Analog semiconductor supplier Diodes Q3 revenue just misses estimates

Diodes Incorporated

06/11/2025 21:20

Overview

Diodes fiscal Q3 revenue grows 12% yr/yr but slightly misses analyst expectations

Adjusted EPS for fiscal Q3 misses consensus

Company reports strong demand in computing market, slower recovery in automotive and industrial

Outlook

Diodes expects Q4 2025 revenue to be approximately $380 mln, plus or minus 3%

Company anticipates Q4 GAAP gross margin of 31.0%, plus or minus 1%

Diodes sees non-GAAP operating expenses at 27% of revenue for Q4

Result Drivers

COMPUTING DEMAND - Strong demand in computing market, including AI-related server applications, data centers, and edge computing drove revenue growth

REGIONAL SALES GROWTH - Strongest sales growth in Asia, followed by North America, contributing to overall revenue increase

PRODUCT MIX IMPACT - Unfavorable product mix weighed on gross margin, but future margin expansion expected with recovery in higher-margin markets

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Slight Miss*
$392.17 mln
$392.20 mln (4 Analysts)
Q3 Adjusted EPS
Miss
$0.37
$0.39 (4 Analysts)
Q3 EPS
$0.31
Q3 Net Income
$14.28 mln
Q3 EBIT
$11.57 mln
Q3 Gross Profit
$120.49 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy."

Wall Street's median 12-month price target for Diodes Inc is $60.00, about 12.7% above its November 5 closing price of $52.39

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nBw10YhY6a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)