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Side-by-side financial comparison of DIODES INC (DIOD) and BLUE OWL CAPITAL INC. (OWL). Click either name above to swap in a different company.
BLUE OWL CAPITAL INC. is the larger business by last-quarter revenue ($755.6M vs $391.6M, roughly 1.9× DIODES INC). BLUE OWL CAPITAL INC. runs the higher net margin — 6.3% vs 2.6%, a 3.7% gap on every dollar of revenue. On growth, BLUE OWL CAPITAL INC. posted the faster year-over-year revenue change (19.7% vs 15.4%). BLUE OWL CAPITAL INC. produced more free cash flow last quarter ($359.1M vs $12.4M). Over the past eight quarters, BLUE OWL CAPITAL INC.'s revenue compounded faster (21.3% CAGR vs 13.9%).
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.
Blue Owl Capital Inc. is an American alternative investment asset management company that is listed on the New York Stock Exchange under the ticker symbol: "OWL". Headquartered in New York City, it has additional offices around the world, including London, Dubai, and Hong Kong.
DIOD vs OWL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $755.6M |
| Net Profit | $10.2M | $47.7M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 22.2% |
| Net Margin | 2.6% | 6.3% |
| Revenue YoY | 15.4% | 19.7% |
| Net Profit YoY | 23.8% | 129.8% |
| EPS (diluted) | $0.23 | $0.07 |
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 | $755.6M | ||
| Q3 25 | $392.2M | $728.0M | ||
| Q2 25 | $366.2M | $703.1M | ||
| Q1 25 | $332.1M | $683.5M | ||
| Q4 24 | $339.3M | $631.4M | ||
| Q3 24 | $350.1M | $600.9M | ||
| Q2 24 | $319.8M | $549.8M | ||
| Q1 24 | $302.0M | $513.3M |
| Q4 25 | $10.2M | $47.7M | ||
| Q3 25 | $14.3M | $6.3M | ||
| Q2 25 | $46.1M | $17.4M | ||
| Q1 25 | $-4.4M | $7.4M | ||
| Q4 24 | $8.2M | $20.7M | ||
| Q3 24 | $13.7M | $29.8M | ||
| Q2 24 | $8.0M | $33.9M | ||
| Q1 24 | $14.0M | $25.1M |
| 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 24 | 33.0% | — |
| Q4 25 | 3.4% | 22.2% | ||
| Q3 25 | 3.0% | 7.6% | ||
| Q2 25 | 2.6% | 12.0% | ||
| Q1 25 | 0.4% | 5.9% | ||
| Q4 24 | 3.5% | 11.7% | ||
| Q3 24 | 6.2% | 18.7% | ||
| Q2 24 | 1.2% | 28.4% | ||
| Q1 24 | 4.3% | 24.7% |
| Q4 25 | 2.6% | 6.3% | ||
| Q3 25 | 3.6% | 0.9% | ||
| Q2 25 | 12.6% | 2.5% | ||
| Q1 25 | -1.3% | 1.1% | ||
| Q4 24 | 2.4% | 3.3% | ||
| Q3 24 | 3.9% | 5.0% | ||
| Q2 24 | 2.5% | 6.2% | ||
| Q1 24 | 4.6% | 4.9% |
| Q4 25 | $0.23 | $0.07 | ||
| Q3 25 | $0.31 | $0.01 | ||
| Q2 25 | $0.99 | $0.02 | ||
| Q1 25 | $-0.10 | $0.00 | ||
| Q4 24 | $0.18 | $0.06 | ||
| Q3 24 | $0.30 | $0.04 | ||
| Q2 24 | $0.17 | $0.06 | ||
| Q1 24 | $0.30 | $0.04 |
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 | $194.5M |
| Total DebtLower is stronger | $25.7M | $3.3B |
| Stockholders' EquityBook value | $1.9B | $2.2B |
| Total Assets | $2.4B | $12.5B |
