Diodes Incorporated

Diodes Incorporated ( DIOD ) Q3 2026 Earnings Call November 5, 2026 5:00 PM EST Company Participants Gary Yu - President, CEO & Director Brett Whitmire - Chief Financial Officer Emily Yang - Senior Vice President of Worldwide Sales & Marketing Conference Call Participants Leanne Sievers - Shelton Group David Williams - Needham & Company, LLC, Research Division Paul Smith - Truist Securities, Inc., Research Division Tristan Gerra - Robert W. Baird & Co. Incorporated, Research Division Michael Mani - BofA Securities, Research Division Presentation Operator Good afternoon, and welcome to the Diodes Incorporated Third Quarter 2026 Financial Results Conference Call.

PLANO, Texas--(BUSINESS WIRE)--Diodes Incorporated (Diodes) (Nasdaq: DIOD) today announces the release of the API21550/API21552 series within its RobustISO™ family of isolation products. These dual-channel isolated gate drivers are designed for system engineers who require robust, high-voltage isolation and reliable signal transmission for power-switch driving. Applications include motor drives, solar inverters, battery management systems (BMS), servers, IT and industrial infrastructures, and h.

Diodes NASDAQ: DIOD reported record third-quarter revenue of $532.6 million, up 35.8% from a year earlier, as automotive demand, industrial applications and AI infrastructure helped drive growth across its end markets.

PLANO, Texas--(BUSINESS WIRE)--Diodes Incorporated (Diodes) (Nasdaq: DIOD) today reported its financial results for the third quarter ended September 30, 2026. Third Quarter Highlights Revenue was $532.6 million, increasing 35.8% from the $392.2 million in the third quarter 2025 and 19.5% over the $445.5 million in the prior quarter; GAAP gross profit was $192.5 million, compared to $120.5 million in the third quarter 2025 and $147.6 million in the prior quarter; GAAP gross profit margin was 36.