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Side-by-side financial comparison of BRINKS CO (BCO) and Insulet Corporation (PODD). Click either name above to swap in a different company.
BRINKS CO is the larger business by last-quarter revenue ($1.4B vs $761.7M, roughly 1.8× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 3.9%, a 8.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 10.0%). BRINKS CO produced more free cash flow last quarter ($435.5M vs $89.5M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 4.8%).
The Brink's Company is an American cash handling company, headquartered in Richmond, Virginia. Its operations include cash-in-transit, ATM replenishment & maintenance, and cash management & payment services, such as vault outsourcing, money processing, intelligent safe services, and international transportation of valuables.
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.
BCO vs PODD — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $761.7M |
| Net Profit | $53.9M | $91.1M |
| Gross Margin | — | 69.5% |
| Operating Margin | 8.0% | 16.0% |
| Net Margin | 3.9% | 12.0% |
| Revenue YoY | 10.0% | 33.9% |
| Net Profit YoY | 54.9% | 157.3% |
| EPS (diluted) | — | $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.
| Q2 26 | $1.4B | — | ||
| Q1 26 | — | $761.7M | ||
| Q4 25 | $1.4B | $783.7M | ||
| Q3 25 | $1.3B | $706.3M | ||
| Q2 25 | $1.3B | $649.1M | ||
| Q1 25 | $1.2B | $569.0M | ||
| Q4 24 | $1.3B | $597.5M | ||
| Q3 24 | $1.3B | $543.9M |
| Q2 26 | $53.9M | — | ||
| Q1 26 | — | $91.1M | ||
| Q4 25 | $68.1M | $101.6M | ||
| Q3 25 | $36.3M | $87.6M | ||
| Q2 25 | $43.7M | $22.5M | ||
| Q1 25 | $51.6M | $35.4M | ||
| Q4 24 | $38.5M | $100.7M | ||
| Q3 24 | $28.9M | $77.5M |
| Q2 26 | — | — | ||
| Q1 26 | — | 69.5% | ||
| Q4 25 | 27.7% | 72.6% | ||
| Q3 25 | 25.8% | 72.2% | ||
| Q2 25 | 24.9% | 69.7% | ||
| Q1 25 | 24.6% | 71.9% | ||
| Q4 24 | 26.1% | 72.1% | ||
| Q3 24 | 25.0% | 69.3% |
| Q2 26 | 8.0% | — | ||
| Q1 26 | — | 16.0% | ||
| Q4 25 | 13.1% | 18.7% | ||
| Q3 25 | 11.4% | 16.7% | ||
| Q2 25 | 10.3% | 18.7% | ||
| Q1 25 | 9.6% | 15.6% | ||
| Q4 24 | 8.3% | 18.3% | ||
| Q3 24 | 8.9% | 16.2% |
| Q2 26 | 3.9% | — | ||
| Q1 26 | — | 12.0% | ||
| Q4 25 | 4.9% | 13.0% | ||
| Q3 25 | 2.7% | 12.4% | ||
| Q2 25 | 3.4% | 3.5% | ||
| Q1 25 | 4.1% | 6.2% | ||
| Q4 24 | 3.0% | 16.9% | ||
| Q3 24 | 2.3% | 14.2% |
| Q2 26 | — | — | ||
| Q1 26 | — | $1.30 | ||
| Q4 25 | $1.62 | $1.42 | ||
| Q3 25 | $0.86 | $1.24 | ||
| Q2 25 | $1.03 | $0.32 | ||
| Q1 25 | $1.18 | $0.50 | ||
| Q4 24 | $0.87 | $1.38 | ||
| Q3 24 | $0.65 | $1.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.7B | $480.4M |
| Total DebtLower is stronger | $4.1B | $18.6M |
| Stockholders' EquityBook value | $407.3M | $1.3B |
