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Diodes (DIOD) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Diodes (DIOD) Q3 2026 earnings results →
Q3 2026 Revenue up 36% year over year to $533M · 8¢ of every $1 of revenue kept as net profit · operating margin 11.9%
Diodes made $533M in Q3 2026 (+36% Y/Y): Distributor $358M, Direct Sales $174M. Operating margin 11.9%, net earnings $43.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $532.6M in Q3 2026, up 36% year over year and up 20% from the previous quarter. Distributor was the largest line at 67% of revenue. Distributor added $98.4M year over year (up 38%), 70% of the total change.
Gross margin was 36.1%, up 5.4 points from Q3 2025. Operating profit was $63.4M, a 11.9% margin (up 9.0 points year over year). Of the extra revenue versus Q3 2025, 37% reached operating profit, above the 3% margin then. Operating expenses grew 18% against revenue growth of 36%. The fastest-growing cost line was SG&A (+33%). Net earnings were $43.7M, up 206% year over year. The effective tax rate was 23.2%.
Operating cash flow was $97.2M (up 23% year over year), 209% of net income including minority interests. Non-cash charges added back $35.9M of depreciation and amortization and $9.4M of share-based compensation. Working capital and other items added $5.3M. Capital expenditures of $53.2M left free cash flow of $43.9M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $533M | +36% | 11.9% | $43.7M | $97.2M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $446M | +22% | 7.5% | $46.6M | $68.5M |
| Q1 2026 | 10-Q | May 7, 2026 | $405M | +22% | 4.9% | $15.0M | $64.3M |
| Q4 2025 | 10-K | Feb 10, 2026 | $392M | +15% | 3.4% | $10.2M | $38.1M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $392M | +12% | 3.0% | $14.3M | $79.1M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $366M | +14% | 2.6% | $46.1M | $41.5M |
| Q1 2025 | 10-Q | May 8, 2025 | $332M | +10% | 0.4% | −$2.8M | $56.7M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Diodes
Diodes Incorporated (Nasdaq: DIOD), delivers high-quality semiconductor products to the world’s leading companies in the automotive, industrial, computing, consumer electronics, and communications markets. We leverage our expanded product portfolio of analog and power solutions combined with a flexible hybrid manufacturing model to meet customers’ needs. Our broad range of application-specific products, delivered through a total solutions sales approach and supported by global operations including engineering, testing, manufacturing, and customer service, enable us to be a premier provider for high-growth markets. For more information, visit www.diodes.com .
In its own words, from its 8-K, filed Aug 5, 2026.
Diodes against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +36% against the peers' median +40%. Operating margin: 11.9% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| DIOD Diodes | Q3 2026 | $533M | +36% | 11.9% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Diodes 10-Q on SEC EDGAR · CIK 29002 · Semiconductors & Related Devices
Guidance and outlook
13F: who owns DIOD and who is buying
More on DIOD
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results