vs
Side-by-side financial comparison of APTARGROUP, INC. (ATR) and Insulet Corporation (PODD). Click either name above to swap in a different company.
APTARGROUP, INC. is the larger business by last-quarter revenue ($982.9M vs $761.7M, roughly 1.3× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 7.4%, a 4.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 10.8%). Insulet Corporation produced more free cash flow last quarter ($89.5M vs $53.3M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 3.9%).
AptarGroup, Inc., also known as Aptar, is a United States–based global manufacturer of consumer dispensing packaging and drug delivery devices. The group has manufacturing operations in 18 countries.
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.
ATR vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $982.9M | $761.7M |
| Net Profit | $72.8M | $91.1M |
| Gross Margin | — | 69.5% |
| Operating Margin | 10.9% | 16.0% |
| Net Margin | 7.4% | 12.0% |
| Revenue YoY | 10.8% | 33.9% |
| Net Profit YoY | -7.5% | 157.3% |
| EPS (diluted) | $1.12 | $1.30 |
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 | $982.9M | $761.7M | ||
| Q4 25 | $962.7M | $783.7M | ||
| Q3 25 | $961.1M | $706.3M | ||
| Q2 25 | $966.0M | $649.1M | ||
| Q1 25 | $887.3M | $569.0M | ||
| Q4 24 | $848.1M | $597.5M | ||
| Q3 24 | $909.3M | $543.9M | ||
| Q2 24 | $910.1M | $488.5M |
| Q1 26 | $72.8M | $91.1M | ||
| Q4 25 | $74.3M | $101.6M | ||
| Q3 25 | $127.9M | $87.6M | ||
| Q2 25 | $111.7M | $22.5M | ||
| Q1 25 | $78.8M | $35.4M | ||
| Q4 24 | $100.9M | $100.7M | ||
| Q3 24 | $100.0M | $77.5M | ||
| Q2 24 | $90.5M | $188.6M |
| Q1 26 | — | 69.5% | ||
| 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 | 10.9% | 16.0% | ||
| Q4 25 | 11.0% | 18.7% | ||
| Q3 25 | 14.2% | 16.7% | ||
| Q2 25 | 14.9% | 18.7% | ||
| Q1 25 | 12.8% | 15.6% | ||
| Q4 24 | 14.2% | 18.3% | ||
| Q3 24 | 15.2% | 16.2% | ||
| Q2 24 | 13.8% | 11.2% |
| Q1 26 | 7.4% | 12.0% | ||
| Q4 25 | 7.7% | 13.0% | ||
| Q3 25 | 13.3% | 12.4% | ||
| Q2 25 | 11.6% | 3.5% | ||
| Q1 25 | 8.9% | 6.2% | ||
| Q4 24 | 11.9% | 16.9% | ||
| Q3 24 | 11.0% | 14.2% | ||
| Q2 24 | 9.9% | 38.6% |
| Q1 26 | $1.12 | $1.30 | ||
| Q4 25 | $1.13 | $1.42 | ||
| Q3 25 | $1.92 | $1.24 | ||
| Q2 25 | $1.67 | $0.32 | ||
| Q1 25 | $1.17 | $0.50 | ||
| Q4 24 | $1.48 | $1.38 | ||
| Q3 24 | $1.48 | $1.08 | ||
| Q2 24 | $1.34 | $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 | $229.5M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | $2.6B | $1.3B |
| Total Assets | $5.1B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.5M | $480.4M | ||
| Q4 25 | $409.5M | — | ||
| Q3 25 | $264.8M | — | ||
| Q2 25 | $169.8M | — | ||
| Q1 25 | $136.8M | — | ||
| Q4 24 | $226.2M | — | ||
| Q3 24 | $327.9M | — | ||
| Q2 24 | $223.9M | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $1.1B | $930.8M | ||
| Q3 25 | $546.0M | $934.9M | ||
| Q2 25 | $535.1M | $939.0M | ||
| Q1 25 | $561.2M | $1.6B | ||
| Q4 24 | $688.1M | $1.3B | ||
| Q3 24 | $822.7M | $1.4B | ||
| Q2 24 | $681.5M | $1.4B |
| Q1 26 | $2.6B | $1.3B | ||
| Q4 25 | $2.7B | $1.5B | ||
| Q3 25 | $2.8B | $1.4B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.5B | $1.1B | ||
| Q2 24 | $2.4B | $998.4M |
| Q1 26 | $5.1B | $3.0B | ||
| Q4 25 | $5.3B | $3.2B | ||
| Q3 25 | $5.1B | $3.0B | ||
| Q2 25 | $4.9B | $3.5B | ||
| Q1 25 | $4.5B | $3.5B | ||
| Q4 24 | $4.4B | $3.1B | ||
| Q3 24 | $4.6B | $3.0B | ||
| Q2 24 | $4.5B | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.43× | 0.61× | ||
| Q3 25 | 0.20× | 0.68× | ||
| Q2 25 | 0.20× | 0.64× | ||
| Q1 25 | 0.22× | 1.21× | ||
| Q4 24 | 0.28× | 1.07× | ||
| Q3 24 | 0.32× | 1.21× | ||
| Q2 24 | 0.28× | 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 | — | $113.8M |
| Free Cash FlowOCF − Capex | $53.3M | $89.5M |
| FCF MarginFCF / Revenue | 5.4% | 11.8% |
| Capex IntensityCapex / Revenue | 6.7% | 3.2% |
| Cash ConversionOCF / Net Profit | — | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | $327.0M | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $183.7M | $183.3M | ||
| Q3 25 | $177.6M | $125.7M | ||
| Q2 25 | $126.0M | $196.5M | ||
| Q1 25 | $82.7M | $63.8M | ||
| Q4 24 | $178.2M | $147.7M | ||
| Q3 24 | $229.3M | $98.5M | ||
| Q2 24 | $143.6M | $96.5M |
| Q1 26 | $53.3M | $89.5M | ||
| Q4 25 | $96.9M | $48.2M | ||
| Q3 25 | $114.3M | $100.1M | ||
| Q2 25 | $62.5M | $177.9M | ||
| Q1 25 | $25.9M | $51.5M | ||
| Q4 24 | $112.2M | $94.1M | ||
| Q3 24 | $162.7M | $71.8M | ||
| Q2 24 | $75.4M | $74.0M |
| Q1 26 | 5.4% | 11.8% | ||
| Q4 25 | 10.1% | 6.2% | ||
| Q3 25 | 11.9% | 14.2% | ||
| Q2 25 | 6.5% | 27.4% | ||
| Q1 25 | 2.9% | 9.1% | ||
| Q4 24 | 13.2% | 15.7% | ||
| Q3 24 | 17.9% | 13.2% | ||
| Q2 24 | 8.3% | 15.1% |
| Q1 26 | 6.7% | 3.2% | ||
| Q4 25 | 9.0% | 17.2% | ||
| Q3 25 | 6.6% | 3.6% | ||
| Q2 25 | 6.6% | 2.9% | ||
| Q1 25 | 6.4% | 2.2% | ||
| Q4 24 | 7.8% | 9.0% | ||
| Q3 24 | 7.3% | 4.9% | ||
| Q2 24 | 7.5% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | 2.47× | 1.80× | ||
| Q3 25 | 1.39× | 1.43× | ||
| Q2 25 | 1.13× | 8.73× | ||
| Q1 25 | 1.05× | 1.80× | ||
| Q4 24 | 1.77× | 1.47× | ||
| Q3 24 | 2.29× | 1.27× | ||
| Q2 24 | 1.59× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ATR
Segment breakdown not available.
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
