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Side-by-side financial comparison of CrowdStrike (CRWD) and Insulet Corporation (PODD). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $783.7M, roughly 1.6× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs -2.8%, a 15.7% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 22.2%). CrowdStrike produced more free cash flow last quarter ($314.1M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 20.8%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
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.
CRWD vs PODD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $783.7M |
| Net Profit | $-34.0M | $101.6M |
| Gross Margin | 75.1% | 72.6% |
| Operating Margin | -5.6% | 18.7% |
| Net Margin | -2.8% | 13.0% |
| Revenue YoY | 22.2% | 31.2% |
| Net Profit YoY | -102.1% | 0.9% |
| EPS (diluted) | $-0.14 | $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 | $1.2B | $783.7M | ||
| Q3 25 | $1.2B | $706.3M | ||
| Q2 25 | $1.1B | $649.1M | ||
| Q1 25 | $1.1B | $569.0M | ||
| Q4 24 | $1.0B | $597.5M | ||
| Q3 24 | $963.9M | $543.9M | ||
| Q2 24 | $921.0M | $488.5M | ||
| Q1 24 | $845.3M | $441.7M |
| Q4 25 | $-34.0M | $101.6M | ||
| Q3 25 | $-77.7M | $87.6M | ||
| Q2 25 | $-110.2M | $22.5M | ||
| Q1 25 | $-92.3M | $35.4M | ||
| Q4 24 | $-16.8M | $100.7M | ||
| Q3 24 | $47.0M | $77.5M | ||
| Q2 24 | $42.8M | $188.6M | ||
| Q1 24 | $53.7M | $51.5M |
| Q4 25 | 75.1% | 72.6% | ||
| Q3 25 | 73.5% | 72.2% | ||
| Q2 25 | 73.8% | 69.7% | ||
| Q1 25 | 74.1% | 71.9% | ||
| Q4 24 | 74.7% | 72.1% | ||
| Q3 24 | 75.4% | 69.3% | ||
| Q2 24 | 75.6% | 67.7% | ||
| Q1 24 | 75.3% | 69.5% |
| Q4 25 | -5.6% | 18.7% | ||
| Q3 25 | -9.7% | 16.7% | ||
| Q2 25 | -11.3% | 18.7% | ||
| Q1 25 | -8.1% | 15.6% | ||
| Q4 24 | -5.5% | 18.3% | ||
| Q3 24 | 1.4% | 16.2% | ||
| Q2 24 | 0.8% | 11.2% | ||
| Q1 24 | 3.5% | 12.9% |
| Q4 25 | -2.8% | 13.0% | ||
| Q3 25 | -6.6% | 12.4% | ||
| Q2 25 | -10.0% | 3.5% | ||
| Q1 25 | -8.7% | 6.2% | ||
| Q4 24 | -1.7% | 16.9% | ||
| Q3 24 | 4.9% | 14.2% | ||
| Q2 24 | 4.6% | 38.6% | ||
| Q1 24 | 6.4% | 11.7% |
| Q4 25 | $-0.14 | $1.42 | ||
| Q3 25 | $-0.31 | $1.24 | ||
| Q2 25 | $-0.44 | $0.32 | ||
| Q1 25 | $-0.37 | $0.50 | ||
| Q4 24 | $-0.07 | $1.38 | ||
| Q3 24 | $0.19 | $1.08 | ||
| Q2 24 | $0.17 | $2.59 | ||
| Q1 24 | $0.23 | $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 | $4.8B | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $4.0B | $1.5B |
| Total Assets | $10.0B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.6B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.5B | — |
| 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 | $4.0B | $1.5B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $3.5B | $1.5B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.1B | $1.2B | ||
| Q3 24 | $2.9B | $1.1B | ||
| Q2 24 | $2.5B | $998.4M | ||
| Q1 24 | $2.3B | $790.7M |
| Q4 25 | $10.0B | $3.2B | ||
| Q3 25 | $9.3B | $3.0B | ||
| Q2 25 | $8.7B | $3.5B | ||
| Q1 25 | $8.7B | $3.5B | ||
| Q4 24 | $7.8B | $3.1B | ||
| Q3 24 | $7.2B | $3.0B | ||
| Q2 24 | $6.8B | $2.9B | ||
| Q1 24 | $6.6B | $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 | $397.5M | $183.3M |
| Free Cash FlowOCF − Capex | $314.1M | $48.2M |
| FCF MarginFCF / Revenue | 25.5% | 6.2% |
| Capex IntensityCapex / Revenue | 6.8% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $183.3M | ||
| Q3 25 | $332.8M | $125.7M | ||
| Q2 25 | $384.1M | $196.5M | ||
| Q1 25 | $345.7M | $63.8M | ||
| Q4 24 | $326.1M | $147.7M | ||
| Q3 24 | $326.6M | $98.5M | ||
| Q2 24 | $383.2M | $96.5M | ||
| Q1 24 | $347.0M | $87.6M |
| Q4 25 | $314.1M | $48.2M | ||
| Q3 25 | $302.3M | $100.1M | ||
| Q2 25 | $298.4M | $177.9M | ||
| Q1 25 | $258.5M | $51.5M | ||
| Q4 24 | $247.4M | $94.1M | ||
| Q3 24 | $287.4M | $71.8M | ||
| Q2 24 | $333.5M | $74.0M | ||
| Q1 24 | $294.4M | $65.5M |
| Q4 25 | 25.5% | 6.2% | ||
| Q3 25 | 25.9% | 14.2% | ||
| Q2 25 | 27.0% | 27.4% | ||
| Q1 25 | 24.4% | 9.1% | ||
| Q4 24 | 24.5% | 15.7% | ||
| Q3 24 | 29.8% | 13.2% | ||
| Q2 24 | 36.2% | 15.1% | ||
| Q1 24 | 34.8% | 14.8% |
| Q4 25 | 6.8% | 17.2% | ||
| Q3 25 | 2.6% | 3.6% | ||
| Q2 25 | 7.8% | 2.9% | ||
| Q1 25 | 8.2% | 2.2% | ||
| Q4 24 | 7.8% | 9.0% | ||
| Q3 24 | 4.1% | 4.9% | ||
| Q2 24 | 5.4% | 4.6% | ||
| Q1 24 | 6.2% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 6.95× | 1.27× | ||
| Q2 24 | 8.95× | 0.51× | ||
| Q1 24 | 6.46× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