| Debt / EquityLower = less leverage | 0.01× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $194.5M | ||
| Q3 25 | $386.4M | $137.3M | ||
| Q2 25 | $327.3M | $117.6M | ||
| Q1 25 | $343.9M | $97.6M | ||
| Q4 24 | $316.1M | $152.1M | ||
| Q3 24 | $319.3M | $115.9M | ||
| Q2 24 | $273.9M | $436.8M | ||
| Q1 24 | $276.0M | $155.8M |
| Q4 25 | $25.7M | $3.3B | ||
| Q3 25 | $24.9M | $3.2B | ||
| Q2 25 | $26.4M | $3.2B | ||
| Q1 25 | $20.5M | $3.2B | ||
| Q4 24 | $20.7M | $2.6B | ||
| Q3 24 | $22.2M | $2.5B | ||
| Q2 24 | $20.3M | $2.5B | ||
| Q1 24 | $20.9M | $2.1B |
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.9B | $2.4B | ||
| Q1 25 | $1.8B | $2.3B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.8B | $1.7B | ||
| Q1 24 | $1.7B | $1.6B |
| Q4 25 | $2.4B | $12.5B | ||
| Q3 25 | $2.5B | $12.5B | ||
| Q2 25 | $2.5B | $12.3B | ||
| Q1 25 | $2.4B | $12.3B | ||
| Q4 24 | $2.4B | $11.0B | ||
| Q3 24 | $2.4B | $10.8B | ||
| Q2 24 | $2.4B | $9.7B | ||
| Q1 24 | $2.4B | $9.0B |
| Q4 25 | 0.01× | 1.51× | ||
| Q3 25 | 0.01× | 1.41× | ||
| Q2 25 | 0.01× | 1.38× | ||
| Q1 25 | 0.01× | 1.37× | ||
| Q4 24 | 0.01× | 1.22× | ||
| Q3 24 | 0.01× | 1.27× | ||
| Q2 24 | 0.01× | 1.41× | ||
| Q1 24 | 0.01× | 1.26× |
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 | $382.9M |
| Free Cash FlowOCF − Capex | $12.4M | $359.1M |
| FCF MarginFCF / Revenue | 3.2% | 47.5% |
| Capex IntensityCapex / Revenue | 6.6% | 3.1% |
| Cash ConversionOCF / Net Profit | 3.74× | 8.03× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $382.9M | ||
| Q3 25 | $79.1M | $433.1M | ||
| Q2 25 | $41.5M | $422.5M | ||
| Q1 25 | $56.7M | $17.6M | ||
| Q4 24 | $81.8M | $324.0M | ||
| Q3 24 | $54.4M | $326.0M | ||
| Q2 24 | $14.4M | $302.3M | ||
| Q1 24 | $-31.1M | $47.2M |
| Q4 25 | $12.4M | $359.1M | ||
| Q3 25 | $62.8M | $422.5M | ||
| Q2 25 | $21.1M | $412.5M | ||
| Q1 25 | $40.8M | $4.2M | ||
| Q4 24 | $62.1M | $310.1M | ||
| Q3 24 | $39.4M | $314.8M | ||
| Q2 24 | $-3.5M | $269.4M | ||
| Q1 24 | $-51.5M | $41.1M |
| Q4 25 | 3.2% | 47.5% | ||
| Q3 25 | 16.0% | 58.0% | ||
| Q2 25 | 5.8% | 58.7% | ||
| Q1 25 | 12.3% | 0.6% | ||
| Q4 24 | 18.3% | 49.1% | ||
| Q3 24 | 11.2% | 52.4% | ||
| Q2 24 | -1.1% | 49.0% | ||
| Q1 24 | -17.1% | 8.0% |
| Q4 25 | 6.6% | 3.1% | ||
| Q3 25 | 4.2% | 1.5% | ||
| Q2 25 | 5.6% | 1.4% | ||
| Q1 25 | 4.8% | 2.0% | ||
| Q4 24 | 5.8% | 2.2% | ||
| Q3 24 | 4.3% | 1.9% | ||
| Q2 24 | 5.6% | 6.0% | ||
| Q1 24 | 6.7% | 1.2% |
| Q4 25 | 3.74× | 8.03× | ||
| Q3 25 | 5.54× | 68.64× | ||
| Q2 25 | 0.90× | 24.25× | ||
| Q1 25 | — | 2.37× | ||
| Q4 24 | 9.93× | 15.62× | ||
| Q3 24 | 3.95× | 10.94× | ||
| Q2 24 | 1.80× | 8.91× | ||
| Q1 24 | -2.22× | 1.88× |
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% |
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
