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Side-by-side financial comparison of DIODES INC (DIOD) and Hilltop Holdings Inc. (HTH). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $300.5M, roughly 1.3× Hilltop Holdings Inc.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs 2.6%, a 10.4% gap on every dollar of revenue. Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 0.6%).
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.
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
DIOD vs HTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $391.6M | $300.5M |
| Net Profit | $10.2M | $39.0M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | — |
| Net Margin | 2.6% | 13.0% |
| Revenue YoY | 15.4% | — |
| Net Profit YoY | 23.8% | -12.4% |
| EPS (diluted) | $0.23 | $0.64 |
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 | — | $300.5M | ||
| Q4 25 | $391.6M | $329.9M | ||
| Q3 25 | $392.2M | $330.2M | ||
| Q2 25 | $366.2M | $303.3M | ||
| Q1 25 | $332.1M | $318.5M | ||
| Q4 24 | $339.3M | $301.1M | ||
| Q3 24 | $350.1M | $305.5M | ||
| Q2 24 | $319.8M | $297.0M |
| Q1 26 | — | $39.0M | ||
| Q4 25 | $10.2M | $41.6M | ||
| Q3 25 | $14.3M | $45.8M | ||
| Q2 25 | $46.1M | $36.1M | ||
| Q1 25 | $-4.4M | $42.1M | ||
| Q4 24 | $8.2M | $35.5M | ||
| Q3 24 | $13.7M | $29.7M | ||
| Q2 24 | $8.0M | $20.3M |
| 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 | — | — | ||
| Q4 25 | 3.4% | 16.1% | ||
| Q3 25 | 3.0% | 18.4% | ||
| Q2 25 | 2.6% | 16.3% | ||
| Q1 25 | 0.4% | 18.1% | ||
| Q4 24 | 3.5% | 14.7% | ||
| Q3 24 | 6.2% | 13.9% | ||
| Q2 24 | 1.2% | 10.0% |
| Q1 26 | — | 13.0% | ||
| Q4 25 | 2.6% | 12.6% | ||
| Q3 25 | 3.6% | 13.9% | ||
| Q2 25 | 12.6% | 11.9% | ||
| Q1 25 | -1.3% | 13.2% | ||
| Q4 24 | 2.4% | 11.8% | ||
| Q3 24 | 3.9% | 9.7% | ||
| Q2 24 | 2.5% | 6.8% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.23 | $0.68 | ||
| Q3 25 | $0.31 | $0.74 | ||
| Q2 25 | $0.99 | $0.57 | ||
| Q1 25 | $-0.10 | $0.65 | ||
| Q4 24 | $0.18 | $0.55 | ||
| Q3 24 | $0.30 | $0.46 | ||
| Q2 24 | $0.17 | $0.31 |
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 | — |
| Total DebtLower is stronger | $25.7M | $990.8M |
| Stockholders' EquityBook value | $1.9B | $2.2B |
| Total Assets | $2.4B | $15.7B |
| Debt / EquityLower = less leverage | 0.01× | 0.46× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | — | ||
| Q2 25 | $327.3M | — | ||
| Q1 25 | $343.9M | — | ||
| Q4 24 | $316.1M | — | ||
| Q3 24 | $319.3M | — | ||
| Q2 24 | $273.9M | — |
| Q1 26 | — | $990.8M | ||
| 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 24 | $20.3M | — |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.8B | $2.2B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.8B | $2.1B |
| Q1 26 | — | $15.7B | ||
| Q4 25 | $2.4B | $15.8B | ||
| Q3 25 | $2.5B | $15.6B | ||
| Q2 25 | $2.5B | $15.4B | ||
| Q1 25 | $2.4B | $15.8B | ||
| Q4 24 | $2.4B | $16.3B | ||
| Q3 24 | $2.4B | $15.9B | ||
| Q2 24 | $2.4B | $15.6B |
| Q1 26 | — | 0.46× | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 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 | — |
| 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 | $-38.7M | ||
| Q3 25 | $79.1M | $273.0M | ||
| Q2 25 | $41.5M | $-234.6M | ||
| Q1 25 | $56.7M | $5.8M | ||
| Q4 24 | $81.8M | $273.9M | ||
| Q3 24 | $54.4M | $515.6M | ||
| Q2 24 | $14.4M | $-435.3M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $-55.5M | ||
| Q3 25 | $62.8M | $271.0M | ||
| Q2 25 | $21.1M | $-234.6M | ||
| Q1 25 | $40.8M | $5.0M | ||
| Q4 24 | $62.1M | $266.8M | ||
| Q3 24 | $39.4M | $513.8M | ||
| Q2 24 | $-3.5M | $-437.3M |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | -16.8% | ||
| Q3 25 | 16.0% | 82.1% | ||
| Q2 25 | 5.8% | -77.4% | ||
| Q1 25 | 12.3% | 1.6% | ||
| Q4 24 | 18.3% | 88.6% | ||
| Q3 24 | 11.2% | 168.2% | ||
| Q2 24 | -1.1% | -147.2% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 5.1% | ||
| Q3 25 | 4.2% | 0.6% | ||
| Q2 25 | 5.6% | 0.0% | ||
| Q1 25 | 4.8% | 0.3% | ||
| Q4 24 | 5.8% | 2.4% | ||
| Q3 24 | 4.3% | 0.6% | ||
| Q2 24 | 5.6% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | -0.93× | ||
| Q3 25 | 5.54× | 5.96× | ||
| Q2 25 | 0.90× | -6.50× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | 9.93× | 7.71× | ||
| Q3 24 | 3.95× | 17.36× | ||
| Q2 24 | 1.80× | -21.41× |
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% |
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |