US · Technology · Semiconductors
EPS came in at 1.18 against a street estimate of 1.05 — a beat of 12.4%.
Analysts rate Diodes Incorporated a strong buy (4 buy, 0 hold, 0 sell out of 4) with an average price target of $142.50.
CONFIDENT Q2 beat expectations with 22% YoY revenue growth, 160bps gross margin expansion, and non-GAAP EPS doubling. Q3 guidance targets 30% YoY growth. ElevATE acquisition adds $50M revenue with 20%+ CAGR. Q2 2026 Asia 79%, Europe 12%, North America 9%. Global POS reached record levels. Analysts probed SPFAB transparency, supply constraints, and inventory risk. Management deflected P&L detail but confirmed fab loading growth; emphasized customer-centric capacity strategy and absence of speculative ordering. 2026-08-05…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 15.95% |
| FMR Inc | 9.51% |
| Vanguard Portfolio Management, LLC | 8.13% |
| State Street Corp | 5.66% |
| Dimensional Fund Advisors, Inc. | 4.78% |
| Vanguard Capital Management, LLC | 4.33% |
| William Blair Investment Management, LLC | 3.65% |
| Geode Capital Management, LLC | 3.58% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $532,587, compared with $392,170 in the third quarter of 2025. • Third-quarter gross profit was | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue reached a record $532.6 million, up 35.8% year over year and 19.5% sequentially. • GAAP gross profit was $192.5 m | 2026-11-05 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Diodes Incorporated announced that it will discuss its third quarter 2026 financial results on Thursday, November 5, 2026. • The | 2026-10-15 |
| Company announcement · Q3 2026 DIODES INCORPORATED – 8-K SUMMARY (August 27, 2026) HEADLINE NUMBERS • Acquisition completed: Diodes Incorporated finished its acquisition of ElevAT | 2026-08-27 |
| Material agreement · Q3 2026 DIODES INCORPORATED – 8-K SUMMARY (August 18, 2026) HEADLINE NUMBERS • $375 million aggregate principal amount of 0.00% Convertible Senior Notes iss | 2026-08-18 |
| Results announced · Q3 2026 DIODES, INC. (DIOD) - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $445.5 million, up 22% year-over-year from $366.2 million (Q2 202 | 2026-08-12 |
| Quarterly report · Q2 2026 DIODES INCORPORATED – 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net Sales Q2 2026: $445.5 million (up 21.6% vs. Q2 2025: | 2026-08-05 |
| Results announced · Q3 2026 DIODES INCORPORATED Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $445.5 million in Q2 2026, up 21.6% year-over-year from $366.2 mil | 2026-08-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of ElevATE Semiconductor for $250 million Diodes Incorporated completed its acquisition of ElevATE Semiconductor for $250 million in cash. ElevATE is a San Diego-based semiconductor company specializing in high-performance integrate | 2026-08-27 |
| Agreement and plan of merger to acquire Elevate Semiconductor Diodes Incorporated announced it is acquiring Elevate Semiconductor, Inc. in an all-cash merger deal dated July 10, 2026. Diodes will merge Elevate into a subsidiary, giving it 100% ownershi | 2026-07-14 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.