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Side-by-side financial comparison of Brookfield Infrastructure Corp (BIPC) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Brookfield Infrastructure Corp is the larger business by last-quarter revenue ($866.0M vs $783.7M, roughly 1.1× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs -35.7%, a 48.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -4.6%).
Brookfield Infrastructure Partners L.P. is a publicly traded limited partnership with corporate headquarters in Toronto, Canada, that engages in the acquisition and management of infrastructure assets on a global basis.
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.
BIPC vs PODD — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $866.0M | $783.7M |
| Net Profit | $-309.0M | $101.6M |
| Gross Margin | 65.0% | 72.6% |
| Operating Margin | 62.7% | 18.7% |
| Net Margin | -35.7% | 13.0% |
| Revenue YoY | -4.6% | 31.2% |
| Net Profit YoY | -148.1% | 0.9% |
| EPS (diluted) | — | $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 | — | $706.3M | ||
| Q2 25 | $866.0M | $649.1M | ||
| Q1 25 | — | $569.0M | ||
| Q4 24 | — | $597.5M | ||
| Q3 24 | — | $543.9M | ||
| Q2 24 | $908.0M | $488.5M | ||
| Q1 24 | — | $441.7M |
| Q4 25 | — | $101.6M | ||
| Q3 25 | — | $87.6M | ||
| Q2 25 | $-309.0M | $22.5M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | — | $100.7M | ||
| Q3 24 | — | $77.5M | ||
| Q2 24 | $643.0M | $188.6M | ||
| Q1 24 | — | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | 65.0% | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | 63.8% | 67.7% | ||
| Q1 24 | — | 69.5% |
| Q4 25 | — | 18.7% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | 62.7% | 18.7% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | — | 16.2% | ||
| Q2 24 | 61.9% | 11.2% | ||
| Q1 24 | — | 12.9% |
| Q4 25 | — | 13.0% | ||
| Q3 25 | — | 12.4% | ||
| Q2 25 | -35.7% | 3.5% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 14.2% | ||
| Q2 24 | 70.8% | 38.6% | ||
| Q1 24 | — | 11.7% |
| Q4 25 | — | $1.42 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | — | $0.50 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | — | $1.08 | ||
| Q2 24 | — | $2.59 | ||
| Q1 24 | — | $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 | $1.2B | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $2.2B | $1.5B |
| Total Assets | $23.9B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $466.0M | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $3.5B | $998.4M | ||
| Q1 24 | — | $790.7M |
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $23.9B | $3.5B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $23.7B | $2.9B | ||
| Q1 24 | — | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 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 | $478.0M | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $183.3M | ||
| Q3 25 | — | $125.7M | ||
| Q2 25 | $478.0M | $196.5M | ||
| Q1 25 | — | $63.8M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | — | $98.5M | ||
| Q2 24 | $511.0M | $96.5M | ||
| Q1 24 | — | $87.6M |
| Q4 25 | — | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | — | $65.5M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 14.8% |
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | 0.79× | 0.51× | ||
| Q1 24 | — | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BIPC
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
