vs
Side-by-side financial comparison of DIODES INC (DIOD) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $370.8M, roughly 1.1× Soho House & Co Inc.). DIODES INC runs the higher net margin — 2.6% vs -5.0%, a 7.7% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 11.2%). DIODES INC produced more free cash flow last quarter ($12.4M vs $3.5M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 13.5%).
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.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
DIOD vs SHCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $370.8M |
| Net Profit | $10.2M | $-18.7M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | -1.6% |
| Net Margin | 2.6% | -5.0% |
| Revenue YoY | 15.4% | 11.2% |
| Net Profit YoY | 23.8% | -10790.3% |
| EPS (diluted) | $0.23 | $-0.10 |
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 | — | ||
| Q3 25 | $392.2M | $370.8M | ||
| Q2 25 | $366.2M | $329.8M | ||
| Q1 25 | $332.1M | $282.9M | ||
| Q4 24 | $339.3M | $305.6M | ||
| Q3 24 | $350.1M | $333.4M | ||
| Q2 24 | $319.8M | $302.9M | ||
| Q1 24 | $302.0M | $261.9M |
| Q4 25 | $10.2M | — | ||
| Q3 25 | $14.3M | $-18.7M | ||
| Q2 25 | $46.1M | $24.9M | ||
| Q1 25 | $-4.4M | $8.2M | ||
| Q4 24 | $8.2M | $-91.7M | ||
| Q3 24 | $13.7M | $175.0K | ||
| Q2 24 | $8.0M | $-29.9M | ||
| Q1 24 | $14.0M | $-41.6M |
| 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% | — | ||
| Q3 25 | 3.0% | -1.6% | ||
| Q2 25 | 2.6% | 18.1% | ||
| Q1 25 | 0.4% | 12.3% | ||
| Q4 24 | 3.5% | -23.1% | ||
| Q3 24 | 6.2% | 11.4% | ||
| Q2 24 | 1.2% | -4.3% | ||
| Q1 24 | 4.3% | -9.3% |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.6% | -5.0% | ||
| Q2 25 | 12.6% | 7.5% | ||
| Q1 25 | -1.3% | 2.9% | ||
| Q4 24 | 2.4% | -30.0% | ||
| Q3 24 | 3.9% | 0.1% | ||
| Q2 24 | 2.5% | -9.9% | ||
| Q1 24 | 4.6% | -15.9% |
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.31 | $-0.10 | ||
| Q2 25 | $0.99 | $0.13 | ||
| Q1 25 | $-0.10 | $0.04 | ||
| Q4 24 | $0.18 | $-0.48 | ||
| Q3 24 | $0.30 | $0.00 | ||
| Q2 24 | $0.17 | $-0.15 | ||
| Q1 24 | $0.30 | $-0.21 |
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 | $142.5M |
| Total DebtLower is stronger | $25.7M | $735.8M |
| Stockholders' EquityBook value | $1.9B | $-351.6M |
| Total Assets | $2.4B | $2.7B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | $142.5M | ||
| Q2 25 | $327.3M | $150.3M | ||
| Q1 25 | $343.9M | $150.1M | ||
| Q4 24 | $316.1M | $152.7M | ||
| Q3 24 | $319.3M | $142.8M | ||
| Q2 24 | $273.9M | $148.5M | ||
| Q1 24 | $276.0M | $139.8M |
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | $735.8M | ||
| Q2 25 | $26.4M | $729.8M | ||
| Q1 25 | $20.5M | $705.1M | ||
| Q4 24 | $20.7M | $691.5M | ||
| Q3 24 | $22.2M | $694.8M | ||
| Q2 24 | $20.3M | $682.1M | ||
| Q1 24 | $20.9M | $671.7M |
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | $-351.6M | ||
| Q2 25 | $1.9B | $-348.6M | ||
| Q1 25 | $1.8B | $-340.1M | ||
| Q4 24 | $1.8B | $-335.1M | ||
| Q3 24 | $1.8B | $-279.4M | ||
| Q2 24 | $1.8B | $-231.7M | ||
| Q1 24 | $1.7B | $-193.0M |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.5B | $2.7B | ||
| Q2 25 | $2.5B | $2.6B | ||
| Q1 25 | $2.4B | $2.5B | ||
| Q4 24 | $2.4B | $2.4B | ||
| Q3 24 | $2.4B | $2.6B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $2.4B | $2.5B |
| 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 | $34.9M |
| Free Cash FlowOCF − Capex | $12.4M | $3.5M |
| FCF MarginFCF / Revenue | 3.2% | 0.9% |
| Capex IntensityCapex / Revenue | 6.6% | 8.5% |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | — | ||
| Q3 25 | $79.1M | $34.9M | ||
| Q2 25 | $41.5M | $41.0M | ||
| Q1 25 | $56.7M | $22.8M | ||
| Q4 24 | $81.8M | $26.9M | ||
| Q3 24 | $54.4M | $20.6M | ||
| Q2 24 | $14.4M | $36.0M | ||
| Q1 24 | $-31.1M | $6.2M |
| Q4 25 | $12.4M | — | ||
| Q3 25 | $62.8M | $3.5M | ||
| Q2 25 | $21.1M | $12.4M | ||
| Q1 25 | $40.8M | $7.5M | ||
| Q4 24 | $62.1M | $18.5M | ||
| Q3 24 | $39.4M | $10.3M | ||
| Q2 24 | $-3.5M | $10.2M | ||
| Q1 24 | $-51.5M | $-13.5M |
| Q4 25 | 3.2% | — | ||
| Q3 25 | 16.0% | 0.9% | ||
| Q2 25 | 5.8% | 3.8% | ||
| Q1 25 | 12.3% | 2.7% | ||
| Q4 24 | 18.3% | 6.1% | ||
| Q3 24 | 11.2% | 3.1% | ||
| Q2 24 | -1.1% | 3.4% | ||
| Q1 24 | -17.1% | -5.2% |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.2% | 8.5% | ||
| Q2 25 | 5.6% | 8.7% | ||
| Q1 25 | 4.8% | 5.4% | ||
| Q4 24 | 5.8% | 2.7% | ||
| Q3 24 | 4.3% | 3.1% | ||
| Q2 24 | 5.6% | 8.5% | ||
| Q1 24 | 6.7% | 7.5% |
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | — | ||
| Q2 25 | 0.90× | 1.65× | ||
| Q1 25 | — | 2.79× | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | 117.70× | ||
| 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% |
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
