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Diodes (DIOD) guidance history: what it guided and what it reported

Diodes gave guidance in 10 earnings releases on file since Aug 8, 2024. Of 17 guided periods since reported, it met or beat its own guidance 17 times (100%). Revenue: 7 of 7, on average +2.7% against the guided midpoint. Its releases raised guidance once and lowered it 0 times.

Revenue

Diodes Revenue: last guidance vs reportedDiodes Revenue: last guidance vs reportedguided rangereported (above / within / below)Q3 2024Q4 2024Q1 2025$332MQ2 2025$366MQ3 2025$392MQ4 2025$392MQ1 2026$405MQ2 2026$446MQ3 2026$533MQ4 2026

Met or beat 7 of 7 periods (2 above, 5 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 2026$550M (Nov 5, 2026)—to be reported—
Q3 2026$495M–$525M (Aug 5, 2026)$533Mabove the range+4.4%
Q2 2026$422M–$448M (May 7, 2026)$446Mwithin the range+2.4%
Q1 2026$383M–$407M (Feb 10, 2026)$405Mwithin the range+2.6%
Q4 2025$369M–$391M (Nov 6, 2025)$392Mwithin the range+3.0%
Q3 2025$380M–$404M (Aug 7, 2025)$392Mwithin the range+0.0%
Q2 2025$344M–$366M (May 8, 2025)$366Mabove the range+3.2%
Q1 2025$313M–$333M (Feb 11, 2025)$332Mwithin the range+2.8%
Q4 2024$327M–$347M (Nov 7, 2024)———
Q3 2024$336M–$356M (Aug 8, 2024)———

GAAP gross margin

Diodes GAAP gross margin: last guidance vs reportedDiodes GAAP gross margin: last guidance vs reportedguided rangereported (above / within / below)Q3 2024Q4 2024Q1 2025Q2 202531.5%Q3 202530.7%Q4 202531.1%Q1 202631.8%Q2 202633.1%Q3 202636.1%

Met or beat 6 of 6 periods (1 above, 5 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 202634.0%–36.0% (Aug 5, 2026)36.1%above the range+1.1 pts
Q2 202631.8%–33.8% (May 7, 2026)33.1%within the range+0.3 pts
Q1 202630.5%–32.5% (Feb 10, 2026)31.8%within the range+0.3 pts
Q4 202530.0%–32.0% (Nov 6, 2025)31.1%within the range+0.1 pts
Q3 202530.6%–32.6% (Aug 7, 2025)30.7%within the range-0.9 pts
Q2 202530.8%–32.8% (May 8, 2025)31.5%within the range-0.3 pts
Q1 202531.5%–33.5% (Feb 11, 2025)———
Q4 202432.0%–34.0% (Nov 7, 2024)———
Q3 202433.0%–35.0% (Aug 8, 2024)———

Adjusted gross margin

Every guided period is still to be reported.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 202637.0% (Nov 5, 2026)—to be reported—

Tax rate

Diodes Tax rate: last guidance vs reportedDiodes Tax rate: last guidance vs reportedguided rangereported (above / within / below)Q3 2024Q4 2024Q1 2025Q2 202517.0%Q3 202518.7%Q4 202514.9%Q1 202619.9%

Met or beat 4 of 4 periods (0 above, 3 within, 1 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q1 202615.5%–21.5% (Feb 10, 2026)19.9%within the range+1.4 pts
Q4 202515.5%–21.5% (Nov 6, 2025)14.9%below the range-3.6 pts
Q3 202515.0%–21.0% (Aug 7, 2025)18.7%within the range+0.7 pts
Q2 202515.0%–21.0% (May 8, 2025)17.0%within the range-1.0 pts
Q1 202515.5%–21.5% (Feb 11, 2025)———
Q4 202415.0%–21.0% (Nov 7, 2024)———
Q3 202415.5%–21.5% (Aug 8, 2024)———

Adjusted EPS

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q4 2026$1.25–$1.45 (Nov 5, 2026)—to be reported—
Q3 2026$0.95–$1.15 (Aug 5, 2026)———
Q2 2026$0.50–$0.70 (May 7, 2026)———

The latest quarter

Diodes, Q3 2026: revenue $533M (+36% year over year), operating margin 11.9%, net earnings $43.7M, operating cash flow $97.2M. The chart follows the revenue to costs, profit and cash.

Questions

Does Diodes beat its guidance?

Diodes gave guidance in 10 earnings releases on file since Aug 8, 2024. Of 17 guided periods since reported, it met or beat its own guidance 17 times (100%). Revenue: 7 of 7, on average +2.7% against the guided midpoint.

How often does Diodes raise guidance?

Its earnings releases raised guidance once and lowered it 0 times since Aug 8, 2024.

Latest guidance and outlook →

Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.