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Side-by-side financial comparison of Dayforce (DAY) 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 $481.6M, roughly 1.6× Dayforce). Insulet Corporation runs the higher net margin — 13.0% vs -40.9%, a 53.8% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 9.5%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 9.8%).
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
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.
DAY vs PODD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $481.6M | $783.7M |
| Net Profit | $-196.8M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 6.3% | 18.7% |
| Net Margin | -40.9% | 13.0% |
| Revenue YoY | 9.5% | 31.2% |
| Net Profit YoY | -9940.0% | 0.9% |
| EPS (diluted) | $-1.23 | $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 | $481.6M | $706.3M | ||
| Q2 25 | $464.7M | $649.1M | ||
| Q1 25 | $481.8M | $569.0M | ||
| Q4 24 | $465.2M | $597.5M | ||
| Q3 24 | $440.0M | $543.9M | ||
| Q2 24 | $423.3M | $488.5M | ||
| Q1 24 | $431.5M | $441.7M |
| Q4 25 | — | $101.6M | ||
| Q3 25 | $-196.8M | $87.6M | ||
| Q2 25 | $21.3M | $22.5M | ||
| Q1 25 | $14.9M | $35.4M | ||
| Q4 24 | $10.8M | $100.7M | ||
| Q3 24 | $2.0M | $77.5M | ||
| Q2 24 | $-1.8M | $188.6M | ||
| Q1 24 | $7.1M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | 47.0% | 72.1% | ||
| Q3 24 | 45.8% | 69.3% | ||
| Q2 24 | 44.1% | 67.7% | ||
| Q1 24 | 47.6% | 69.5% |
| Q4 25 | — | 18.7% | ||
| Q3 25 | 6.3% | 16.7% | ||
| Q2 25 | 9.1% | 18.7% | ||
| Q1 25 | 6.4% | 15.6% | ||
| Q4 24 | 6.1% | 18.3% | ||
| Q3 24 | 4.7% | 16.2% | ||
| Q2 24 | 3.3% | 11.2% | ||
| Q1 24 | 9.4% | 12.9% |
| Q4 25 | — | 13.0% | ||
| Q3 25 | -40.9% | 12.4% | ||
| Q2 25 | 4.6% | 3.5% | ||
| Q1 25 | 3.1% | 6.2% | ||
| Q4 24 | 2.3% | 16.9% | ||
| Q3 24 | 0.5% | 14.2% | ||
| Q2 24 | -0.4% | 38.6% | ||
| Q1 24 | 1.6% | 11.7% |
| Q4 25 | — | $1.42 | ||
| Q3 25 | $-1.23 | $1.24 | ||
| Q2 25 | $0.13 | $0.32 | ||
| Q1 25 | $0.09 | $0.50 | ||
| Q4 24 | $0.07 | $1.38 | ||
| Q3 24 | $0.01 | $1.08 | ||
| Q2 24 | $-0.01 | $2.59 | ||
| Q1 24 | $0.04 | $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 | $627.6M | — |
| Total DebtLower is stronger | $631.1M | $930.8M |
| Stockholders' EquityBook value | $2.7B | $1.5B |
| Total Assets | $8.7B | $3.2B |
| Debt / EquityLower = less leverage | 0.23× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $627.6M | — | ||
| Q2 25 | $625.2M | — | ||
| Q1 25 | $557.3M | — | ||
| Q4 24 | $579.7M | — | ||
| Q3 24 | $494.1M | — | ||
| Q2 24 | $465.4M | — | ||
| Q1 24 | $392.5M | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | $631.1M | $934.9M | ||
| Q2 25 | $631.8M | $939.0M | ||
| Q1 25 | $632.4M | $1.6B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.5B | $998.4M | ||
| Q1 24 | $2.4B | $790.7M |
| Q4 25 | — | $3.2B | ||
| Q3 25 | $8.7B | $3.0B | ||
| Q2 25 | $8.5B | $3.5B | ||
| Q1 25 | $9.5B | $3.5B | ||
| Q4 24 | $9.1B | $3.1B | ||
| Q3 24 | $8.1B | $3.0B | ||
| Q2 24 | $9.0B | $2.9B | ||
| Q1 24 | $10.8B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | 0.23× | 0.68× | ||
| Q2 25 | 0.23× | 0.64× | ||
| Q1 25 | 0.24× | 1.21× | ||
| Q4 24 | 0.47× | 1.07× | ||
| Q3 24 | 0.47× | 1.21× | ||
| Q2 24 | 0.49× | 1.36× | ||
| Q1 24 | 0.50× | 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 | $31.2M | $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 | $31.2M | $125.7M | ||
| Q2 25 | $112.7M | $196.5M | ||
| Q1 25 | $49.6M | $63.8M | ||
| Q4 24 | $81.0M | $147.7M | ||
| Q3 24 | $91.8M | $98.5M | ||
| Q2 24 | $99.2M | $96.5M | ||
| Q1 24 | $9.1M | $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 | 5.29× | 8.73× | ||
| Q1 25 | 3.33× | 1.80× | ||
| Q4 24 | 7.50× | 1.47× | ||
| Q3 24 | 45.90× | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | 1.28× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
