The company reported a 15.4% year-over-year revenue increase to $391.6 million, surpassing the $381.3 million expected by analysts. Adjusted earnings reached 34 cents per share, beating the consensus estimate of 28 cents. Following the announcement, the company’s stock climbed 31% to $80.93, positioning it for a 52-week high and bringing its year-to-date growth to approximately 65%.

AI and Automotive Momentum

Chief Executive Gary Yu noted that demand improved across all target markets and geographic regions. The computing segment showed particular strength, fueled by the rapid expansion of AI server-related applications. Additionally, the automotive and industrial sectors saw gains, with Yu highlighting that a favorable product mix in automotive helped bolster gross margins.

For the first quarter of 2026, Diodes issued guidance projecting revenue of $395 million at the midpoint. This outlook comfortably exceeds the $387.3 million currently anticipated by Wall Street analysts.