Diodes
Supplier of discrete, analog, logic, timing, and connectivity semiconductors.
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Profile
Supplies discrete, analog, mixed-signal, logic, timing, and sensor semiconductors for automotive, industrial, computing, consumer, and communications equipment. Revenue comes from direct and distributor sales worldwide, with most generated in Asia and through distributors, supported by a hybrid manufacturing network.
Supplies application-specific standard semiconductors for automotive, industrial, computing, consumer-electronics, and communications equipment. The catalog spans discrete devices such as diodes, rectifiers, transistors, and MOSFETs; analog power-management, amplifier, and sensor products; mixed-signal connectivity and timing devices; standard logic; frequency-control components; contact image sensors; and multichip packages.
Operates as one reporting segment, selling directly and through distributors across Asia, the Americas, and Europe. Pairs broad product coverage with application-focused selling, engineering support, packaging capabilities, and global customer service.
Runs a hybrid manufacturing model with wafer fabrication in China, Great Britain, Taiwan, and the United States, plus assembly and test facilities in China, Taiwan, and Germany. Most sales are generated in Asia and through distributors; factory utilization, manufacturing yields, and customer orders that can generally be canceled on short notice remain core operating dependencies.
Company facts
Key statistics
Year to date +71.1% · Average volume (30d) 626.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Robert W. Baird | Target | $120 | $192 | ||
| May 8, 2026 | Robert W. Baird | Target | $120 | |||
| Apr 13, 2026 | Truist Securities | Upgrade | Hold | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.63 | $0.70 | +11.6% | $436.6M | $445.5M | +2.0% | +15.34% |
| May 7, 2026Q1 FY26 | $0.35 | $0.43 | +24.0% | $396.3M | $405.5M | +2.3% | −1.05% |
| Feb 10, 2026Q4 FY25 | $0.26 | $0.34 | +30.8% | $381.3M | $391.6M | +2.7% | +26.42% |
| Nov 6, 2025Q3 FY25 | $0.38 | $0.37 | −2.6% | $380.0M | $392.2M | +3.2% | −14.52% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $332.1M | $366.2M | $392.2M | $391.6M | $405.5M | $445.5M | |
| Gross profit | $104.7M | $115.3M | $120.5M | $121.9M | $128.8M | $147.6M | |
| Operating income | $1.3M | $9.4M | $11.6M | $13.2M | $19.9M | $33.3M | |
| Net income | −$4.4M | $46.1M | $14.3M | $10.2M | $15.0M | $46.6M | |
| Diluted EPS | −$0.10 | $0.99 | $0.31 | $0.22 | $0.32 | $1.00 | |
| Gross margin | 31.5% | 31.5% | 30.7% | 31.1% | 31.8% | 33.1% | |
| Operating margin | 0.4% | 2.6% | 3.0% | 3.4% | 4.9% | 7.5% |
Fiscal years (4-quarter sums)FY21 $1.81B · FY22 $2.00B · FY23 $1.66B · FY24 $1.31B · FY25 $1.48B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $440.0M · Total debt $70.4M · Total assets $2.58B · Shareholders' equity $1.95B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 45.94M · Float 45.04M · 98.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.35M | 15.99% | 13F | Aug 7, 2026 |
| FMR LLC | 4.38M | 9.53% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 3.74M | 8.15% | 13F | Aug 13, 2026 |
| State Street Corp | 2.61M | 5.67% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 2.20M | 4.79% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Richard Dallas White | officer: Corporate Secretary | −3,000 | $106.17 |
| May 29, 2026 | Francis Tang | officer: Chief Technology Officer | −15,330 | $112.04 |
| May 27, 2026 | Gary Yu | director, officer: President and CEO | −3,632 | $110.08 |
| May 27, 2026 | Francis Tang | officer: Chief Technology Officer | −5,000 | $110.08 |
| May 26, 2026 | Francis Tang | officer: Chief Technology Officer | −4,137 | $108.00 |
Peers
- Texas Instruments
Broad analog and power rival across industrial and automotive markets
- ON Semiconductor
Power and sensing peer focused on automotive and industrial demand
- Vishay Intertechnology
Direct discrete-semiconductor and passive-components catalog peer
- NXP Semiconductors
Automotive and industrial mixed-signal peer with interface depth
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Diodes | $88.00 | −0.02% | $4.04B | 47.6 | 19.0 | 2.5 | +21.7% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| ON Semiconductor | $72.80 | +0.29% | $28.27B | 46.5 | 18.6 | 4.6 | +9.2% |
| Vishay Intertechnology | $30.55 | −0.03% | $4.32B | 122.6 | 21.8 | 1.0 | +16.6% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| Median | 42.9 | 20.2 | 4.4 | +18.0% |