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Side-by-side financial comparison of DIODES INC (DIOD) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($433.0M vs $391.6M, roughly 1.1× DIODES INC). DIODES INC runs the higher net margin — 2.6% vs 0.2%, a 2.4% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 13.1%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs -10.6%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
DIOD vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $433.0M |
| Net Profit | $10.2M | $1.0M |
| Gross Margin | 31.1% | 49.2% |
| Operating Margin | 3.4% | — |
| Net Margin | 2.6% | 0.2% |
| Revenue YoY | 15.4% | 13.1% |
| Net Profit YoY | 23.8% | — |
| EPS (diluted) | $0.23 | $0.02 |
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.
| Q1 26 | — | $433.0M | ||
| Q4 25 | $391.6M | $432.0M | ||
| Q3 25 | $392.2M | $618.0M | ||
| Q2 25 | $366.2M | $617.0M | ||
| Q1 25 | $332.1M | $426.0M | ||
| Q4 24 | $339.3M | $383.0M | ||
| Q3 24 | $350.1M | $540.0M | ||
| Q2 24 | $319.8M | $542.0M |
| Q1 26 | — | $1.0M | ||
| Q4 25 | $10.2M | $1.0M | ||
| Q3 25 | $14.3M | $106.0M | ||
| Q2 25 | $46.1M | $111.0M | ||
| Q1 25 | $-4.4M | $37.0M | ||
| Q4 24 | $8.2M | $9.0M | ||
| Q3 24 | $13.7M | $100.0M | ||
| Q2 24 | $8.0M | $92.0M |
| Q1 26 | — | 49.2% | ||
| Q4 25 | 31.1% | 49.3% | ||
| Q3 25 | 30.7% | 57.1% | ||
| Q2 25 | 31.5% | 57.7% | ||
| Q1 25 | 31.5% | 55.2% | ||
| Q4 24 | 32.7% | 48.0% | ||
| Q3 24 | 33.7% | 56.7% | ||
| Q2 24 | 33.6% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 0.5% | ||
| Q3 25 | 3.0% | 23.0% | ||
| Q2 25 | 2.6% | 23.7% | ||
| Q1 25 | 0.4% | 11.3% | ||
| Q4 24 | 3.5% | 1.6% | ||
| Q3 24 | 6.2% | 24.8% | ||
| Q2 24 | 1.2% | 22.9% |
| Q1 26 | — | 0.2% | ||
| Q4 25 | 2.6% | 0.2% | ||
| Q3 25 | 3.6% | 17.2% | ||
| Q2 25 | 12.6% | 18.0% | ||
| Q1 25 | -1.3% | 8.7% | ||
| Q4 24 | 2.4% | 2.3% | ||
| Q3 24 | 3.9% | 18.5% | ||
| Q2 24 | 2.5% | 17.0% |
| Q1 26 | — | $0.02 | ||
| Q4 25 | $0.23 | $0.03 | ||
| Q3 25 | $0.31 | $1.42 | ||
| Q2 25 | $0.99 | $1.48 | ||
| Q1 25 | $-0.10 | $0.49 | ||
| Q4 24 | $0.18 | $0.10 | ||
| Q3 24 | $0.30 | $1.30 | ||
| Q2 24 | $0.17 | $1.18 |
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 | $566.0M |
| Total DebtLower is stronger | $25.7M | $1.2B |
| Stockholders' EquityBook value | $1.9B | $242.0M |
| Total Assets | $2.4B | $2.1B |
| Debt / EquityLower = less leverage | 0.01× | 4.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $566.0M | ||
| Q4 25 | $377.0M | $566.0M | ||
| Q3 25 | $386.4M | $563.0M | ||
| Q2 25 | $327.3M | $562.0M | ||
| Q1 25 | $343.9M | $506.0M | ||
| Q4 24 | $316.1M | $436.0M | ||
| Q3 24 | $319.3M | $375.0M | ||
| Q2 24 | $273.9M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $25.7M | $1.1B | ||
| Q3 25 | $24.9M | $1.2B | ||
| Q2 25 | $26.4M | $1.2B | ||
| Q1 25 | $20.5M | $1.2B | ||
| Q4 24 | $20.7M | $1.2B | ||
| Q3 24 | $22.2M | $565.0M | ||
| Q2 24 | $20.3M | $569.0M |
| Q1 26 | — | $242.0M | ||
| Q4 25 | $1.9B | $242.0M | ||
| Q3 25 | $1.9B | $316.0M | ||
| Q2 25 | $1.9B | $254.0M | ||
| Q1 25 | $1.8B | $198.0M | ||
| Q4 24 | $1.8B | $239.0M | ||
| Q3 24 | $1.8B | $261.0M | ||
| Q2 24 | $1.8B | $214.0M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.5B | $2.2B | ||
| Q2 25 | $2.5B | $2.2B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.4B | $1.2B |
| Q1 26 | — | 4.85× | ||
| Q4 25 | 0.01× | 4.73× | ||
| Q3 25 | 0.01× | 3.64× | ||
| Q2 25 | 0.01× | 4.56× | ||
| Q1 25 | 0.01× | 5.88× | ||
| Q4 24 | 0.01× | 4.90× | ||
| Q3 24 | 0.01× | 2.16× | ||
| Q2 24 | 0.01× | 2.66× |
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 | — |
| Free Cash FlowOCF − Capex | $12.4M | $94.0M |
| FCF MarginFCF / Revenue | 3.2% | 21.7% |
| Capex IntensityCapex / Revenue | 6.6% | — |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $367.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.1M | $101.0M | ||
| Q3 25 | $79.1M | $64.0M | ||
| Q2 25 | $41.5M | $127.0M | ||
| Q1 25 | $56.7M | $124.0M | ||
| Q4 24 | $81.8M | $58.0M | ||
| Q3 24 | $54.4M | $25.0M | ||
| Q2 24 | $14.4M | $103.0M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | $12.4M | $95.0M | ||
| Q3 25 | $62.8M | $58.0M | ||
| Q2 25 | $21.1M | $120.0M | ||
| Q1 25 | $40.8M | $117.0M | ||
| Q4 24 | $62.1M | $50.0M | ||
| Q3 24 | $39.4M | $16.0M | ||
| Q2 24 | $-3.5M | $91.0M |
| Q1 26 | — | 21.7% | ||
| Q4 25 | 3.2% | 22.0% | ||
| Q3 25 | 16.0% | 9.4% | ||
| Q2 25 | 5.8% | 19.4% | ||
| Q1 25 | 12.3% | 27.5% | ||
| Q4 24 | 18.3% | 13.1% | ||
| Q3 24 | 11.2% | 3.0% | ||
| Q2 24 | -1.1% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 1.4% | ||
| Q3 25 | 4.2% | 1.0% | ||
| Q2 25 | 5.6% | 1.1% | ||
| Q1 25 | 4.8% | 1.6% | ||
| Q4 24 | 5.8% | 2.1% | ||
| Q3 24 | 4.3% | 1.7% | ||
| Q2 24 | 5.6% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 101.00× | ||
| Q3 25 | 5.54× | 0.60× | ||
| Q2 25 | 0.90× | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | 9.93× | 6.44× | ||
| Q3 24 | 3.95× | 0.25× | ||
| Q2 24 | 1.80× | 1.12× |
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% |
FTDR
Segment breakdown not available.
