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Side-by-side financial comparison of DIODES INC (DIOD) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $293.4M, roughly 1.3× MONRO, INC.). MONRO, INC. runs the higher net margin — 3.8% vs 2.6%, a 1.2% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs -4.0%). DIODES INC produced more free cash flow last quarter ($12.4M vs $9.1M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs -2.7%).
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.
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
DIOD vs MNRO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $293.4M |
| Net Profit | $10.2M | $11.1M |
| Gross Margin | 31.1% | 34.9% |
| Operating Margin | 3.4% | 6.3% |
| Net Margin | 2.6% | 3.8% |
| Revenue YoY | 15.4% | -4.0% |
| Net Profit YoY | 23.8% | 143.1% |
| EPS (diluted) | $0.23 | $0.35 |
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 | $293.4M | ||
| Q3 25 | $392.2M | $288.9M | ||
| Q2 25 | $366.2M | $301.0M | ||
| Q1 25 | $332.1M | $295.0M | ||
| Q4 24 | $339.3M | $305.8M | ||
| Q3 24 | $350.1M | $301.4M | ||
| Q2 24 | $319.8M | $293.2M | ||
| Q1 24 | $302.0M | $310.1M |
| Q4 25 | $10.2M | $11.1M | ||
| Q3 25 | $14.3M | $5.7M | ||
| Q2 25 | $46.1M | $-8.1M | ||
| Q1 25 | $-4.4M | $-21.3M | ||
| Q4 24 | $8.2M | $4.6M | ||
| Q3 24 | $13.7M | $5.6M | ||
| Q2 24 | $8.0M | $5.9M | ||
| Q1 24 | $14.0M | $3.7M |
| Q4 25 | 31.1% | 34.9% | ||
| Q3 25 | 30.7% | 35.7% | ||
| Q2 25 | 31.5% | 35.5% | ||
| Q1 25 | 31.5% | 33.0% | ||
| Q4 24 | 32.7% | 34.3% | ||
| Q3 24 | 33.7% | 35.3% | ||
| Q2 24 | 33.6% | 37.2% | ||
| Q1 24 | 33.0% | 35.5% |
| Q4 25 | 3.4% | 6.3% | ||
| Q3 25 | 3.0% | 4.4% | ||
| Q2 25 | 2.6% | -2.0% | ||
| Q1 25 | 0.4% | -8.1% | ||
| Q4 24 | 3.5% | 3.3% | ||
| Q3 24 | 6.2% | 4.4% | ||
| Q2 24 | 1.2% | 4.5% | ||
| Q1 24 | 4.3% | 3.3% |
| Q4 25 | 2.6% | 3.8% | ||
| Q3 25 | 3.6% | 2.0% | ||
| Q2 25 | 12.6% | -2.7% | ||
| Q1 25 | -1.3% | -7.2% | ||
| Q4 24 | 2.4% | 1.5% | ||
| Q3 24 | 3.9% | 1.9% | ||
| Q2 24 | 2.5% | 2.0% | ||
| Q1 24 | 4.6% | 1.2% |
| Q4 25 | $0.23 | $0.35 | ||
| Q3 25 | $0.31 | $0.18 | ||
| Q2 25 | $0.99 | $-0.28 | ||
| Q1 25 | $-0.10 | $-0.74 | ||
| Q4 24 | $0.18 | $0.15 | ||
| Q3 24 | $0.30 | $0.18 | ||
| Q2 24 | $0.17 | $0.19 | ||
| Q1 24 | $0.30 | $0.12 |
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 | $4.9M |
| Total DebtLower is stronger | $25.7M | $45.0M |
| Stockholders' EquityBook value | $1.9B | $604.9M |
| Total Assets | $2.4B | $1.6B |
| Debt / EquityLower = less leverage | 0.01× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $4.9M | ||
