Diodes Incorporated

NasdaqGS:DIOD 주식 리포트

시가총액: US$5.0b

Diodes 경영진

경영진 기준 점검 4/4

Diodes CEO는 Gary Yu, Jan2024 에 임명되었습니다 의 임기는 2.33 년입니다. 총 연간 보상은 $4.33M, 16.2% 급여 및 83.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $11.92M 가치에 해당하는 회사 주식의 0.24% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.2 년과 3 년입니다.

핵심 정보

Gary Yu

최고경영자

US$4.3m

총 보수

CEO 급여 비율16.16%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간4.2yrs
이사회 평균 재임 기간3yrs

최근 경영진 업데이트

Recent updates

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.

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.

Diodes Incorporated: Why The Rally Is Overdone

Apr 14

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.

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.

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.

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.

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

Feb 17
We Think That There Are Issues Underlying Diodes' (NASDAQ:DIOD) Earnings

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).

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.

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).

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.

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.

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

Aug 01
Revenues Working Against Diodes Incorporated's (NASDAQ:DIOD) Share Price

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

Jun 24
These 4 Measures Indicate That Diodes (NASDAQ:DIOD) Is Using Debt Reasonably Well

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

May 16
Investors Can Find Comfort In Diodes' (NASDAQ:DIOD) Earnings Quality
User avatar

Expanding Design Wins And AI Focus Propel Revenue And Margin Growth In Computing And Automotive Sectors

Expanding presence in automotive, industrial, and computing markets through new product introductions and design wins boosts potential for significant revenue growth.

CEO 보수 분석

Gary Yu의 보수는 Diodes의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Gary의 총 보수(USD4.33M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.55M)보다 낮습니다.

보상과 수익: Gary의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Gary Yu (50 yo)

2.3yrs
재임 기간
US$4,331,731
보수

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...


리더십 팀

이름직위재임 기간보수지분
Gary Yu
President2.3yrsUS$4.33m0.24%
$ 11.9m
Brett Whitmire
Chief Financial Officer7.2yrsUS$1.55m0.061%
$ 3.0m
Francis Tang
Chief Technology Officerless than a yearUS$1.64m0.16%
$ 8.1m
Emily Yang
Senior Vice President of Worldwide Sales & Marketing8.4yrsUS$1.54m0.095%
$ 4.8m
Kuo Tsong
Senior Vice President of Worldwide Products Groupno dataUS$1.55m0.11%
$ 5.7m
Jin Zhao
Senior Vice President of Worldwide Manufacturing and Quality & President of Asia Pacific Region4yrsUS$1.57m0.11%
$ 5.4m
Sheana Chen
Chief Legal Officer4.3yrs데이터 없음데이터 없음
Gurmeet Dhaliwal
Vice President of Corporate Marketing and Investor Relationsno data데이터 없음데이터 없음
Gerry McCarthy
President of Europe2.3yrs데이터 없음데이터 없음
Richard White
Corporate Secretary & Special Assistant to the CEO17yrsUS$337.13k데이터 없음
4.2yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: DIOD의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.2 년).


이사회 구성원

이름직위재임 기간보수지분
Gary Yu
President2.3yrsUS$4.33m0.24%
$ 11.9m
Keh-Shew Lu
Chairman & Special Advisor to the CEO25.3yrsUS$3.70m0.70%
$ 34.9m
Guang Zhong Chen
Independent Director6yrsUS$255.65k데이터 없음
Angie Button
Independent Lead Director5.1yrsUS$275.65k0.0085%
$ 424.1k
Elizabeth Bull
Independent Director3yrsUS$275.65k0.0016%
$ 81.5k
Huey-Jen Su
Independent Director1.3yrsUS$216.08k데이터 없음
Robert Feiger
Independent Director2yrsUS$245.65k0.00043%
$ 21.5k
3.0yrs
평균 재임 기간
70yo
평균 나이

경험이 풍부한 이사회: DIOD의 이사회경험이 있음으로 간주됩니다(평균 재임 3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 17:06
종가2026/05/05 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Diodes Incorporated는 13명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tristan GerraBaird
Gary MobleyBenchmark Company
David WilliamsBenchmark Company