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Side-by-side financial comparison of Atmus Filtration Technologies Inc. (ATMU) 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 $446.6M, roughly 1.8× Atmus Filtration Technologies Inc.). Insulet Corporation runs the higher net margin — 13.0% vs 10.7%, a 2.2% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 9.8%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $31.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 2.3%).
Atmus Filtration Technologies Inc. designs, manufactures and distributes high-performance filtration products and tailored solutions. Its portfolio covers air, fuel, oil and hydraulic filtration systems, serving global automotive, heavy-duty vehicle, industrial equipment and aerospace end markets, for both original equipment manufacturers and aftermarket replacement customers.
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.
ATMU vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $446.6M | $783.7M |
| Net Profit | $48.0M | $101.6M |
| Gross Margin | 28.5% | 72.6% |
| Operating Margin | 15.8% | 18.7% |
| Net Margin | 10.7% | 13.0% |
| Revenue YoY | 9.8% | 31.2% |
| Net Profit YoY | 19.7% | 0.9% |
| EPS (diluted) | $0.58 | $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 | $446.6M | $783.7M | ||
| Q3 25 | $447.7M | $706.3M | ||
| Q2 25 | $453.5M | $649.1M | ||
| Q1 25 | $416.5M | $569.0M | ||
| Q4 24 | $406.7M | $597.5M | ||
| Q3 24 | $403.7M | $543.9M | ||
| Q2 24 | $432.6M | $488.5M | ||
| Q1 24 | $426.6M | $441.7M |
| Q4 25 | $48.0M | $101.6M | ||
| Q3 25 | $54.8M | $87.6M | ||
| Q2 25 | $59.9M | $22.5M | ||
| Q1 25 | $44.7M | $35.4M | ||
| Q4 24 | $40.1M | $100.7M | ||
| Q3 24 | $43.8M | $77.5M | ||
| Q2 24 | $56.2M | $188.6M | ||
| Q1 24 | $45.5M | $51.5M |
| Q4 25 | 28.5% | 72.6% | ||
| Q3 25 | 28.9% | 72.2% | ||
| Q2 25 | 28.9% | 69.7% | ||
| Q1 25 | 26.5% | 71.9% | ||
| Q4 24 | 26.3% | 72.1% | ||
| Q3 24 | 27.6% | 69.3% | ||
| Q2 24 | 30.5% | 67.7% | ||
| Q1 24 | 26.2% | 69.5% |
| Q4 25 | 15.8% | 18.7% | ||
| Q3 25 | 18.3% | 16.7% | ||
| Q2 25 | 18.0% | 18.7% | ||
| Q1 25 | 15.6% | 15.6% | ||
| Q4 24 | 13.4% | 18.3% | ||
| Q3 24 | 15.7% | 16.2% | ||
| Q2 24 | 18.4% | 11.2% | ||
| Q1 24 | 16.1% | 12.9% |
| Q4 25 | 10.7% | 13.0% | ||
| Q3 25 | 12.2% | 12.4% | ||
| Q2 25 | 13.2% | 3.5% | ||
| Q1 25 | 10.7% | 6.2% | ||
| Q4 24 | 9.9% | 16.9% | ||
| Q3 24 | 10.8% | 14.2% | ||
| Q2 24 | 13.0% | 38.6% | ||
| Q1 24 | 10.7% | 11.7% |
| Q4 25 | $0.58 | $1.42 | ||
| Q3 25 | $0.66 | $1.24 | ||
| Q2 25 | $0.72 | $0.32 | ||
| Q1 25 | $0.54 | $0.50 | ||
| Q4 24 | $0.49 | $1.38 | ||
| Q3 24 | $0.52 | $1.08 | ||
| Q2 24 | $0.67 | $2.59 | ||
| Q1 24 | $0.54 | $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 | $236.4M | — |
| Total DebtLower is stronger | $570.0M | $930.8M |
| Stockholders' EquityBook value | $378.5M | $1.5B |
