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Side-by-side financial comparison of DIODES INC (DIOD) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Gaming & Leisure Properties, Inc. is the larger business by last-quarter revenue ($420.0M vs $391.6M, roughly 1.1× DIODES INC). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 2.6%, a 54.4% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 6.3%). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 5.0%).
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.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
DIOD vs GLPI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $420.0M |
| Net Profit | $10.2M | $239.4M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 79.4% |
| Net Margin | 2.6% | 57.0% |
| Revenue YoY | 15.4% | 6.3% |
| Net Profit YoY | 23.8% | 40.5% |
| EPS (diluted) | $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.
| Q1 26 | — | $420.0M | ||
| Q4 25 | $391.6M | $407.0M | ||
| Q3 25 | $392.2M | $397.6M | ||
| Q2 25 | $366.2M | $394.9M | ||
| Q1 25 | $332.1M | $395.2M | ||
| Q4 24 | $339.3M | $389.6M | ||
| Q3 24 | $350.1M | $385.3M | ||
| Q2 24 | $319.8M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $10.2M | $275.4M | ||
| Q3 25 | $14.3M | $241.2M | ||
| Q2 25 | $46.1M | $151.4M | ||
| Q1 25 | $-4.4M | $165.2M | ||
| Q4 24 | $8.2M | $223.6M | ||
| Q3 24 | $13.7M | $184.7M | ||
| Q2 24 | $8.0M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 30.7% | — | ||
| Q2 25 | 31.5% | — | ||
| Q1 25 | 31.5% | — | ||
| Q4 24 | 32.7% | — | ||
| Q3 24 | 33.7% | — | ||
| Q2 24 | 33.6% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | 3.4% | 89.3% | ||
| Q3 25 | 3.0% | 84.8% | ||
| Q2 25 | 2.6% | 61.3% | ||
| Q1 25 | 0.4% | 65.5% | ||
| Q4 24 | 3.5% | 79.1% | ||
| Q3 24 | 6.2% | 70.4% | ||
| Q2 24 | 1.2% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | 2.6% | 67.6% | ||
| Q3 25 | 3.6% | 60.7% | ||
| Q2 25 | 12.6% | 38.4% | ||
| Q1 25 | -1.3% | 41.8% | ||
| Q4 24 | 2.4% | 57.4% | ||
| Q3 24 | 3.9% | 47.9% | ||
| Q2 24 | 2.5% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.23 | $0.96 | ||
| Q3 25 | $0.31 | $0.85 | ||
| Q2 25 | $0.99 | $0.54 | ||
| Q1 25 | $-0.10 | $0.60 | ||
| Q4 24 | $0.18 | $0.79 | ||
| Q3 24 | $0.30 | $0.67 | ||
| Q2 24 | $0.17 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $5.0B |
| Total Assets | $2.4B | $13.8B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | — | ||
| Q2 25 | $327.3M | — | ||
| Q1 25 | $343.9M | — | ||
| Q4 24 | $316.1M | $560.8M | ||
| Q3 24 | $319.3M | $560.8M | ||
| Q2 24 | $273.9M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | $7.2B | ||
| Q3 25 | $24.9M | $7.2B | ||
| Q2 25 | $26.4M | $6.9B | ||
| Q1 25 | $20.5M | $6.9B | ||
| Q4 24 | $20.7M | $7.7B | ||
| Q3 24 | $22.2M | $7.4B | ||
| Q2 24 | $20.3M | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.9B | $4.6B | ||
| Q3 25 | $1.9B | $4.6B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | $1.8B | $4.2B | ||
| Q4 24 | $1.8B | $4.3B | ||
| Q3 24 | $1.8B | $4.3B | ||
| Q2 24 | $1.8B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.4B | $12.9B | ||
| Q3 25 | $2.5B | $12.8B | ||
| Q2 25 | $2.5B | $12.5B | ||
| Q1 25 | $2.4B | $12.1B | ||
| Q4 24 | $2.4B | $13.1B | ||
| Q3 24 | $2.4B | $12.7B | ||
| Q2 24 | $2.4B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | 1.56× | ||
| Q3 25 | 0.01× | 1.57× | ||
| Q2 25 | 0.01× | 1.51× | ||
| Q1 25 | 0.01× | 1.63× | ||
| Q4 24 | 0.01× | 1.81× | ||
| Q3 24 | 0.01× | 1.74× | ||
| Q2 24 | 0.01× | 1.60× |
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 | — |
| FCF MarginFCF / Revenue | 3.2% | — |
| Capex IntensityCapex / Revenue | 6.6% | — |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.1M | $1.1B | ||
| Q3 25 | $79.1M | $240.3M | ||
| Q2 25 | $41.5M | $293.4M | ||
| Q1 25 | $56.7M | $252.5M | ||
| Q4 24 | $81.8M | $1.1B | ||
| Q3 24 | $54.4M | $270.4M | ||
| Q2 24 | $14.4M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | — | ||
| Q3 25 | $62.8M | $183.0M | ||
| Q2 25 | $21.1M | $272.3M | ||
| Q1 25 | $40.8M | $239.6M | ||
| Q4 24 | $62.1M | $1.1B | ||
| Q3 24 | $39.4M | $261.5M | ||
| Q2 24 | $-3.5M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 16.0% | 46.0% | ||
| Q2 25 | 5.8% | 69.0% | ||
| Q1 25 | 12.3% | 60.6% | ||
| Q4 24 | 18.3% | 275.3% | ||
| Q3 24 | 11.2% | 67.9% | ||
| Q2 24 | -1.1% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.2% | 14.4% | ||
| Q2 25 | 5.6% | 5.3% | ||
| Q1 25 | 4.8% | 3.3% | ||
| Q4 24 | 5.8% | 0.0% | ||
| Q3 24 | 4.3% | 2.3% | ||
| Q2 24 | 5.6% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 4.10× | ||
| Q3 25 | 5.54× | 1.00× | ||
| Q2 25 | 0.90× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | 9.93× | 4.80× | ||
| Q3 24 | 3.95× | 1.46× | ||
| Q2 24 | 1.80× | 1.21× |
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% |
GLPI
Segment breakdown not available.
