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Side-by-side financial comparison of DIODES INC (DIOD) and ROGERS CORP (ROG). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $200.5M, roughly 2.0× ROGERS CORP). DIODES INC runs the higher net margin — 2.6% vs 2.2%, a 0.4% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 5.2%). DIODES INC produced more free cash flow last quarter ($12.4M vs $1.1M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
DIOD vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $200.5M |
| Net Profit | $10.2M | $4.5M |
| Gross Margin | 31.1% | 32.2% |
| Operating Margin | 3.4% | — |
| Net Margin | 2.6% | 2.2% |
| Revenue YoY | 15.4% | 5.2% |
| Net Profit YoY | 23.8% | 421.4% |
| EPS (diluted) | $0.23 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $391.6M | $201.5M | ||
| Q3 25 | $392.2M | $216.0M | ||
| Q2 25 | $366.2M | $202.8M | ||
| Q1 25 | $332.1M | $190.5M | ||
| Q4 24 | $339.3M | $192.2M | ||
| Q3 24 | $350.1M | $210.3M | ||
| Q2 24 | $319.8M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $10.2M | $4.6M | ||
| Q3 25 | $14.3M | $8.6M | ||
| Q2 25 | $46.1M | $-73.6M | ||
| Q1 25 | $-4.4M | $-1.4M | ||
| Q4 24 | $8.2M | $-500.0K | ||
| Q3 24 | $13.7M | $10.7M | ||
| Q2 24 | $8.0M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 31.1% | 31.5% | ||
| Q3 25 | 30.7% | 33.5% | ||
| Q2 25 | 31.5% | 31.6% | ||
| Q1 25 | 31.5% | 29.9% | ||
| Q4 24 | 32.7% | 32.1% | ||
| Q3 24 | 33.7% | 35.2% | ||
| Q2 24 | 33.6% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 3.5% | ||
| Q3 25 | 3.0% | 7.3% | ||
| Q2 25 | 2.6% | -33.3% | ||
| Q1 25 | 0.4% | -0.2% | ||
| Q4 24 | 3.5% | -6.6% | ||
| Q3 24 | 6.2% | 6.9% | ||
| Q2 24 | 1.2% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.6% | 2.3% | ||
| Q3 25 | 3.6% | 4.0% | ||
| Q2 25 | 12.6% | -36.3% | ||
| Q1 25 | -1.3% | -0.7% | ||
| Q4 24 | 2.4% | -0.3% | ||
| Q3 24 | 3.9% | 5.1% | ||
| Q2 24 | 2.5% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.23 | $0.20 | ||
| Q3 25 | $0.31 | $0.48 | ||
| Q2 25 | $0.99 | $-4.00 | ||
| Q1 25 | $-0.10 | $-0.08 | ||
| Q4 24 | $0.18 | $-0.04 | ||
| Q3 24 | $0.30 | $0.58 | ||
| Q2 24 | $0.17 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $1.2B |
| Total Assets | $2.4B | $1.4B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $377.0M | $197.0M | ||
| Q3 25 | $386.4M | $167.8M | ||
| Q2 25 | $327.3M | $157.2M | ||
| Q1 25 | $343.9M | $175.6M | ||
| Q4 24 | $316.1M | $159.8M | ||
| Q3 24 | $319.3M | $146.4M | ||
| Q2 24 | $273.9M | $119.9M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.2B | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.8B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.4B | $1.5B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.4B | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $12.4M | $1.1M |
| FCF MarginFCF / Revenue | 3.2% | 0.5% |
| Capex IntensityCapex / Revenue | 6.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 3.74× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $38.1M | $46.9M | ||
| Q3 25 | $79.1M | $28.9M | ||
| Q2 25 | $41.5M | $13.7M | ||
| Q1 25 | $56.7M | $11.7M | ||
| Q4 24 | $81.8M | $33.7M | ||
| Q3 24 | $54.4M | $42.4M | ||
| Q2 24 | $14.4M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $12.4M | $42.2M | ||
| Q3 25 | $62.8M | $21.2M | ||
| Q2 25 | $21.1M | $5.6M | ||
| Q1 25 | $40.8M | $2.1M | ||
| Q4 24 | $62.1M | $18.3M | ||
| Q3 24 | $39.4M | $25.2M | ||
| Q2 24 | $-3.5M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 3.2% | 20.9% | ||
| Q3 25 | 16.0% | 9.8% | ||
| Q2 25 | 5.8% | 2.8% | ||
| Q1 25 | 12.3% | 1.1% | ||
| Q4 24 | 18.3% | 9.5% | ||
| Q3 24 | 11.2% | 12.0% | ||
| Q2 24 | -1.1% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 6.6% | 2.3% | ||
| Q3 25 | 4.2% | 3.6% | ||
| Q2 25 | 5.6% | 4.0% | ||
| Q1 25 | 4.8% | 5.0% | ||
| Q4 24 | 5.8% | 8.0% | ||
| Q3 24 | 4.3% | 8.2% | ||
| Q2 24 | 5.6% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 3.74× | 10.20× | ||
| Q3 25 | 5.54× | 3.36× | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | 3.96× | ||
| Q2 24 | 1.80× | 2.83× |
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% |
ROG
Segment breakdown not available.
