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Side-by-side financial comparison of Albemarle Corporation (ALB) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Albemarle Corporation is the larger business by last-quarter revenue ($1.4B vs $783.7M, roughly 1.8× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs -29.0%, a 42.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 15.9%). Albemarle Corporation produced more free cash flow last quarter ($233.1M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 2.4%).
Albemarle Corporation develops, manufactures, and markets engineered specialty chemicals worldwide. It operates through three segments: Lithium, Bromine, and Catalysts. The Lithium segment offers lithium compounds, including lithium carbonate, lithium hydroxide, lithium chloride, and lithium specialties; and reagents, such as butyllithium and lithium aluminum hydride for use in lithium batteries for consumer electronics and electric vehicles, high performance greases, thermoplastic elastomers...
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
ALB vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $783.7M |
| Net Profit | $-414.2M | $101.6M |
| Gross Margin | 13.9% | 72.6% |
| Operating Margin | -15.2% | 18.7% |
| Net Margin | -29.0% | 13.0% |
| Revenue YoY | 15.9% | 31.2% |
| Net Profit YoY | -650.1% | 0.9% |
| EPS (diluted) | $-3.88 | $1.42 |
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 | $1.4B | $783.7M | ||
| Q3 25 | $1.3B | $706.3M | ||
| Q2 25 | $1.3B | $649.1M | ||
| Q1 25 | $1.1B | $569.0M | ||
| Q4 24 | $1.2B | $597.5M | ||
| Q3 24 | $1.4B | $543.9M | ||
| Q2 24 | $1.4B | $488.5M | ||
| Q1 24 | $1.4B | $441.7M |
| Q4 25 | $-414.2M | $101.6M | ||
| Q3 25 | $-160.7M | $87.6M | ||
| Q2 25 | $22.9M | $22.5M | ||
| Q1 25 | $41.3M | $35.4M | ||
| Q4 24 | $75.3M | $100.7M | ||
| Q3 24 | $-1.1B | $77.5M | ||
| Q2 24 | $-188.2M | $188.6M | ||
| Q1 24 | $2.4M | $51.5M |
| Q4 25 | 13.9% | 72.6% | ||
| Q3 25 | 9.0% | 72.2% | ||
| Q2 25 | 14.8% | 69.7% | ||
| Q1 25 | 14.5% | 71.9% | ||
| Q4 24 | 11.2% | 72.1% | ||
| Q3 24 | -7.7% | 69.3% | ||
| Q2 24 | -0.7% | 67.7% | ||
| Q1 24 | 2.9% | 69.5% |
| Q4 25 | -15.2% | 18.7% | ||
| Q3 25 | -16.6% | 16.7% | ||
| Q2 25 | 3.6% | 18.7% | ||
| Q1 25 | 1.8% | 15.6% | ||
| Q4 24 | 0.4% | 18.3% | ||
| Q3 24 | -81.9% | 16.2% | ||
| Q2 24 | -34.4% | 11.2% | ||
| Q1 24 | -13.2% | 12.9% |
| Q4 25 | -29.0% | 13.0% | ||
| Q3 25 | -12.3% | 12.4% | ||
| Q2 25 | 1.7% | 3.5% | ||
| Q1 25 | 3.8% | 6.2% | ||
| Q4 24 | 6.1% | 16.9% | ||
| Q3 24 | -78.9% | 14.2% | ||
| Q2 24 | -13.2% | 38.6% | ||
| Q1 24 | 0.2% | 11.7% |
| Q4 25 | $-3.88 | $1.42 | ||
| Q3 25 | $-1.72 | $1.24 | ||
| Q2 25 | $-0.16 | $0.32 | ||
| Q1 25 | $0.00 | $0.50 | ||
| Q4 24 | $0.29 | $1.38 | ||
| Q3 24 | $-9.45 | $1.08 | ||
| Q2 24 | $-1.96 | $2.59 | ||
