)
Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
Diodes
Diodes (DIOD) investor relations material
Diodes Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Fourth quarter 2025 revenue grew 15.4% year-over-year to $391.6 million, marking the highest annual growth since 2021 and the fourth consecutive quarter of double-digit year-over-year growth.
Full year 2025 revenue increased 13%, driven by a 25% rise in the computing market (mainly AI server applications) and double-digit growth in automotive and industrial end markets.
Automotive revenue reached a record 20% of total revenue in Q4, with content per vehicle increasing to 239 from 213 last year.
Initial improvements in gross margin were realized due to favorable product mix, particularly from automotive market growth.
Cash flow from operations for 2025 rose 80% to $215.5 million, and free cash flow per share increased to $2.95 from $1.00 in 2024.
Financial highlights
Q4 2025 revenue: $391.6 million, up 15.4% year-over-year; full year revenue: $1.5 billion, up 13%.
Q4 gross profit: $121.9 million (31.1% margin); full year gross profit: $462.4 million (31.3% margin).
Q4 GAAP net income: $10.2 million ($0.22/diluted share); full year GAAP net income: $66.1 million ($1.43/diluted share).
Q4 non-GAAP adjusted net income: $15.7 million ($0.34/diluted share); full year non-GAAP adjusted net income: $56.7 million ($1.22/diluted share).
Q4 EBITDA: $41.9 million (10.7% margin); full year EBITDA: $199.2 million (13.4% margin).
Q4 free cash flow: $12.4 million; full year free cash flow: $137.2 million.
Cash, equivalents, and short-term investments at year-end: $382 million; working capital: $879 million; total debt: $56 million.
Outlook and guidance
Q1 2026 revenue expected at ~$395 million (±3%), up 19% year-over-year and slightly up sequentially.
Q1 2026 GAAP gross margin expected at 31.5% (±1%); non-GAAP operating expenses at 26.5% (±1%).
Full year 2026 tax rate expected at 18%–18.5% (±3%).
Management introduced three-year interim financial targets: $2 billion in annual revenue, $700 million in gross profit (35%+ gross margin), and over $4 in non-GAAP EPS, with long-term targets of $2.5 billion revenue and $1 billion gross profit (40% margin).
Explain 45% gross profit fall-through
When will GFAB/SPFAB benefits be seen?
How is Diodes leveraging supply disruptions?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Diodes earnings date
Q1 20267 May, 2026
Diodes
Next Diodes earnings date
Q1 20267 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Diodes Incorporated is a semiconductor manufacturer that provides discrete, analog, and mixed-signal products. The company’s portfolio includes power management, signal processing, timing, and logic devices used in automotive, industrial, and consumer electronics. Diodes Incorporated is headquartered in Plano, Texas, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage