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Side-by-side financial comparison of DIODES INC (DIOD) and Champion Homes, Inc. (SKY). Click either name above to swap in a different company.
Champion Homes, Inc. is the larger business by last-quarter revenue ($656.6M vs $391.6M, roughly 1.7× DIODES INC). Champion Homes, Inc. runs the higher net margin — 8.3% vs 2.6%, a 5.7% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 1.8%). Champion Homes, Inc. produced more free cash flow last quarter ($92.9M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 10.6%).
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.
Champion Homes, Inc., is a mobile and modular home manufacturing company. It is one of the largest modular homebuilders in North America. The company also provides factory-built housing to the United States and western Canada.
DIOD vs SKY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $656.6M |
| Net Profit | $10.2M | $54.3M |
| Gross Margin | 31.1% | 26.2% |
| Operating Margin | 3.4% | 9.5% |
| Net Margin | 2.6% | 8.3% |
| Revenue YoY | 15.4% | 1.8% |
| Net Profit YoY | 23.8% | -11.7% |
| EPS (diluted) | $0.23 | $0.97 |
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 | $656.6M | ||
| Q3 25 | $392.2M | $684.4M | ||
| Q2 25 | $366.2M | $701.3M | ||
| Q1 25 | $332.1M | $593.9M | ||
| Q4 24 | $339.3M | $644.9M | ||
| Q3 24 | $350.1M | $616.9M | ||
| Q2 24 | $319.8M | $627.8M | ||
| Q1 24 | $302.0M | $536.4M |
| Q4 25 | $10.2M | $54.3M | ||
| Q3 25 | $14.3M | $58.2M | ||
| Q2 25 | $46.1M | $64.7M | ||
| Q1 25 | $-4.4M | $36.3M | ||
| Q4 24 | $8.2M | $61.5M | ||
| Q3 24 | $13.7M | $54.7M | ||
| Q2 24 | $8.0M | $45.8M | ||
| Q1 24 | $14.0M | $2.8M |
| Q4 25 | 31.1% | 26.2% | ||
| Q3 25 | 30.7% | 27.5% | ||
| Q2 25 | 31.5% | 27.1% | ||
| Q1 25 | 31.5% | 25.7% | ||
| Q4 24 | 32.7% | 28.1% | ||
| Q3 24 | 33.7% | 27.0% | ||
| Q2 24 | 33.6% | 26.2% | ||
| Q1 24 | 33.0% | 18.3% |
| Q4 25 | 3.4% | 9.5% | ||
| Q3 25 | 3.0% | 10.9% | ||
| Q2 25 | 2.6% | 11.2% | ||
| Q1 25 | 0.4% | 7.1% | ||
| Q4 24 | 3.5% | 11.3% | ||
| Q3 24 | 6.2% | 10.8% | ||
| Q2 24 | 1.2% | 8.8% | ||
| Q1 24 | 4.3% | 1.4% |
| Q4 25 | 2.6% | 8.3% | ||
| Q3 25 | 3.6% | 8.5% | ||
| Q2 25 | 12.6% | 9.2% | ||
| Q1 25 | -1.3% | 6.1% | ||
| Q4 24 | 2.4% | 9.5% | ||
| Q3 24 | 3.9% | 8.9% | ||
| Q2 24 | 2.5% | 7.3% | ||
| Q1 24 | 4.6% | 0.5% |
| Q4 25 | $0.23 | $0.97 | ||
| Q3 25 | $0.31 | $1.03 | ||
| Q2 25 | $0.99 | $1.13 | ||
| Q1 25 | $-0.10 | $0.63 | ||
| Q4 24 | $0.18 | $1.06 | ||
| Q3 24 | $0.30 | $0.94 | ||
| Q2 24 | $0.17 | $0.79 | ||
| Q1 24 | $0.30 | $0.04 |
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 | $659.8M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $1.6B |
| Total Assets | $2.4B | $2.1B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $659.8M | ||
| Q3 25 | $386.4M | $618.7M | ||
| Q2 25 | $327.3M | $605.3M | ||
| Q1 25 | $343.9M | $610.3M | ||
| Q4 24 | $316.1M | $581.8M | ||
| Q3 24 | $319.3M | $570.2M | ||
| Q2 24 | $273.9M | $548.9M | ||
| Q1 24 | $276.0M | $495.1M |
| 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 | $1.6B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.9B | $1.6B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B | ||
| Q1 24 | $1.7B | $1.4B |
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.5B | $2.1B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.4B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.4B | $1.9B |
| 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 | $100.0M |
| Free Cash FlowOCF − Capex | $12.4M | $92.9M |
| FCF MarginFCF / Revenue | 3.2% | 14.1% |
| Capex IntensityCapex / Revenue | 6.6% | 1.1% |
| Cash ConversionOCF / Net Profit | 3.74× | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $259.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $100.0M | ||
| Q3 25 | $79.1M | $75.9M | ||
| Q2 25 | $41.5M | $75.3M | ||
| Q1 25 | $56.7M | $46.0M | ||
| Q4 24 | $81.8M | $50.4M | ||
| Q3 24 | $54.4M | $59.8M | ||
| Q2 24 | $14.4M | $84.6M | ||
| Q1 24 | $-31.1M | — |
| Q4 25 | $12.4M | $92.9M | ||
| Q3 25 | $62.8M | $67.0M | ||
| Q2 25 | $21.1M | $66.4M | ||
| Q1 25 | $40.8M | $33.4M | ||
| Q4 24 | $62.1M | $37.3M | ||
| Q3 24 | $39.4M | $45.7M | ||
| Q2 24 | $-3.5M | $73.9M | ||
| Q1 24 | $-51.5M | — |
| Q4 25 | 3.2% | 14.1% | ||
| Q3 25 | 16.0% | 9.8% | ||
| Q2 25 | 5.8% | 9.5% | ||
| Q1 25 | 12.3% | 5.6% | ||
| Q4 24 | 18.3% | 5.8% | ||
| Q3 24 | 11.2% | 7.4% | ||
| Q2 24 | -1.1% | 11.8% | ||
| Q1 24 | -17.1% | — |
| Q4 25 | 6.6% | 1.1% | ||
| Q3 25 | 4.2% | 1.3% | ||
| Q2 25 | 5.6% | 1.3% | ||
| Q1 25 | 4.8% | 2.1% | ||
| Q4 24 | 5.8% | 2.0% | ||
| Q3 24 | 4.3% | 2.3% | ||
| Q2 24 | 5.6% | 1.7% | ||
| Q1 24 | 6.7% | — |
| Q4 25 | 3.74× | 1.84× | ||
| Q3 25 | 5.54× | 1.30× | ||
| Q2 25 | 0.90× | 1.16× | ||
| Q1 25 | — | 1.27× | ||
| Q4 24 | 9.93× | 0.82× | ||
| Q3 24 | 3.95× | 1.09× | ||
| Q2 24 | 1.80× | 1.85× | ||
| 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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
