Diodes第三季度营收增35.8%至5.33亿美元创纪录：非GAAP每股收益增219%，四季度指引约5.5亿美元
位于德克萨斯州科林县 Plano 的半导体公司 Diodes Incorporated（纳斯达克：DIOD）11月5日公布截至9月30日的2026年第三季度业绩：营收5.326亿美元，同比增长35.8%、环比增长19.5%，创季度纪录。
当季 GAAP 毛利润1.925亿美元，毛利率36.1%，同比提升540个基点；GAAP 净利润4,370万美元，摊薄每股收益0.95美元，上年同期净利润为1,430万美元、每股收益0.31美元；非 GAAP 调整后净利润5,450万美元，每股收益1.18美元，同比增长219%。EBITDA 为8,970万美元，占营收16.8%；经营现金流9,720万美元，自由现金流4,390万美元。
公司当季完成对自动测试设备高性能集成电路厂商 ElevATE Semiconductor 的收购，并完成本金3.75亿美元、2031年到期的零息可转换高级票据私募发行。截至9月30日，公司现金、现金等价物、受限现金及短期投资约5.78亿美元，总债务约4.05亿美元。
展望方面，公司预计第四季度营收约5.50亿美元（上下浮动3%），同比增长约40.4%，非 GAAP 毛利率约37.0%，非 GAAP 调整后每股收益约1.35美元。
总裁兼首席执行官 Gary Yu 表示，第三季度营收创纪录，毛利率同比提升逾500个基点，全球销售点收入同样创纪录、同比增长逾30%，汽车营收创纪录、工业需求增强、超级智能生态应用在计算市场带来创纪录营收。（来源：Diodes）
Diodes Q3 Revenue Jumps 35.8% to a Record $532.6 Million: Non-GAAP EPS Up 219%, Q4 Outlook Near $550 Million
Diodes Incorporated (Nasdaq: DIOD), based in Plano, Collin County, Texas, reported results on November 5 for the third quarter ended September 30, 2026. Revenue was $532.6 million, up 35.8% year over year and 19.5% sequentially, a quarterly record.
GAAP gross profit was $192.5 million, for a gross margin of 36.1%, up 540 basis points year over year. GAAP net income was $43.7 million, or $0.95 per diluted share, compared with $14.3 million, or $0.31, a year earlier. Non-GAAP adjusted net income was $54.5 million, or $1.18 per diluted share, up 219%. EBITDA was $89.7 million, or 16.8% of revenue. The company generated $97.2 million in operating cash flow and $43.9 million in free cash flow.
During the quarter, Diodes completed its acquisition of ElevATE Semiconductor, a provider of integrated circuits for the automated test equipment market, and issued $375 million in 0.00% convertible senior notes due 2031. As of September 30, the company held about $578 million in cash, equivalents, restricted cash and short-term investments, with total debt of about $405 million.
For the fourth quarter, the company expects revenue of about $550 million, plus or minus 3%, up about 40.4% year over year, a non-GAAP gross margin of about 37.0% and non-GAAP adjusted EPS of about $1.35.
President and CEO Gary Yu said third-quarter revenue reached record levels with gross margin up more than 500 basis points, global point-of-sale revenue also hit a record, and automotive revenue set a record amid stronger industrial demand and AI ecosystem momentum in computing. (Source: Diodes Incorporated)
来源：Diodes
发布：GSM·美国（发布链接）
图片来源：图：德克萨斯州 Plano 市中心车站，Diodes 总部所在城市。Michael Barera 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: Downtown Plano station in Texas, home city of Diodes' headquarters. By Michael Barera, CC BY-SA 4.0, via Wikimedia Commons.
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