| Total Assets | $1.4B | $3.2B |
| Debt / EquityLower = less leverage | 1.51× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $236.4M | — | ||
| Q3 25 | $218.3M | — | ||
| Q2 25 | $190.8M | — | ||
| Q1 25 | $183.3M | — | ||
| Q4 24 | $184.3M | — | ||
| Q3 24 | $196.8M | — | ||
| Q2 24 | $160.5M | — | ||
| Q1 24 | $149.2M | — |
| Q4 25 | $570.0M | $930.8M | ||
| Q3 25 | $577.5M | $934.9M | ||
| Q2 25 | $585.0M | $939.0M | ||
| Q1 25 | $588.8M | $1.6B | ||
| Q4 24 | $592.5M | $1.3B | ||
| Q3 24 | $596.2M | $1.4B | ||
| Q2 24 | $600.0M | $1.4B | ||
| Q1 24 | $600.0M | $1.4B |
| Q4 25 | $378.5M | $1.5B | ||
| Q3 25 | $336.7M | $1.4B | ||
| Q2 25 | $316.3M | $1.5B | ||
| Q1 25 | $265.3M | $1.3B | ||
| Q4 24 | $227.4M | $1.2B | ||
| Q3 24 | $221.2M | $1.1B | ||
| Q2 24 | $178.1M | $998.4M | ||
| Q1 24 | $121.8M | $790.7M |
| Q4 25 | $1.4B | $3.2B | ||
| Q3 25 | $1.3B | $3.0B | ||
| Q2 25 | $1.3B | $3.5B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.2B | $3.1B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.2B | $2.9B | ||
| Q1 24 | $1.1B | $2.6B |
| Q4 25 | 1.51× | 0.61× | ||
| Q3 25 | 1.72× | 0.68× | ||
| Q2 25 | 1.85× | 0.64× | ||
| Q1 25 | 2.22× | 1.21× | ||
| Q4 24 | 2.61× | 1.07× | ||
| Q3 24 | 2.70× | 1.21× | ||
| Q2 24 | 3.37× | 1.36× | ||
| Q1 24 | 4.93× | 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 | $47.5M | $183.3M |
| Free Cash FlowOCF − Capex | $31.2M | $48.2M |
| FCF MarginFCF / Revenue | 7.0% | 6.2% |
| Capex IntensityCapex / Revenue | 3.6% | 17.2% |
| Cash ConversionOCF / Net Profit | 0.99× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $148.8M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.5M | $183.3M | ||
| Q3 25 | $82.1M | $125.7M | ||
| Q2 25 | $44.4M | $196.5M | ||
| Q1 25 | $28.7M | $63.8M | ||
| Q4 24 | $20.0M | $147.7M | ||
| Q3 24 | $70.7M | $98.5M | ||
| Q2 24 | $22.9M | $96.5M | ||
| Q1 24 | $-8.2M | $87.6M |
| Q4 25 | $31.2M | $48.2M | ||
| Q3 25 | $68.9M | $100.1M | ||
| Q2 25 | $32.4M | $177.9M | ||
| Q1 25 | $16.3M | $51.5M | ||
| Q4 24 | $10.0M | $94.1M | ||
| Q3 24 | $54.3M | $71.8M | ||
| Q2 24 | $11.3M | $74.0M | ||
| Q1 24 | $-18.8M | $65.5M |
| Q4 25 | 7.0% | 6.2% | ||
| Q3 25 | 15.4% | 14.2% | ||
| Q2 25 | 7.1% | 27.4% | ||
| Q1 25 | 3.9% | 9.1% | ||
| Q4 24 | 2.5% | 15.7% | ||
| Q3 24 | 13.5% | 13.2% | ||
| Q2 24 | 2.6% | 15.1% | ||
| Q1 24 | -4.4% | 14.8% |
| Q4 25 | 3.6% | 17.2% | ||
| Q3 25 | 2.9% | 3.6% | ||
| Q2 25 | 2.6% | 2.9% | ||
| Q1 25 | 3.0% | 2.2% | ||
| Q4 24 | 2.5% | 9.0% | ||
| Q3 24 | 4.1% | 4.9% | ||
| Q2 24 | 2.7% | 4.6% | ||
| Q1 24 | 2.5% | 5.0% |
| Q4 25 | 0.99× | 1.80× | ||
| Q3 25 | 1.50× | 1.43× | ||
| Q2 25 | 0.74× | 8.73× | ||
| Q1 25 | 0.64× | 1.80× | ||
| Q4 24 | 0.50× | 1.47× | ||
| Q3 24 | 1.61× | 1.27× | ||
| Q2 24 | 0.41× | 0.51× | ||
| Q1 24 | -0.18× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
