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Side-by-side financial comparison of Allstate (ALL) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $783.7M, roughly 1.2× Insulet Corporation). Allstate runs the higher net margin — 266.6% vs 13.0%, a 253.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 7.2%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
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.
ALL vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $783.7M |
| Net Profit | $2.5B | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | -1400.3% | 18.7% |
| Net Margin | 266.6% | 13.0% |
| Revenue YoY | 7.2% | 31.2% |
| Net Profit YoY | — | 0.9% |
| EPS (diluted) | $9.25 | $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.
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $783.7M | ||
| Q3 25 | $17.3B | $706.3M | ||
| Q2 25 | $16.6B | $649.1M | ||
| Q1 25 | $16.5B | $569.0M | ||
| Q4 24 | $16.5B | $597.5M | ||
| Q3 24 | $16.6B | $543.9M | ||
| Q2 24 | $15.7B | $488.5M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $101.6M | ||
| Q3 25 | $3.7B | $87.6M | ||
| Q2 25 | $2.1B | $22.5M | ||
| Q1 25 | $595.0M | $35.4M | ||
| Q4 24 | $1.9B | $100.7M | ||
| Q3 24 | $1.2B | $77.5M | ||
| Q2 24 | $331.0M | $188.6M |
| Q1 26 | — | — | ||
| 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 | -1400.3% | — | ||
| Q4 25 | — | 18.7% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 18.7% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | — | 16.2% | ||
| Q2 24 | — | 11.2% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 13.0% | ||
| Q3 25 | 21.7% | 12.4% | ||
| Q2 25 | 12.7% | 3.5% | ||
| Q1 25 | 3.6% | 6.2% | ||
| Q4 24 | 11.7% | 16.9% | ||
| Q3 24 | 7.2% | 14.2% | ||
| Q2 24 | 2.1% | 38.6% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $1.42 | ||
| Q3 25 | $13.95 | $1.24 | ||
| Q2 25 | $7.76 | $0.32 | ||
| Q1 25 | $2.11 | $0.50 | ||
| Q4 24 | $7.07 | $1.38 | ||
| Q3 24 | $4.33 | $1.08 | ||
| Q2 24 | $1.13 | $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 | — | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $31.6B | $1.5B |
| Total Assets | $124.0B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $9.6B | — | ||
| Q1 25 | $6.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $5.3B | — |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $930.8M | ||
| Q3 25 | $8.1B | $934.9M | ||
| Q2 25 | $8.1B | $939.0M | ||
| Q1 25 | $8.1B | $1.6B | ||
| Q4 24 | $8.1B | $1.3B | ||
| Q3 24 | $8.1B | $1.4B | ||
| Q2 24 | $8.1B | $1.4B |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $1.5B | ||
| Q3 25 | $27.5B | $1.4B | ||
| Q2 25 | $24.0B | $1.5B | ||
| Q1 25 | $22.1B | $1.3B | ||
| Q4 24 | $21.4B | $1.2B | ||
| Q3 24 | $20.9B | $1.1B | ||
| Q2 24 | $18.6B | $998.4M |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.2B | ||
| Q3 25 | $120.4B | $3.0B | ||
| Q2 25 | $115.9B | $3.5B | ||
| Q1 25 | $115.2B | $3.5B | ||
| Q4 24 | $111.6B | $3.1B | ||
| Q3 24 | $113.7B | $3.0B | ||
| Q2 24 | $108.4B | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.61× | ||
| Q3 25 | 0.29× | 0.68× | ||
| Q2 25 | 0.34× | 0.64× | ||
| Q1 25 | 0.37× | 1.21× | ||
| Q4 24 | 0.38× | 1.07× | ||
| Q3 24 | 0.39× | 1.21× | ||
| Q2 24 | 0.43× | 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 | — | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $183.3M | ||
| Q3 25 | $3.3B | $125.7M | ||
| Q2 25 | $1.9B | $196.5M | ||
| Q1 25 | $2.0B | $63.8M | ||
| Q4 24 | $1.7B | $147.7M | ||
| Q3 24 | $3.2B | $98.5M | ||
| Q2 24 | $2.4B | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $48.2M | ||
| Q3 25 | $3.2B | $100.1M | ||
| Q2 25 | $1.9B | $177.9M | ||
| Q1 25 | $1.9B | $51.5M | ||
| Q4 24 | $1.7B | $94.1M | ||
| Q3 24 | $3.1B | $71.8M | ||
| Q2 24 | $2.3B | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 6.2% | ||
| Q3 25 | 18.8% | 14.2% | ||
| Q2 25 | 11.3% | 27.4% | ||
| Q1 25 | 11.4% | 9.1% | ||
| Q4 24 | 10.0% | 15.7% | ||
| Q3 24 | 18.9% | 13.2% | ||
| Q2 24 | 14.7% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 17.2% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 0.0% | 2.9% | ||
| Q1 25 | 0.6% | 2.2% | ||
| Q4 24 | 0.3% | 9.0% | ||
| Q3 24 | 0.4% | 4.9% | ||
| Q2 24 | 0.4% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.80× | ||
| Q3 25 | 0.88× | 1.43× | ||
| Q2 25 | 0.89× | 8.73× | ||
| Q1 25 | 3.30× | 1.80× | ||
| Q4 24 | 0.88× | 1.47× | ||
| Q3 24 | 2.69× | 1.27× | ||
| Q2 24 | 7.13× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
