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Side-by-side financial comparison of BWX Technologies, Inc. (BWXT) and Insulet Corporation (PODD). Click either name above to swap in a different company.
BWX Technologies, Inc. is the larger business by last-quarter revenue ($885.8M vs $783.7M, roughly 1.1× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 10.5%, a 2.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 18.7%). BWX Technologies, Inc. produced more free cash flow last quarter ($56.8M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 21.1%).
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
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.
BWXT vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $885.8M | $783.7M |
| Net Profit | $93.0M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 10.4% | 18.7% |
| Net Margin | 10.5% | 13.0% |
| Revenue YoY | 18.7% | 31.2% |
| Net Profit YoY | 30.9% | 0.9% |
| EPS (diluted) | $1.02 | $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 | $885.8M | $783.7M | ||
| Q3 25 | $866.3M | $706.3M | ||
| Q2 25 | $764.0M | $649.1M | ||
| Q1 25 | $682.3M | $569.0M | ||
| Q4 24 | $746.3M | $597.5M | ||
| Q3 24 | $672.0M | $543.9M | ||
| Q2 24 | $681.5M | $488.5M | ||
| Q1 24 | $604.0M | $441.7M |
| Q4 25 | $93.0M | $101.6M | ||
| Q3 25 | $82.1M | $87.6M | ||
| Q2 25 | $78.4M | $22.5M | ||
| Q1 25 | $75.5M | $35.4M | ||
| Q4 24 | $71.0M | $100.7M | ||
| Q3 24 | $69.5M | $77.5M | ||
| Q2 24 | $73.0M | $188.6M | ||
| Q1 24 | $68.5M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | 21.8% | 72.2% | ||
| Q2 25 | 25.1% | 69.7% | ||
| Q1 25 | 24.2% | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | 24.4% | 69.3% | ||
| Q2 24 | 24.7% | 67.7% | ||
| Q1 24 | 24.6% | 69.5% |
| Q4 25 | 10.4% | 18.7% | ||
| Q3 25 | 13.1% | 16.7% | ||
| Q2 25 | 13.4% | 18.7% | ||
| Q1 25 | 14.2% | 15.6% | ||
| Q4 24 | 12.4% | 18.3% | ||
| Q3 24 | 14.4% | 16.2% | ||
| Q2 24 | 14.5% | 11.2% | ||
| Q1 24 | 15.4% | 12.9% |
| Q4 25 | 10.5% | 13.0% | ||
| Q3 25 | 9.5% | 12.4% | ||
| Q2 25 | 10.3% | 3.5% | ||
| Q1 25 | 11.1% | 6.2% | ||
| Q4 24 | 9.5% | 16.9% | ||
| Q3 24 | 10.3% | 14.2% | ||
| Q2 24 | 10.7% | 38.6% | ||
| Q1 24 | 11.3% | 11.7% |
| Q4 25 | $1.02 | $1.42 | ||
| Q3 25 | $0.89 | $1.24 | ||
| Q2 25 | $0.85 | $0.32 | ||
| Q1 25 | $0.82 | $0.50 | ||
| Q4 24 | $0.77 | $1.38 | ||
| Q3 24 | $0.76 | $1.08 | ||
| Q2 24 | $0.79 | $2.59 | ||
| Q1 24 | $0.75 | $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 | $499.8M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $1.2B | $1.5B |
| Total Assets | $4.3B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $499.8M | — | ||
| Q3 25 | $79.6M | — | ||
| Q2 25 | $37.0M | — | ||
| Q1 25 | $55.4M | — | ||
| Q4 24 | $74.1M | — | ||
| Q3 24 | $35.5M | — | ||
| Q2 24 | $48.3M | — | ||
| Q1 24 | $45.9M | — |
| 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 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $998.5M | $998.4M | ||
| Q1 24 | $946.2M | $790.7M |
| Q4 25 | $4.3B | $3.2B | ||
| Q3 25 | $3.8B | $3.0B | ||
| Q2 25 | $3.7B | $3.5B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $2.9B | $3.0B | ||
| Q2 24 | $2.8B | $2.9B | ||
| Q1 24 | $2.8B | $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 | $127.0M | $183.3M |
| Free Cash FlowOCF − Capex | $56.8M | $48.2M |
| FCF MarginFCF / Revenue | 6.4% | 6.2% |
| Capex IntensityCapex / Revenue | 7.9% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.37× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $295.3M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $127.0M | $183.3M | ||
| Q3 25 | $143.2M | $125.7M | ||
| Q2 25 | $159.0M | $196.5M | ||
| Q1 25 | $50.6M | $63.8M | ||
| Q4 24 | $276.9M | $147.7M | ||
| Q3 24 | $32.6M | $98.5M | ||
| Q2 24 | $65.9M | $96.5M | ||
| Q1 24 | $33.0M | $87.6M |
| Q4 25 | $56.8M | $48.2M | ||
| Q3 25 | $94.9M | $100.1M | ||
| Q2 25 | $126.3M | $177.9M | ||
| Q1 25 | $17.3M | $51.5M | ||
| Q4 24 | $224.4M | $94.1M | ||
| Q3 24 | $-7.7M | $71.8M | ||
| Q2 24 | $35.5M | $74.0M | ||
| Q1 24 | $2.6M | $65.5M |
| Q4 25 | 6.4% | 6.2% | ||
| Q3 25 | 11.0% | 14.2% | ||
| Q2 25 | 16.5% | 27.4% | ||
| Q1 25 | 2.5% | 9.1% | ||
| Q4 24 | 30.1% | 15.7% | ||
| Q3 24 | -1.1% | 13.2% | ||
| Q2 24 | 5.2% | 15.1% | ||
| Q1 24 | 0.4% | 14.8% |
| Q4 25 | 7.9% | 17.2% | ||
| Q3 25 | 5.6% | 3.6% | ||
| Q2 25 | 4.3% | 2.9% | ||
| Q1 25 | 4.9% | 2.2% | ||
| Q4 24 | 7.0% | 9.0% | ||
| Q3 24 | 6.0% | 4.9% | ||
| Q2 24 | 4.5% | 4.6% | ||
| Q1 24 | 5.0% | 5.0% |
| Q4 25 | 1.37× | 1.80× | ||
| Q3 25 | 1.74× | 1.43× | ||
| Q2 25 | 2.03× | 8.73× | ||
| Q1 25 | 0.67× | 1.80× | ||
| Q4 24 | 3.90× | 1.47× | ||
| Q3 24 | 0.47× | 1.27× | ||
| Q2 24 | 0.90× | 0.51× | ||
| Q1 24 | 0.48× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
