vs
Side-by-side financial comparison of DIODES INC (DIOD) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $253.4M, roughly 1.5× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 15.4%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $12.4M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% 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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
DIOD vs PLMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $253.4M |
| Net Profit | $10.2M | — |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 28.7% |
| Net Margin | 2.6% | — |
| Revenue YoY | 15.4% | 62.7% |
| Net Profit YoY | 23.8% | — |
| EPS (diluted) | $0.23 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $392.2M | $244.7M | ||
| Q2 25 | $366.2M | $203.3M | ||
| Q1 25 | $332.1M | $174.6M | ||
| Q4 24 | $339.3M | $155.8M | ||
| Q3 24 | $350.1M | $148.5M | ||
| Q2 24 | $319.8M | $131.1M | ||
| Q1 24 | $302.0M | $118.5M |
| Q4 25 | $10.2M | — | ||
| Q3 25 | $14.3M | $51.5M | ||
| Q2 25 | $46.1M | $46.5M | ||
| Q1 25 | $-4.4M | $42.9M | ||
| Q4 24 | $8.2M | — | ||
| Q3 24 | $13.7M | $30.5M | ||
| Q2 24 | $8.0M | $25.7M | ||
| Q1 24 | $14.0M | $26.4M |
| 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% | 28.7% | ||
| Q3 25 | 3.0% | 27.4% | ||
| Q2 25 | 2.6% | 29.5% | ||
| Q1 25 | 0.4% | 30.8% | ||
| Q4 24 | 3.5% | 28.9% | ||
| Q3 24 | 6.2% | 25.9% | ||
| Q2 24 | 1.2% | 25.5% | ||
| Q1 24 | 4.3% | 29.0% |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.6% | 21.0% | ||
| Q2 25 | 12.6% | 22.9% | ||
| Q1 25 | -1.3% | 24.6% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 3.9% | 20.5% | ||
| Q2 24 | 2.5% | 19.6% | ||
| Q1 24 | 4.6% | 22.3% |
| Q4 25 | $0.23 | $2.05 | ||
| Q3 25 | $0.31 | $1.87 | ||
| Q2 25 | $0.99 | $1.68 | ||
| Q1 25 | $-0.10 | $1.57 | ||
| Q4 24 | $0.18 | $1.29 | ||
| Q3 24 | $0.30 | $1.15 | ||
| Q2 24 | $0.17 | $1.00 | ||
| Q1 24 | $0.30 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $942.7M |
| Total Assets | $2.4B | $3.1B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $106.9M | ||
| Q3 25 | $386.4M | $111.7M | ||
| Q2 25 | $327.3M | $81.3M | ||
| Q1 25 | $343.9M | $119.3M | ||
| Q4 24 | $316.1M | $80.4M | ||
| Q3 24 | $319.3M | $86.5M | ||
| Q2 24 | $273.9M | $47.8M | ||
| Q1 24 | $276.0M | $61.4M |
| 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 24 | $20.9M | — |
| Q4 25 | $1.9B | $942.7M | ||
| Q3 25 | $1.9B | $878.1M | ||
| Q2 25 | $1.9B | $847.2M | ||
| Q1 25 | $1.8B | $790.4M | ||
| Q4 24 | $1.8B | $729.0M | ||
| Q3 24 | $1.8B | $703.3M | ||
| Q2 24 | $1.8B | $532.6M | ||
| Q1 24 | $1.7B | $501.7M |
| Q4 25 | $2.4B | $3.1B | ||
| Q3 25 | $2.5B | $2.9B | ||
| Q2 25 | $2.5B | $2.8B | ||
| Q1 25 | $2.4B | $2.4B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.4B | $2.3B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.4B | $1.9B |
| 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× | — | ||
| Q1 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 | $409.1M |
| Free Cash FlowOCF − Capex | $12.4M | $409.0M |
| FCF MarginFCF / Revenue | 3.2% | 161.4% |
| Capex IntensityCapex / Revenue | 6.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $409.1M | ||
| Q3 25 | $79.1M | $83.6M | ||
| Q2 25 | $41.5M | $120.9M | ||
| Q1 25 | $56.7M | $87.2M | ||
| Q4 24 | $81.8M | $261.2M | ||
| Q3 24 | $54.4M | $100.3M | ||
| Q2 24 | $14.4M | $55.1M | ||
| Q1 24 | $-31.1M | $33.1M |
| Q4 25 | $12.4M | $409.0M | ||
| Q3 25 | $62.8M | $83.6M | ||
| Q2 25 | $21.1M | $120.8M | ||
| Q1 25 | $40.8M | $87.1M | ||
| Q4 24 | $62.1M | $260.9M | ||
| Q3 24 | $39.4M | $100.1M | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $-51.5M | — |
| Q4 25 | 3.2% | 161.4% | ||
| Q3 25 | 16.0% | 34.2% | ||
| Q2 25 | 5.8% | 59.4% | ||
| Q1 25 | 12.3% | 49.9% | ||
| Q4 24 | 18.3% | 167.5% | ||
| Q3 24 | 11.2% | 67.4% | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | -17.1% | — |
| Q4 25 | 6.6% | 0.1% | ||
| Q3 25 | 4.2% | 0.0% | ||
| Q2 25 | 5.6% | 0.0% | ||
| Q1 25 | 4.8% | 0.0% | ||
| Q4 24 | 5.8% | 0.2% | ||
| Q3 24 | 4.3% | 0.1% | ||
| Q2 24 | 5.6% | 0.0% | ||
| Q1 24 | 6.7% | 0.0% |
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | 1.63× | ||
| Q2 25 | 0.90× | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | 3.29× | ||
| Q2 24 | 1.80× | 2.14× | ||
| Q1 24 | -2.22× | 1.26× |
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% |
PLMR
Segment breakdown not available.
