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Side-by-side financial comparison of Bloomin' Brands, Inc. (BLMN) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Bloomin' Brands, Inc. is the larger business by last-quarter revenue ($1.1B vs $761.7M, roughly 1.4× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 5.4%, a 6.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 1.0%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 3.0%).
Bloomin' Brands, Inc. is a restaurant holding company that owns several American casual dining restaurant chains. The company was established in 1988 in Tampa, Florida, where it is headquartered.
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.
BLMN vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $761.7M |
| Net Profit | $57.2M | $91.1M |
| Gross Margin | — | 69.5% |
| Operating Margin | 5.6% | 16.0% |
| Net Margin | 5.4% | 12.0% |
| Revenue YoY | 1.0% | 33.9% |
| Net Profit YoY | — | 157.3% |
| EPS (diluted) | $0.64 | $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 | $1.1B | $761.7M | ||
| Q4 25 | $975.2M | $783.7M | ||
| Q3 25 | $928.8M | $706.3M | ||
| Q2 25 | $1.0B | $649.1M | ||
| Q1 25 | $1.0B | $569.0M | ||
| Q4 24 | $972.0M | $597.5M | ||
| Q3 24 | $910.0M | $543.9M | ||
| Q2 24 | $999.4M | $488.5M |
| Q1 26 | $57.2M | $91.1M | ||
| Q4 25 | $-13.5M | $101.6M | ||
| Q3 25 | $-45.9M | $87.6M | ||
| Q2 25 | $25.4M | $22.5M | ||
| Q1 25 | $42.2M | $35.4M | ||
| Q4 24 | $-79.5M | $100.7M | ||
| Q3 24 | $6.9M | $77.5M | ||
| Q2 24 | $28.4M | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | 70.2% | 72.6% | ||
| Q3 25 | 70.4% | 72.2% | ||
| Q2 25 | 70.2% | 69.7% | ||
| Q1 25 | 70.1% | 71.9% | ||
| Q4 24 | 71.6% | 72.1% | ||
| Q3 24 | 71.3% | 69.3% | ||
| Q2 24 | 70.5% | 67.7% |
| Q1 26 | 5.6% | 16.0% | ||
| Q4 25 | -1.4% | 18.7% | ||
| Q3 25 | -3.9% | 16.7% | ||
| Q2 25 | 3.0% | 18.7% | ||
| Q1 25 | 5.5% | 15.6% | ||
| Q4 24 | 1.7% | 18.3% | ||
| Q3 24 | 0.9% | 16.2% | ||
| Q2 24 | 4.4% | 11.2% |
| Q1 26 | 5.4% | 12.0% | ||
| Q4 25 | -1.4% | 13.0% | ||
| Q3 25 | -4.9% | 12.4% | ||
| Q2 25 | 2.5% | 3.5% | ||
| Q1 25 | 4.0% | 6.2% | ||
| Q4 24 | -8.2% | 16.9% | ||
| Q3 24 | 0.8% | 14.2% | ||
| Q2 24 | 2.8% | 38.6% |
| Q1 26 | $0.64 | $1.30 | ||
| Q4 25 | $-0.16 | $1.42 | ||
| Q3 25 | $-0.54 | $1.24 | ||
| Q2 25 | $0.30 | $0.32 | ||
| Q1 25 | $0.50 | $0.50 | ||
| Q4 24 | $-0.93 | $1.38 | ||
| Q3 24 | $0.08 | $1.08 | ||
| Q2 24 | $0.32 | $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 | $71.3M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | $398.8M | $1.3B |
| Total Assets | $3.1B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $71.3M | $480.4M | ||
| Q4 25 | $59.5M | — | ||
| Q3 25 | $66.5M | — | ||
| Q2 25 | $50.3M | — | ||
| Q1 25 | $57.7M | — | ||
| Q4 24 | $70.1M | — | ||
| Q3 24 | $83.6M | — | ||
| Q2 24 | $117.9M | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $787.4M | $930.8M | ||
| Q3 25 | $962.2M | $934.9M | ||
| Q2 25 | $917.1M | $939.0M | ||
| Q1 25 | $917.6M | $1.6B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B |
| Q1 26 | $398.8M | $1.3B | ||
| Q4 25 | $333.6M | $1.5B | ||
| Q3 25 | $344.1M | $1.4B | ||
| Q2 25 | $397.2M | $1.5B | ||
| Q1 25 | $380.6M | $1.3B | ||
| Q4 24 | $135.5M | $1.2B | ||
| Q3 24 | $242.1M | $1.1B | ||
| Q2 24 | $286.8M | $998.4M |
| Q1 26 | $3.1B | $3.0B | ||
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.3B | $3.0B | ||
| Q2 25 | $3.3B | $3.5B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.4B | $3.1B | ||
| Q3 24 | $3.4B | $3.0B | ||
| Q2 24 | $3.4B | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 2.36× | 0.61× | ||
| Q3 25 | 2.80× | 0.68× | ||
| Q2 25 | 2.31× | 0.64× | ||
| Q1 25 | 2.41× | 1.21× | ||
| Q4 24 | 7.58× | 1.07× | ||
| Q3 24 | 4.51× | 1.21× | ||
| Q2 24 | 3.49× | 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 | — | $89.5M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | — | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $119.1M | $183.3M | ||
| Q3 25 | $34.4M | $125.7M | ||
| Q2 25 | $49.7M | $196.5M | ||
| Q1 25 | $73.5M | $63.8M | ||
| Q4 24 | $119.8M | $147.7M | ||
| Q3 24 | $-7.8M | $98.5M | ||
| Q2 24 | $42.4M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | $63.7M | $48.2M | ||
| Q3 25 | $-5.7M | $100.1M | ||
| Q2 25 | $11.1M | $177.9M | ||
| Q1 25 | $27.7M | $51.5M | ||
| Q4 24 | $66.7M | $94.1M | ||
| Q3 24 | $-67.3M | $71.8M | ||
| Q2 24 | $-12.1M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | 6.5% | 6.2% | ||
| Q3 25 | -0.6% | 14.2% | ||
| Q2 25 | 1.1% | 27.4% | ||
| Q1 25 | 2.6% | 9.1% | ||
| Q4 24 | 6.9% | 15.7% | ||
| Q3 24 | -7.4% | 13.2% | ||
| Q2 24 | -1.2% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 5.7% | 17.2% | ||
| Q3 25 | 4.3% | 3.6% | ||
| Q2 25 | 3.8% | 2.9% | ||
| Q1 25 | 4.4% | 2.2% | ||
| Q4 24 | 5.5% | 9.0% | ||
| Q3 24 | 6.5% | 4.9% | ||
| Q2 24 | 5.5% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | 1.95× | 8.73× | ||
| Q1 25 | 1.74× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | -1.13× | 1.27× | ||
| Q2 24 | 1.49× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BLMN
| Restaurant sales | $1.0B | 97% |
| Franchise and other revenues | $10.3M | 1% |
| Franchise revenues (1) | $7.6M | 1% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