| Q3 25 | $386.4M | $10.5M | ||
| Q2 25 | $327.3M | $7.8M | ||
| Q1 25 | $343.9M | $20.8M | ||
| Q4 24 | $316.1M | $10.2M | ||
| Q3 24 | $319.3M | $20.9M | ||
| Q2 24 | $273.9M | $18.7M | ||
| Q1 24 | $276.0M | $6.6M |
| Q4 25 | $25.7M | $45.0M | ||
| Q3 25 | $24.9M | $60.0M | ||
| Q2 25 | $26.4M | $71.5M | ||
| Q1 25 | $20.5M | $61.3M | ||
| Q4 24 | $20.7M | $59.3M | ||
| Q3 24 | $22.2M | $62.0M | ||
| Q2 24 | $20.3M | $112.0M | ||
| Q1 24 | $20.9M | $102.0M |
| Q4 25 | $1.9B | $604.9M | ||
| Q3 25 | $1.9B | $601.7M | ||
| Q2 25 | $1.9B | $604.9M | ||
| Q1 25 | $1.8B | $620.8M | ||
| Q4 24 | $1.8B | $648.9M | ||
| Q3 24 | $1.8B | $651.9M | ||
| Q2 24 | $1.8B | $654.4M | ||
| Q1 24 | $1.7B | $656.8M |
| Q4 25 | $2.4B | $1.6B | ||
| Q3 25 | $2.5B | $1.6B | ||
| Q2 25 | $2.5B | $1.6B | ||
| Q1 25 | $2.4B | $1.6B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.4B | $1.7B |
| Q4 25 | 0.01× | 0.07× | ||
| Q3 25 | 0.01× | 0.10× | ||
| Q2 25 | 0.01× | 0.12× | ||
| Q1 25 | 0.01× | 0.10× | ||
| Q4 24 | 0.01× | 0.09× | ||
| Q3 24 | 0.01× | 0.10× | ||
| Q2 24 | 0.01× | 0.17× | ||
| 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 | $17.8M |
| Free Cash FlowOCF − Capex | $12.4M | $9.1M |
| FCF MarginFCF / Revenue | 3.2% | 3.1% |
| Capex IntensityCapex / Revenue | 6.6% | 3.0% |
| Cash ConversionOCF / Net Profit | 3.74× | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $17.8M | ||
| Q3 25 | $79.1M | $32.3M | ||
| Q2 25 | $41.5M | $-1.9M | ||
| Q1 25 | $56.7M | $28.9M | ||
| Q4 24 | $81.8M | $14.8M | ||
| Q3 24 | $54.4M | $62.6M | ||
| Q2 24 | $14.4M | $25.6M | ||
| Q1 24 | $-31.1M | $-5.3M |
| Q4 25 | $12.4M | $9.1M | ||
| Q3 25 | $62.8M | $26.6M | ||
| Q2 25 | $21.1M | $-9.3M | ||
| Q1 25 | $40.8M | $23.2M | ||
| Q4 24 | $62.1M | $7.9M | ||
| Q3 24 | $39.4M | $57.6M | ||
| Q2 24 | $-3.5M | $16.8M | ||
| Q1 24 | $-51.5M | $-11.9M |
| Q4 25 | 3.2% | 3.1% | ||
| Q3 25 | 16.0% | 9.2% | ||
| Q2 25 | 5.8% | -3.1% | ||
| Q1 25 | 12.3% | 7.9% | ||
| Q4 24 | 18.3% | 2.6% | ||
| Q3 24 | 11.2% | 19.1% | ||
| Q2 24 | -1.1% | 5.7% | ||
| Q1 24 | -17.1% | -3.8% |
| Q4 25 | 6.6% | 3.0% | ||
| Q3 25 | 4.2% | 2.0% | ||
| Q2 25 | 5.6% | 2.5% | ||
| Q1 25 | 4.8% | 1.9% | ||
| Q4 24 | 5.8% | 2.2% | ||
| Q3 24 | 4.3% | 1.6% | ||
| Q2 24 | 5.6% | 3.0% | ||
| Q1 24 | 6.7% | 2.1% |
| Q4 25 | 3.74× | 1.60× | ||
| Q3 25 | 5.54× | 5.71× | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.93× | 3.23× | ||
| Q3 24 | 3.95× | 11.08× | ||
| Q2 24 | 1.80× | 4.37× | ||
| Q1 24 | -2.22× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
