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Side-by-side financial comparison of Arcosa, Inc. (ACA) and DIODES INC (DIOD). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $391.6M, roughly 1.8× DIODES INC). Arcosa, Inc. runs the higher net margin — 7.3% vs 2.6%, a 4.7% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 7.6%). Arcosa, Inc. produced more free cash flow last quarter ($55.8M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 9.4%).
Arcosa, Inc. is a provider of infrastructure-related products and solutions operating across three core segments: construction, energy, and transportation. It offers products including utility structures, construction aggregates, and transportation components, primarily serving customers across the North American market to support critical infrastructure development projects.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
ACA vs DIOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $391.6M |
| Net Profit | $52.1M | $10.2M |
| Gross Margin | 22.9% | 31.1% |
| Operating Margin | 11.0% | 3.4% |
| Net Margin | 7.3% | 2.6% |
| Revenue YoY | 7.6% | 15.4% |
| Net Profit YoY | 776.6% | 23.8% |
| EPS (diluted) | $1.06 | $0.23 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $716.7M | $391.6M | ||
| Q3 25 | $797.8M | $392.2M | ||
| Q2 25 | $736.9M | $366.2M | ||
| Q1 25 | $632.0M | $332.1M | ||
| Q4 24 | $666.2M | $339.3M | ||
| Q3 24 | $640.4M | $350.1M | ||
| Q2 24 | $664.7M | $319.8M | ||
| Q1 24 | $598.6M | $302.0M |
| Q4 25 | $52.1M | $10.2M | ||
| Q3 25 | $73.0M | $14.3M | ||
| Q2 25 | $59.7M | $46.1M | ||
| Q1 25 | $23.6M | $-4.4M | ||
| Q4 24 | $-7.7M | $8.2M | ||
| Q3 24 | $16.6M | $13.7M | ||
| Q2 24 | $45.6M | $8.0M | ||
| Q1 24 | $39.2M | $14.0M |
| Q4 25 | 22.9% | 31.1% | ||
| Q3 25 | 24.1% | 30.7% | ||
| Q2 25 | 22.5% | 31.5% | ||
| Q1 25 | 19.8% | 31.5% | ||
| Q4 24 | 19.3% | 32.7% | ||
| Q3 24 | 21.3% | 33.7% | ||
| Q2 24 | 20.8% | 33.6% | ||
| Q1 24 | 18.6% | 33.0% |
| Q4 25 | 11.0% | 3.4% | ||
| Q3 25 | 14.1% | 3.0% | ||
| Q2 25 | 12.9% | 2.6% | ||
| Q1 25 | 8.8% | 0.4% | ||
| Q4 24 | 6.5% | 3.5% | ||
| Q3 24 | 5.3% | 6.2% | ||
| Q2 24 | 10.1% | 1.2% | ||
| Q1 24 | 8.9% | 4.3% |
| Q4 25 | 7.3% | 2.6% | ||
| Q3 25 | 9.2% | 3.6% | ||
| Q2 25 | 8.1% | 12.6% | ||
| Q1 25 | 3.7% | -1.3% | ||
| Q4 24 | -1.2% | 2.4% | ||
| Q3 24 | 2.6% | 3.9% | ||
| Q2 24 | 6.9% | 2.5% | ||
| Q1 24 | 6.5% | 4.6% |
| Q4 25 | $1.06 | $0.23 | ||
| Q3 25 | $1.48 | $0.31 | ||
| Q2 25 | $1.22 | $0.99 | ||
| Q1 25 | $0.48 | $-0.10 | ||
| Q4 24 | $-0.16 | $0.18 | ||
| Q3 24 | $0.34 | $0.30 | ||
| Q2 24 | $0.93 | $0.17 | ||
| Q1 24 | $0.80 | $0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $214.6M | $377.0M |
| Total DebtLower is stronger | $1.5B | $25.7M |
| Stockholders' EquityBook value | $2.6B | $1.9B |
