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Side-by-side financial comparison of DIODES INC (DIOD) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $260.4M, roughly 1.5× Smith Douglas Homes Corp.). DIODES INC runs the higher net margin — 2.6% vs 1.4%, a 1.3% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs -9.4%). DIODES INC produced more free cash flow last quarter ($12.4M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% 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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
DIOD vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $260.4M |
| Net Profit | $10.2M | $3.5M |
| Gross Margin | 31.1% | 19.9% |
| Operating Margin | 3.4% | 6.5% |
| Net Margin | 2.6% | 1.4% |
| Revenue YoY | 15.4% | -9.4% |
| Net Profit YoY | 23.8% | -14.3% |
| EPS (diluted) | $0.23 | $0.39 |
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 | $260.4M | ||
| Q3 25 | $392.2M | $262.0M | ||
| Q2 25 | $366.2M | $223.9M | ||
| Q1 25 | $332.1M | $224.7M | ||
| Q4 24 | $339.3M | $287.5M | ||
| Q3 24 | $350.1M | $277.8M | ||
| Q2 24 | $319.8M | $220.9M | ||
| Q1 24 | $302.0M | $189.2M |
| Q4 25 | $10.2M | $3.5M | ||
| Q3 25 | $14.3M | $2.1M | ||
| Q2 25 | $46.1M | $2.4M | ||
| Q1 25 | $-4.4M | $2.7M | ||
| Q4 24 | $8.2M | $4.1M | ||
| Q3 24 | $13.7M | $5.3M | ||
| Q2 24 | $8.0M | $3.6M | ||
| Q1 24 | $14.0M | $3.0M |
| Q4 25 | 31.1% | 19.9% | ||
| Q3 25 | 30.7% | 21.0% | ||
| Q2 25 | 31.5% | 23.2% | ||
| Q1 25 | 31.5% | 23.8% | ||
| Q4 24 | 32.7% | 25.5% | ||
| Q3 24 | 33.7% | 26.5% | ||
| Q2 24 | 33.6% | 26.7% | ||
| Q1 24 | 33.0% | 26.1% |
| Q4 25 | 3.4% | 6.5% | ||
| Q3 25 | 3.0% | 6.6% | ||
| Q2 25 | 2.6% | 7.7% | ||
| Q1 25 | 0.4% | 8.7% | ||
| Q4 24 | 3.5% | 10.4% | ||
| Q3 24 | 6.2% | 14.2% | ||
| Q2 24 | 1.2% | 11.7% | ||
| Q1 24 | 4.3% | 11.3% |
| Q4 25 | 2.6% | 1.4% | ||
| Q3 25 | 3.6% | 0.8% | ||
| Q2 25 | 12.6% | 1.1% | ||
| Q1 25 | -1.3% | 1.2% | ||
| Q4 24 | 2.4% | 1.4% | ||
| Q3 24 | 3.9% | 1.9% | ||
| Q2 24 | 2.5% | 1.7% | ||
| Q1 24 | 4.6% | 1.6% |
| Q4 25 | $0.23 | $0.39 | ||
| Q3 25 | $0.31 | $0.24 | ||
| Q2 25 | $0.99 | $0.26 | ||
| Q1 25 | $-0.10 | $0.30 | ||
| Q4 24 | $0.18 | $0.50 | ||
| Q3 24 | $0.30 | $0.58 | ||
| Q2 24 | $0.17 | $0.40 | ||
| Q1 24 | $0.30 | $0.33 |
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 | $12.7M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $86.7M |
| Total Assets | $2.4B | $557.6M |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $12.7M | ||
| Q3 25 | $386.4M | $14.8M | ||
| Q2 25 | $327.3M | $16.8M | ||
| Q1 25 | $343.9M | $12.7M | ||
| Q4 24 | $316.1M | $22.4M | ||
| Q3 24 | $319.3M | $23.7M | ||
| Q2 24 | $273.9M | $17.3M | ||
| Q1 24 | $276.0M | $32.8M |
| 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 | $86.7M | ||
| Q3 25 | $1.9B | $82.2M | ||
| Q2 25 | $1.9B | $80.0M | ||
| Q1 25 | $1.8B | $76.9M | ||
| Q4 24 | $1.8B | $73.6M | ||
| Q3 24 | $1.8B | $68.4M | ||
| Q2 24 | $1.8B | $62.1M | ||
| Q1 24 | $1.7B | $59.7M |
| Q4 25 | $2.4B | $557.6M | ||
| Q3 25 | $2.5B | $571.6M | ||
| Q2 25 | $2.5B | $570.2M | ||
| Q1 25 | $2.4B | $513.9M | ||
| Q4 24 | $2.4B | $475.9M | ||
| Q3 24 | $2.4B | $460.1M | ||
| Q2 24 | $2.4B | $429.3M | ||
| Q1 24 | $2.4B | $401.3M |
| 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 | $9.8M |
| Free Cash FlowOCF − Capex | $12.4M | $8.7M |
| FCF MarginFCF / Revenue | 3.2% | 3.4% |
| Capex IntensityCapex / Revenue | 6.6% | 0.4% |
| Cash ConversionOCF / Net Profit | 3.74× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $9.8M | ||
| Q3 25 | $79.1M | $22.8M | ||
| Q2 25 | $41.5M | $-28.9M | ||
| Q1 25 | $56.7M | $-34.9M | ||
| Q4 24 | $81.8M | $5.5M | ||
| Q3 24 | $54.4M | $22.9M | ||
| Q2 24 | $14.4M | $39.0K | ||
| Q1 24 | $-31.1M | $-9.3M |
| Q4 25 | $12.4M | $8.7M | ||
| Q3 25 | $62.8M | $21.4M | ||
| Q2 25 | $21.1M | $-31.1M | ||
| Q1 25 | $40.8M | $-35.9M | ||
| Q4 24 | $62.1M | $4.8M | ||
| Q3 24 | $39.4M | $22.3M | ||
| Q2 24 | $-3.5M | $-2.1M | ||
| Q1 24 | $-51.5M | $-9.7M |
| Q4 25 | 3.2% | 3.4% | ||
| Q3 25 | 16.0% | 8.2% | ||
| Q2 25 | 5.8% | -13.9% | ||
| Q1 25 | 12.3% | -16.0% | ||
| Q4 24 | 18.3% | 1.7% | ||
| Q3 24 | 11.2% | 8.0% | ||
| Q2 24 | -1.1% | -1.0% | ||
| Q1 24 | -17.1% | -5.1% |
| Q4 25 | 6.6% | 0.4% | ||
| Q3 25 | 4.2% | 0.5% | ||
| Q2 25 | 5.6% | 0.9% | ||
| Q1 25 | 4.8% | 0.5% | ||
| Q4 24 | 5.8% | 0.2% | ||
| Q3 24 | 4.3% | 0.2% | ||
| Q2 24 | 5.6% | 1.0% | ||
| Q1 24 | 6.7% | 0.2% |
| Q4 25 | 3.74× | 2.77× | ||
| Q3 25 | 5.54× | 10.70× | ||
| Q2 25 | 0.90× | -12.24× | ||
| Q1 25 | — | -13.01× | ||
| Q4 24 | 9.93× | 1.33× | ||
| Q3 24 | 3.95× | 4.28× | ||
| Q2 24 | 1.80× | 0.01× | ||
| Q1 24 | -2.22× | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
