earnings
confidence high
sentiment positive
materiality 0.75
Diodes Q1 revenue $405.5M (+22% YoY), GAAP EPS $0.32 vs -$0.10 YoY; guides Q2 ~$435M
DIODES INC /DEL/
2026-Q1 EPS
reported $0.32
vs consensus $0.34
▼ miss
(-5.5%)
- GAAP net income $15.0M vs loss of $4.4M YoY; non-GAAP EPS $0.43 vs $0.19 YoY.
- EBITDA $49.4M (12.2% of revenue) vs $26.2M (7.9%) YoY; operating cash flow $64.3M.
- Q2 guidance: revenue ~$435M (+/-3%), GAAP gross margin ~32.8%, non-GAAP EPS ~$0.60.
- Automotive & industrial combined 44% of product revenue; Europe led growth.
- Reiterated 3-year targets: $2B revenue, $700M gross profit, >$4.00 non-GAAP EPS.