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Side-by-side financial comparison of DIODES INC (DIOD) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $324.0M, roughly 1.2× TEXAS CAPITAL BANCSHARES INC). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs 2.6%, a 20.2% gap on every dollar of revenue. On growth, TEXAS CAPITAL BANCSHARES INC posted the faster year-over-year revenue change (15.5% vs 15.4%). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 10.2%).
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.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
DIOD vs TCBI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $324.0M |
| Net Profit | $10.2M | $73.8M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | — |
| Net Margin | 2.6% | 22.8% |
| Revenue YoY | 15.4% | 15.5% |
| Net Profit YoY | 23.8% | 56.8% |
| EPS (diluted) | $0.23 | $1.56 |
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 | — | $324.0M | ||
| Q4 25 | $391.6M | $327.5M | ||
| Q3 25 | $392.2M | $340.4M | ||
| Q2 25 | $366.2M | $307.5M | ||
| Q1 25 | $332.1M | $280.5M | ||
| Q4 24 | $339.3M | $229.6M | ||
| Q3 24 | $350.1M | $125.3M | ||
| Q2 24 | $319.8M | $267.0M |
| Q1 26 | — | $73.8M | ||
| Q4 25 | $10.2M | $100.7M | ||
| Q3 25 | $14.3M | $105.2M | ||
| Q2 25 | $46.1M | $77.3M | ||
| Q1 25 | $-4.4M | $47.0M | ||
| Q4 24 | $8.2M | $71.0M | ||
| Q3 24 | $13.7M | $-61.3M | ||
| Q2 24 | $8.0M | $41.7M |
| 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% | 40.4% | ||
| Q3 25 | 3.0% | 40.5% | ||
| Q2 25 | 2.6% | 33.2% | ||
| Q1 25 | 0.4% | 21.6% | ||
| Q4 24 | 3.5% | 40.7% | ||
| Q3 24 | 6.2% | -63.8% | ||
| Q2 24 | 1.2% | 21.9% |
| Q1 26 | — | 22.8% | ||
| Q4 25 | 2.6% | 30.7% | ||
| Q3 25 | 3.6% | 30.9% | ||
| Q2 25 | 12.6% | 25.2% | ||
| Q1 25 | -1.3% | 16.8% | ||
| Q4 24 | 2.4% | 30.9% | ||
| Q3 24 | 3.9% | -48.9% | ||
| Q2 24 | 2.5% | 15.6% |
| Q1 26 | — | $1.56 | ||
| Q4 25 | $0.23 | $2.11 | ||
| Q3 25 | $0.31 | $2.18 | ||
| Q2 25 | $0.99 | $1.58 | ||
| Q1 25 | $-0.10 | $0.92 | ||
| Q4 24 | $0.18 | $1.43 | ||
| Q3 24 | $0.30 | $-1.41 | ||
| Q2 24 | $0.17 | $0.80 |
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 | — |
| Total DebtLower is stronger | $25.7M | $878.3M |
| Stockholders' EquityBook value | $1.9B | $3.6B |
| Total Assets | $2.4B | $33.5B |
| Debt / EquityLower = less leverage | 0.01× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | — | ||
| Q2 25 | $327.3M | — | ||
| Q1 25 | $343.9M | — | ||
| Q4 24 | $316.1M | — | ||
| Q3 24 | $319.3M | — | ||
| Q2 24 | $273.9M | — |
| Q1 26 | — | $878.3M | ||
| Q4 25 | $25.7M | $620.6M | ||
| Q3 25 | $24.9M | $620.4M | ||
| Q2 25 | $26.4M | $620.3M | ||
| Q1 25 | $20.5M | $660.5M | ||
| Q4 24 | $20.7M | $660.3M | ||
| Q3 24 | $22.2M | $660.2M | ||
| Q2 24 | $20.3M | $660.0M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.9B | $3.6B | ||
| Q3 25 | $1.9B | $3.6B | ||
| Q2 25 | $1.9B | $3.5B | ||
| Q1 25 | $1.8B | $3.4B | ||
| Q4 24 | $1.8B | $3.4B | ||
| Q3 24 | $1.8B | $3.4B | ||
| Q2 24 | $1.8B | $3.2B |
| Q1 26 | — | $33.5B | ||
| Q4 25 | $2.4B | $31.5B | ||
| Q3 25 | $2.5B | $32.5B | ||
| Q2 25 | $2.5B | $31.9B | ||
| Q1 25 | $2.4B | $31.4B | ||
| Q4 24 | $2.4B | $30.7B | ||
| Q3 24 | $2.4B | $31.6B | ||
| Q2 24 | $2.4B | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | 0.01× | 0.17× | ||
| Q3 25 | 0.01× | 0.17× | ||
| Q2 25 | 0.01× | 0.18× | ||
| Q1 25 | 0.01× | 0.19× | ||
| Q4 24 | 0.01× | 0.20× | ||
| Q3 24 | 0.01× | 0.20× | ||
| Q2 24 | 0.01× | 0.21× |
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 | $360.2M | ||
| Q3 25 | $79.1M | $166.3M | ||
| Q2 25 | $41.5M | $63.0M | ||
| Q1 25 | $56.7M | $368.0K | ||
| Q4 24 | $81.8M | $480.1M | ||
| Q3 24 | $54.4M | $332.8M | ||
| Q2 24 | $14.4M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $347.6M | ||
| Q3 25 | $62.8M | $161.3M | ||
| Q2 25 | $21.1M | $57.5M | ||
| Q1 25 | $40.8M | $-2.0M | ||
| Q4 24 | $62.1M | $415.2M | ||
| Q3 24 | $39.4M | $317.6M | ||
| Q2 24 | $-3.5M | $11.1M |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 106.1% | ||
| Q3 25 | 16.0% | 47.4% | ||
| Q2 25 | 5.8% | 18.7% | ||
| Q1 25 | 12.3% | -0.7% | ||
| Q4 24 | 18.3% | 180.9% | ||
| Q3 24 | 11.2% | 253.4% | ||
| Q2 24 | -1.1% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 3.8% | ||
| Q3 25 | 4.2% | 1.5% | ||
| Q2 25 | 5.6% | 1.8% | ||
| Q1 25 | 4.8% | 0.9% | ||
| Q4 24 | 5.8% | 28.2% | ||
| Q3 24 | 4.3% | 12.1% | ||
| Q2 24 | 5.6% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 3.58× | ||
| Q3 25 | 5.54× | 1.58× | ||
| Q2 25 | 0.90× | 0.81× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | 9.93× | 6.76× | ||
| Q3 24 | 3.95× | — | ||
| Q2 24 | 1.80× | 0.80× |
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% |
TCBI
Segment breakdown not available.
