Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-3.33%
$103.47
0% positive prob.
5-Day Prediction
-6.79%
$99.77
0% positive prob.
20-Day Prediction
-2.87%
$103.97
0% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | SELL | -3.33% | -6.79% | -2.87% | 99.6% | Pending |
| Q2 2026 | SELL | -3.34% | -6.80% | -2.87% | 100.0% | Pending |
| Q1 2026 | SELL | -3.58% | -6.48% | -2.87% | 100.0% | -9.38% |
| Q4 2025 | BUY | +5.00% | +7.78% | +6.04% | 100.0% | -5.04% |
SEC 8-K filings with transcript text
Aug 12, 2026 · 100% conf.
1D
-3.34%
$82.73
Act: +15.34%
5D
-6.80%
$79.77
20D
-2.87%
$83.13
2 diod-ex99_1.htm
Exhibit 99.1
05-Aug-2026 Diodes, Inc. (DIOD)
Q2 2026 Earnings Call
www.callstreet.com
Leanne K. Sievers
President, Shelton Group
Gary Yu
President, Chief Executive Officer & Director, Diodes, Inc.
Brett R. Whitmire
Chief Financial Officer, Diodes, Inc.
Emily Yang
Senior Vice President-Worldwide Sales & Marketing, Diodes, Inc.
Elliott Smith
Analyst, Truist Securities, Inc.
Tristan Gerra
Analyst, Robert W. Baird & Co., Inc.
David Williams
Analyst, Needham & Co. LLC
2
www.callstreet.com
I would now like to turn the call over to Leanne Sievers of Shelton Group Investor Relations. Leanne, please go ahead.
Leanne K. Sievers President, Shelton Group
Good afternoon and welcome to Diodes second quarter 2026 financial results conference call. I'm Leanne Sievers, President of Shelton Group, Diodes' Investor Relations Firm. Joining us today are Diodes' President and CEO, Gary Yu; CFO, Brett Whitmire; Senior Vice President of Worldwide Sales and Marketing, Emily Yang; and Vice President of Marketing and Investor Relations, Gurmeet Dhaliwal. I'd like to remind our listeners that the results announced today are preliminary as they are subject to the company's finalizing its closing procedures and customary quarterly review by the company's independent registered public accounting firm. As such, these results are unaudited and subject to revision until the company filed its Form 10-Q for its quarter ended June 30, 2026.
In addition, management's prepared remarks contain forward-looking statements which are subject to risks and uncertainties and management may make additional forward-looking statements in response to your questions. Therefore, the company claims the protection of the Safe Harbor for forward-looking statements that is contained in the Private Securities Litigation Reform Act of 1995. Actual results may differ from those discussed today and therefore we refer you to a more detailed discussion of the risks and uncertainties in the company's filings with the
Securities and Exchange Commission, including Forms 10-K and 10-Q. In addition, any projections as to the company's future performance represent management's estimates as of today August 5, 2026. Diodes assumes no obligation update these projections in the future, as market conditions may or may not change, except to the extent required by applicable law.
Additionally, the company's press release and management statements during this conference call will include discussions of certain measures and financial information in GAAP and non-GAAP terms. Included in the company's press release are definitions and reconciliations of GAAP to non-GAAP items, which provide additional details. Also, throughout the company's press release and management statements during this conference call, we refer to net income attributable to common stockholders as GAAP net income. For those of you unable to listen to the entire call at this time, a recording will be available via webcast for 90 days in the Investor Relations section of Diodes website at www.diodes.com.
And now I'll turn the call over to Diodes President and CEO, Gary Yu. Gary, please go ahead.
Gary Yu President, Chief Executive Officer & Director, Diodes, Inc.
3
www.callstreet.com
Welcome everyone and thank you for joining us on today's conference call. As announced in our press release earlier today, we extend our momentum in the second quarter with revenue again increasing more than 20% year-over-year, driven by growth across all regions. Revenue also increased 10% sequentially, coupled with our record global POS. As the sixth consecutive quarter of double-digit year-over-year growth, this quarter serves as a further confirmation of strengthening demand in overall market, combined with Diodes expanding content across our analog and our power solutions in our key focus areas of automotive, industrial, and AI server related applications.
Automotive revenue reached a record level, up 21% of our product revenue. We continue to drive increased content with an expanding pipeline of new products that's resulting in consistent market share gains across our region's auto manufacturers and suppliers.
