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Side-by-side financial comparison of DIODES INC (DIOD) and Distribution Solutions Group, Inc. (DSGR). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $391.6M, roughly 1.3× DIODES INC). DIODES INC runs the higher net margin — 2.6% vs 1.2%, a 1.4% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 10.7%). Distribution Solutions Group, Inc. produced more free cash flow last quarter ($32.9M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 13.1%).
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.
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
DIOD vs DSGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $518.0M |
| Net Profit | $10.2M | $6.5M |
| Gross Margin | 31.1% | 32.9% |
| Operating Margin | 3.4% | 4.6% |
| Net Margin | 2.6% | 1.2% |
| Revenue YoY | 15.4% | 10.7% |
| Net Profit YoY | 23.8% | -70.6% |
| EPS (diluted) | $0.23 | $0.14 |
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 | $391.6M | — | ||
| Q3 25 | $392.2M | $518.0M | ||
| Q2 25 | $366.2M | $502.4M | ||
| Q1 25 | $332.1M | $478.0M | ||
| Q4 24 | $339.3M | $480.5M | ||
| Q3 24 | $350.1M | $468.0M | ||
| Q2 24 | $319.8M | $439.5M | ||
| Q1 24 | $302.0M | $416.1M |
| Q4 25 | $10.2M | — | ||
| Q3 25 | $14.3M | $6.5M | ||
| Q2 25 | $46.1M | $5.0M | ||
| Q1 25 | $-4.4M | $3.3M | ||
| Q4 24 | $8.2M | $-25.9M | ||
| Q3 24 | $13.7M | $21.9M | ||
| Q2 24 | $8.0M | $1.9M | ||
| Q1 24 | $14.0M | $-5.2M |
| Q4 25 | 31.1% | — | ||
| Q3 25 | 30.7% | 32.9% | ||
| Q2 25 | 31.5% | 33.9% | ||
| Q1 25 | 31.5% | 34.3% | ||
| Q4 24 | 32.7% | 33.3% | ||
| Q3 24 | 33.7% | 33.9% | ||
| Q2 24 | 33.6% | 34.5% | ||
| Q1 24 | 33.0% | 34.5% |
| Q4 25 | 3.4% | — | ||
| Q3 25 | 3.0% | 4.6% | ||
| Q2 25 | 2.6% | 5.3% | ||
| Q1 25 | 0.4% | 4.2% | ||
| Q4 24 | 3.5% | 4.2% | ||
| Q3 24 | 6.2% | 4.0% | ||
| Q2 24 | 1.2% | 3.2% | ||
| Q1 24 | 4.3% | 0.7% |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.6% | 1.2% | ||
| Q2 25 | 12.6% | 1.0% | ||
| Q1 25 | -1.3% | 0.7% | ||
| Q4 24 | 2.4% | -5.4% | ||
| Q3 24 | 3.9% | 4.7% | ||
| Q2 24 | 2.5% | 0.4% | ||
| Q1 24 | 4.6% | -1.3% |
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.31 | $0.14 | ||
| Q2 25 | $0.99 | $0.11 | ||
| Q1 25 | $-0.10 | $0.07 | ||
| Q4 24 | $0.18 | $-0.55 | ||
| Q3 24 | $0.30 | $0.46 | ||
| Q2 24 | $0.17 | $0.04 | ||
| Q1 24 | $0.30 | $-0.11 |
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 | $69.2M |
| Total DebtLower is stronger | $25.7M | $665.5M |
| Stockholders' EquityBook value | $1.9B | $653.9M |
| Total Assets | $2.4B | $1.8B |
| Debt / EquityLower = less leverage | 0.01× | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | $69.2M | ||
| Q2 25 | $327.3M | $47.4M | ||
| Q1 25 | $343.9M | $65.4M | ||
| Q4 24 | $316.1M | $66.5M | ||
| Q3 24 | $319.3M | $61.3M | ||
| Q2 24 | $273.9M | $46.8M | ||
| Q1 24 | $276.0M | $73.1M |
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | $665.5M | ||
| Q2 25 | $26.4M | $675.0M | ||
| Q1 25 | $20.5M | $712.4M | ||
| Q4 24 | $20.7M | $693.9M | ||
| Q3 24 | $22.2M | $704.1M | ||
| Q2 24 | $20.3M | $573.7M | ||
| Q1 24 | $20.9M | $535.7M |
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | $653.9M | ||
| Q2 25 | $1.9B | $649.4M | ||
| Q1 25 | $1.8B | $636.7M | ||
| Q4 24 | $1.8B | $640.5M | ||
| Q3 24 | $1.8B | $680.8M | ||
| Q2 24 | $1.8B | $653.3M | ||
| Q1 24 | $1.7B | $654.7M |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.5B | $1.8B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.4B | $1.8B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.4B | $1.5B |
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | 1.02× | ||
| Q2 25 | 0.01× | 1.04× | ||
| Q1 25 | 0.01× | 1.12× | ||
| Q4 24 | 0.01× | 1.08× | ||
| Q3 24 | 0.01× | 1.03× | ||
| Q2 24 | 0.01× | 0.88× | ||
| Q1 24 | 0.01× | 0.82× |
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 | $38.4M |
| Free Cash FlowOCF − Capex | $12.4M | $32.9M |
| FCF MarginFCF / Revenue | 3.2% | 6.3% |
| Capex IntensityCapex / Revenue | 6.6% | 1.1% |
| Cash ConversionOCF / Net Profit | 3.74× | 5.95× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $92.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | — | ||
| Q3 25 | $79.1M | $38.4M | ||
| Q2 25 | $41.5M | $33.3M | ||
| Q1 25 | $56.7M | $-4.8M | ||
| Q4 24 | $81.8M | $45.7M | ||
| Q3 24 | $54.4M | $-17.3M | ||
| Q2 24 | $14.4M | $21.4M | ||
| Q1 24 | $-31.1M | $6.6M |
| Q4 25 | $12.4M | — | ||
| Q3 25 | $62.8M | $32.9M | ||
| Q2 25 | $21.1M | $28.7M | ||
| Q1 25 | $40.8M | $-10.4M | ||
| Q4 24 | $62.1M | $41.1M | ||
| Q3 24 | $39.4M | $-20.5M | ||
| Q2 24 | $-3.5M | $18.0M | ||
| Q1 24 | $-51.5M | $4.2M |
| Q4 25 | 3.2% | — | ||
| Q3 25 | 16.0% | 6.3% | ||
| Q2 25 | 5.8% | 5.7% | ||
| Q1 25 | 12.3% | -2.2% | ||
| Q4 24 | 18.3% | 8.6% | ||
| Q3 24 | 11.2% | -4.4% | ||
| Q2 24 | -1.1% | 4.1% | ||
| Q1 24 | -17.1% | 1.0% |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.2% | 1.1% | ||
| Q2 25 | 5.6% | 0.9% | ||
| Q1 25 | 4.8% | 1.2% | ||
| Q4 24 | 5.8% | 1.0% | ||
| Q3 24 | 4.3% | 0.7% | ||
| Q2 24 | 5.6% | 0.8% | ||
| Q1 24 | 6.7% | 0.6% |
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | 5.95× | ||
| Q2 25 | 0.90× | 6.66× | ||
| Q1 25 | — | -1.46× | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | -0.79× | ||
| Q2 24 | 1.80× | 11.28× | ||
| Q1 24 | -2.22× | — |
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% |
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
