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Side-by-side financial comparison of DIODES INC (DIOD) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $289.7M, roughly 1.4× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 2.6%, a 7.3% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 15.4%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 7.8%).
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.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
DIOD vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $289.7M |
| Net Profit | $10.2M | $28.7M |
| Gross Margin | 31.1% | 41.4% |
| Operating Margin | 3.4% | 13.2% |
| Net Margin | 2.6% | 9.9% |
| Revenue YoY | 15.4% | 17.3% |
| Net Profit YoY | 23.8% | 22.2% |
| EPS (diluted) | $0.23 | $1.11 |
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 | $289.7M | ||
| Q3 25 | $392.2M | $286.5M | ||
| Q2 25 | $366.2M | $296.3M | ||
| Q1 25 | $332.1M | $265.5M | ||
| Q4 24 | $339.3M | $247.0M | ||
| Q3 24 | $350.1M | $298.5M | ||
| Q2 24 | $319.8M | $260.8M | ||
| Q1 24 | $302.0M | $249.1M |
| Q4 25 | $10.2M | $28.7M | ||
| Q3 25 | $14.3M | $218.7M | ||
| Q2 25 | $46.1M | $26.1M | ||
| Q1 25 | $-4.4M | $31.0M | ||
| Q4 24 | $8.2M | $23.5M | ||
| Q3 24 | $13.7M | $34.3M | ||
| Q2 24 | $8.0M | $29.2M | ||
| Q1 24 | $14.0M | $23.2M |
| Q4 25 | 31.1% | 41.4% | ||
| Q3 25 | 30.7% | 45.9% | ||
| Q2 25 | 31.5% | 41.2% | ||
| Q1 25 | 31.5% | 41.1% | ||
| Q4 24 | 32.7% | 39.8% | ||
| Q3 24 | 33.7% | 40.1% | ||
| Q2 24 | 33.6% | 39.6% | ||
| Q1 24 | 33.0% | 38.8% |
| Q4 25 | 3.4% | 13.2% | ||
| Q3 25 | 3.0% | 17.2% | ||
| Q2 25 | 2.6% | 11.2% | ||
| Q1 25 | 0.4% | 15.3% | ||
| Q4 24 | 3.5% | 11.4% | ||
| Q3 24 | 6.2% | 14.8% | ||
| Q2 24 | 1.2% | 14.3% | ||
| Q1 24 | 4.3% | 11.7% |
| Q4 25 | 2.6% | 9.9% | ||
| Q3 25 | 3.6% | 76.3% | ||
| Q2 25 | 12.6% | 8.8% | ||
| Q1 25 | -1.3% | 11.7% | ||
| Q4 24 | 2.4% | 9.5% | ||
| Q3 24 | 3.9% | 11.5% | ||
| Q2 24 | 2.5% | 11.2% | ||
| Q1 24 | 4.6% | 9.3% |
| Q4 25 | $0.23 | $1.11 | ||
| Q3 25 | $0.31 | $8.43 | ||
| Q2 25 | $0.99 | $1.01 | ||
| Q1 25 | $-0.10 | $1.20 | ||
| Q4 24 | $0.18 | $0.91 | ||
| Q3 24 | $0.30 | $1.32 | ||
| Q2 24 | $0.17 | $1.13 | ||
| Q1 24 | $0.30 | $0.90 |
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 | $103.8M |
| Total DebtLower is stronger | $25.7M | $145.5M |
| Stockholders' EquityBook value | $1.9B | $1.6B |
| Total Assets | $2.4B | $2.4B |
| Debt / EquityLower = less leverage | 0.01× | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $103.8M | ||
| Q3 25 | $386.4M | $101.3M | ||
| Q2 25 | $327.3M | $78.7M | ||
| Q1 25 | $343.9M | $57.4M | ||
| Q4 24 | $316.1M | $71.3M | ||
| Q3 24 | $319.3M | $66.0M | ||
| Q2 24 | $273.9M | $63.0M | ||
| Q1 24 | $276.0M | $59.4M |
| Q4 25 | $25.7M | $145.5M | ||
| Q3 25 | $24.9M | $186.0M | ||
| Q2 25 | $26.4M | $525.0M | ||
| Q1 25 | $20.5M | $88.0M | ||
| Q4 24 | $20.7M | $112.0M | ||
| Q3 24 | $22.2M | $122.0M | ||
| Q2 24 | $20.3M | $173.0M | ||
| Q1 24 | $20.9M | $191.0M |
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B | ||
| Q1 24 | $1.7B | $1.2B |
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.5B | $2.4B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.4B | $1.8B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | $2.4B | $1.8B |
| Q4 25 | 0.01× | 0.09× | ||
| Q3 25 | 0.01× | 0.12× | ||
| Q2 25 | 0.01× | 0.40× | ||
| Q1 25 | 0.01× | 0.07× | ||
| Q4 24 | 0.01× | 0.09× | ||
| Q3 24 | 0.01× | 0.10× | ||
| Q2 24 | 0.01× | 0.14× | ||
| Q1 24 | 0.01× | 0.16× |
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 | $68.9M |
| Free Cash FlowOCF − Capex | $12.4M | $63.0M |
| FCF MarginFCF / Revenue | 3.2% | 21.7% |
| Capex IntensityCapex / Revenue | 6.6% | 2.0% |
| Cash ConversionOCF / Net Profit | 3.74× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $68.9M | ||
| Q3 25 | $79.1M | $109.9M | ||
| Q2 25 | $41.5M | $73.7M | ||
| Q1 25 | $56.7M | $24.1M | ||
| Q4 24 | $81.8M | $34.2M | ||
| Q3 24 | $54.4M | $72.1M | ||
| Q2 24 | $14.4M | $36.2M | ||
| Q1 24 | $-31.1M | $10.5M |
| Q4 25 | $12.4M | $63.0M | ||
| Q3 25 | $62.8M | $97.8M | ||
| Q2 25 | $21.1M | $64.9M | ||
| Q1 25 | $40.8M | $14.0M | ||
| Q4 24 | $62.1M | $29.0M | ||
| Q3 24 | $39.4M | $60.9M | ||
| Q2 24 | $-3.5M | $27.6M | ||
| Q1 24 | $-51.5M | $2.0M |
| Q4 25 | 3.2% | 21.7% | ||
| Q3 25 | 16.0% | 34.1% | ||
| Q2 25 | 5.8% | 21.9% | ||
| Q1 25 | 12.3% | 5.3% | ||
| Q4 24 | 18.3% | 11.7% | ||
| Q3 24 | 11.2% | 20.4% | ||
| Q2 24 | -1.1% | 10.6% | ||
| Q1 24 | -17.1% | 0.8% |
| Q4 25 | 6.6% | 2.0% | ||
| Q3 25 | 4.2% | 4.2% | ||
| Q2 25 | 5.6% | 3.0% | ||
| Q1 25 | 4.8% | 3.8% | ||
| Q4 24 | 5.8% | 2.1% | ||
| Q3 24 | 4.3% | 3.8% | ||
| Q2 24 | 5.6% | 3.3% | ||
| Q1 24 | 6.7% | 3.4% |
| Q4 25 | 3.74× | 2.40× | ||
| Q3 25 | 5.54× | 0.50× | ||
| Q2 25 | 0.90× | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 9.93× | 1.46× | ||
| Q3 24 | 3.95× | 2.10× | ||
| Q2 24 | 1.80× | 1.24× | ||
| Q1 24 | -2.22× | 0.45× |
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% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
