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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) and DIODES INC (DIOD). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $240.5M, roughly 1.6× COGENT COMMUNICATIONS HOLDINGS, INC.). DIODES INC runs the higher net margin — 2.6% vs -12.8%, a 15.4% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs -4.7%). DIODES INC produced more free cash flow last quarter ($12.4M vs $-43.0M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs -4.9%).
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
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.
CCOI vs DIOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $391.6M |
| Net Profit | $-30.8M | $10.2M |
| Gross Margin | 46.6% | 31.1% |
| Operating Margin | -4.7% | 3.4% |
| Net Margin | -12.8% | 2.6% |
| Revenue YoY | -4.7% | 15.4% |
| Net Profit YoY | 28.9% | 23.8% |
| EPS (diluted) | $-0.63 | $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 | $240.5M | $391.6M | ||
| Q3 25 | $241.9M | $392.2M | ||
| Q2 25 | $246.2M | $366.2M | ||
| Q1 25 | $247.0M | $332.1M | ||
| Q4 24 | $252.3M | $339.3M | ||
| Q3 24 | $257.2M | $350.1M | ||
| Q2 24 | $260.4M | $319.8M | ||
| Q1 24 | $266.2M | $302.0M |
| Q4 25 | $-30.8M | $10.2M | ||
| Q3 25 | $-41.5M | $14.3M | ||
| Q2 25 | $-57.8M | $46.1M | ||
| Q1 25 | $-52.0M | $-4.4M | ||
| Q4 24 | $-43.3M | $8.2M | ||
| Q3 24 | $-63.1M | $13.7M | ||
| Q2 24 | $-32.3M | $8.0M | ||
| Q1 24 | $-65.3M | $14.0M |
| Q4 25 | 46.6% | 31.1% | ||
| Q3 25 | 45.6% | 30.7% | ||
| Q2 25 | 44.2% | 31.5% | ||
| Q1 25 | 44.4% | 31.5% | ||
| Q4 24 | 38.5% | 32.7% | ||
| Q3 24 | 37.2% | 33.7% | ||
| Q2 24 | 40.0% | 33.6% | ||
| Q1 24 | 36.5% | 33.0% |
| Q4 25 | -4.7% | 3.4% | ||
| Q3 25 | -7.5% | 3.0% | ||
| Q2 25 | -12.8% | 2.6% | ||
| Q1 25 | -16.3% | 0.4% | ||
| Q4 24 | -13.2% | 3.5% | ||
| Q3 24 | -22.5% | 6.2% | ||
| Q2 24 | -18.1% | 1.2% | ||
| Q1 24 | -22.3% | 4.3% |
| Q4 25 | -12.8% | 2.6% | ||
| Q3 25 | -17.2% | 3.6% | ||
| Q2 25 | -23.5% | 12.6% | ||
| Q1 25 | -21.1% | -1.3% | ||
| Q4 24 | -17.2% | 2.4% | ||
| Q3 24 | -24.5% | 3.9% | ||
| Q2 24 | -12.4% | 2.5% | ||
| Q1 24 | -24.5% | 4.6% |
| Q4 25 | $-0.63 | $0.23 | ||
| Q3 25 | $-0.87 | $0.31 | ||
| Q2 25 | $-1.21 | $0.99 | ||
| Q1 25 | $-1.09 | $-0.10 | ||
| Q4 24 | $-0.89 | $0.18 | ||
| Q3 24 | $-1.33 | $0.30 | ||
| Q2 24 | $-0.68 | $0.17 | ||
| Q1 24 | $-1.38 | $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 | $148.5M | $377.0M |
| Total DebtLower is stronger | $1.7B | $25.7M |
| Stockholders' EquityBook value | $-63.8M | $1.9B |
| Total Assets | $3.1B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $148.5M | $377.0M | ||
