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DIOD

Diodes Incorporated

Diodes Incorporated Q1 FY2026 earnings call

May 7, 2026 · fiscal period ended 2026-03

EPS · actual vs est

$0.43 / $0.35Beat +24.0%

Revenue · actual vs est

$405.5M / $396.3MBeat +2.3%
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Summary

Generated 2026-05-07

Management highlights

  • Pricing trends: Q1 pricing stabilized mainly due to product mix change, with overall market prices showing stabilization or upward trend across end market segments. - Europe and market improvement: Real demand as indicated by POS, where channel inventory (in dollars and weeks) decreased, Q1 achieved 3.5% growth vs typical 5%-6% decline, no restocking behavior seen.
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Segment performance

Not specifically mentioned in detail

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Guidance

Look forward to reporting continued progress on next quarter's conference call.

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Risks

Not discussed in the transcript

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Q&A highlights

Q: David Williams asks about pricing trends and Europe market improvement.

A: Emily responds on pricing stabilized due to product mix, and Europe has real demand with decreased channel inventory and Q1 growth

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Key numbers

Reported versus consensus

Earnings calendar feed

MetricReportedConsensusDeltaPrior year
EPS$0.43$0.35+24.0%$0.19
Revenue$405.5M$396.3M+2.3%$332.1M

Transcript

May 7, 2026

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Prior quarters

This page presents the stored structured earnings-call summary and deterministic earnings calendar values. How this is generated. For informational purposes only; not investment advice.