Diodes Incorporated

NasdaqGS:DIOD 株式レポート

時価総額:US$4.7b

Diodes マネジメント

マネジメント 基準チェック /34

Diodesの CEO はGary Yuで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 4.33Mで、 16.2%給与と83.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.24%を直接所有しており、その価値は$ 11.18M 。経営陣と取締役会の平均在任期間はそれぞれ4.2年と2.7年です。

主要情報

Gary Yu

最高経営責任者

US$4.3m

報酬総額

CEO給与比率16.16%
CEO在任期間2.3yrs
CEOの所有権0.2%
経営陣の平均在職期間4.2yrs
取締役会の平均在任期間2.7yrs

経営陣の近況

Recent updates

分析記事 May 11

Earnings Beat: Diodes Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, Diodes Incorporated ( NASDAQ:DIOD ) came out with a strong set of quarterly numbers that could potentially...
ナラティブの更新 May 01

DIOD: Higher Multiple And Margin Durability Risk Will Restrain Auto Earnings Upside

Analysts have raised their price target on Diodes by a combined $31. This reflects updated views on the company’s growth, margin profile and future P/E assumptions following recent research from multiple firms.
ナラティブの更新 Apr 16

DIOD: Higher Multiple And Execution Risk Will Restrain Auto Earnings Upside

Analysts have lifted their fair value estimate for Diodes from $67.00 to $80.00, citing updated assumptions for revenue growth, profit margins, and future P/E multiples that are consistent with recent upgrades and higher price targets from the Street. Analyst Commentary Recent Street research on Diodes has centered on updated assumptions for revenue trends, profitability, and the P/E multiple that investors might be willing to pay.
Seeking Alpha Apr 14

Diodes Incorporated: Why The Rally Is Overdone

Summary DIOD has staged a turnaround in 2026 with the stock rallying higher after a slump in H2 2025, but it is arguably better not to take part in the rally. Most of the gains came after DIOD set impressive targets for the next three years, but there are a couple of issues here worth keeping in perspective. DIOD seems to be benefiting from problems at Nexperia, but recent developments suggest this tailwind could become a headwind in the future. The stock looks overvalued and risky after rallying by so much, which is why I am neutral on DIOD with a hold rating. Read the full article on Seeking Alpha
ナラティブの更新 Apr 01

DIOD: Future Earnings Power Will Be Supported By Automotive Expansion And Execution Risks

Analysts have raised their price targets on Diodes by $18 and $13 in recent reports, reflecting updated views on the stock that inform the latest valuation assumptions. Analyst Commentary Recent price target increases on Diodes signal that research desks are refreshing their views on the company, with updated assumptions feeding into revised valuation ranges.
ナラティブの更新 Mar 18

DIOD: Higher Earnings Power Will Be Driven By Improved Risk Profile

Analysts have raised their price targets on Diodes by $18 and $13, citing updated views on the company’s risk profile, growth outlook, profitability, and forward P/E assumptions. Analyst Commentary Recent target changes on Diodes reflect updated views on risk, growth, and valuation, with bullish analysts revisiting their models around profitability and forward P/E assumptions.
ナラティブの更新 Mar 04

DIOD: Auto And Power Products Will Support Balanced Outlook At Higher Earnings Multiple

Analysts have lifted their price target for Diodes from $54 to $67, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple as reflected in recent Street research from firms including Benchmark and Truist. Analyst Commentary Even with the higher price targets, research updates signal that expectations for Diodes are more balanced than the headline moves suggest.
ナラティブの更新 Feb 18

DIOD: Higher Revenue And Margin Assumptions Will Support Stronger Earnings Power

Narrative Update on Diodes The analyst price target for Diodes has been updated from $58.67 to $75.67, with analysts pointing to higher assumed revenue growth, profit margins, a slightly higher discount rate, and a lower future P/E as key drivers of the change. Analyst Commentary Recent research updates have focused on how changes in assumptions around revenue growth, margins, discount rates, and future P/E levels affect Diodes' valuation framework.
分析記事 Feb 17