| Total Assets | $7.3B | $3.0B |
| Debt / EquityLower = less leverage | 9.95× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $1.7B | — | ||
| Q1 26 | — | $480.4M | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.2B | — |
| Q2 26 | $4.1B | — | ||
| Q1 26 | — | $18.6M | ||
| Q4 25 | $4.0B | $930.8M | ||
| Q3 25 | $3.8B | $934.9M | ||
| Q2 25 | $3.9B | $939.0M | ||
| Q1 25 | $3.7B | $1.6B | ||
| Q4 24 | $3.7B | $1.3B | ||
| Q3 24 | $3.7B | $1.4B |
| Q2 26 | $407.3M | — | ||
| Q1 26 | — | $1.3B | ||
| Q4 25 | $277.7M | $1.5B | ||
| Q3 25 | $268.5M | $1.4B | ||
| Q2 25 | $254.6M | $1.5B | ||
| Q1 25 | $205.8M | $1.3B | ||
| Q4 24 | $184.9M | $1.2B | ||
| Q3 24 | $277.1M | $1.1B |
| Q2 26 | $7.3B | — | ||
| Q1 26 | — | $3.0B | ||
| Q4 25 | $7.3B | $3.2B | ||
| Q3 25 | $7.0B | $3.0B | ||
| Q2 25 | $7.1B | $3.5B | ||
| Q1 25 | $6.6B | $3.5B | ||
| Q4 24 | $6.6B | $3.1B | ||
| Q3 24 | $6.7B | $3.0B |
| Q2 26 | 9.95× | — | ||
| Q1 26 | — | 0.01× | ||
| Q4 25 | 14.31× | 0.61× | ||
| Q3 25 | 14.05× | 0.68× | ||
| Q2 25 | 15.48× | 0.64× | ||
| Q1 25 | 18.19× | 1.21× | ||
| Q4 24 | 20.26× | 1.07× | ||
| Q3 24 | 13.39× | 1.21× |
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 | $435.5M | $89.5M |
| FCF MarginFCF / Revenue | 31.7% | 11.8% |
| Capex IntensityCapex / Revenue | 4.3% | 3.2% |
| Cash ConversionOCF / Net Profit | — | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | — | ||
| Q1 26 | — | $113.8M | ||
| Q4 25 | — | $183.3M | ||
| Q3 25 | $122.1M | $125.7M | ||
| Q2 25 | — | $196.5M | ||
| Q1 25 | $-60.2M | $63.8M | ||
| Q4 24 | $369.8M | $147.7M | ||
| Q3 24 | $58.4M | $98.5M |
| Q2 26 | $435.5M | — | ||
| Q1 26 | — | $89.5M | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $77.4M | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | $-119.1M | $51.5M | ||
| Q4 24 | $307.2M | $94.1M | ||
| Q3 24 | $7.4M | $71.8M |
| Q2 26 | 31.7% | — | ||
| Q1 26 | — | 11.8% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 5.8% | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | -9.6% | 9.1% | ||
| Q4 24 | 24.3% | 15.7% | ||
| Q3 24 | 0.6% | 13.2% |
| Q2 26 | 4.3% | — | ||
| Q1 26 | — | 3.2% | ||
| Q4 25 | 3.5% | 17.2% | ||
| Q3 25 | 3.3% | 3.6% | ||
| Q2 25 | 4.0% | 2.9% | ||
| Q1 25 | 4.7% | 2.2% | ||
| Q4 24 | 5.0% | 9.0% | ||
| Q3 24 | 4.1% | 4.9% |
| Q2 26 | — | — | ||
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.80× | ||
| Q3 25 | 3.36× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | -1.17× | 1.80× | ||
| Q4 24 | 9.61× | 1.47× | ||
| Q3 24 | 2.02× | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCO
| North America | $418.0M | 30% |
| Europe | $319.0M | 23% |
| Latin America | $308.0M | 22% |
| Rest of World | $203.0M | 15% |
| Other | $127.0M | 9% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
