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Side-by-side financial comparison of AMN HEALTHCARE SERVICES INC (AMN) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $748.2M, roughly 1.0× AMN HEALTHCARE SERVICES INC). Insulet Corporation runs the higher net margin — 13.0% vs -1.0%, a 14.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 1.8%). AMN HEALTHCARE SERVICES INC produced more free cash flow last quarter ($67.6M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -4.5%).
AMN Healthcare Services Inc. is a leading US healthcare sector workforce solutions and staffing provider. It offers temporary and permanent placement for nurses, physicians, allied health and other clinical/non-clinical staff, plus workforce management tools and consulting for hospitals, clinics and other medical facilities.
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.
AMN vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $748.2M | $783.7M |
| Net Profit | $-7.7M | $101.6M |
| Gross Margin | 26.1% | 72.6% |
| Operating Margin | 1.1% | 18.7% |
| Net Margin | -1.0% | 13.0% |
| Revenue YoY | 1.8% | 31.2% |
| Net Profit YoY | 95.9% | 0.9% |
| EPS (diluted) | $-0.19 | $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 | $748.2M | $783.7M | ||
| Q3 25 | $634.5M | $706.3M | ||
| Q2 25 | $658.2M | $649.1M | ||
| Q1 25 | $689.5M | $569.0M | ||
| Q4 24 | $734.7M | $597.5M | ||
| Q3 24 | $687.5M | $543.9M | ||
| Q2 24 | $740.7M | $488.5M | ||
| Q1 24 | $820.9M | $441.7M |
| Q4 25 | $-7.7M | $101.6M | ||
| Q3 25 | $29.3M | $87.6M | ||
| Q2 25 | $-116.2M | $22.5M | ||
| Q1 25 | $-1.1M | $35.4M | ||
| Q4 24 | $-187.5M | $100.7M | ||
| Q3 24 | $7.0M | $77.5M | ||
| Q2 24 | $16.2M | $188.6M | ||
| Q1 24 | $17.3M | $51.5M |
| Q4 25 | 26.1% | 72.6% | ||
| Q3 25 | 29.1% | 72.2% | ||
| Q2 25 | 29.8% | 69.7% | ||
| Q1 25 | 28.7% | 71.9% | ||
| Q4 24 | 29.8% | 72.1% | ||
| Q3 24 | 31.0% | 69.3% | ||
| Q2 24 | 31.0% | 67.7% | ||
| Q1 24 | 31.4% | 69.5% |
| Q4 25 | 1.1% | 18.7% | ||
| Q3 25 | 7.5% | 16.7% | ||
| Q2 25 | -18.8% | 18.7% | ||
| Q1 25 | 1.8% | 15.6% | ||
| Q4 24 | -27.6% | 18.3% | ||
| Q3 24 | 3.2% | 16.2% | ||
| Q2 24 | 5.1% | 11.2% | ||
| Q1 24 | 4.9% | 12.9% |
| Q4 25 | -1.0% | 13.0% | ||
| Q3 25 | 4.6% | 12.4% | ||
| Q2 25 | -17.7% | 3.5% | ||
| Q1 25 | -0.2% | 6.2% | ||
| Q4 24 | -25.5% | 16.9% | ||
| Q3 24 | 1.0% | 14.2% | ||
| Q2 24 | 2.2% | 38.6% | ||
| Q1 24 | 2.1% | 11.7% |
| Q4 25 | $-0.19 | $1.42 | ||
| Q3 25 | $0.76 | $1.24 | ||
| Q2 25 | $-3.02 | $0.32 | ||
| Q1 25 | $-0.03 | $0.50 | ||
| Q4 24 | $-4.90 | $1.38 | ||
| Q3 24 | $0.18 | $1.08 | ||
| Q2 24 | $0.42 | $2.59 | ||
| Q1 24 | $0.45 | $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 | $34.0M | — |
| Total DebtLower is stronger | $767.1M | $930.8M |
| Stockholders' EquityBook value | $642.1M | $1.5B |
| Total Assets | $2.1B | $3.2B |
| Debt / EquityLower = less leverage | 1.19× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | — | ||
| Q3 25 | $52.6M | — | ||
| Q2 25 | $41.5M | — | ||
| Q1 25 | $55.8M | — | ||
| Q4 24 | $10.6M | — | ||
| Q3 24 | $30.6M | — | ||
| Q2 24 | $48.0M | — | ||
| Q1 24 | $50.6M | — |
| Q4 25 | $767.1M | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $642.1M | $1.5B | ||
| Q3 25 | $644.4M | $1.4B | ||
| Q2 25 | $607.6M | $1.5B | ||
| Q1 25 | $715.1M | $1.3B | ||
| Q4 24 | $706.6M | $1.2B | ||
| Q3 24 | $890.7M | $1.1B | ||
| Q2 24 | $876.9M | $998.4M | ||
| Q1 24 | $854.2M | $790.7M |
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $2.2B | $3.5B | ||
| Q1 25 | $2.4B | $3.5B | ||
| Q4 24 | $2.4B | $3.1B | ||
| Q3 24 | $2.7B | $3.0B | ||
| Q2 24 | $2.8B | $2.9B | ||
| Q1 24 | $2.9B | $2.6B |
| Q4 25 | 1.19× | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 1.49× | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 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 | $75.6M | $183.3M |
| Free Cash FlowOCF − Capex | $67.6M | $48.2M |
| FCF MarginFCF / Revenue | 9.0% | 6.2% |
| Capex IntensityCapex / Revenue | 1.1% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $233.8M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.6M | $183.3M | ||
| Q3 25 | $22.7M | $125.7M | ||
| Q2 25 | $78.5M | $196.5M | ||
| Q1 25 | $92.7M | $63.8M | ||
| Q4 24 | $72.8M | $147.7M | ||
| Q3 24 | $66.7M | $98.5M | ||
| Q2 24 | $99.5M | $96.5M | ||
| Q1 24 | $81.4M | $87.6M |
| Q4 25 | $67.6M | $48.2M | ||
| Q3 25 | $14.8M | $100.1M | ||
| Q2 25 | $68.7M | $177.9M | ||
| Q1 25 | $82.7M | $51.5M | ||
| Q4 24 | $56.6M | $94.1M | ||
| Q3 24 | $47.4M | $71.8M | ||
| Q2 24 | $72.2M | $74.0M | ||
| Q1 24 | $63.2M | $65.5M |
| Q4 25 | 9.0% | 6.2% | ||
| Q3 25 | 2.3% | 14.2% | ||
| Q2 25 | 10.4% | 27.4% | ||
| Q1 25 | 12.0% | 9.1% | ||
| Q4 24 | 7.7% | 15.7% | ||
| Q3 24 | 6.9% | 13.2% | ||
| Q2 24 | 9.8% | 15.1% | ||
| Q1 24 | 7.7% | 14.8% |
| Q4 25 | 1.1% | 17.2% | ||
| Q3 25 | 1.2% | 3.6% | ||
| Q2 25 | 1.5% | 2.9% | ||
| Q1 25 | 1.4% | 2.2% | ||
| Q4 24 | 2.2% | 9.0% | ||
| Q3 24 | 2.8% | 4.9% | ||
| Q2 24 | 3.7% | 4.6% | ||
| Q1 24 | 2.2% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | 0.77× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 9.54× | 1.27× | ||
| Q2 24 | 6.13× | 0.51× | ||
| Q1 24 | 4.70× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
