vs
Side-by-side financial comparison of DIODES INC (DIOD) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $391.6M, roughly 1.2× DIODES INC). RBC Bearings INC runs the higher net margin — 14.6% vs 2.6%, a 12.0% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 15.4%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 5.6%).
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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
DIOD vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $461.6M |
| Net Profit | $10.2M | $67.4M |
| Gross Margin | 31.1% | 44.3% |
| Operating Margin | 3.4% | 22.3% |
| Net Margin | 2.6% | 14.6% |
| Revenue YoY | 15.4% | 17.0% |
| Net Profit YoY | 23.8% | 16.4% |
| EPS (diluted) | $0.23 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $392.2M | $455.3M | ||
| Q2 25 | $366.2M | $436.0M | ||
| Q1 25 | $332.1M | $437.7M | ||
| Q4 24 | $339.3M | $394.4M | ||
| Q3 24 | $350.1M | $397.9M | ||
| Q2 24 | $319.8M | $406.3M | ||
| Q1 24 | $302.0M | $413.7M |
| Q4 25 | $10.2M | $67.4M | ||
| Q3 25 | $14.3M | $60.0M | ||
| Q2 25 | $46.1M | $68.5M | ||
| Q1 25 | $-4.4M | $72.7M | ||
| Q4 24 | $8.2M | $57.9M | ||
| Q3 24 | $13.7M | $54.2M | ||
| Q2 24 | $8.0M | $61.4M | ||
| Q1 24 | $14.0M | — |
| Q4 25 | 31.1% | 44.3% | ||
| Q3 25 | 30.7% | 44.1% | ||
| Q2 25 | 31.5% | 44.8% | ||
| Q1 25 | 31.5% | 44.2% | ||
| Q4 24 | 32.7% | 44.3% | ||
| Q3 24 | 33.7% | 43.7% | ||
| Q2 24 | 33.6% | 45.3% | ||
| Q1 24 | 33.0% | 43.1% |
| Q4 25 | 3.4% | 22.3% | ||
| Q3 25 | 3.0% | 21.5% | ||
| Q2 25 | 2.6% | 23.2% | ||
| Q1 25 | 0.4% | 23.0% | ||
| Q4 24 | 3.5% | 21.7% | ||
| Q3 24 | 6.2% | 21.6% | ||
| Q2 24 | 1.2% | 24.0% | ||
| Q1 24 | 4.3% | 22.8% |
| Q4 25 | 2.6% | 14.6% | ||
| Q3 25 | 3.6% | 13.2% | ||
| Q2 25 | 12.6% | 15.7% | ||
| Q1 25 | -1.3% | 16.6% | ||
| Q4 24 | 2.4% | 14.7% | ||
| Q3 24 | 3.9% | 13.6% | ||
| Q2 24 | 2.5% | 15.1% | ||
| Q1 24 | 4.6% | — |
| Q4 25 | $0.23 | $2.13 | ||
| Q3 25 | $0.31 | $1.90 | ||
| Q2 25 | $0.99 | $2.17 | ||
| Q1 25 | $-0.10 | $2.33 | ||
| Q4 24 | $0.18 | $1.82 | ||
| Q3 24 | $0.30 | $1.65 | ||
| Q2 24 | $0.17 | $1.90 | ||
| Q1 24 | $0.30 | $1.92 |
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 | $107.6M |
| Total DebtLower is stronger | $25.7M | $990.2M |
| Stockholders' EquityBook value | $1.9B | $3.3B |
| Total Assets | $2.4B | $5.1B |
| Debt / EquityLower = less leverage | 0.01× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $107.6M | ||
| Q3 25 | $386.4M | $91.2M | ||
| Q2 25 | $327.3M | $132.9M | ||
| Q1 25 | $343.9M | $36.8M | ||
| Q4 24 | $316.1M | — | ||
| Q3 24 | $319.3M | — | ||
| Q2 24 | $273.9M | $76.8M | ||
| Q1 24 | $276.0M | $63.5M |
| Q4 25 | $25.7M | $990.2M | ||
| Q3 25 | $24.9M | $1.1B | ||
| Q2 25 | $26.4M | $915.6M | ||
| Q1 25 | $20.5M | $920.1M | ||
| Q4 24 | $20.7M | — | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — | ||
| Q1 24 | $20.9M | $1.2B |
| Q4 25 | $1.9B | $3.3B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.9B | $3.1B | ||
| Q1 25 | $1.8B | $3.0B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.8B | $2.9B | ||
| Q2 24 | $1.8B | $2.8B | ||
| Q1 24 | $1.7B | $2.8B |
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.5B | $5.1B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.4B | $4.7B | ||
| Q4 24 | $2.4B | $4.7B | ||
| Q3 24 | $2.4B | $4.7B | ||
| Q2 24 | $2.4B | $4.7B | ||
| Q1 24 | $2.4B | $4.7B |
| Q4 25 | 0.01× | 0.30× | ||
| Q3 25 | 0.01× | 0.34× | ||
| Q2 25 | 0.01× | 0.29× | ||
| Q1 25 | 0.01× | 0.30× | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | 0.01× | 0.43× |
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 | $122.1M |
| Free Cash FlowOCF − Capex | $12.4M | $99.1M |
| FCF MarginFCF / Revenue | 3.2% | 21.5% |
| Capex IntensityCapex / Revenue | 6.6% | 5.0% |
| Cash ConversionOCF / Net Profit | 3.74× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $122.1M | ||
| Q3 25 | $79.1M | $88.4M | ||
| Q2 25 | $41.5M | $120.0M | ||
| Q1 25 | $56.7M | — | ||
| Q4 24 | $81.8M | $84.0M | ||
| Q3 24 | $54.4M | — | ||
| Q2 24 | $14.4M | $97.4M | ||
| Q1 24 | $-31.1M | — |
| Q4 25 | $12.4M | $99.1M | ||
| Q3 25 | $62.8M | $71.7M | ||
| Q2 25 | $21.1M | $104.3M | ||
| Q1 25 | $40.8M | — | ||
| Q4 24 | $62.1M | $73.6M | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $-3.5M | $88.4M | ||
| Q1 24 | $-51.5M | — |
| Q4 25 | 3.2% | 21.5% | ||
| Q3 25 | 16.0% | 15.7% | ||
| Q2 25 | 5.8% | 23.9% | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 18.3% | 18.7% | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | -1.1% | 21.8% | ||
| Q1 24 | -17.1% | — |
| Q4 25 | 6.6% | 5.0% | ||
| Q3 25 | 4.2% | 3.7% | ||
| Q2 25 | 5.6% | 3.6% | ||
| Q1 25 | 4.8% | 3.2% | ||
| Q4 24 | 5.8% | 2.6% | ||
| Q3 24 | 4.3% | 4.1% | ||
| Q2 24 | 5.6% | 2.2% | ||
| Q1 24 | 6.7% | — |
| Q4 25 | 3.74× | 1.81× | ||
| Q3 25 | 5.54× | 1.47× | ||
| Q2 25 | 0.90× | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.93× | 1.45× | ||
| Q3 24 | 3.95× | — | ||
| Q2 24 | 1.80× | 1.59× | ||
| Q1 24 | -2.22× | — |
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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
