Diodes Q4 revenue rises 15.4% to $391.6 million; Q1 2026 outlook $395 million
Diodes reported fourth quarter 2025 revenue of $391.6 million, up from $339.3 million a year earlier but roughly flat from $392.2 million in the prior quarter. GAAP net income was $10.2 million, or $0.22 per diluted share, compared with $8.2 million, or $0.18, a year earlier and $14.3 million, or $0.31, in the prior quarter. The company also expects first-quarter 2026 revenue of about $395 million, plus or minus 3 percent, which it says represents 19% growth year over year.
Key points
- Q4 2025 revenue $391.6 million, up 15.4% year over year; full-year 2025 revenue $1.48 billion, up 13%
- Q4 2025 GAAP gross margin 31.1%, versus 32.7% a year earlier and 30.7% in the prior quarter
- Full-year 2025 GAAP diluted EPS $1.43, versus $0.95 in 2024; non-GAAP diluted EPS for Q4 was $0.34
- Q1 2026 outlook: revenue about $395 million (plus or minus 3%) and GAAP gross margin of 31.5% (plus or minus 1 point)
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:39 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 10, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.