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Side-by-side financial comparison of DIODES INC (DIOD) and RLI CORP (RLI). Click either name above to swap in a different company.
RLI CORP is the larger business by last-quarter revenue ($465.7M vs $391.6M, roughly 1.2× DIODES INC). RLI CORP runs the higher net margin — 19.6% vs 2.6%, a 17.0% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 6.1%). RLI CORP produced more free cash flow last quarter ($155.0M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 2.3%).
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.
RLI Corp. is an American insurance company specializing in property insurance and casualty insurance. It is headquartered in Peoria, Illinois.
DIOD vs RLI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $465.7M |
| Net Profit | $10.2M | $91.2M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 24.4% |
| Net Margin | 2.6% | 19.6% |
| Revenue YoY | 15.4% | 6.1% |
| Net Profit YoY | 23.8% | 123.1% |
| EPS (diluted) | $0.23 | $1.00 |
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 | $465.7M | ||
| Q3 25 | $392.2M | $509.3M | ||
| Q2 25 | $366.2M | $499.8M | ||
| Q1 25 | $332.1M | $407.7M | ||
| Q4 24 | $339.3M | $439.1M | ||
| Q3 24 | $350.1M | $470.0M | ||
| Q2 24 | $319.8M | $416.4M | ||
| Q1 24 | $302.0M | $444.8M |
| Q4 25 | $10.2M | $91.2M | ||
| Q3 25 | $14.3M | $124.6M | ||
| Q2 25 | $46.1M | $124.3M | ||
| Q1 25 | $-4.4M | $63.2M | ||
| Q4 24 | $8.2M | $40.9M | ||
| Q3 24 | $13.7M | $95.0M | ||
| Q2 24 | $8.0M | $82.0M | ||
| Q1 24 | $14.0M | $127.9M |
| 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% | 24.4% | ||
| Q3 25 | 3.0% | 30.9% | ||
| Q2 25 | 2.6% | 31.3% | ||
| Q1 25 | 0.4% | 19.3% | ||
| Q4 24 | 3.5% | 10.8% | ||
| Q3 24 | 6.2% | 24.9% | ||
| Q2 24 | 1.2% | 24.8% | ||
| Q1 24 | 4.3% | 36.0% |
| Q4 25 | 2.6% | 19.6% | ||
| Q3 25 | 3.6% | 24.5% | ||
| Q2 25 | 12.6% | 24.9% | ||
| Q1 25 | -1.3% | 15.5% | ||
| Q4 24 | 2.4% | 9.3% | ||
| Q3 24 | 3.9% | 20.2% | ||
| Q2 24 | 2.5% | 19.7% | ||
| Q1 24 | 4.6% | 28.8% |
| Q4 25 | $0.23 | $1.00 | ||
| Q3 25 | $0.31 | $1.35 | ||
| Q2 25 | $0.99 | $1.34 | ||
| Q1 25 | $-0.10 | $0.68 | ||
| Q4 24 | $0.18 | $-2.87 | ||
| Q3 24 | $0.30 | $2.06 | ||
| Q2 24 | $0.17 | $1.78 | ||
| Q1 24 | $0.30 | $2.77 |
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 | — |
| Stockholders' EquityBook value | $1.9B | $1.8B |
| Total Assets | $2.4B | $6.2B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $276.0M | — |
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | $100.0M | ||
| Q2 25 | $26.4M | $100.0M | ||
| Q1 25 | $20.5M | $100.0M | ||
| Q4 24 | $20.7M | $100.0M | ||
| Q3 24 | $22.2M | $100.0M | ||
| Q2 24 | $20.3M | $100.0M | ||
| Q1 24 | $20.9M | $100.0M |
| Q4 25 | $1.9B | $1.8B | ||
| Q3 25 | $1.9B | $1.9B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.8B | $1.6B | ||
| Q1 24 | $1.7B | $1.5B |
| Q4 25 | $2.4B | $6.2B | ||
| Q3 25 | $2.5B | $6.2B | ||
| Q2 25 | $2.5B | $6.0B | ||
| Q1 25 | $2.4B | $5.7B | ||
| Q4 24 | $2.4B | $5.6B | ||
| Q3 24 | $2.4B | $5.8B | ||
| Q2 24 | $2.4B | $5.5B | ||
| Q1 24 | $2.4B | $5.3B |
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | 0.05× | ||
| Q2 25 | 0.01× | 0.06× | ||
| Q1 25 | 0.01× | 0.06× | ||
| Q4 24 | 0.01× | 0.07× | ||
| Q3 24 | 0.01× | 0.06× | ||
| Q2 24 | 0.01× | 0.06× | ||
| Q1 24 | 0.01× | 0.07× |
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 | $156.8M |
| Free Cash FlowOCF − Capex | $12.4M | $155.0M |
| FCF MarginFCF / Revenue | 3.2% | 33.3% |
| Capex IntensityCapex / Revenue | 6.6% | 0.4% |
| Cash ConversionOCF / Net Profit | 3.74× | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $608.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $156.8M | ||
| Q3 25 | $79.1M | $179.2M | ||
| Q2 25 | $41.5M | $174.7M | ||
| Q1 25 | $56.7M | $103.5M | ||
| Q4 24 | $81.8M | $128.1M | ||
| Q3 24 | $54.4M | $219.4M | ||
| Q2 24 | $14.4M | $141.8M | ||
| Q1 24 | $-31.1M | $70.9M |
| Q4 25 | $12.4M | $155.0M | ||
| Q3 25 | $62.8M | $177.8M | ||
| Q2 25 | $21.1M | $173.4M | ||
| Q1 25 | $40.8M | $102.5M | ||
| Q4 24 | $62.1M | $127.6M | ||
| Q3 24 | $39.4M | $219.0M | ||
| Q2 24 | $-3.5M | $139.1M | ||
| Q1 24 | $-51.5M | $69.9M |
| Q4 25 | 3.2% | 33.3% | ||
| Q3 25 | 16.0% | 34.9% | ||
| Q2 25 | 5.8% | 34.7% | ||
| Q1 25 | 12.3% | 25.1% | ||
| Q4 24 | 18.3% | 29.0% | ||
| Q3 24 | 11.2% | 46.6% | ||
| Q2 24 | -1.1% | 33.4% | ||
| Q1 24 | -17.1% | 15.7% |
| Q4 25 | 6.6% | 0.4% | ||
| Q3 25 | 4.2% | 0.3% | ||
| Q2 25 | 5.6% | 0.3% | ||
| Q1 25 | 4.8% | 0.3% | ||
| Q4 24 | 5.8% | 0.1% | ||
| Q3 24 | 4.3% | 0.1% | ||
| Q2 24 | 5.6% | 0.7% | ||
| Q1 24 | 6.7% | 0.2% |
| Q4 25 | 3.74× | 1.72× | ||
| Q3 25 | 5.54× | 1.44× | ||
| Q2 25 | 0.90× | 1.41× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | 9.93× | 3.13× | ||
| Q3 24 | 3.95× | 2.31× | ||
| Q2 24 | 1.80× | 1.73× | ||
| Q1 24 | -2.22× | 0.55× |
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% |
RLI
| Casualty Segment | $246.8M | 53% |
| Property Insurance Segment | $122.5M | 26% |
| Other | $59.3M | 13% |
| Surety Insurance Segment | $37.1M | 8% |
