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Side-by-side financial comparison of Allegion (ALLE) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $783.7M, roughly 1.3× Insulet Corporation). Allegion runs the higher net margin — 13.4% vs 13.0%, a 0.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 9.7%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 3.5%).
Allegion plc manufactures and sells mechanical and electronic security products and solutions worldwide. The company offers door closers, controls, and exit devices; locks, locksets, portable locks, and key systems and services; electronic security products and access control systems; time, attendance, and workforce productivity systems; doors and door systems; and other accessories. The company sells its products and solutions to end-users in commercial, institutional, and residential facili...
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.
ALLE vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $783.7M |
| Net Profit | $138.1M | $101.6M |
| Gross Margin | 44.0% | 72.6% |
| Operating Margin | 18.9% | 18.7% |
| Net Margin | 13.4% | 13.0% |
| Revenue YoY | 9.7% | 31.2% |
| Net Profit YoY | -6.8% | 0.9% |
| EPS (diluted) | — | $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 | $1.0B | — | ||
| Q4 25 | $1.0B | $783.7M | ||
| Q3 25 | $1.1B | $706.3M | ||
| Q2 25 | $1.0B | $649.1M | ||
| Q1 25 | $941.9M | $569.0M | ||
| Q4 24 | $945.6M | $597.5M | ||
| Q3 24 | $967.1M | $543.9M | ||
| Q2 24 | $965.6M | $488.5M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | $101.6M | ||
| Q3 25 | $188.4M | $87.6M | ||
| Q2 25 | $159.7M | $22.5M | ||
| Q1 25 | $148.2M | $35.4M | ||
| Q4 24 | $144.1M | $100.7M | ||
| Q3 24 | $174.2M | $77.5M | ||
| Q2 24 | $155.4M | $188.6M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | 72.6% | ||
| Q3 25 | 45.8% | 72.2% | ||
| Q2 25 | 45.6% | 69.7% | ||
| Q1 25 | 44.9% | 71.9% | ||
| Q4 24 | 44.1% | 72.1% | ||
| Q3 24 | 44.7% | 69.3% | ||
| Q2 24 | 44.4% | 67.7% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 18.7% | ||
| Q3 25 | 21.8% | 16.7% | ||
| Q2 25 | 21.5% | 18.7% | ||
| Q1 25 | 20.9% | 15.6% | ||
| Q4 24 | 19.5% | 18.3% | ||
| Q3 24 | 22.2% | 16.2% | ||
| Q2 24 | 21.6% | 11.2% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | 13.0% | ||
| Q3 25 | 17.6% | 12.4% | ||
| Q2 25 | 15.6% | 3.5% | ||
| Q1 25 | 15.7% | 6.2% | ||
| Q4 24 | 15.2% | 16.9% | ||
| Q3 24 | 18.0% | 14.2% | ||
| Q2 24 | 16.1% | 38.6% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $1.42 | ||
| Q3 25 | $2.18 | $1.24 | ||
| Q2 25 | $1.85 | $0.32 | ||
| Q1 25 | $1.71 | $0.50 | ||
| Q4 24 | $1.65 | $1.38 | ||
| Q3 24 | $1.99 | $1.08 | ||
| Q2 24 | $1.77 | $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 | $308.9M | — |
| Total DebtLower is stronger | $2.0B | $930.8M |
| Stockholders' EquityBook value | $2.1B | $1.5B |
| Total Assets | $5.3B | $3.2B |
| Debt / EquityLower = less leverage | 0.97× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | — | ||
| Q2 25 | $656.8M | — | ||
| Q1 25 | $494.5M | — | ||
| Q4 24 | $503.8M | — | ||
| Q3 24 | $878.9M | — | ||
| Q2 24 | $747.5M | — |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $930.8M | ||
| Q3 25 | $2.1B | $934.9M | ||
| Q2 25 | $2.1B | $939.0M | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.4B | $1.4B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.4B | $998.4M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.2B | ||
| Q3 25 | $5.2B | $3.0B | ||
| Q2 25 | $4.9B | $3.5B | ||
| Q1 25 | $4.6B | $3.5B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $5.0B | $3.0B | ||
| Q2 24 | $4.8B | $2.9B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | 0.61× | ||
| Q3 25 | 1.07× | 0.68× | ||
| Q2 25 | 1.16× | 0.64× | ||
| Q1 25 | 1.24× | 1.21× | ||
| Q4 24 | 1.33× | 1.07× | ||
| Q3 24 | 1.53× | 1.21× | ||
| Q2 24 | 1.69× | 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 | $101.3M | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | 2.0% | 17.2% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $183.3M | ||
| Q3 25 | $229.5M | $125.7M | ||
| Q2 25 | $209.7M | $196.5M | ||
| Q1 25 | $104.5M | $63.8M | ||
| Q4 24 | $219.0M | $147.7M | ||
| Q3 24 | $231.9M | $98.5M | ||
| Q2 24 | $173.0M | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $48.2M | ||
| Q3 25 | $209.8M | $100.1M | ||
| Q2 25 | $192.0M | $177.9M | ||
| Q1 25 | $83.4M | $51.5M | ||
| Q4 24 | $194.9M | $94.1M | ||
| Q3 24 | $212.0M | $71.8M | ||
| Q2 24 | $152.1M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 6.2% | ||
| Q3 25 | 19.6% | 14.2% | ||
| Q2 25 | 18.8% | 27.4% | ||
| Q1 25 | 8.9% | 9.1% | ||
| Q4 24 | 20.6% | 15.7% | ||
| Q3 24 | 21.9% | 13.2% | ||
| Q2 24 | 15.8% | 15.1% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 17.2% | ||
| Q3 25 | 1.8% | 3.6% | ||
| Q2 25 | 1.7% | 2.9% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.5% | 9.0% | ||
| Q3 24 | 2.1% | 4.9% | ||
| Q2 24 | 2.2% | 4.6% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 1.80× | ||
| Q3 25 | 1.22× | 1.43× | ||
| Q2 25 | 1.31× | 8.73× | ||
| Q1 25 | 0.71× | 1.80× | ||
| Q4 24 | 1.52× | 1.47× | ||
| Q3 24 | 1.33× | 1.27× | ||
| Q2 24 | 1.11× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