| Total Assets | $5.0B | $2.4B |
| Debt / EquityLower = less leverage | 0.57× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $377.0M | ||
| Q3 25 | $220.0M | $386.4M | ||
| Q2 25 | $189.7M | $327.3M | ||
| Q1 25 | $167.9M | $343.9M | ||
| Q4 24 | $187.3M | $316.1M | ||
| Q3 24 | $756.8M | $319.3M | ||
| Q2 24 | $103.7M | $273.9M | ||
| Q1 24 | $176.5M | $276.0M |
| Q4 25 | $1.5B | $25.7M | ||
| Q3 25 | $1.6B | $24.9M | ||
| Q2 25 | $1.7B | $26.4M | ||
| Q1 25 | $1.7B | $20.5M | ||
| Q4 24 | $1.7B | $20.7M | ||
| Q3 24 | $1.2B | $22.2M | ||
| Q2 24 | $699.9M | $20.3M | ||
| Q1 24 | $600.6M | $20.9M |
| Q4 25 | $2.6B | $1.9B | ||
| Q3 25 | $2.6B | $1.9B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $2.5B | $1.8B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | $2.4B | $1.7B |
| Q4 25 | $5.0B | $2.4B | ||
| Q3 25 | $5.1B | $2.5B | ||
| Q2 25 | $5.0B | $2.5B | ||
| Q1 25 | $4.9B | $2.4B | ||
| Q4 24 | $4.9B | $2.4B | ||
| Q3 24 | $4.4B | $2.4B | ||
| Q2 24 | $3.8B | $2.4B | ||
| Q1 24 | $3.7B | $2.4B |
| Q4 25 | 0.57× | 0.01× | ||
| Q3 25 | 0.61× | 0.01× | ||
| Q2 25 | 0.67× | 0.01× | ||
| Q1 25 | 0.68× | 0.01× | ||
| Q4 24 | 0.69× | 0.01× | ||
| Q3 24 | 0.51× | 0.01× | ||
| Q2 24 | 0.29× | 0.01× | ||
| Q1 24 | 0.25× | 0.01× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $120.0M | $38.1M |
| Free Cash FlowOCF − Capex | $55.8M | $12.4M |
| FCF MarginFCF / Revenue | 7.8% | 3.2% |
| Capex IntensityCapex / Revenue | 9.0% | 6.6% |
| Cash ConversionOCF / Net Profit | 2.30× | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $38.1M | ||
| Q3 25 | $160.6M | $79.1M | ||
| Q2 25 | $61.2M | $41.5M | ||
| Q1 25 | $-700.0K | $56.7M | ||
| Q4 24 | $248.2M | $81.8M | ||
| Q3 24 | $135.0M | $54.4M | ||
| Q2 24 | $38.3M | $14.4M | ||
| Q1 24 | $80.5M | $-31.1M |
| Q4 25 | $55.8M | $12.4M | ||
| Q3 25 | $121.0M | $62.8M | ||
| Q2 25 | $33.4M | $21.1M | ||
| Q1 25 | $-34.7M | $40.8M | ||
| Q4 24 | $194.9M | $62.1M | ||
| Q3 24 | $100.6M | $39.4M | ||
| Q2 24 | $-9.3M | $-3.5M | ||
| Q1 24 | $26.1M | $-51.5M |
| Q4 25 | 7.8% | 3.2% | ||
| Q3 25 | 15.2% | 16.0% | ||
| Q2 25 | 4.5% | 5.8% | ||
| Q1 25 | -5.5% | 12.3% | ||
| Q4 24 | 29.3% | 18.3% | ||
| Q3 24 | 15.7% | 11.2% | ||
| Q2 24 | -1.4% | -1.1% | ||
| Q1 24 | 4.4% | -17.1% |
| Q4 25 | 9.0% | 6.6% | ||
| Q3 25 | 5.0% | 4.2% | ||
| Q2 25 | 3.8% | 5.6% | ||
| Q1 25 | 5.4% | 4.8% | ||
| Q4 24 | 8.0% | 5.8% | ||
| Q3 24 | 5.4% | 4.3% | ||
| Q2 24 | 7.2% | 5.6% | ||
| Q1 24 | 9.1% | 6.7% |
| Q4 25 | 2.30× | 3.74× | ||
| Q3 25 | 2.20× | 5.54× | ||
| Q2 25 | 1.03× | 0.90× | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | — | 9.93× | ||
| Q3 24 | 8.13× | 3.95× | ||
| Q2 24 | 0.84× | 1.80× | ||
| Q1 24 | 2.05× | -2.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
