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Side-by-side financial comparison of DIODES INC (DIOD) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $340.0M, roughly 1.2× Walker & Dunlop, Inc.). DIODES INC runs the higher net margin — 2.6% vs -12.9%, a 15.5% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs -0.4%). DIODES INC produced more free cash flow last quarter ($12.4M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
DIOD vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $340.0M |
| Net Profit | $10.2M | $-13.9M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | -17.2% |
| Net Margin | 2.6% | -12.9% |
| Revenue YoY | 15.4% | -0.4% |
| Net Profit YoY | 23.8% | -131.0% |
| EPS (diluted) | $0.23 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $392.2M | $337.7M | ||
| Q2 25 | $366.2M | $319.2M | ||
| Q1 25 | $332.1M | $237.4M | ||
| Q4 24 | $339.3M | $341.5M | ||
| Q3 24 | $350.1M | $292.3M | ||
| Q2 24 | $319.8M | $270.7M | ||
| Q1 24 | $302.0M | $228.1M |
| Q4 25 | $10.2M | $-13.9M | ||
| Q3 25 | $14.3M | $33.5M | ||
| Q2 25 | $46.1M | $34.0M | ||
| Q1 25 | $-4.4M | $2.8M | ||
| Q4 24 | $8.2M | $44.8M | ||
| Q3 24 | $13.7M | $28.8M | ||
| Q2 24 | $8.0M | $22.7M | ||
| Q1 24 | $14.0M | $11.9M |
| 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 24 | 33.0% | — |
| Q4 25 | 3.4% | -17.2% | ||
| Q3 25 | 3.0% | 13.6% | ||
| Q2 25 | 2.6% | 14.5% | ||
| Q1 25 | 0.4% | 2.2% | ||
| Q4 24 | 3.5% | 15.3% | ||
| Q3 24 | 6.2% | 12.8% | ||
| Q2 24 | 1.2% | 10.4% | ||
| Q1 24 | 4.3% | 6.0% |
| Q4 25 | 2.6% | -12.9% | ||
| Q3 25 | 3.6% | 9.9% | ||
| Q2 25 | 12.6% | 10.6% | ||
| Q1 25 | -1.3% | 1.2% | ||
| Q4 24 | 2.4% | 13.1% | ||
| Q3 24 | 3.9% | 9.9% | ||
| Q2 24 | 2.5% | 8.4% | ||
| Q1 24 | 4.6% | 5.2% |
| Q4 25 | $0.23 | $-0.41 | ||
| Q3 25 | $0.31 | $0.98 | ||
| Q2 25 | $0.99 | $0.99 | ||
| Q1 25 | $-0.10 | $0.08 | ||
| Q4 24 | $0.18 | $1.32 | ||
| Q3 24 | $0.30 | $0.85 | ||
| Q2 24 | $0.17 | $0.67 | ||
| Q1 24 | $0.30 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $1.7B |
| Total Assets | $2.4B | $5.1B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $299.3M | ||
| Q3 25 | $386.4M | $274.8M | ||
| Q2 25 | $327.3M | $233.7M | ||
| Q1 25 | $343.9M | $181.0M | ||
| Q4 24 | $316.1M | $279.3M | ||
| Q3 24 | $319.3M | $179.8M | ||
| Q2 24 | $273.9M | $208.1M | ||
| Q1 24 | $276.0M | $216.5M |
| 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 | $1.7B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.8B | $1.7B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B | ||
| Q1 24 | $1.7B | $1.7B |
| Q4 25 | $2.4B | $5.1B | ||
| Q3 25 | $2.5B | $5.8B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $2.4B | $4.5B | ||
| Q4 24 | $2.4B | $4.4B | ||
| Q3 24 | $2.4B | $4.6B | ||
| Q2 24 | $2.4B | $4.2B | ||
| Q1 24 | $2.4B | $3.8B |
| 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 | $-664.3M |
| Free Cash FlowOCF − Capex | $12.4M | $-680.1M |
| FCF MarginFCF / Revenue | 3.2% | -200.0% |
| Capex IntensityCapex / Revenue | 6.6% | 4.6% |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $-664.3M | ||
| Q3 25 | $79.1M | $-948.1M | ||
| Q2 25 | $41.5M | $-238.5M | ||
| Q1 25 | $56.7M | $-281.1M | ||
| Q4 24 | $81.8M | $129.4M | ||
| Q3 24 | $54.4M | $-202.0M | ||
| Q2 24 | $14.4M | $-237.8M | ||
| Q1 24 | $-31.1M | $38.4M |
| Q4 25 | $12.4M | $-680.1M | ||
| Q3 25 | $62.8M | $-950.4M | ||
| Q2 25 | $21.1M | $-241.0M | ||
| Q1 25 | $40.8M | $-284.7M | ||
| Q4 24 | $62.1M | $116.4M | ||
| Q3 24 | $39.4M | $-204.0M | ||
| Q2 24 | $-3.5M | $-241.7M | ||
| Q1 24 | $-51.5M | $35.2M |
| Q4 25 | 3.2% | -200.0% | ||
| Q3 25 | 16.0% | -281.5% | ||
| Q2 25 | 5.8% | -75.5% | ||
| Q1 25 | 12.3% | -120.0% | ||
| Q4 24 | 18.3% | 34.1% | ||
| Q3 24 | 11.2% | -69.8% | ||
| Q2 24 | -1.1% | -89.3% | ||
| Q1 24 | -17.1% | 15.4% |
| Q4 25 | 6.6% | 4.6% | ||
| Q3 25 | 4.2% | 0.7% | ||
| Q2 25 | 5.6% | 0.8% | ||
| Q1 25 | 4.8% | 1.5% | ||
| Q4 24 | 5.8% | 3.8% | ||
| Q3 24 | 4.3% | 0.7% | ||
| Q2 24 | 5.6% | 1.4% | ||
| Q1 24 | 6.7% | 1.4% |
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | -28.34× | ||
| Q2 25 | 0.90× | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | 9.93× | 2.89× | ||
| Q3 24 | 3.95× | -7.01× | ||
| Q2 24 | 1.80× | -10.49× | ||
| Q1 24 | -2.22× | 3.24× |
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% |
WD
Segment breakdown not available.
