Diodes is in the midst of a robust cyclical recovery, with revenue surging 21.7% YoY to $445.5M in 2026Q2 and operating margin expanding to 7.5% from 3.4% in 2025Q4. The company's fortress balance sheet, characterized by a debt-to-equity ratio of 0.03 and cash...
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Revenue growth accelerated to 21.7% YoY in 2026Q2, with operating margin expanding to 7.5% from 3.4% in 2025Q4, though gross margin at 33.1% still trails the 33.7% peak.
A bullish thesis on Diodes Incorporated was highlighted on Valueinvestorsclub.com, suggesting strong potential for growth.
Diodes delivers high-quality semiconductor products to leading companies in automotive, industrial, computing, consumer electronics, and communications markets.
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Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.70+11.6% vs $0.63 | $446M+2.0% vs $437M |
Q2 2026 May 7, 2026 | $0.43+24.0% vs $0.35 | $405M+2.3% vs $396M |
Q1 2026 Feb 10, 2026 | $0.34+30.8% vs $0.26 | $392M+2.7% vs $381M |
Q4 2025 Nov 6, 2025 | $0.37-2.6% vs $0.38 | $392M+3.2% vs $380M |
Hsbc Holdings PLC acquired a new stake in Diodes Incorporated (NASDAQ: DIOD) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 6,582 shares of the semiconductor company's stock, valued at approximately $707,000. Several other large investors have also recently
California State Teachers Retirement System raised its holdings in Diodes Incorporated (NASDAQ: DIOD) by 10,536.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,848,911 shares of the semiconductor company's stock after buying an additional 5,793,924
PLANO, Texas--(BUSINESS WIRE)--Diodes Incorporated (Nasdaq: DIOD), today announced the Company's participation in the following financial conferences: Truist Technology Symposium: AI Transformation & Evolving Enterprise Debates Participation Date: Tuesday, September 15, 2026 Location: Waldorf Astoria, New York, NY StoneX Tech, Media & Telecom Conference Participation Date: Thursday, September 17, 2026 Location: New York Athletic Club, New York, NY Representatives of Diodes will be avail.
PLANO, Texas--(BUSINESS WIRE)--Diodes Incorporated (Diodes) (Nasdaq: DIOD) today announced the successful completion of its acquisition of ElevATE Semiconductor, Inc. ("ElevATE"), a leading provider of high-performance integrated circuits for the Automated Test Equipment (ATE) market, in an all-cash transaction for $250 million. ElevATE is a fabless semiconductor company based in San Diego, California that specializes in the development of highly integrated, low-power analog and mixed-signal se.
Benchmark DIOD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Diodes Incorporated (DIOD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $95.94 | $4.41B | 67.09 | 13.04% | 4.46% | 3.47% | — | |
| $28.28 | $846.41M | -20.06 | -2.48% | -6.23% | -0.02% | — | |
| $51.46 | $2.87B | 131.95 | 5.85% | 5.58% | 3.72% | — | |
| $3.20 | $116.8M | -3.90 | -22.37% | -17.22% | -12.72% | — | |
| $33.14 | $4.68B | -501.36 | 4.48% | 0.86% | 1.55% | — | |
| $283.26 | $2.41B | 19.40 | 10.21% | 22.06% | 32.04% | — |
Diodes Incorporated (DIOD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Diodes Incorporated (DIOD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
Aug 5, 2026·SEC
Jul 28, 2026·SEC
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Diodes Incorporated (DIOD) stock FAQ — growth, dividends, profitability & financials explained
Diodes Incorporated (DIOD) reported $1.63B in revenue for fiscal year 2025. This represents a 2819% increase from $56.0M in 1996.
Diodes Incorporated (DIOD) grew revenue by 13.0% over the past year. This is steady growth.
Yes, Diodes Incorporated (DIOD) is profitable, generating $86.1M in net income for fiscal year 2025 (4.5% net margin).
Diodes Incorporated (DIOD) has a return on equity (ROE) of 3.5%. This is below average, suggesting room for improvement.
Diodes Incorporated (DIOD) generated $142.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
