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Side-by-side financial comparison of DIODES INC (DIOD) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $335.4M, roughly 1.2× SOLAREDGE TECHNOLOGIES, INC.). DIODES INC runs the higher net margin — 2.6% vs -39.4%, a 42.0% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 15.4%). SOLAREDGE TECHNOLOGIES, INC. produced more free cash flow last quarter ($43.3M vs $12.4M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% 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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
DIOD vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $335.4M |
| Net Profit | $10.2M | $-132.1M |
| Gross Margin | 31.1% | 22.2% |
| Operating Margin | 3.4% | -14.4% |
| Net Margin | 2.6% | -39.4% |
| Revenue YoY | 15.4% | 70.9% |
| Net Profit YoY | 23.8% | 54.0% |
| EPS (diluted) | $0.23 | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $392.2M | $340.2M | ||
| Q2 25 | $366.2M | $289.4M | ||
| Q1 25 | $332.1M | $219.5M | ||
| Q4 24 | $339.3M | $196.2M | ||
| Q3 24 | $350.1M | $235.4M | ||
| Q2 24 | $319.8M | $265.4M | ||
| Q1 24 | $302.0M | $204.4M |
| Q4 25 | $10.2M | $-132.1M | ||
| Q3 25 | $14.3M | $-50.1M | ||
| Q2 25 | $46.1M | $-124.7M | ||
| Q1 25 | $-4.4M | $-98.5M | ||
| Q4 24 | $8.2M | $-287.4M | ||
| Q3 24 | $13.7M | $-1.2B | ||
| Q2 24 | $8.0M | $-130.8M | ||
| Q1 24 | $14.0M | $-157.3M |
| Q4 25 | 31.1% | 22.2% | ||
| Q3 25 | 30.7% | 21.2% | ||
| Q2 25 | 31.5% | 11.1% | ||
| Q1 25 | 31.5% | 8.0% | ||
| Q4 24 | 32.7% | -57.2% | ||
| Q3 24 | 33.7% | -309.1% | ||
| Q2 24 | 33.6% | -4.1% | ||
| Q1 24 | 33.0% | -12.8% |
| Q4 25 | 3.4% | -14.4% | ||
| Q3 25 | 3.0% | -10.3% | ||
| Q2 25 | 2.6% | -39.9% | ||
| Q1 25 | 0.4% | -46.8% | ||
| Q4 24 | 3.5% | -134.4% | ||
| Q3 24 | 6.2% | -471.8% | ||
| Q2 24 | 1.2% | -60.4% | ||
| Q1 24 | 4.3% | -85.0% |
| Q4 25 | 2.6% | -39.4% | ||
| Q3 25 | 3.6% | -14.7% | ||
| Q2 25 | 12.6% | -43.1% | ||
| Q1 25 | -1.3% | -44.9% | ||
| Q4 24 | 2.4% | -146.5% | ||
| Q3 24 | 3.9% | -522.8% | ||
| Q2 24 | 2.5% | -49.3% | ||
| Q1 24 | 4.6% | -77.0% |
| Q4 25 | $0.23 | $-2.21 | ||
| Q3 25 | $0.31 | $-0.84 | ||
| Q2 25 | $0.99 | $-2.13 | ||
| Q1 25 | $-0.10 | $-1.70 | ||
| Q4 24 | $0.18 | $-5.00 | ||
| Q3 24 | $0.30 | $-21.58 | ||
| Q2 24 | $0.17 | $-2.31 | ||
| Q1 24 | $0.30 | $-2.75 |
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 | $493.2M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $427.5M |
| Total Assets | $2.4B | $2.2B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $493.2M | ||
| Q3 25 | $386.4M | $498.6M | ||
| Q2 25 | $327.3M | $758.0M | ||
| Q1 25 | $343.9M | $651.6M | ||
| Q4 24 | $316.1M | $585.9M | ||
| Q3 24 | $319.3M | $678.8M | ||
| Q2 24 | $273.9M | $689.8M | ||
| Q1 24 | $276.0M | $680.6M |
| 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 | $427.5M | ||
| Q3 25 | $1.9B | $479.8M | ||
| Q2 25 | $1.9B | $513.2M | ||
| Q1 25 | $1.8B | $594.2M | ||
| Q4 24 | $1.8B | $658.3M | ||
| Q3 24 | $1.8B | $930.9M | ||
| Q2 24 | $1.8B | $2.1B | ||
| Q1 24 | $1.7B | $2.2B |
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.5B | $2.2B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.4B | $2.5B | ||
| Q4 24 | $2.4B | $2.6B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.4B | $3.9B | ||
| Q1 24 | $2.4B | $4.2B |
| 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 | $52.6M |
| Free Cash FlowOCF − Capex | $12.4M | $43.3M |
| FCF MarginFCF / Revenue | 3.2% | 12.9% |
| Capex IntensityCapex / Revenue | 6.6% | 2.8% |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $52.6M | ||
| Q3 25 | $79.1M | $25.6M | ||
| Q2 25 | $41.5M | $-7.8M | ||
| Q1 25 | $56.7M | $33.8M | ||
| Q4 24 | $81.8M | $37.8M | ||
| Q3 24 | $54.4M | $-89.3M | ||
| Q2 24 | $14.4M | $-44.8M | ||
| Q1 24 | $-31.1M | $-217.0M |
| Q4 25 | $12.4M | $43.3M | ||
| Q3 25 | $62.8M | $22.8M | ||
| Q2 25 | $21.1M | $-9.1M | ||
| Q1 25 | $40.8M | $23.7M | ||
| Q4 24 | $62.1M | $25.5M | ||
| Q3 24 | $39.4M | $-136.7M | ||
| Q2 24 | $-3.5M | $-67.0M | ||
| Q1 24 | $-51.5M | $-243.4M |
| Q4 25 | 3.2% | 12.9% | ||
| Q3 25 | 16.0% | 6.7% | ||
| Q2 25 | 5.8% | -3.1% | ||
| Q1 25 | 12.3% | 10.8% | ||
| Q4 24 | 18.3% | 13.0% | ||
| Q3 24 | 11.2% | -58.1% | ||
| Q2 24 | -1.1% | -25.2% | ||
| Q1 24 | -17.1% | -119.1% |
| Q4 25 | 6.6% | 2.8% | ||
| Q3 25 | 4.2% | 0.8% | ||
| Q2 25 | 5.6% | 0.4% | ||
| Q1 25 | 4.8% | 4.6% | ||
| Q4 24 | 5.8% | 6.2% | ||
| Q3 24 | 4.3% | 20.1% | ||
| Q2 24 | 5.6% | 8.4% | ||
| Q1 24 | 6.7% | 12.9% |
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | — | ||
| Q2 24 | 1.80× | — | ||
| 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% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
