earnings
confidence high
sentiment positive
materiality 0.75
Diodes Q3 revenue $392M, up 12% YoY; GAAP EPS $0.31, non-GAAP EPS $0.37; Q4 guide ~$380M
DIODES INC /DEL/
2025-Q3 EPS
reported $1.20
vs consensus $0.41
▲ beat
(+195.9%)
- Revenue $392.2M (+12% YoY, +7% seq); GAAP gross margin 30.7% vs 33.7% YoY.
- GAAP net income $14.3M ($0.31/dil) vs $13.7M ($0.30) YoY; non-GAAP adj net $17.2M ($0.37) vs $20.1M ($0.43).
- EBITDA $46.6M (11.9% rev) vs $46.9M (13.4%); free cash flow $62.8M; cash $392M, debt $58M.
- Q4 guidance: rev ~$380M (±3%, +12% YoY mid); GAAP gross margin ~31.0% ±1%; non-GAAP op ex ~27% rev.
- Strong demand in computing/AI; channel inventory down >25% from peak; automotive/industrial improving.