We Think That There Are Issues Underlying Diodes' (NASDAQ:DIOD) Earnings

Unsurprisingly, Diodes Incorporated's ( NASDAQ:DIOD ) stock price was strong on the back of its healthy earnings...
ナラティブの更新 Feb 04

DIOD: Auto And Power Products Will Support Steady Outlook On Fair Value

Analysts have kept their Diodes price target steady at US$54.00, reflecting updated views that are broadly consistent on discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Launched the automotive compliant PI2MEQX2505Q MIPI D PHY ReDriver, targeting higher pixel count camera monitoring and ADAS systems with data rates up to 2.5Gbps and multiple programmable signal integrity settings (Key Developments).
ナラティブの更新 Jan 20

DIOD: Automotive Portfolio And Power Products Will Support Steady Fair Value Outlook

Analysts have maintained their fair value estimate for Diodes at US$54.00. They have made small adjustments to the discount rate, expected revenue growth, profit margin, and future P/E assumptions to reflect updated views on the company’s risk profile and earnings potential.
ナラティブの更新 Jan 06

DIOD: Automotive Product Expansion And Higher P/E Will Support Balanced Outlook

Analysts have lifted their price target on Diodes from US$51 to US$54, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together support a slightly higher valuation range. What's in the News Diodes expanded its automotive-compliant bipolar transistor portfolio with the DXTN/P 78Q and 80Q series, a set of twelve ultra low VCE(sat) NPN and PNP devices aimed at power switching, gate driving, DC-DC conversion, and motor and actuator control across 12 V, 24 V, and 48 V systems, priced from US$0.19 to US$0.22 in 6,000-piece quantities (Product-Related Announcements).
ナラティブの更新 Dec 14

DIOD: Automotive Expansion And Higher Multiple Will Drive Balanced Risk Reward

Analysts have lifted their price target on Diodes from 43.00 dollars to 51.00 dollars, citing expectations for faster top line growth and a higher future earnings multiple. These factors more than offset slightly lower projected profit margins and a higher discount rate.
ナラティブの更新 Aug 08

AI Demand And Automotive Electrification Will Expand Semiconductor Markets

Despite a notable decline in net profit margin, the significant rise in Diodes’ future P/E multiple suggests heightened market optimism for future growth, resulting in a revised fair value price target of $58.67. What's in the News Diodes Incorporated provided Q3 2025 guidance targeting revenue of approximately $392 million (±3%), representing a 12% year-over-year increase, marking the fourth consecutive quarter of annual growth.
分析記事 Aug 01

Revenues Working Against Diodes Incorporated's (NASDAQ:DIOD) Share Price

You may think that with a price-to-sales (or "P/S") ratio of 1.7x Diodes Incorporated ( NASDAQ:DIOD ) is definitely a...
分析記事 Jun 24

These 4 Measures Indicate That Diodes (NASDAQ:DIOD) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 May 16

Investors Can Find Comfort In Diodes' (NASDAQ:DIOD) Earnings Quality

Diodes Incorporated's ( NASDAQ:DIOD ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
分析記事 Apr 17

Diodes Incorporated's (NASDAQ:DIOD) 27% Dip In Price Shows Sentiment Is Matching Revenues

To the annoyance of some shareholders, Diodes Incorporated ( NASDAQ:DIOD ) shares are down a considerable 27% in the...
分析記事 Apr 16

At US$35.62, Is It Time To Put Diodes Incorporated (NASDAQ:DIOD) On Your Watch List?

Diodes Incorporated ( NASDAQ:DIOD ), is not the largest company out there, but it received a lot of attention from a...
分析記事 Mar 31

Capital Allocation Trends At Diodes (NASDAQ:DIOD) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Feb 28

Diodes Incorporated (NASDAQ:DIOD) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-sales (or "P/S") ratio of 1.8x Diodes Incorporated ( NASDAQ:DIOD ) may be sending bullish signals at...
分析記事 Feb 04

Is Diodes (NASDAQ:DIOD) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jan 03

Is Diodes Incorporated (NASDAQ:DIOD) Potentially Undervalued?