| Q1 24 | $-0.08 | $0.73 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | $3.2B | $930.8M |
| Stockholders' EquityBook value | $9.5B | $1.5B |
| Total Assets | $16.4B | $3.2B |
| Debt / EquityLower = less leverage | 0.33× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $2.1B | — |
| Q4 25 | $3.2B | $930.8M | ||
| Q3 25 | $3.6B | $934.9M | ||
| Q2 25 | $3.6B | $939.0M | ||
| Q1 25 | $3.5B | $1.6B | ||
| Q4 24 | $3.5B | $1.3B | ||
| Q3 24 | $3.6B | $1.4B | ||
| Q2 24 | $3.5B | $1.4B | ||
| Q1 24 | $3.5B | $1.4B |
| Q4 25 | $9.5B | $1.5B | ||
| Q3 25 | $10.0B | $1.4B | ||
| Q2 25 | $10.2B | $1.5B | ||
| Q1 25 | $10.0B | $1.3B | ||
| Q4 24 | $10.0B | $1.2B | ||
| Q3 24 | $10.2B | $1.1B | ||
| Q2 24 | $11.2B | $998.4M | ||
| Q1 24 | $11.5B | $790.7M |
| Q4 25 | $16.4B | $3.2B | ||
| Q3 25 | $17.1B | $3.0B | ||
| Q2 25 | $17.3B | $3.5B | ||
| Q1 25 | $17.0B | $3.5B | ||
| Q4 24 | $16.6B | $3.1B | ||
| Q3 24 | $17.5B | $3.0B | ||
| Q2 24 | $18.4B | $2.9B | ||
| Q1 24 | $19.0B | $2.6B |
| Q4 25 | 0.33× | 0.61× | ||
| Q3 25 | 0.36× | 0.68× | ||
| Q2 25 | 0.35× | 0.64× | ||
| Q1 25 | 0.35× | 1.21× | ||
| Q4 24 | 0.35× | 1.07× | ||
| Q3 24 | 0.35× | 1.21× | ||
| Q2 24 | 0.31× | 1.36× | ||
| Q1 24 | 0.31× | 1.72× |
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 | $388.5M | $183.3M |
| Free Cash FlowOCF − Capex | $233.1M | $48.2M |
| FCF MarginFCF / Revenue | 16.3% | 6.2% |
| Capex IntensityCapex / Revenue | 10.9% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $692.5M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $388.5M | $183.3M | ||
| Q3 25 | $355.6M | $125.7M | ||
| Q2 25 | $-7.2M | $196.5M | ||
| Q1 25 | $545.4M | $63.8M | ||
| Q4 24 | $674.0K | $147.7M | ||
| Q3 24 | $240.5M | $98.5M | ||
| Q2 24 | $362.9M | $96.5M | ||
| Q1 24 | $98.0M | $87.6M |
| Q4 25 | $233.1M | $48.2M | ||
| Q3 25 | $223.4M | $100.1M | ||
| Q2 25 | $-126.8M | $177.9M | ||
| Q1 25 | $362.8M | $51.5M | ||
| Q4 24 | $-355.1M | $94.1M | ||
| Q3 24 | $-62.6M | $71.8M | ||
| Q2 24 | $-84.7M | $74.0M | ||
| Q1 24 | $-481.4M | $65.5M |
| Q4 25 | 16.3% | 6.2% | ||
| Q3 25 | 17.1% | 14.2% | ||
| Q2 25 | -9.5% | 27.4% | ||
| Q1 25 | 33.7% | 9.1% | ||
| Q4 24 | -28.8% | 15.7% | ||
| Q3 24 | -4.6% | 13.2% | ||
| Q2 24 | -5.9% | 15.1% | ||
| Q1 24 | -35.4% | 14.8% |
| Q4 25 | 10.9% | 17.2% | ||
| Q3 25 | 10.1% | 3.6% | ||
| Q2 25 | 9.0% | 2.9% | ||
| Q1 25 | 17.0% | 2.2% | ||
| Q4 24 | 28.9% | 9.0% | ||
| Q3 24 | 22.4% | 4.9% | ||
| Q2 24 | 31.3% | 4.6% | ||
| Q1 24 | 42.6% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | -0.31× | 8.73× | ||
| Q1 25 | 13.19× | 1.80× | ||
| Q4 24 | 0.01× | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | 40.01× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALB
| Energy Storage | $759.1M | 53% |
| Specialties | $348.9M | 24% |
| Ketjen | $320.1M | 22% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
