vs
Side-by-side financial comparison of DIODES INC (DIOD) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $391.6M, roughly 2.0× DIODES INC). DIODES INC runs the higher net margin — 2.6% vs 2.2%, a 0.5% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 2.5%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
DIOD vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $766.5M |
| Net Profit | $10.2M | $16.5M |
| Gross Margin | 31.1% | 13.4% |
| Operating Margin | 3.4% | 2.3% |
| Net Margin | 2.6% | 2.2% |
| Revenue YoY | 15.4% | 2.5% |
| Net Profit YoY | 23.8% | -3.3% |
| EPS (diluted) | $0.23 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $392.2M | $739.6M | ||
| Q2 25 | $366.2M | $812.9M | ||
| Q1 25 | $332.1M | $704.8M | ||
| Q4 24 | $339.3M | $747.5M | ||
| Q3 24 | $350.1M | $775.6M | ||
| Q2 24 | $319.8M | $746.1M | ||
| Q1 24 | $302.0M | $752.6M |
| Q4 25 | $10.2M | $16.5M | ||
| Q3 25 | $14.3M | $19.9M | ||
| Q2 25 | $46.1M | $20.1M | ||
| Q1 25 | $-4.4M | $17.4M | ||
| Q4 24 | $8.2M | $17.1M | ||
| Q3 24 | $13.7M | $17.0M | ||
| Q2 24 | $8.0M | $16.1M | ||
| Q1 24 | $14.0M | $12.8M |
| Q4 25 | 31.1% | 13.4% | ||
| Q3 25 | 30.7% | 14.5% | ||
| Q2 25 | 31.5% | 12.9% | ||
| Q1 25 | 31.5% | 14.2% | ||
| Q4 24 | 32.7% | 13.6% | ||
| Q3 24 | 33.7% | 13.1% | ||
| Q2 24 | 33.6% | 13.0% | ||
| Q1 24 | 33.0% | 12.6% |
| Q4 25 | 3.4% | 2.3% | ||
| Q3 25 | 3.0% | 3.5% | ||
| Q2 25 | 2.6% | 3.3% | ||
| Q1 25 | 0.4% | 3.2% | ||
| Q4 24 | 3.5% | 2.5% | ||
| Q3 24 | 6.2% | 2.3% | ||
| Q2 24 | 1.2% | 2.9% | ||
| Q1 24 | 4.3% | 2.3% |
| Q4 25 | 2.6% | 2.2% | ||
| Q3 25 | 3.6% | 2.7% | ||
| Q2 25 | 12.6% | 2.5% | ||
| Q1 25 | -1.3% | 2.5% | ||
| Q4 24 | 2.4% | 2.3% | ||
| Q3 24 | 3.9% | 2.2% | ||
| Q2 24 | 2.5% | 2.2% | ||
| Q1 24 | 4.6% | 1.7% |
| Q4 25 | $0.23 | $0.75 | ||
| Q3 25 | $0.31 | $0.89 | ||
| Q2 25 | $0.99 | $0.87 | ||
| Q1 25 | $-0.10 | $0.74 | ||
| Q4 24 | $0.18 | $0.70 | ||
| Q3 24 | $0.30 | $0.69 | ||
| Q2 24 | $0.17 | $0.66 | ||
| Q1 24 | $0.30 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $910.9M |
| Total Assets | $2.4B | $1.7B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $83.5M | ||
| Q3 25 | $386.4M | $124.9M | ||
| Q2 25 | $327.3M | $126.2M | ||
| Q1 25 | $343.9M | $146.3M | ||
| Q4 24 | $316.1M | $110.5M | ||
| Q3 24 | $319.3M | $145.0M | ||
| Q2 24 | $273.9M | $185.5M | ||
| Q1 24 | $276.0M | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $1.9B | $914.0M | ||
| Q2 25 | $1.9B | $906.4M | ||
| Q1 25 | $1.8B | $901.7M | ||
| Q4 24 | $1.8B | $900.7M | ||
| Q3 24 | $1.8B | $920.9M | ||
| Q2 24 | $1.8B | $924.3M | ||
| Q1 24 | $1.7B | $944.1M |
| Q4 25 | $2.4B | $1.7B | ||
| Q3 25 | $2.5B | $1.7B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.4B | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | $2.4B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | $12.4M | $28.9M |
| FCF MarginFCF / Revenue | 3.2% | 3.8% |
| Capex IntensityCapex / Revenue | 6.6% | 0.3% |
| Cash ConversionOCF / Net Profit | 3.74× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $30.8M | ||
| Q3 25 | $79.1M | $23.2M | ||
| Q2 25 | $41.5M | — | ||
| Q1 25 | $56.7M | $66.1M | ||
| Q4 24 | $81.8M | $-6.2M | ||
| Q3 24 | $54.4M | $44.8M | ||
| Q2 24 | $14.4M | — | ||
| Q1 24 | $-31.1M | $160.2M |
| Q4 25 | $12.4M | $28.9M | ||
| Q3 25 | $62.8M | $20.8M | ||
| Q2 25 | $21.1M | — | ||
| Q1 25 | $40.8M | $64.6M | ||
| Q4 24 | $62.1M | $-8.2M | ||
| Q3 24 | $39.4M | $42.5M | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $-51.5M | $157.7M |
| Q4 25 | 3.2% | 3.8% | ||
| Q3 25 | 16.0% | 2.8% | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 12.3% | 9.2% | ||
| Q4 24 | 18.3% | -1.1% | ||
| Q3 24 | 11.2% | 5.5% | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | -17.1% | 21.0% |
| Q4 25 | 6.6% | 0.3% | ||
| Q3 25 | 4.2% | 0.3% | ||
| Q2 25 | 5.6% | 0.3% | ||
| Q1 25 | 4.8% | 0.2% | ||
| Q4 24 | 5.8% | 0.3% | ||
| Q3 24 | 4.3% | 0.3% | ||
| Q2 24 | 5.6% | 0.2% | ||
| Q1 24 | 6.7% | 0.3% |
| Q4 25 | 3.74× | 1.87× | ||
| Q3 25 | 5.54× | 1.17× | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | 9.93× | -0.36× | ||
| Q3 24 | 3.95× | 2.64× | ||
| Q2 24 | 1.80× | — | ||
| Q1 24 | -2.22× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
