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Side-by-side financial comparison of DIODES INC (DIOD) and Dolby Laboratories, Inc. (DLB). Click either name above to swap in a different company.
Dolby Laboratories, Inc. is the larger business by last-quarter revenue ($395.6M vs $391.6M, roughly 1.0× DIODES INC). Dolby Laboratories, Inc. runs the higher net margin — 24.0% vs 2.6%, a 21.4% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 7.1%). Over the past eight quarters, Dolby Laboratories, Inc.'s revenue compounded faster (13.9% CAGR vs 13.9%).
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.
Dolby Laboratories, Inc. is an American technology corporation specializing in audio noise reduction, audio encoding/compression, spatial audio, and high-dynamic-range television (HDR) imaging. Dolby licenses its technologies to consumer electronics manufacturers.
DIOD vs DLB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $395.6M |
| Net Profit | $10.2M | $94.9M |
| Gross Margin | 31.1% | 88.7% |
| Operating Margin | 3.4% | 28.5% |
| Net Margin | 2.6% | 24.0% |
| Revenue YoY | 15.4% | 7.1% |
| Net Profit YoY | 23.8% | 3.4% |
| EPS (diluted) | $0.23 | $0.99 |
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.
| Q2 26 | — | $395.6M | ||
| Q1 26 | — | $346.7M | ||
| Q4 25 | $391.6M | $346.7M | ||
| Q3 25 | $392.2M | $307.0M | ||
| Q2 25 | $366.2M | $315.5M | ||
| Q1 25 | $332.1M | $369.6M | ||
| Q4 24 | $339.3M | $357.0M | ||
| Q3 24 | $350.1M | $304.8M |
| Q2 26 | — | $94.9M | ||
| Q1 26 | — | $53.3M | ||
| Q4 25 | $10.2M | $53.3M | ||
| Q3 25 | $14.3M | $49.3M | ||
| Q2 25 | $46.1M | $46.1M | ||
| Q1 25 | $-4.4M | $91.8M | ||
| Q4 24 | $8.2M | $67.8M | ||
| Q3 24 | $13.7M | $58.6M |
| Q2 26 | — | 88.7% | ||
| Q1 26 | — | 87.5% | ||
| Q4 25 | 31.1% | 87.5% | ||
| Q3 25 | 30.7% | 87.1% | ||
| Q2 25 | 31.5% | 86.1% | ||
| Q1 25 | 31.5% | 90.3% | ||
| Q4 24 | 32.7% | 88.6% | ||
| Q3 24 | 33.7% | 88.8% |
| Q2 26 | — | 28.5% | ||
| Q1 26 | — | 17.9% | ||
| Q4 25 | 3.4% | 17.9% | ||
| Q3 25 | 3.0% | 9.7% | ||
| Q2 25 | 2.6% | 15.1% | ||
| Q1 25 | 0.4% | 29.2% | ||
| Q4 24 | 3.5% | 22.4% | ||
| Q3 24 | 6.2% | 15.2% |
| Q2 26 | — | 24.0% | ||
| Q1 26 | — | 15.4% | ||
| Q4 25 | 2.6% | 15.4% | ||
| Q3 25 | 3.6% | 16.1% | ||
| Q2 25 | 12.6% | 14.6% | ||
| Q1 25 | -1.3% | 24.8% | ||
| Q4 24 | 2.4% | 19.0% | ||
| Q3 24 | 3.9% | 19.2% |
| Q2 26 | — | $0.99 | ||
| Q1 26 | — | $0.55 | ||
| Q4 25 | $0.23 | $0.55 | ||
| Q3 25 | $0.31 | $0.50 | ||
| Q2 25 | $0.99 | $0.48 | ||
| Q1 25 | $-0.10 | $0.94 | ||
| Q4 24 | $0.18 | $0.70 | ||
| Q3 24 | $0.30 | $0.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $377.0M | $594.7M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $2.6B |
| Total Assets | $2.4B | $3.2B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $594.7M | ||
| Q1 26 | — | $644.6M | ||
| Q4 25 | $377.0M | $644.6M | ||
| Q3 25 | $386.4M | $702.6M | ||
| Q2 25 | $327.3M | $699.3M | ||
| Q1 25 | $343.9M | $626.6M | ||
| Q4 24 | $316.1M | $520.8M | ||
| Q3 24 | $319.3M | $482.0M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $20.7M | — | ||
| Q3 24 | $22.2M | — |
| Q2 26 | — | $2.6B | ||
| Q1 26 | — | $2.6B | ||
| Q4 25 | $1.9B | $2.6B | ||
| Q3 25 | $1.9B | $2.6B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $1.8B | $2.6B | ||
| Q4 24 | $1.8B | $2.5B | ||
| Q3 24 | $1.8B | $2.5B |
| Q2 26 | — | $3.2B | ||
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.4B | $3.2B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.4B | $3.2B | ||
| Q4 24 | $2.4B | $3.2B | ||
| Q3 24 | $2.4B | $3.1B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 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 | $38.1M | $147.3M |
| Free Cash FlowOCF − Capex | $12.4M | — |
| FCF MarginFCF / Revenue | 3.2% | — |
| Capex IntensityCapex / Revenue | 6.6% | — |
| Cash ConversionOCF / Net Profit | 3.74× | 1.55× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $147.3M | ||
| Q1 26 | — | $54.8M | ||
| Q4 25 | $38.1M | $54.8M | ||
| Q3 25 | $79.1M | $472.2M | ||
| Q2 25 | $41.5M | $67.7M | ||
| Q1 25 | $56.7M | $174.9M | ||
| Q4 24 | $81.8M | $106.8M | ||
| Q3 24 | $54.4M | $327.3M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $50.2M | ||
| Q3 25 | $62.8M | $435.9M | ||
| Q2 25 | $21.1M | $61.3M | ||
| Q1 25 | $40.8M | $168.0M | ||
| Q4 24 | $62.1M | $100.0M | ||
| Q3 24 | $39.4M | $297.2M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 14.5% | ||
| Q3 25 | 16.0% | 142.0% | ||
| Q2 25 | 5.8% | 19.4% | ||
| Q1 25 | 12.3% | 45.5% | ||
| Q4 24 | 18.3% | 28.0% | ||
| Q3 24 | 11.2% | 97.5% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 1.3% | ||
| Q3 25 | 4.2% | 11.8% | ||
| Q2 25 | 5.6% | 2.0% | ||
| Q1 25 | 4.8% | 1.9% | ||
| Q4 24 | 5.8% | 1.9% | ||
| Q3 24 | 4.3% | 9.8% |
| Q2 26 | — | 1.55× | ||
| Q1 26 | — | 1.03× | ||
| Q4 25 | 3.74× | 1.03× | ||
| Q3 25 | 5.54× | 9.57× | ||
| Q2 25 | 0.90× | 1.47× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | 9.93× | 1.57× | ||
| Q3 24 | 3.95× | 5.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 6% |
