Diodes publishes Q3 2026 financial results call transcript
DIOD•Diodes reported record third-quarter revenue of $532.6 million, up 35.8% year over year, and forecast fourth-quarter revenue of $550 million, plus or minus 3%. It expects adjusted earnings of $1.35 per share, plus or minus $0.10, and full-year revenue growth of approximately 30% at the guidance midpoint.
1. Quarterly results and outlook
Diodes reported record third-quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier. The company forecast fourth-quarter revenue of $550 million, plus or minus 3%, and non-GAAP gross margin of 37%, plus or minus 1%; adjusted earnings are expected to be $1.35 per share, plus or minus $0.10.
2. Full-year expectations
Management expects full-year revenue growth of approximately 30% at the guidance midpoint, with capacity expansion supporting higher shipments. The forecast cites continued strength in automotive, industrial and AI applications.
