Brief: Diodes Q2 Adjusted EPS USD 0.32 Vs. IBES Estimate USD 0.26

Diodes Incorporated

07/08/2025 21:22

Overview

Diodes Q2 revenue rises 14% yr/yr, beating analyst expectations

Adjusted EPS for Q2 beats estimates, reflecting strong demand in Asia

Outlook

Diodes expects Q3 revenue around $392 mln, plus or minus 3%

Company anticipates Q3 GAAP gross margin of 31.6%, plus or minus 1%

Result Drivers

ASIA DEMAND - Strong demand in Asia contributed to revenue growth, with double-digit sales increases in the region

CONSUMER MARKET - Growth in the consumer market was the strongest, impacting product mix negatively

INVENTORY REDUCTION - Channel inventory was reduced, aiding in maintaining gross profit margins

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$366.21 mln
$357.70 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$0.32
$0.26 (4 Analysts)
Q2 EPS
$0.99
Q2 Net Income
$46.10 mln
Q2 EBIT
$9.39 mln
Q2 Gross Profit
$115.32 mln


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 $50.00, about 3.7% above its August 6 closing price of $48.13

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw6GLzwLa

(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.)