earnings
confidence high
sentiment positive
materiality 0.85
Diodes Q2 revenue $445.5M (+22% YoY); non-GAAP EPS $0.70 (+119% YoY); Q3 guidance $510M revenue, $1.05 EPS
DIODES INC /DEL/
- Revenue $445.5M, up 22% YoY and 10% sequentially; GAAP EPS $1.00 vs $0.99 YoY.
- Non-GAAP EPS $0.70, more than double YoY ($0.32); driven by automotive, industrial, AI server demand.
- Q3 guidance: revenue ~$510M (+30% YoY, +14% seq); GAAP gross margin 35.0%; non-GAAP EPS $1.05.
- EBITDA $83.5M (18.7% of revenue); operating cash flow $68.5M; free cash flow $34.8M.
- Balance sheet: $442M cash, $40M debt; working capital $931M.