Diodes Incorporated ( NASDAQ:DIOD ), might not be a large cap stock, but it saw a double-digit share price rise of over...
分析記事 Nov 17

Returns On Capital Signal Tricky Times Ahead For Diodes (NASDAQ:DIOD)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

CEO報酬分析

Diodes の収益と比較して、Gary Yu の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$86m

Dec 31 2025US$4mUS$700k

US$66m

Sep 30 2025n/an/a

US$64m

Jun 30 2025n/an/a

US$64m

Mar 31 2025n/an/a

US$26m

Dec 31 2024US$4mUS$630k

US$44m

Sep 30 2024n/an/a

US$61m

Jun 30 2024n/an/a

US$96m

Mar 31 2024n/an/a

US$170m

Dec 31 2023US$3mUS$442k

US$227m

Sep 30 2023n/an/a

US$294m

Jun 30 2023n/an/a

US$332m

Mar 31 2023n/an/a

US$330m

Dec 31 2022US$2mUS$348k

US$331m

Sep 30 2022n/an/a

US$305m

Jun 30 2022n/an/a

US$287m

Mar 31 2022n/an/a

US$262m

Dec 31 2021US$3mUS$316k

US$229m

報酬と市場: Garyの 総報酬 ($USD 4.33M ) は、 US市場 ($USD 7.12M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Garyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Gary Yu (50 yo)

2.3yrs
在職期間
US$4,331,731
報酬

Mr. Gary Yu is President & Director at Diodes Incorporated since January 02, 2024 and is its Chief Executive Officer from May 13, 2025. He served as Chief Operating Officer of Diodes Incorporated since Feb...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Gary Yu
President2.3yrsUS$4.33m0.24%
$ 11.2m
Brett Whitmire
Chief Financial Officer7.2yrsUS$1.55m0.061%
$ 2.8m
Francis Tang
Chief Technology Officerless than a yearUS$1.64m0.16%
$ 7.6m
Emily Yang
Senior Vice President of Worldwide Sales & Marketing8.4yrsUS$1.54m0.095%
$ 4.5m
Kuo Tsong
Senior Vice President of Worldwide Products Groupno dataUS$1.55m0.11%
$ 5.3m
Jin Zhao
Senior Vice President of Worldwide Manufacturing and Quality & President of Asia Pacific Region4yrsUS$1.57m0.11%
$ 5.1m
Sheana Chen
Chief Legal Officer4.3yrsデータなしデータなし
Gurmeet Dhaliwal
Vice President of Corporate Marketing and Investor Relationsno dataデータなしデータなし
Gerry McCarthy
President of Europe2.3yrsデータなしデータなし
Richard White
Corporate Secretary & Special Assistant to the CEO17yrsUS$337.13kデータなし
4.2yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: DIODの経営陣は 経験豊富 であると考えられます ( 4.2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Gary Yu
President2.3yrsUS$4.33m0.24%
$ 11.2m
Philip Ritter
Directorno dataデータなしデータなし
Guang Zhong Chen
Independent Director6yrsUS$255.65kデータなし
Angie Button
Independent Chairwoman of the Board5.1yrsUS$275.65k0.0085%
$ 397.7k
Elizabeth Bull
Independent Director3yrsUS$275.65k0.0016%
$ 76.4k
Huey-Jen Su
Independent Director1.3yrsUS$216.08kデータなし
2.7yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: DIODの 取締役会経験豊富 ではない ( 2.7年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/14 01:20
終値2026/05/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Diodes Incorporated 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Tristan GerraBaird
Brian PiccioniBMO Capital Markets Equity Research
Shawn HarrisonLongbow Research LLC