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Side-by-side financial comparison of DIODES INC (DIOD) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $249.0M, roughly 1.6× XPLR Infrastructure, LP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 2.6%, a 8.6% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs -15.3%). DIODES INC produced more free cash flow last quarter ($12.4M vs $-88.0M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs -1.6%).
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.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
DIOD vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $249.0M |
| Net Profit | $10.2M | $28.0M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | -19.3% |
| Net Margin | 2.6% | 11.2% |
| Revenue YoY | 15.4% | -15.3% |
| Net Profit YoY | 23.8% | 124.3% |
| EPS (diluted) | $0.23 | — |
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 | $249.0M | ||
| Q3 25 | $392.2M | $315.0M | ||
| Q2 25 | $366.2M | $342.0M | ||
| Q1 25 | $332.1M | $282.0M | ||
| Q4 24 | $339.3M | $294.0M | ||
| Q3 24 | $350.1M | $319.0M | ||
| Q2 24 | $319.8M | $360.0M | ||
| Q1 24 | $302.0M | $257.0M |
| Q4 25 | $10.2M | $28.0M | ||
| Q3 25 | $14.3M | $-37.0M | ||
| Q2 25 | $46.1M | $79.0M | ||
| Q1 25 | $-4.4M | $-98.0M | ||
| Q4 24 | $8.2M | $-115.0M | ||
| Q3 24 | $13.7M | $-40.0M | ||
| Q2 24 | $8.0M | $62.0M | ||
| Q1 24 | $14.0M | $70.0M |
| 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% | -19.3% | ||
| Q3 25 | 3.0% | 1.6% | ||
| Q2 25 | 2.6% | 26.3% | ||
| Q1 25 | 0.4% | -82.6% | ||
| Q4 24 | 3.5% | -188.1% | ||
| Q3 24 | 6.2% | 15.4% | ||
| Q2 24 | 1.2% | 18.3% | ||
| Q1 24 | 4.3% | -8.2% |
| Q4 25 | 2.6% | 11.2% | ||
| Q3 25 | 3.6% | -11.7% | ||
| Q2 25 | 12.6% | 23.1% | ||
| Q1 25 | -1.3% | -34.8% | ||
| Q4 24 | 2.4% | -39.1% | ||
| Q3 24 | 3.9% | -12.5% | ||
| Q2 24 | 2.5% | 17.2% | ||
| Q1 24 | 4.6% | 27.2% |
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.31 | $-0.40 | ||
| Q2 25 | $0.99 | $0.84 | ||
| Q1 25 | $-0.10 | $-1.05 | ||
| Q4 24 | $0.18 | — | ||
| Q3 24 | $0.30 | $-0.43 | ||
| Q2 24 | $0.17 | $0.66 | ||
| Q1 24 | $0.30 | $0.75 |
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 | $960.0M |
| Total DebtLower is stronger | $25.7M | $6.2B |
| Stockholders' EquityBook value | $1.9B | $10.9B |
| Total Assets | $2.4B | $19.6B |
| Debt / EquityLower = less leverage | 0.01× | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $960.0M | ||
| Q3 25 | $386.4M | $711.0M | ||
| Q2 25 | $327.3M | $880.0M | ||
| Q1 25 | $343.9M | $1.5B | ||
| Q4 24 | $316.1M | $283.0M | ||
| Q3 24 | $319.3M | $290.0M | ||
| Q2 24 | $273.9M | $281.0M | ||
| Q1 24 | $276.0M | $245.0M |
| Q4 25 | $25.7M | $6.2B | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $20.7M | $5.3B | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — | ||
| Q1 24 | $20.9M | — |
| Q4 25 | $1.9B | $10.9B | ||
| Q3 25 | $1.9B | $11.0B | ||
| Q2 25 | $1.9B | $11.3B | ||
| Q1 25 | $1.8B | $12.6B | ||
| Q4 24 | $1.8B | $12.9B | ||
| Q3 24 | $1.8B | $13.6B | ||
| Q2 24 | $1.8B | $13.9B | ||
| Q1 24 | $1.7B | $14.0B |
| Q4 25 | $2.4B | $19.6B | ||
| Q3 25 | $2.5B | $19.1B | ||
| Q2 25 | $2.5B | $20.5B | ||
| Q1 25 | $2.4B | $21.4B | ||
| Q4 24 | $2.4B | $20.3B | ||
| Q3 24 | $2.4B | $20.9B | ||
| Q2 24 | $2.4B | $21.7B | ||
| Q1 24 | $2.4B | $22.3B |
| Q4 25 | 0.01× | 0.57× | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | 0.41× | ||
| 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 | $186.0M |
| Free Cash FlowOCF − Capex | $12.4M | $-88.0M |
| FCF MarginFCF / Revenue | 3.2% | -35.3% |
| Capex IntensityCapex / Revenue | 6.6% | 110.0% |
| Cash ConversionOCF / Net Profit | 3.74× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $186.0M | ||
| Q3 25 | $79.1M | $231.0M | ||
| Q2 25 | $41.5M | $232.0M | ||
| Q1 25 | $56.7M | $90.0M | ||
| Q4 24 | $81.8M | $283.0M | ||
| Q3 24 | $54.4M | $208.0M | ||
| Q2 24 | $14.4M | $231.0M | ||
| Q1 24 | $-31.1M | $78.0M |
| Q4 25 | $12.4M | $-88.0M | ||
| Q3 25 | $62.8M | $-283.0M | ||
| Q2 25 | $21.1M | $151.0M | ||
| Q1 25 | $40.8M | $1.0M | ||
| Q4 24 | $62.1M | $231.0M | ||
| Q3 24 | $39.4M | $152.0M | ||
| Q2 24 | $-3.5M | $162.0M | ||
| Q1 24 | $-51.5M | $14.0M |
| Q4 25 | 3.2% | -35.3% | ||
| Q3 25 | 16.0% | -89.8% | ||
| Q2 25 | 5.8% | 44.2% | ||
| Q1 25 | 12.3% | 0.4% | ||
| Q4 24 | 18.3% | 78.6% | ||
| Q3 24 | 11.2% | 47.6% | ||
| Q2 24 | -1.1% | 45.0% | ||
| Q1 24 | -17.1% | 5.4% |
| Q4 25 | 6.6% | 110.0% | ||
| Q3 25 | 4.2% | 163.2% | ||
| Q2 25 | 5.6% | 23.7% | ||
| Q1 25 | 4.8% | 31.6% | ||
| Q4 24 | 5.8% | 17.7% | ||
| Q3 24 | 4.3% | 17.6% | ||
| Q2 24 | 5.6% | 19.2% | ||
| Q1 24 | 6.7% | 24.9% |
| Q4 25 | 3.74× | 6.64× | ||
| Q3 25 | 5.54× | — | ||
| Q2 25 | 0.90× | 2.94× | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | — | ||
| Q2 24 | 1.80× | 3.73× | ||
| Q1 24 | -2.22× | 1.11× |
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% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
