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Side-by-side financial comparison of Atour Lifestyle Holdings Ltd (ATAT) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Atour Lifestyle Holdings Ltd is the larger business by last-quarter revenue ($789.6M vs $783.7M, roughly 1.0× Insulet Corporation). Atour Lifestyle Holdings Ltd runs the higher net margin — 17.6% vs 13.0%, a 4.7% gap on every dollar of revenue. On growth, Atour Lifestyle Holdings Ltd posted the faster year-over-year revenue change (252.5% vs 31.2%). Atour Lifestyle Holdings Ltd produced more free cash flow last quarter ($210.7M vs $48.2M).
Atour Lifestyle Holdings Ltd is a leading China-based hospitality and lifestyle enterprise. It operates a wide portfolio of mid-to-premium hotel brands for business and leisure travelers, and offers complementary lifestyle retail products and experience services, catering primarily to middle-class consumers across domestic and selected overseas markets.
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.
ATAT vs PODD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $789.6M | $783.7M |
| Net Profit | $139.1M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 22.5% | 18.7% |
| Net Margin | 17.6% | 13.0% |
| Revenue YoY | 252.5% | 31.2% |
| Net Profit YoY | 322.2% | 0.9% |
| EPS (diluted) | $0.33 | $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 | — | $783.7M | ||
| Q3 25 | $789.6M | $706.3M | ||
| Q2 25 | — | $649.1M | ||
| Q1 25 | — | $569.0M | ||
| Q4 24 | — | $597.5M | ||
| Q3 24 | $224.0M | $543.9M | ||
| Q2 24 | — | $488.5M | ||
| Q1 24 | $203.4M | $441.7M |
| Q4 25 | — | $101.6M | ||
| Q3 25 | $139.1M | $87.6M | ||
| Q2 25 | — | $22.5M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | — | $100.7M | ||
| Q3 24 | $33.0M | $77.5M | ||
| Q2 24 | — | $188.6M | ||
| Q1 24 | $35.6M | $51.5M |
| 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 24 | — | 69.5% |
| Q4 25 | — | 18.7% | ||
| Q3 25 | 22.5% | 16.7% | ||
| Q2 25 | — | 18.7% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | 14.7% | 16.2% | ||
| Q2 24 | — | 11.2% | ||
| Q1 24 | 22.1% | 12.9% |
| Q4 25 | — | 13.0% | ||
| Q3 25 | 17.6% | 12.4% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | 14.7% | 14.2% | ||
| Q2 24 | — | 38.6% | ||
| Q1 24 | 17.5% | 11.7% |
| Q4 25 | — | $1.42 | ||
| Q3 25 | $0.33 | $1.24 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | — | $0.50 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | $0.08 | $1.08 | ||
| Q2 24 | — | $2.59 | ||
| Q1 24 | $0.09 | $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 | $669.2M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $405.0M | $1.5B |
| Total Assets | $1.1B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $669.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $506.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $520.7M | — |
| 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 24 | $277.0K | $1.4B |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $405.0M | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $291.3M | $1.1B | ||
| Q2 24 | — | $998.4M | ||
| Q1 24 | $323.5M | $790.7M |
| Q4 25 | — | $3.2B | ||
| Q3 25 | $1.1B | $3.0B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $927.8M | $3.0B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | $936.3M | $2.6B |
| 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× | ||
| Q1 24 | 0.00× | 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 | $216.6M | $183.3M |
| Free Cash FlowOCF − Capex | $210.7M | $48.2M |
| FCF MarginFCF / Revenue | 26.7% | 6.2% |
| Capex IntensityCapex / Revenue | 0.8% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.56× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $359.6M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $183.3M | ||
| Q3 25 | $216.6M | $125.7M | ||
| Q2 25 | — | $196.5M | ||
| Q1 25 | — | $63.8M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | $84.8M | $98.5M | ||
| Q2 24 | — | $96.5M | ||
| Q1 24 | $19.8M | $87.6M |
| Q4 25 | — | $48.2M | ||
| Q3 25 | $210.7M | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | $83.3M | $71.8M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | $18.1M | $65.5M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | 26.7% | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | 37.2% | 13.2% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | 8.9% | 14.8% |
| Q4 25 | — | 17.2% | ||
| Q3 25 | 0.8% | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | 0.7% | 4.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | 0.9% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | 1.56× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 2.57× | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | 0.56× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ATAT
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
