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Side-by-side financial comparison of Alliance Laundry Holdings Inc. (ALH) 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 $437.6M, roughly 1.7× Alliance Laundry Holdings Inc.). Insulet Corporation runs the higher net margin — 12.0% vs 7.5%, a 4.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 13.9%). Insulet Corporation produced more free cash flow last quarter ($89.5M vs $87.0M).
Alliance Laundry Systems LLC is an American provider of commercial laundry systems. The company designs, manufactures, and markets a line of commercial and industrial laundry equipment under various brands in over 100 countries. Among the company's products are washers, drying tumblers and ironers for the coin laundry, multi-housing laundries, institutional laundries and laundries for consumer residences. Alliance Laundry Systems manufactures products under the brands Speed Queen, Primus, Hue...
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.
ALH vs PODD — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $437.6M | $761.7M |
| Net Profit | $32.9M | $91.1M |
| Gross Margin | 37.0% | 69.5% |
| Operating Margin | 19.5% | 16.0% |
| Net Margin | 7.5% | 12.0% |
| Revenue YoY | 13.9% | 33.9% |
| Net Profit YoY | 620.3% | 157.3% |
| EPS (diluted) | $0.19 | $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 | — | $761.7M | ||
| Q4 25 | — | $783.7M | ||
| Q3 25 | $437.6M | $706.3M | ||
| Q2 25 | — | $649.1M | ||
| Q1 25 | — | $569.0M | ||
| Q4 24 | — | $597.5M | ||
| Q3 24 | $384.3M | $543.9M | ||
| Q2 24 | — | $488.5M |
| Q1 26 | — | $91.1M | ||
| Q4 25 | — | $101.6M | ||
| Q3 25 | $32.9M | $87.6M | ||
| Q2 25 | — | $22.5M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | — | $100.7M | ||
| Q3 24 | $-6.3M | $77.5M | ||
| Q2 24 | — | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | — | 72.6% | ||
| Q3 25 | 37.0% | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | 37.2% | 69.3% | ||
| Q2 24 | — | 67.7% |
| Q1 26 | — | 16.0% | ||
| Q4 25 | — | 18.7% | ||
| Q3 25 | 19.5% | 16.7% | ||
| Q2 25 | — | 18.7% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | 18.7% | 16.2% | ||
| Q2 24 | — | 11.2% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | — | 13.0% | ||
| Q3 25 | 7.5% | 12.4% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | -1.6% | 14.2% | ||
| Q2 24 | — | 38.6% |
| Q1 26 | — | $1.30 | ||
| Q4 25 | — | $1.42 | ||
| Q3 25 | $0.19 | $1.24 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | — | $0.50 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | $-0.04 | $1.08 | ||
| Q2 24 | — | $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 | $136.2M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | $-136.4M | $1.3B |
| Total Assets | $2.9B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $480.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | $136.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $128.4M | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $-136.4M | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $-284.6M | $1.1B | ||
| Q2 24 | — | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $2.9B | $3.0B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 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 | $116.8M | $113.8M |
| Free Cash FlowOCF − Capex | $87.0M | $89.5M |
| FCF MarginFCF / Revenue | 19.9% | 11.8% |
| Capex IntensityCapex / Revenue | 6.8% | 3.2% |
| Cash ConversionOCF / Net Profit | 3.55× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | — | $183.3M | ||
| Q3 25 | $116.8M | $125.7M | ||
| Q2 25 | — | $196.5M | ||
| Q1 25 | — | $63.8M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | — | $98.5M | ||
| Q2 24 | — | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $87.0M | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 19.9% | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | 6.8% | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.80× | ||
| Q3 25 | 3.55× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALH
| Equipment Product Or Service | $275.7M | 63% |
| Other | $106.8M | 24% |
| Service Parts | $33.1M | 8% |
| Equipment Financing | $12.6M | 3% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
