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Side-by-side financial comparison of B&G Foods, Inc. (BGS) 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 $439.3M, roughly 1.8× B&G Foods, Inc.). Insulet Corporation runs the higher net margin — 13.0% vs -4.4%, a 17.3% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -4.7%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-70.7M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -12.8%).
B&G Foods, Inc. is an American branded foods holding company based in Parsippany, New Jersey. The company was formed in 1996 to acquire Bloch & Guggenheimer, a Manhattan-based producer of pickles, relish and condiments which had been founded in 1889.
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.
BGS vs PODD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $439.3M | $783.7M |
| Net Profit | $-19.1M | $101.6M |
| Gross Margin | 22.5% | 72.6% |
| Operating Margin | 2.5% | 18.7% |
| Net Margin | -4.4% | 13.0% |
| Revenue YoY | -4.7% | 31.2% |
| Net Profit YoY | -356.5% | 0.9% |
| EPS (diluted) | $-0.24 | $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 | $439.3M | $706.3M | ||
| Q2 25 | $424.4M | $649.1M | ||
| Q1 25 | $425.4M | $569.0M | ||
| Q4 24 | $551.6M | $597.5M | ||
| Q3 24 | $461.1M | $543.9M | ||
| Q2 24 | $444.6M | $488.5M | ||
| Q1 24 | $475.2M | $441.7M |
| Q4 25 | — | $101.6M | ||
| Q3 25 | $-19.1M | $87.6M | ||
| Q2 25 | $-9.8M | $22.5M | ||
| Q1 25 | $835.0K | $35.4M | ||
| Q4 24 | $-222.4M | $100.7M | ||
| Q3 24 | $7.5M | $77.5M | ||
| Q2 24 | $3.9M | $188.6M | ||
| Q1 24 | $-40.2M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | 22.5% | 72.2% | ||
| Q2 25 | 20.5% | 69.7% | ||
| Q1 25 | 21.2% | 71.9% | ||
| Q4 24 | 21.5% | 72.1% | ||
| Q3 24 | 22.2% | 69.3% | ||
| Q2 24 | 20.7% | 67.7% | ||
| Q1 24 | 22.9% | 69.5% |
| Q4 25 | — | 18.7% | ||
| Q3 25 | 2.5% | 16.7% | ||
| Q2 25 | 5.2% | 18.7% | ||
| Q1 25 | 8.4% | 15.6% | ||
| Q4 24 | -46.6% | 18.3% | ||
| Q3 24 | 11.1% | 16.2% | ||
| Q2 24 | 9.9% | 11.2% | ||
| Q1 24 | -3.3% | 12.9% |
| Q4 25 | — | 13.0% | ||
| Q3 25 | -4.4% | 12.4% | ||
| Q2 25 | -2.3% | 3.5% | ||
| Q1 25 | 0.2% | 6.2% | ||
| Q4 24 | -40.3% | 16.9% | ||
| Q3 24 | 1.6% | 14.2% | ||
| Q2 24 | 0.9% | 38.6% | ||
| Q1 24 | -8.5% | 11.7% |
| Q4 25 | — | $1.42 | ||
| Q3 25 | $-0.24 | $1.24 | ||
| Q2 25 | $-0.12 | $0.32 | ||
| Q1 25 | $0.01 | $0.50 | ||
| Q4 24 | $-2.81 | $1.38 | ||
| Q3 24 | $0.09 | $1.08 | ||
| Q2 24 | $0.05 | $2.59 | ||
| Q1 24 | $-0.51 | $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 | $60.9M | — |
| Total DebtLower is stronger | $2.0B | $930.8M |
| Stockholders' EquityBook value | $470.7M | $1.5B |
| Total Assets | $2.9B | $3.2B |
| Debt / EquityLower = less leverage | 4.30× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $60.9M | — | ||
| Q2 25 | $54.1M | — | ||
| Q1 25 | $61.2M | — | ||
| Q4 24 | $50.6M | — | ||
| Q3 24 | $54.7M | — | ||
| Q2 24 | $40.3M | — | ||
| Q1 24 | $42.5M | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | $2.0B | $934.9M | ||
| Q2 25 | $2.0B | $939.0M | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.0B | $1.4B | ||
| Q1 24 | $2.0B | $1.4B |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $470.7M | $1.4B | ||
| Q2 25 | $501.4M | $1.5B | ||
| Q1 25 | $513.1M | $1.3B | ||
| Q4 24 | $524.8M | $1.2B | ||
| Q3 24 | $755.3M | $1.1B | ||
| Q2 24 | $765.0M | $998.4M | ||
| Q1 24 | $781.2M | $790.7M |
| Q4 25 | — | $3.2B | ||
| Q3 25 | $2.9B | $3.0B | ||
| Q2 25 | $2.9B | $3.5B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $3.0B | $3.1B | ||
| Q3 24 | $3.4B | $3.0B | ||
| Q2 24 | $3.4B | $2.9B | ||
| Q1 24 | $3.4B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | 4.30× | 0.68× | ||
| Q2 25 | 3.97× | 0.64× | ||
| Q1 25 | 3.91× | 1.21× | ||
| Q4 24 | 3.85× | 1.07× | ||
| Q3 24 | 2.75× | 1.21× | ||
| Q2 24 | 2.67× | 1.36× | ||
| Q1 24 | 2.61× | 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 | $-64.6M | $183.3M |
| Free Cash FlowOCF − Capex | $-70.7M | $48.2M |
| FCF MarginFCF / Revenue | -16.1% | 6.2% |
| Capex IntensityCapex / Revenue | 1.4% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $54.8M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $183.3M | ||
| Q3 25 | $-64.6M | $125.7M | ||
| Q2 25 | $17.8M | $196.5M | ||
| Q1 25 | $52.7M | $63.8M | ||
| Q4 24 | $80.3M | $147.7M | ||
| Q3 24 | $4.2M | $98.5M | ||
| Q2 24 | $11.3M | $96.5M | ||
| Q1 24 | $35.1M | $87.6M |
| Q4 25 | — | $48.2M | ||
| Q3 25 | $-70.7M | $100.1M | ||
| Q2 25 | $11.5M | $177.9M | ||
| Q1 25 | $42.4M | $51.5M | ||
| Q4 24 | $71.7M | $94.1M | ||
| Q3 24 | $-679.0K | $71.8M | ||
| Q2 24 | $5.2M | $74.0M | ||
| Q1 24 | $27.5M | $65.5M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | -16.1% | 14.2% | ||
| Q2 25 | 2.7% | 27.4% | ||
| Q1 25 | 10.0% | 9.1% | ||
| Q4 24 | 13.0% | 15.7% | ||
| Q3 24 | -0.1% | 13.2% | ||
| Q2 24 | 1.2% | 15.1% | ||
| Q1 24 | 5.8% | 14.8% |
| Q4 25 | — | 17.2% | ||
| Q3 25 | 1.4% | 3.6% | ||
| Q2 25 | 1.5% | 2.9% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | 1.6% | 9.0% | ||
| Q3 24 | 1.0% | 4.9% | ||
| Q2 24 | 1.4% | 4.6% | ||
| Q1 24 | 1.6% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | 63.17× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 0.56× | 1.27× | ||
| Q2 24 | 2.87× | 0.51× | ||
| Q1 24 | — | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
