EarningsQ2 2026 Earnings Report

Dialight (DIALF) Q2 2026 Earnings Report

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Previous Report: Q4 2025

Next Report: Q4 2026

DIALF Q2 2026 EPS Results

Actual EPS$0.07

Consensus EPS―

Beat/Miss―

One Year Ago EPS-$0.49

DIALF Q2 2026 Revenue Results

Actual Revenue$85.60M

Expected Revenue―

Beat/Miss―

YoY Revenue Growth-8.67%

Earnings Announcement Details

QuarterQ2 2026

Date11/11/2025

TimeBefore Open

Conference CallTuesday, November 11, 2025

DIALF Upcoming Earnings

Dialight's next earnings date is estimated for November 10, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026

Earnings Call Date:Nov 11, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call reflects a period of significant internal improvements and financial recovery for Dialight, with reductions in complexity, increased profitability, and successful cash generation. However, the external market conditions, including tariffs and revenue decline, continue to pose challenges.

Company Guidance

In the recent Dialight plc call, the company provided guidance on several key metrics and strategic initiatives. Stephen Blair, CEO, highlighted the transformation plan aimed at improving profitability and cash generation. The company has reduced SKU complexity by 83%, enhancing efficiency and demand planning. Despite a 4% decline in overall revenue due to tariff impacts and economic uncertainties, the Signals and Components segment grew by 10%, with a 20% increase in components linked to data centers and AI. Dialight's gross margin improved by 230 basis points to 35.3%, with a focus on higher-margin SKUs. Operating profit reached $5.5 million, up from $4.2 million the previous year, while net debt decreased to around $8.5 million. The company aims to eliminate bank debt by next year, targeting a 25%+ return on assets and a gross margin of 45%. The ongoing transformation is expected to yield full benefits by the 2027 financial year, positioning Dialight for future growth.

Reduction in SKU Complexity

The company reduced the number of SKUs by 83% over the last 18 months, leading to improved efficiency in manufacturing and better demand planning.

Improved Financial Performance

Dialight generated $5.5 million in operating profit for the first half of the year, compared to $4.2 million for the full previous year, showing significant improvement.

Cash Generation and Debt Reduction

The company reduced its net debt from $24 million to $10.5 million by the end of the half, aided by a $13.9 million operating cash flow.

Increase in Gross Margin

Gross margin improved by 10 percentage points over the last two years, reaching 38% in the most recent half.

Resolution with Sanmina Corporation

Dialight settled its outstanding liability with Sanmina Corporation for $5.65 million, less than the expected $6 million.

DIALF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 10, 2026	2027 (Q2)	- / -	0.069	―
Jun 23, 2026	2026 (Q4)	- / -0.06	0.116	-151.72% (-0.18)
Nov 11, 2025	2026 (Q2)	- / 0.07	-0.485	114.25% (+0.55)
Jun 24, 2025	2025 (Q4)	- / 0.12	-0.279	141.43% (+0.39)
Mar 31, 2025	2024 (Q4)	- / -	-0.279	―
Nov 25, 2024	2025 (Q2)	- / -0.49	-0.128	-280.21% (-0.36)
Aug 05, 2024	2024 (Q2)	- / -	-0.128	―
Jul 30, 2024	2024 (Q5)	- / -	-0.128	―
Feb 19, 2024	2023 (Q4)	- / -0.28	-0.032	-775.00% (-0.25)
Sep 18, 2023	2023 (Q2)	- / -0.13	0.049	-359.46% (-0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed