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Side-by-side financial comparison of DIODES INC (DIOD) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Skyward Specialty Insurance Group, Inc. is the larger business by last-quarter revenue ($475.9M vs $391.6M, roughly 1.2× DIODES INC). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 10.5% vs 2.6%, a 7.8% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (44.8% vs 15.4%). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (30.4% 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.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
DIOD vs SKWD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $475.9M |
| Net Profit | $10.2M | $49.7M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 14.9% |
| Net Margin | 2.6% | 10.5% |
| Revenue YoY | 15.4% | 44.8% |
| Net Profit YoY | 23.8% | — |
| EPS (diluted) | $0.23 | $1.09 |
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 | — | $475.9M | ||
| Q4 25 | $391.6M | $385.6M | ||
| Q3 25 | $392.2M | $382.5M | ||
| Q2 25 | $366.2M | $319.9M | ||
| Q1 25 | $332.1M | $328.5M | ||
| Q4 24 | $339.3M | $304.4M | ||
| Q3 24 | $350.1M | $300.9M | ||
| Q2 24 | $319.8M | $279.9M |
| Q1 26 | — | $49.7M | ||
| Q4 25 | $10.2M | $43.2M | ||
| Q3 25 | $14.3M | $45.9M | ||
| Q2 25 | $46.1M | $38.8M | ||
| Q1 25 | $-4.4M | $42.1M | ||
| Q4 24 | $8.2M | $14.4M | ||
| Q3 24 | $13.7M | $36.7M | ||
| Q2 24 | $8.0M | $31.0M |
| Q1 26 | — | — | ||
| 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 26 | — | 14.9% | ||
| Q4 25 | 3.4% | 14.2% | ||
| Q3 25 | 3.0% | 15.8% | ||
| Q2 25 | 2.6% | 15.6% | ||
| Q1 25 | 0.4% | 15.7% | ||
| Q4 24 | 3.5% | 6.1% | ||
| Q3 24 | 6.2% | 15.6% | ||
| Q2 24 | 1.2% | 14.4% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 2.6% | 11.2% | ||
| Q3 25 | 3.6% | 12.0% | ||
| Q2 25 | 12.6% | 12.1% | ||
| Q1 25 | -1.3% | 12.8% | ||
| Q4 24 | 2.4% | 4.7% | ||
| Q3 24 | 3.9% | 12.2% | ||
| Q2 24 | 2.5% | 11.1% |
| Q1 26 | — | $1.09 | ||
| Q4 25 | $0.23 | $1.03 | ||
| Q3 25 | $0.31 | $1.10 | ||
| Q2 25 | $0.99 | $0.93 | ||
| Q1 25 | $-0.10 | $1.01 | ||
| Q4 24 | $0.18 | $0.33 | ||
| Q3 24 | $0.30 | $0.89 | ||
| Q2 24 | $0.17 | $0.75 |
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 | $4.1M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $1.2B |
| Total Assets | $2.4B | $6.5B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.1M | ||
| Q4 25 | $377.0M | $168.5M | ||
| Q3 25 | $386.4M | $160.1M | ||
| Q2 25 | $327.3M | $136.6M | ||
| Q1 25 | $343.9M | $112.9M | ||
| Q4 24 | $316.1M | $121.6M | ||
| Q3 24 | $319.3M | $105.6M | ||
| Q2 24 | $273.9M | $73.0M |
| 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 | $1.0B | ||
| Q3 25 | $1.9B | $961.4M | ||
| Q2 25 | $1.9B | $899.9M | ||
| Q1 25 | $1.8B | $850.7M | ||
| Q4 24 | $1.8B | $794.0M | ||
| Q3 24 | $1.8B | $797.5M | ||
| Q2 24 | $1.8B | $723.6M |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.4B | $4.8B | ||
| Q3 25 | $2.5B | $4.6B | ||
| Q2 25 | $2.5B | $4.3B | ||
| Q1 25 | $2.4B | $4.0B | ||
| Q4 24 | $2.4B | $3.7B | ||
| Q3 24 | $2.4B | $3.6B | ||
| Q2 24 | $2.4B | $3.4B |
| 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 | — |
| Free Cash FlowOCF − Capex | $12.4M | — |
| FCF MarginFCF / Revenue | 3.2% | — |
| Capex IntensityCapex / Revenue | 6.6% | — |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.1M | $408.1M | ||
| Q3 25 | $79.1M | $171.4M | ||
| Q2 25 | $41.5M | $88.2M | ||
| Q1 25 | $56.7M | $96.8M | ||
| Q4 24 | $81.8M | $305.1M | ||
| Q3 24 | $54.4M | $168.0M | ||
| Q2 24 | $14.4M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $402.6M | ||
| Q3 25 | $62.8M | $168.9M | ||
| Q2 25 | $21.1M | $87.1M | ||
| Q1 25 | $40.8M | $96.6M | ||
| Q4 24 | $62.1M | $300.9M | ||
| Q3 24 | $39.4M | $167.6M | ||
| Q2 24 | $-3.5M | $18.4M |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 104.4% | ||
| Q3 25 | 16.0% | 44.2% | ||
| Q2 25 | 5.8% | 27.2% | ||
| Q1 25 | 12.3% | 29.4% | ||
| Q4 24 | 18.3% | 98.8% | ||
| Q3 24 | 11.2% | 55.7% | ||
| Q2 24 | -1.1% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 1.4% | ||
| Q3 25 | 4.2% | 0.6% | ||
| Q2 25 | 5.6% | 0.3% | ||
| Q1 25 | 4.8% | 0.1% | ||
| Q4 24 | 5.8% | 1.4% | ||
| Q3 24 | 4.3% | 0.1% | ||
| Q2 24 | 5.6% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 9.44× | ||
| Q3 25 | 5.54× | 3.73× | ||
| Q2 25 | 0.90× | 2.27× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | 9.93× | 21.18× | ||
| Q3 24 | 3.95× | 4.58× | ||
| Q2 24 | 1.80× | 0.68× |
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% |
SKWD
Segment breakdown not available.
