Diodes Incorporated (DIOD) Q3 FY2026 earnings

Reported results

• Revenue was $532.6 million, an increase of 35.8% from $392.2 million in the third quarter 2025.
• GAAP gross profit was $192.5 million, with a GAAP gross profit margin of 36.1%, compared to $120.5 million and 30.7% in the third quarter 2025.
• Non-GAAP gross profit was $192.9 million and non-GAAP gross profit margin was 36.2%.
• GAAP net income was $43.7 million, or $0.95 per diluted share, compared to $14.3 million, or $0.31 per diluted share, in the third quarter 2025.
• Non-GAAP adjusted net income was $54.5 million, or $1.18 per diluted share, compared to $17.2 million, or $0.37 per diluted share, in the third quarter 2025.
• EBITDA (a non-GAAP measure) was $89.7 million, or 16.8% of revenue, compared to $46.6 million, or 11.9% of revenue, in the third quarter 2025.

Guidance

• For the fourth quarter of 2026, revenue is expected to be approximately $550 million, plus or minus 3%.
• For the fourth quarter of 2026, non-GAAP gross margin is expected to be 37.0%, plus or minus 1%.
• For the fourth quarter of 2026, non-GAAP adjusted EPS is expected to be $1.35, plus or minus $0.10.
• For full year 2026, revenue is expected to increase approximately 30% over 2025 at the mid-point.

Notes

Reported results are preliminary and unaudited, subject to revision until the filing of Form 10-Q for the quarter ending September 30, 2026.

Price and volatility reaction

The stock moved +13.2% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -13.5 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-11-05 (8-K, Item 2.02). Read the original filing on sec.gov.