Every material Form 8-K Diodes Incorporated filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Diodes reported third quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier, with GAAP net income of $43.7 million, or $0.95 per diluted share, versus $0.31 a year earlier. The company expects fourth quarter revenue of about $550 million, plus or minus 3%, and non-GAAP adjusted EPS of $1.35, plus or minus $0.10. The results are preliminary and unaudited and remain subject to revision until the Form 10-Q is filed.
Q3 2026 revenue $532.6 million, up 35.8% from $392.2 million in Q3 2025
GAAP EPS $0.95 per diluted share vs $0.31 in Q3 2025; non-GAAP EPS $1.18 vs $0.37
Q4 2026 outlook: revenue about $550 million (plus or minus 3%); non-GAAP EPS $1.35 (plus or minus $0.10)
Private placement of 0.00% Convertible Senior Notes due 2031 totaling $375 million
Diodes completed a private offering of $375 million of 0.00% convertible senior notes due August 15, 2031, including the full exercise of a $50.0 million option, and amended its senior credit agreement to extend the revolver maturity to August 12, 2031 and permit the new debt. The notes carry a conversion price of about $145.79 per share, a 50.0% premium to the $97.19 closing price on August 13, 2026, so the offering adds debt that may dilute shareholders if the stock rises above that level.
Offering of $375 million principal closed August 18, 2026, including $50.0 million from the full exercise of the initial purchasers' option
Notes mature August 15, 2031; no regular interest; conversion price about $145.79 per share
Net proceeds estimated at $364.6 million with the option exercised, after costs; $35.0 million used to repurchase about 0.36 million shares at $97.19
Credit agreement amendment, effective August 12, 2026, extends revolver maturity to August 12, 2031 and changes pricing and covenants
Diodes reported second quarter 2026 revenue of $445.5 million, up 22% from a year earlier, and GAAP net income of $46.6 million, or $1.00 per diluted share, compared with $0.99 a year earlier. The company guided third quarter revenue to about $510 million plus or minus 3%, and said it has proposed acquiring ElevATE Semiconductor, a maker of automated test equipment chips.
Q2 2026 revenue was $445.5 million, up 22% from $366.2 million a year earlier and up 10% from $405.5 million in Q1 2026.
GAAP net income was $46.6 million, or $1.00 per diluted share, versus $46.1 million, or $0.99, a year earlier; non-GAAP adjusted EPS was $0.70 versus $0.32.
Q3 2026 guidance: revenue of about $510 million plus or minus 3%, GAAP gross margin of 35% plus or minus 1%, and non-GAAP adjusted EPS of $1.05 plus or minus $0.10.
Management expects the proposed ElevATE Semiconductor acquisition to add about $50 million of revenue in the first 12 months after closing.
Diodes reported second-quarter 2026 results on August 5, 2026, with revenue of $445.5 million, up from $366.2 million a year earlier, and GAAP net income of $46.6 million, or $1.00 per diluted share, compared with $0.99 a year earlier. The company guided to third-quarter revenue of about $510 million and non-GAAP adjusted EPS of $1.05, and said the second-quarter results remain preliminary and unaudited until its Form 10-Q is filed.
Q2 2026 revenue was $445.5 million, up from $366.2 million in Q2 2025 and $405.5 million in Q1 2026.
GAAP net income was $46.6 million, or $1.00 per diluted share, versus $0.99 in Q2 2025; non-GAAP adjusted EPS was $0.70 versus $0.32, excluding an $18.7 million gain on investments.
Q3 2026 outlook: revenue of about $510 million plus or minus 3 percent, GAAP gross margin of 35.0 percent plus or minus 1 percent, and non-GAAP adjusted EPS of $1.05 plus or minus $0.10.
As of June 30, 2026, cash, restricted cash and short-term investments were about $442 million and total debt was about $40 million.
Diodes Incorporated's Board elected Evan Yu, a former Diodes senior vice president who retired in January 2023, as an independent director effective August 1, 2026. The filing describes his prior roles at the company and in the semiconductor industry, and states that he qualifies as independent under Nasdaq and Rule 10A-3 standards.
Board elected Evan Yu on July 27, 2026, effective August 1, 2026
Yu previously served as Senior Vice President, Worldwide Power Products, joining the company in 2008 and retiring in January 2023
Before Diodes, Yu was CEO of Commit Inc. and worked at Texas Instruments for 15 years
Company issued a press release dated July 28, 2026 (Exhibit 99.1) announcing the appointment
Diodes Incorporated agreed on July 10, 2026, to acquire ElevATE Semiconductor, a San Diego fabless chip designer for automated test equipment, through a merger. The base price is $250.0 million in cash, subject to adjustments, plus up to $50.0 million in earnout payments tied to 2027 through 2030 revenue and gross margin targets. The deal is subject to closing conditions including HSR Act clearance and is expected to close in the second half of 2026.
