5K |
| Feb 3, 2026 | Yu Gary President and CEO | Sale | 2,900 | $176.5K |
| Feb 2, 2026 | Yu Gary President and CEO | Tax withheld | 1,340 | $81.3K |
| Feb 2, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Tax withheld | 2,497 | $151.5K |
| Feb 2, 2026 | Zhao Jin President, Diodes Asia | Sale | 525 | $31.1K |
| Feb 2, 2026 | Whitmire Brett R CFO | Tax withheld | 2,806 | $170.2K |
| Feb 2, 2026 | Zhao Jin President, Diodes Asia | Tax withheld | 1,846 | $112.0K |
| Feb 2, 2026 | Tang Francis Chief Technology Officer | Tax withheld | 2,068 | $125.4K |
| Feb 2, 2026 | LU KEH SHEW Director | Tax withheld | 12,350 | $749.2K |
| Feb 2, 2026 | Tsong Andy SVP Worldwide Analog Products | Tax withheld | 1,541 | $93.5K |
| Feb 1, 2026 | Yu Gary President and CEO | Award | 32,000 | $0 |
| Feb 1, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Award | 18,000 | $0 |
| Feb 1, 2026 | Yang Emily SVP Worldwide Sales/Marketing | Award | 18,000 | $0 |
| Feb 1, 2026 | Whitmire Brett R CFO | Award | 22,000 | $0 |
| Feb 1, 2026 | Whitmire Brett R CFO | Award | 22,000 | $0 |
| Feb 1, 2026 | Tang Francis Chief Technology Officer | Award | 13,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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