Diodes (DIOD)
Supplier of discrete, analog, logic, timing, and connectivity semiconductors.
Something off on this page? Send us feedback.
Supplies discrete, analog, mixed-signal, logic, timing, and sensor semiconductors for automotive, industrial, computing, consumer, and communications equipment. Revenue comes from direct and distributor sales worldwide, with most generated in Asia and through distributors, supported by a hybrid manufacturing network.
Supplies application-specific standard semiconductors for automotive, industrial, computing, consumer-electronics, and communications equipment. The catalog spans discrete devices such as diodes, rectifiers, transistors, and MOSFETs; analog power-management, amplifier, and sensor products; mixed-signal connectivity and timing devices; standard logic; frequency-control components; contact image sensors; and multichip packages.
Operates as one reporting segment, selling directly and through distributors across Asia, the Americas, and Europe. Pairs broad product coverage with application-focused selling, engineering support, packaging capabilities, and global customer service.
Runs a hybrid manufacturing model with wafer fabrication in China, Great Britain, Taiwan, and the United States, plus assembly and test facilities in China, Taiwan, and Germany. Most sales are generated in Asia and through distributors; factory utilization, manufacturing yields, and customer orders that can generally be canceled on short notice remain core operating dependencies.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Robert W. Baird | Target | Target: $120 | Target: $192 |
| May 8, 2026 | Robert W. Baird | Target | Target: — | Target: $120 |
| Apr 13, 2026 | Truist Securities | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $440.0M · Total debt $70.4M · Total assets $2.58B · Shareholders' equity $1.95B
- Revenue
- $445.5M
- Operating income
- $33.3M
- Net income
- $46.6M
No dividends on record.
| Institutions | ≈ 100.30% | 46.08M shares | |
|---|---|---|---|
| 407 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.09% | 958.0K shares | |
| 15 holders · as of Aug 13, 2026 | |||
| Adds to | 102.39% | ||
45.94M company shares as of Aug 29, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.39%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.99% | 7.35M | as of Jun 30, 2026 |
FMR LLCInstitution | 9.53% | 4.38M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.15% | 3.74M | as of Jun 30, 2026 |
Brown Capital Management, LLCInstitution | 6.95% | 3.19M | filed Feb 9, 2017 |
State Street CorpInstitution | 5.67% | 2.61M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Richard Dallas White | officer: Corporate Secretary | −3,000 | $106.17 |
| May 29, 2026 | Francis Tang | officer: Chief Technology Officer | −15,330 | $112.04 |
| May 27, 2026 | Gary Yu | director, officer: President and CEO | −3,632 | $110.08 |
| May 27, 2026 | Francis Tang | officer: Chief Technology Officer | −5,000 | $110.08 |
| May 26, 2026 | Francis Tang | officer: Chief Technology Officer | −4,137 | $108.00 |
- Texas Instruments
Broad analog and power rival across industrial and automotive markets
- ON Semiconductor
Power and sensing peer focused on automotive and industrial demand
- Vishay Intertechnology
Direct discrete-semiconductor and passive-components catalog peer
- NXP Semiconductors
Automotive and industrial mixed-signal peer with interface depth
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Diodes | $95.72 | +5.49% | $4.17B | 49.0 | 20.7 | 2.5 | +21.7% |
| Texas Instruments | $270.42 | −0.17% | $247.37B | 41.2 | 28.4 | 12.7 | +22.8% |
| ON Semiconductor | $73.03 | +1.83% | $27.92B | 46.0 | 18.7 | 4.5 | +9.2% |
| Vishay Intertechnology | $32.90 | +0.86% | $4.61B | 130.9 | 23.7 | 1.1 | +16.6% |
| NXP Semiconductors | $235.69 | +1.41% | $58.61B | 19.8 | 14.1 | 4.4 | +19.5% |
| Median | 43.6 | 21.2 | 4.5 | +18.0% |