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Side-by-side financial comparison of DIODES INC (DIOD) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $305.9M, roughly 1.3× Strategic Education, Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs 2.6%, a 8.1% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs -1.0%).
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.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
DIOD vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $305.9M |
| Net Profit | $10.2M | $32.8M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 13.4% |
| Net Margin | 2.6% | 10.7% |
| Revenue YoY | 15.4% | 0.8% |
| Net Profit YoY | 23.8% | 10.3% |
| EPS (diluted) | $0.23 | $1.48 |
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 | — | $305.9M | ||
| Q4 25 | $391.6M | $323.2M | ||
| Q3 25 | $392.2M | $319.9M | ||
| Q2 25 | $366.2M | $321.5M | ||
| Q1 25 | $332.1M | $303.6M | ||
| Q4 24 | $339.3M | $311.5M | ||
| Q3 24 | $350.1M | $306.0M | ||
| Q2 24 | $319.8M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $10.2M | $37.9M | ||
| Q3 25 | $14.3M | $26.6M | ||
| Q2 25 | $46.1M | $32.3M | ||
| Q1 25 | $-4.4M | $29.7M | ||
| Q4 24 | $8.2M | $25.3M | ||
| Q3 24 | $13.7M | $27.7M | ||
| Q2 24 | $8.0M | $29.9M |
| 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 | — | 13.4% | ||
| Q4 25 | 3.4% | 16.0% | ||
| Q3 25 | 3.0% | 11.6% | ||
| Q2 25 | 2.6% | 14.2% | ||
| Q1 25 | 0.4% | 13.1% | ||
| Q4 24 | 3.5% | 11.6% | ||
| Q3 24 | 6.2% | 11.9% | ||
| Q2 24 | 1.2% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 2.6% | 11.7% | ||
| Q3 25 | 3.6% | 8.3% | ||
| Q2 25 | 12.6% | 10.1% | ||
| Q1 25 | -1.3% | 9.8% | ||
| Q4 24 | 2.4% | 8.1% | ||
| Q3 24 | 3.9% | 9.1% | ||
| Q2 24 | 2.5% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.23 | $1.65 | ||
| Q3 25 | $0.31 | $1.15 | ||
| Q2 25 | $0.99 | $1.37 | ||
| Q1 25 | $-0.10 | $1.24 | ||
| Q4 24 | $0.18 | $1.05 | ||
| Q3 24 | $0.30 | $1.15 | ||
| Q2 24 | $0.17 | $1.24 |
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 | $150.3M |
| 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.
| Q1 26 | — | $150.3M | ||
| Q4 25 | $377.0M | $148.1M | ||
| Q3 25 | $386.4M | $172.6M | ||
| Q2 25 | $327.3M | $164.9M | ||
| Q1 25 | $343.9M | $182.6M | ||
| Q4 24 | $316.1M | $184.0M | ||
| Q3 24 | $319.3M | $222.1M | ||
| Q2 24 | $273.9M | $256.2M |
| 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 | — | $1.6B | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.4B | $2.0B | ||
| 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 | $2.2B | ||
| Q2 24 | $2.4B | $2.2B |
| 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 | $87.4M |
| Free Cash FlowOCF − Capex | $12.4M | $77.3M |
| FCF MarginFCF / Revenue | 3.2% | 25.3% |
| Capex IntensityCapex / Revenue | 6.6% | — |
| Cash ConversionOCF / Net Profit | 3.74× | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $38.1M | $39.2M | ||
| Q3 25 | $79.1M | $60.1M | ||
| Q2 25 | $41.5M | $31.2M | ||
| Q1 25 | $56.7M | $67.7M | ||
| Q4 24 | $81.8M | $15.9M | ||
| Q3 24 | $54.4M | $51.5M | ||
| Q2 24 | $14.4M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $12.4M | $27.0M | ||
| Q3 25 | $62.8M | $49.3M | ||
| Q2 25 | $21.1M | $20.4M | ||
| Q1 25 | $40.8M | $57.3M | ||
| Q4 24 | $62.1M | $4.7M | ||
| Q3 24 | $39.4M | $42.1M | ||
| Q2 24 | $-3.5M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 3.2% | 8.3% | ||
| Q3 25 | 16.0% | 15.4% | ||
| Q2 25 | 5.8% | 6.3% | ||
| Q1 25 | 12.3% | 18.9% | ||
| Q4 24 | 18.3% | 1.5% | ||
| Q3 24 | 11.2% | 13.8% | ||
| Q2 24 | -1.1% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 3.8% | ||
| Q3 25 | 4.2% | 3.4% | ||
| Q2 25 | 5.6% | 3.4% | ||
| Q1 25 | 4.8% | 3.4% | ||
| Q4 24 | 5.8% | 3.6% | ||
| Q3 24 | 4.3% | 3.1% | ||
| Q2 24 | 5.6% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 3.74× | 1.03× | ||
| Q3 25 | 5.54× | 2.26× | ||
| Q2 25 | 0.90× | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | 9.93× | 0.63× | ||
| Q3 24 | 3.95× | 1.86× | ||
| Q2 24 | 1.80× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
