Diodes reports record Q3 results and guides for further Q4 growth
Diodes reported Q3 2026 revenue of $532.6M, up 35.8% Y/Y, and non-GAAP EPS of $1.18, which exceeded estimates by $0.13. GAAP net income was $43.7 million, or $0.95 per diluted share, while non-GAAP adjusted net income reached $54.5 million, or $1.18 per diluted share. The company projects Q4 revenue of $550M, up 3.2% sequentially, with non-GAAP gross margin of 37%, and expects full-year revenue to increase approximately 30% over 2025.
Why it matters
The earnings beat and Q4 outlook provide investors with updated near-term revenue and profit guidance. The company also expects full-year earnings of $1.25 to $1.45 per share, giving shareholders a higher-period framework for assessing results.
Key facts
- 1Q3 non-GAAP EPS was $1.18, beating estimates by $0.13, while revenue was $532.6M, $22.43M above expectations. seekingalpha.com
- 2Diodes reported Q3 GAAP net income of $43.7 million, or $0.95 per diluted share. finance.yahoo.com
- 3Q3 non-GAAP adjusted net income was $54.5 million, or $1.18 per diluted share, compared with $17.2 million, or $0.37 per diluted share, in the prior-year quarter. finance.yahoo.com
- 4The company projects Q4 revenue of $550M, representing a 3.2% sequential increase, and non-GAAP gross margin of 37%. finance.yahoo.com
- 5Diodes expects full-year earnings between $1.25 and $1.45 per share. finance.yahoo.com
- 6The company expects full-year revenue to increase approximately 30% over 2025 at the midpoint of its projection. finance.yahoo.com
Summary written by AlphAI AI Desk from 5 of 5 sources. Not investment advice. Figures are as stated by the linked sources.