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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) 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 $733.7M, roughly 1.1× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 8.5%).
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
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.
BFAM vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $783.7M |
| Net Profit | — | $101.6M |
| Gross Margin | 19.3% | 72.6% |
| Operating Margin | 6.2% | 18.7% |
| Net Margin | — | 13.0% |
| Revenue YoY | 8.8% | 31.2% |
| Net Profit YoY | — | 0.9% |
| EPS (diluted) | $0.38 | $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 | $733.7M | $783.7M | ||
| Q3 25 | $802.8M | $706.3M | ||
| Q2 25 | $731.6M | $649.1M | ||
| Q1 25 | $665.5M | $569.0M | ||
| Q4 24 | $674.1M | $597.5M | ||
| Q3 24 | $719.1M | $543.9M | ||
| Q2 24 | $670.1M | $488.5M | ||
| Q1 24 | $622.7M | $441.7M |
| Q4 25 | — | $101.6M | ||
| Q3 25 | $78.6M | $87.6M | ||
| Q2 25 | $54.8M | $22.5M | ||
| Q1 25 | $38.0M | $35.4M | ||
| Q4 24 | — | $100.7M | ||
| Q3 24 | $54.9M | $77.5M | ||
| Q2 24 | $39.2M | $188.6M | ||
| Q1 24 | $17.0M | $51.5M |
| Q4 25 | 19.3% | 72.6% | ||
| Q3 25 | 27.0% | 72.2% | ||
| Q2 25 | 25.0% | 69.7% | ||
| Q1 25 | 23.4% | 71.9% | ||
| Q4 24 | 20.8% | 72.1% | ||
| Q3 24 | 25.2% | 69.3% | ||
| Q2 24 | 24.2% | 67.7% | ||
| Q1 24 | 21.7% | 69.5% |
| Q4 25 | 6.2% | 18.7% | ||
| Q3 25 | 15.1% | 16.7% | ||
| Q2 25 | 11.8% | 18.7% | ||
| Q1 25 | 9.4% | 15.6% | ||
| Q4 24 | 7.2% | 18.3% | ||
| Q3 24 | 12.4% | 16.2% | ||
| Q2 24 | 10.3% | 11.2% | ||
| Q1 24 | 6.4% | 12.9% |
| Q4 25 | — | 13.0% | ||
| Q3 25 | 9.8% | 12.4% | ||
| Q2 25 | 7.5% | 3.5% | ||
| Q1 25 | 5.7% | 6.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | 7.6% | 14.2% | ||
| Q2 24 | 5.8% | 38.6% | ||
| Q1 24 | 2.7% | 11.7% |
| Q4 25 | $0.38 | $1.42 | ||
| Q3 25 | $1.37 | $1.24 | ||
| Q2 25 | $0.95 | $0.32 | ||
| Q1 25 | $0.66 | $0.50 | ||
| Q4 24 | $0.50 | $1.38 | ||
| Q3 24 | $0.94 | $1.08 | ||
| Q2 24 | $0.67 | $2.59 | ||
| Q1 24 | $0.29 | $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 | $140.1M | — |
| Total DebtLower is stronger | $747.6M | $930.8M |
| Stockholders' EquityBook value | $1.3B | $1.5B |
| Total Assets | $3.9B | $3.2B |
| Debt / EquityLower = less leverage | 0.56× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | — | ||
| Q3 25 | $116.6M | — | ||
| Q2 25 | $179.2M | — | ||
| Q1 25 | $112.0M | — | ||
| Q4 24 | $110.3M | — | ||
| Q3 24 | $109.9M | — | ||
| Q2 24 | $140.2M | — | ||
| Q1 24 | $63.7M | — |
| Q4 25 | $747.6M | $930.8M | ||
| Q3 25 | $747.5M | $934.9M | ||
| Q2 25 | $797.0M | $939.0M | ||
| Q1 25 | $872.7M | $1.6B | ||
| Q4 24 | $918.4M | $1.3B | ||
| Q3 24 | $925.7M | $1.4B | ||
| Q2 24 | $931.9M | $1.4B | ||
| Q1 24 | $938.1M | $1.4B |
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.3B | $998.4M | ||
| Q1 24 | $1.2B | $790.7M |
| Q4 25 | $3.9B | $3.2B | ||
| Q3 25 | $3.9B | $3.0B | ||
| Q2 25 | $3.9B | $3.5B | ||
| Q1 25 | $3.8B | $3.5B | ||
| Q4 24 | $3.9B | $3.1B | ||
| Q3 24 | $3.9B | $3.0B | ||
| Q2 24 | $3.8B | $2.9B | ||
| Q1 24 | $3.8B | $2.6B |
| Q4 25 | 0.56× | 0.61× | ||
| Q3 25 | 0.52× | 0.68× | ||
| Q2 25 | 0.57× | 0.64× | ||
| Q1 25 | 0.66× | 1.21× | ||
| Q4 24 | 0.72× | 1.07× | ||
| Q3 24 | 0.66× | 1.21× | ||
| Q2 24 | 0.73× | 1.36× | ||
| Q1 24 | 0.76× | 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 | $350.7M | $183.3M |
| Free Cash FlowOCF − Capex | $258.5M | $48.2M |
| FCF MarginFCF / Revenue | 35.2% | 6.2% |
| Capex IntensityCapex / Revenue | 12.6% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $183.3M | ||
| Q3 25 | $-17.6M | $125.7M | ||
| Q2 25 | $134.2M | $196.5M | ||
| Q1 25 | $86.2M | $63.8M | ||
| Q4 24 | $337.5M | $147.7M | ||
| Q3 24 | $-8.9M | $98.5M | ||
| Q2 24 | $109.4M | $96.5M | ||
| Q1 24 | $116.3M | $87.6M |
| Q4 25 | $258.5M | $48.2M | ||
| Q3 25 | $-42.4M | $100.1M | ||
| Q2 25 | $115.4M | $177.9M | ||
| Q1 25 | $70.9M | $51.5M | ||
| Q4 24 | $240.2M | $94.1M | ||
| Q3 24 | $-32.2M | $71.8M | ||
| Q2 24 | $86.8M | $74.0M | ||
| Q1 24 | $96.9M | $65.5M |
| Q4 25 | 35.2% | 6.2% | ||
| Q3 25 | -5.3% | 14.2% | ||
| Q2 25 | 15.8% | 27.4% | ||
| Q1 25 | 10.7% | 9.1% | ||
| Q4 24 | 35.6% | 15.7% | ||
| Q3 24 | -4.5% | 13.2% | ||
| Q2 24 | 13.0% | 15.1% | ||
| Q1 24 | 15.6% | 14.8% |
| Q4 25 | 12.6% | 17.2% | ||
| Q3 25 | 3.1% | 3.6% | ||
| Q2 25 | 2.6% | 2.9% | ||
| Q1 25 | 2.3% | 2.2% | ||
| Q4 24 | 14.4% | 9.0% | ||
| Q3 24 | 3.2% | 4.9% | ||
| Q2 24 | 3.4% | 4.6% | ||
| Q1 24 | 3.1% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | -0.22× | 1.43× | ||
| Q2 25 | 2.45× | 8.73× | ||
| Q1 25 | 2.26× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | -0.16× | 1.27× | ||
| Q2 24 | 2.79× | 0.51× | ||
| Q1 24 | 6.85× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFAM
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