Base purchase price of $250.0 million in cash, subject to customary adjustments for cash, debt, transaction costs, taxes and working capital
Earnout of up to $50.0 million based on post-closing revenue and gross margin thresholds for calendar years 2027 through 2030
Diodes expects ElevATE to add approximately $50 million of revenue in the first twelve months after closing
Expected close in the second half of 2026, subject to regulatory approvals including the HSR Act waiting period
Diodes reported first quarter 2026 revenue of $405.5 million, up 22.1% from a year earlier and 3.5% from the prior quarter, and GAAP net income of $15.0 million, or $0.32 per diluted share, compared with a net loss in the prior-year quarter. The company guided second quarter revenue to about $435 million, plus or minus 3%, and non-GAAP adjusted EPS to $0.60, plus or minus $0.10. The results are preliminary and unaudited until the company files its Form 10-Q.
First quarter 2026 revenue was $405.5 million, up 22.1% year over year from $332.1 million.
GAAP net income was $15.0 million, or $0.32 per diluted share, versus a net loss of $4.4 million in the first quarter of 2025.
Non-GAAP adjusted net income was $19.8 million, or $0.43 per diluted share.
Second quarter guidance: revenue about $435 million (plus or minus 3%), GAAP gross margin 32.8% (plus or minus 1%), non-GAAP adjusted EPS $0.60 (plus or minus $0.10).
At Diodes' May 11, 2026 annual meeting, director Keh-Shew Lu received 38,172,374 votes withheld versus 3,455,889 votes for his election. Instead of tendering a resignation under the company's director resignation policy, he resigned from the Board effective immediately, and the Board named Angie Chen Button Chairwoman. The change in board leadership and the withheld-vote result are governance matters for shareholders, and the filing reports no financial figures.
Keh-Shew Lu received 38,172,374 votes withheld and 3,455,889 votes for his re-election at the May 11, 2026 annual meeting.
Lu resigned from the Board effective immediately and will remain an employee as Special Advisor to the CEO.
The Board appointed Angie Chen Button as Chairwoman on May 11, 2026.
Shareholders also elected the other six nominees, approved executive compensation 40,852,983.50 for versus 740,622.00 against, and ratified PricewaterhouseCoopers LLP.
Diodes reported first quarter 2026 revenue of $405.5 million, up from $332.1 million a year earlier, and GAAP net income attributable to common stockholders of $15.0 million, or $0.32 per diluted share, compared with a net loss of $4.4 million a year earlier. The company guided second quarter 2026 revenue to approximately $435 million, plus or minus 3 percent, and non-GAAP adjusted EPS to $0.60, plus or minus $0.10. The results are preliminary and unaudited pending the Form 10-Q.
Q1 2026 revenue $405.5 million versus $332.1 million in Q1 2025 and $391.6 million in Q4 2025
GAAP net income $15.0 million, or $0.32 per diluted share, versus a GAAP net loss of $4.4 million, or $0.10 per share, in Q1 2025
Non-GAAP adjusted EPS $0.43 per diluted share versus $0.19 in Q1 2025
Q2 2026 guidance: revenue about $435 million (plus or minus 3 percent), GAAP gross margin 32.8 percent (plus or minus 1 percent), non-GAAP adjusted EPS $0.60 (plus or minus $0.10)
Diodes reported fourth-quarter 2025 revenue of $391.6 million, up 15.4% from a year earlier and flat from the prior quarter, with GAAP net income of $10.2 million, or $0.22 per diluted share, compared with $0.18 a year earlier. The company guided first-quarter 2026 revenue to about $395 million, plus or minus 3%, and set three-year interim targets of $2 billion in annual revenue and over $4 in non-GAAP EPS, which matters to shareholders because it gives a new benchmark for future performance.
Q4 2025 revenue $391.6 million, up 15.4% year over year; full-year 2025 revenue about $1.5 billion, up 13%
Q4 2025 GAAP net income $10.2 million, or $0.22 per diluted share, versus $0.18 a year earlier; Q4 GAAP gross margin 31.1% versus 32.7% a year earlier
Q1 2026 revenue guidance of about $395 million, plus or minus 3%; midpoint is a 19% increase year over year
Three-year interim targets: about $2 billion revenue, about $700 million gross profit, 35%-plus gross margin, and over $4 non-GAAP EPS, which the CEO said is expected by calendar 2028
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.
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)
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.
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