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Side-by-side financial comparison of Allegiant Travel CO (ALGT) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($761.7M vs $732.4M, roughly 1.0× Allegiant Travel CO). Insulet Corporation runs the higher net margin — 12.0% vs 5.8%, a 6.2% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 4.8%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 11.0%).
Allegiant Air, styled as allegiant, is an American low-cost airline headquartered in Las Vegas, Nevada. The airline focuses on serving leisure traffic from small and medium-sized cities which it considers to be underserved, using an ultra low-cost business model with minimal inclusions in fares and a greater number of add-on fees.
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.
ALGT vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $732.4M | $761.7M |
| Net Profit | $42.5M | $91.1M |
| Gross Margin | — | 69.5% |
| Operating Margin | 11.1% | 16.0% |
| Net Margin | 5.8% | 12.0% |
| Revenue YoY | 4.8% | 33.9% |
| Net Profit YoY | 32.4% | 157.3% |
| EPS (diluted) | $2.30 | $1.30 |
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 | $732.4M | $761.7M | ||
| Q4 25 | $595.5M | $783.7M | ||
| Q3 25 | $494.1M | $706.3M | ||
| Q2 25 | $617.9M | $649.1M | ||
| Q1 25 | $616.8M | $569.0M | ||
| Q4 24 | $553.6M | $597.5M | ||
| Q3 24 | $489.0M | $543.9M | ||
| Q2 24 | $594.5M | $488.5M |
| Q1 26 | $42.5M | $91.1M | ||
| Q4 25 | $31.9M | $101.6M | ||
| Q3 25 | $-43.6M | $87.6M | ||
| Q2 25 | $-65.2M | $22.5M | ||
| Q1 25 | $32.1M | $35.4M | ||
| Q4 24 | $-216.2M | $100.7M | ||
| Q3 24 | $-36.8M | $77.5M | ||
| Q2 24 | $13.7M | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% |
| Q1 26 | 11.1% | 16.0% | ||
| Q4 25 | 11.2% | 18.7% | ||
| Q3 25 | -5.5% | 16.7% | ||
| Q2 25 | -10.9% | 18.7% | ||
| Q1 25 | 10.5% | 15.6% | ||
| Q4 24 | -47.7% | 18.3% | ||
| Q3 24 | -5.4% | 16.2% | ||
| Q2 24 | 5.9% | 11.2% |
| Q1 26 | 5.8% | 12.0% | ||
| Q4 25 | 5.4% | 13.0% | ||
| Q3 25 | -8.8% | 12.4% | ||
| Q2 25 | -10.5% | 3.5% | ||
| Q1 25 | 5.2% | 6.2% | ||
| Q4 24 | -39.1% | 16.9% | ||
| Q3 24 | -7.5% | 14.2% | ||
| Q2 24 | 2.3% | 38.6% |
| Q1 26 | $2.30 | $1.30 | ||
| Q4 25 | $1.82 | $1.42 | ||
| Q3 25 | $-2.41 | $1.24 | ||
| Q2 25 | $-3.62 | $0.32 | ||
| Q1 25 | $1.73 | $0.50 | ||
| Q4 24 | $-12.12 | $1.38 | ||
| Q3 24 | $-2.05 | $1.08 | ||
| Q2 24 | $0.75 | $2.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $902.1M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | — | $1.3B |
| Total Assets | — | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $902.1M | $480.4M | ||
| Q4 25 | $805.7M | — | ||
| Q3 25 | $956.7M | — | ||
| Q2 25 | $842.8M | — | ||
| Q1 25 | $878.6M | — | ||
| Q4 24 | $781.1M | — | ||
| Q3 24 | $759.3M | — | ||
| Q2 24 | $791.9M | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $1.7B | $930.8M | ||
| Q3 25 | $1.8B | $934.9M | ||
| Q2 25 | $1.8B | $939.0M | ||
| Q1 25 | $1.7B | $1.6B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.2B | $3.2B | ||
| Q3 25 | $4.4B | $3.0B | ||
| Q2 25 | $4.4B | $3.5B | ||
| Q1 25 | $4.5B | $3.5B | ||
| Q4 24 | $4.4B | $3.1B | ||
| Q3 24 | $4.8B | $3.0B | ||
| Q2 24 | $4.9B | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 1.60× | 0.61× | ||
| Q3 25 | 1.76× | 0.68× | ||
| Q2 25 | 1.68× | 0.64× | ||
| Q1 25 | 1.57× | 1.21× | ||
| Q4 24 | 1.48× | 1.07× | ||
| Q3 24 | 1.36× | 1.21× | ||
| Q2 24 | 1.30× | 1.36× |
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 | — | $113.8M |
| Free Cash FlowOCF − Capex | — | $89.5M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | — | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $112.2M | $183.3M | ||
| Q3 25 | $-6.1M | $125.7M | ||
| Q2 25 | $92.2M | $196.5M | ||
| Q1 25 | $191.4M | $63.8M | ||
| Q4 24 | $84.4M | $147.7M | ||
| Q3 24 | $17.3M | $98.5M | ||
| Q2 24 | $68.9M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | $90.4M | $48.2M | ||
| Q3 25 | $-121.7M | $100.1M | ||
| Q2 25 | $-10.5M | $177.9M | ||
| Q1 25 | $116.9M | $51.5M | ||
| Q4 24 | $24.0M | $94.1M | ||
| Q3 24 | $-28.7M | $71.8M | ||
| Q2 24 | $7.0M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | 15.2% | 6.2% | ||
| Q3 25 | -24.6% | 14.2% | ||
| Q2 25 | -1.7% | 27.4% | ||
| Q1 25 | 19.0% | 9.1% | ||
| Q4 24 | 4.3% | 15.7% | ||
| Q3 24 | -5.9% | 13.2% | ||
| Q2 24 | 1.2% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 3.7% | 17.2% | ||
| Q3 25 | 23.4% | 3.6% | ||
| Q2 25 | 16.6% | 2.9% | ||
| Q1 25 | 12.1% | 2.2% | ||
| Q4 24 | 10.9% | 9.0% | ||
| Q3 24 | 9.4% | 4.9% | ||
| Q2 24 | 10.4% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | 3.51× | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | 5.96× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | 5.03× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALGT
| Passenger | $671.8M | 92% |
| Third party products | $42.3M | 6% |
| Fixed fee contracts | $18.1M | 2% |
| Resort and other | $175.0K | 0% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
