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Diodes Incorporated Message Board

  • winbig33069 winbig33069 Aug 8, 2012 4:09 PM Flag

    HUGE MISS

    missed by 4 to 5 cents on avg estimate by analysts looking for a floor to buy bet 15 and 15.50 ...what does anyone think

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    • Apparently the higher margin products they are talking about are making there way into Samsung and Apple products. Interesting turn of events.

    • iodes Incorporated Earnings: Shrinking Margins for Fifth Consecutive Quarter, Net Income FallsResults: Net income for Diodes Incorporated fell to $6.7 million (14 cents per share) vs. $18 million (38 cents per share) a year earlier. This is a decline of 63% from the year-earlier quarter.

      Revenue: Fell 6.2% to $159.2 million from the year-earlier quarter.

    • Was it that big of a miss? I thought they wanted to grow the top line and improve margins...this is the first time that has happened in several quarters. Still, it is a big dropoff from the past so maybe you are right! I'll defer to others who know more about this company and sector.

      • 1 Reply to t_togh
      • Depends who you get your predictions from. Quoted from Wall Street Cheat Sheet:

        "Actual vs. Wall St. Expectations: Diodes Incorporated reported adjusted net income of 19 cents per share. By that measure, the company beat the mean estimate of 18 cents per share. It beat the average revenue estimate of $144 million."

        The company is betting on net global recovery in the next 2 quarters. That isn't a sure thing, but if you drill really deep it appears to come down to whether Europe will contain the impact of Greece leaving the Euro. Still not a sure thing, but I like the bull side.

        If there's a recovery, Diodes' ongoing strategy of taking any profitable business it can accomodate and giving away low-margin business when the capacity is needed for high-margin business ought to pay off.

 
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