Also during the quarter, the cost and operating initiative we previously implemented during the market slowdown are producing measurable benefit to gross margin and our bottom line. With margin increasing 160 basis point year-over-year, and a non-GAAP earnings increasing by more than 100% aga
Aug 5, 2026 · 100% conf.
1D
-3.34%
$82.73
Act: +15.34%
5D
-6.80%
$79.77
20D
-2.87%
$83.13
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May 12, 2026 · 100% conf.
1D
-3.58%
$99.75
Act: -1.44%
5D
-6.48%
$96.75
Act: -9.38%
20D
-2.87%
$100.48
Act: -2.90%
2 diod-ex99_1.htm
Exhibit 99.1
Corrected Transcript
07-May-2026 Diodes, Inc. (DIOD)
Q1 2026 Earnings Call
www.callstreet.com
Leanne K. Sievers
President, Shelton Group
Gary Yu
President, Chief Executive Officer & Director, Diodes, Inc.
Brett R. Whitmire
Chief Financial Officer, Diodes, Inc.
Emily Yang
Senior Vice President-Worldwide Sales & Marketing, Diodes, Inc.
Tristan Gerra
Analyst, Robert W. Baird & Co., Inc.
William Stein
Analyst, Truist Securities, Inc.
David Williams
Analyst, Needham
.....................................................................................................................................................................................................................................................................
Leanne K. Sievers President, Shelton Group
Good afternoon and welcome to Diode's First Quarter 2026 Financial Results Conference Call. I'm Leanne Sievers, President of Shelton Group, Diodes' Investor Relations firm. Joining us today are Diodes' president and CEO, Gary Yu; CFO, Brett Whitmire; Senior Vice President, Worldwide Sales and Marketing, Emily Yang; and Vice President of Marketing Investor Relations, Gurmeet Dhaliwal.
I'd like to remind our listeners that the results announced today are preliminary as they are subject to the company finalizing its closing procedures and customary quarterly review by the company's independent registered public accounting firm. As such, these results are unaudited and subject to revision until the company files its form 10-Q for the quarter ended March 31, 2026. In addition, management's prepared remarks contain forward looking statements, which are subject to risks and uncertainties, and management may make additional forward looking statements in response to your questions. Therefore, the company claims the protection of the safe harbor for forward looking statements that is contained in the private securities litigation reform Act of 1995. Actual results may differ from those discussed today, and therefore we refer to a more detailed discussion of the risks and uncertainties in the company's filings with the Securities and
www.callstreet.com
Exchange Commission, including Forms 10-K and 10-Q.
In addition, any projections as to the company's future performance represent management's estimates as of today May 7, 2026. Diodes assumes no obligation to update these projections in the future as market conditions may or may not change, except to the extent required by applicable law. Additionally, the company's press release and management statements during this conference call will include discussions of certain measures and financial information in GAAP and non-GAAP terms. Included in the company's press release are definitions and reconciliations of GAAP to non-GAAP items, which provide additional details.
Also, throughout the company's press release and management statements during this conference call, we refer to net income attributable to common stockholders as GAAP net income. For those of you unable to listen to the entire call at this time, a recording will be available via webcast for 90 days in the Investor Relations section of Diodes' website at www.diodes.com.
And now, I'll turn the call over to Diodes' President and CEO, Gary Yu. Gary, please go ahead.
Gary Yu President, Chief Executive Officer & Director, Diodes, Inc.
Welcome, everyone, and thank you for joining us on today's conference call. As announced in our press release earlier today, first quarter revenue grew 22% year-over-year and an above-seasonal 3.5% sequentially. This growth highlights the solid demand recovery and momentum that we are seeing across our key focus areas of automotive, industrial and AI-server related applications. In fact, this quarter is the fifth consecutive quarter of double-digit year-over-year growth and the highest percentage increase since fourth quarter of 2021.
Revenue in Europe led the growth, as we continue to benefit from increased opportunities and orders from automotive customers as well as improved demand across broad industrial applications. Additionally, gross margin improved 70 basis points sequentially, due mainly to the higher revenue contribution from automotive and industrial markets, which totaled 44% of product revenue, combined with the improving utilization. Notably, we delivere
This page provides Diodes Incorporated (DIOD) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on DIOD's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.