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Side-by-side financial comparison of DIODES INC (DIOD) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $224.2M, roughly 1.7× STAG Industrial, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 2.6%, a 25.0% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 9.1%). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 8.7%).
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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
DIOD vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $224.2M |
| Net Profit | $10.2M | $62.0M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | — |
| Net Margin | 2.6% | 27.6% |
| Revenue YoY | 15.4% | 9.1% |
| Net Profit YoY | 23.8% | — |
| EPS (diluted) | $0.23 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $391.6M | $220.9M | ||
| Q3 25 | $392.2M | $211.1M | ||
| Q2 25 | $366.2M | $207.6M | ||
| Q1 25 | $332.1M | $205.6M | ||
| Q4 24 | $339.3M | $199.3M | ||
| Q3 24 | $350.1M | $190.7M | ||
| Q2 24 | $319.8M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $10.2M | $83.5M | ||
| Q3 25 | $14.3M | $48.6M | ||
| Q2 25 | $46.1M | $50.0M | ||
| Q1 25 | $-4.4M | $91.4M | ||
| Q4 24 | $8.2M | $51.0M | ||
| Q3 24 | $13.7M | $41.9M | ||
| Q2 24 | $8.0M | $59.8M |
| 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 | — | — | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 6.2% | — | ||
| Q2 24 | 1.2% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 2.6% | 37.8% | ||
| Q3 25 | 3.6% | 23.0% | ||
| Q2 25 | 12.6% | 24.1% | ||
| Q1 25 | -1.3% | 44.5% | ||
| Q4 24 | 2.4% | 25.6% | ||
| Q3 24 | 3.9% | 21.9% | ||
| Q2 24 | 2.5% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.99 | — | ||
| Q1 25 | $-0.10 | — | ||
| Q4 24 | $0.18 | — | ||
| Q3 24 | $0.30 | — | ||
| Q2 24 | $0.17 | — |
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 | $8.9M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $3.6B |
| Total Assets | $2.4B | $7.2B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $377.0M | $14.9M | ||
| Q3 25 | $386.4M | $17.3M | ||
| Q2 25 | $327.3M | $15.4M | ||
| Q1 25 | $343.9M | $9.3M | ||
| Q4 24 | $316.1M | $36.3M | ||
| Q3 24 | $319.3M | $70.0M | ||
| Q2 24 | $273.9M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | $3.3B | ||
| Q3 25 | $24.9M | $3.1B | ||
| Q2 25 | $26.4M | $3.0B | ||
| Q1 25 | $20.5M | $3.0B | ||
| Q4 24 | $20.7M | $3.0B | ||
| Q3 24 | $22.2M | $2.9B | ||
| Q2 24 | $20.3M | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.9B | $3.6B | ||
| Q3 25 | $1.9B | $3.4B | ||
| Q2 25 | $1.9B | $3.4B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.8B | $3.5B | ||
| Q3 24 | $1.8B | $3.3B | ||
| Q2 24 | $1.8B | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $2.4B | $7.2B | ||
| Q3 25 | $2.5B | $6.9B | ||
| Q2 25 | $2.5B | $6.8B | ||
| Q1 25 | $2.4B | $6.8B | ||
| Q4 24 | $2.4B | $6.8B | ||
| Q3 24 | $2.4B | $6.6B | ||
| Q2 24 | $2.4B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | 0.91× | ||
| Q3 25 | 0.01× | 0.91× | ||
| Q2 25 | 0.01× | 0.88× | ||
| Q1 25 | 0.01× | 0.87× | ||
| Q4 24 | 0.01× | 0.88× | ||
| Q3 24 | 0.01× | 0.89× | ||
| Q2 24 | 0.01× | 0.84× |
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% | 3.9% |
| 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 | $104.5M | ||
| Q3 25 | $79.1M | $143.5M | ||
| Q2 25 | $41.5M | $111.9M | ||
| Q1 25 | $56.7M | $103.5M | ||
| Q4 24 | $81.8M | $104.9M | ||
| Q3 24 | $54.4M | $128.0M | ||
| Q2 24 | $14.4M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $43.8M | ||
| Q3 25 | $62.8M | $95.5M | ||
| Q2 25 | $21.1M | $62.3M | ||
| Q1 25 | $40.8M | $57.2M | ||
| Q4 24 | $62.1M | $37.6M | ||
| Q3 24 | $39.4M | $86.7M | ||
| Q2 24 | $-3.5M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 19.8% | ||
| Q3 25 | 16.0% | 45.2% | ||
| Q2 25 | 5.8% | 30.0% | ||
| Q1 25 | 12.3% | 27.8% | ||
| Q4 24 | 18.3% | 18.8% | ||
| Q3 24 | 11.2% | 45.5% | ||
| Q2 24 | -1.1% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 6.6% | 27.4% | ||
| Q3 25 | 4.2% | 22.7% | ||
| Q2 25 | 5.6% | 23.9% | ||
| Q1 25 | 4.8% | 22.5% | ||
| Q4 24 | 5.8% | 33.8% | ||
| Q3 24 | 4.3% | 21.6% | ||
| Q2 24 | 5.6% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 1.25× | ||
| Q3 25 | 5.54× | 2.95× | ||
| Q2 25 | 0.90× | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | 9.93× | 2.06× | ||
| Q3 24 | 3.95× | 3.06× | ||
| Q2 24 | 1.80× | 2.04× |
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% |
STAG
Segment breakdown not available.