| Q3 25 | $147.1M | $386.4M | ||
| Q2 25 | $213.7M | $327.3M | ||
| Q1 25 | $153.8M | $343.9M | ||
| Q4 24 | $198.5M | $316.1M | ||
| Q3 24 | $279.2M | $319.3M | ||
| Q2 24 | $384.4M | $273.9M | ||
| Q1 24 | $118.4M | $276.0M |
| Q4 25 | $1.7B | $25.7M | ||
| Q3 25 | — | $24.9M | ||
| Q2 25 | — | $26.4M | ||
| Q1 25 | — | $20.5M | ||
| Q4 24 | $1.5B | $20.7M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | — | $20.3M | ||
| Q1 24 | — | $20.9M |
| Q4 25 | $-63.8M | $1.9B | ||
| Q3 25 | $-39.2M | $1.9B | ||
| Q2 25 | $46.7M | $1.9B | ||
| Q1 25 | $142.8M | $1.8B | ||
| Q4 24 | $222.8M | $1.8B | ||
| Q3 24 | $323.6M | $1.8B | ||
| Q2 24 | $415.5M | $1.8B | ||
| Q1 24 | $500.6M | $1.7B |
| Q4 25 | $3.1B | $2.4B | ||
| Q3 25 | $3.1B | $2.5B | ||
| Q2 25 | $3.3B | $2.5B | ||
| Q1 25 | $3.1B | $2.4B | ||
| Q4 24 | $3.2B | $2.4B | ||
| Q3 24 | $3.2B | $2.4B | ||
| Q2 24 | $3.3B | $2.4B | ||
| Q1 24 | $3.1B | $2.4B |
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | 6.53× | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | 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 | $-6.0M | $38.1M |
| Free Cash FlowOCF − Capex | $-43.0M | $12.4M |
| FCF MarginFCF / Revenue | -17.9% | 3.2% |
| Capex IntensityCapex / Revenue | 15.4% | 6.6% |
| Cash ConversionOCF / Net Profit | — | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.0M | $38.1M | ||
| Q3 25 | $3.1M | $79.1M | ||
| Q2 25 | $-44.0M | $41.5M | ||
| Q1 25 | $36.4M | $56.7M | ||
| Q4 24 | $14.5M | $81.8M | ||
| Q3 24 | $-20.2M | $54.4M | ||
| Q2 24 | $-22.2M | $14.4M | ||
| Q1 24 | $19.2M | $-31.1M |
| Q4 25 | $-43.0M | $12.4M | ||
| Q3 25 | $-33.1M | $62.8M | ||
| Q2 25 | $-100.2M | $21.1M | ||
| Q1 25 | $-21.7M | $40.8M | ||
| Q4 24 | $-31.6M | $62.1M | ||
| Q3 24 | $-79.5M | $39.4M | ||
| Q2 24 | $-70.9M | $-3.5M | ||
| Q1 24 | $-21.7M | $-51.5M |
| Q4 25 | -17.9% | 3.2% | ||
| Q3 25 | -13.7% | 16.0% | ||
| Q2 25 | -40.7% | 5.8% | ||
| Q1 25 | -8.8% | 12.3% | ||
| Q4 24 | -12.5% | 18.3% | ||
| Q3 24 | -30.9% | 11.2% | ||
| Q2 24 | -27.2% | -1.1% | ||
| Q1 24 | -8.1% | -17.1% |
| Q4 25 | 15.4% | 6.6% | ||
| Q3 25 | 15.0% | 4.2% | ||
| Q2 25 | 22.8% | 5.6% | ||
| Q1 25 | 23.5% | 4.8% | ||
| Q4 24 | 18.3% | 5.8% | ||
| Q3 24 | 23.0% | 4.3% | ||
| Q2 24 | 18.7% | 5.6% | ||
| Q1 24 | 15.4% | 6.7% |
| Q4 25 | — | 3.74× | ||
| Q3 25 | — | 5.54× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.93× | ||
| Q3 24 | — | 3.95× | ||
| Q2 24 | — | 1.80× | ||
| Q1 24 | — | -2.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCOI
Segment breakdown not available.
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
