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Side-by-side financial comparison of Dolby Laboratories, Inc. (DLB) 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 $395.6M, roughly 2.0× Dolby Laboratories, Inc.). Dolby Laboratories, Inc. runs the higher net margin — 24.0% vs 13.0%, a 11.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 7.1%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 13.9%).
Dolby Laboratories, Inc. is an American technology corporation specializing in audio noise reduction, audio encoding/compression, spatial audio, and high-dynamic-range television (HDR) imaging. Dolby licenses its technologies to consumer electronics manufacturers.
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.
DLB vs PODD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $395.6M | $783.7M |
| Net Profit | $94.9M | $101.6M |
| Gross Margin | 88.7% | 72.6% |
| Operating Margin | 28.5% | 18.7% |
| Net Margin | 24.0% | 13.0% |
| Revenue YoY | 7.1% | 31.2% |
| Net Profit YoY | 3.4% | 0.9% |
| EPS (diluted) | $0.99 | $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.
| Q2 26 | $395.6M | — | ||
| Q1 26 | $346.7M | — | ||
| Q4 25 | $346.7M | $783.7M | ||
| Q3 25 | $307.0M | $706.3M | ||
| Q2 25 | $315.5M | $649.1M | ||
| Q1 25 | $369.6M | $569.0M | ||
| Q4 24 | $357.0M | $597.5M | ||
| Q3 24 | $304.8M | $543.9M |
| Q2 26 | $94.9M | — | ||
| Q1 26 | $53.3M | — | ||
| Q4 25 | $53.3M | $101.6M | ||
| Q3 25 | $49.3M | $87.6M | ||
| Q2 25 | $46.1M | $22.5M | ||
| Q1 25 | $91.8M | $35.4M | ||
| Q4 24 | $67.8M | $100.7M | ||
| Q3 24 | $58.6M | $77.5M |
| Q2 26 | 88.7% | — | ||
| Q1 26 | 87.5% | — | ||
| Q4 25 | 87.5% | 72.6% | ||
| Q3 25 | 87.1% | 72.2% | ||
| Q2 25 | 86.1% | 69.7% | ||
| Q1 25 | 90.3% | 71.9% | ||
| Q4 24 | 88.6% | 72.1% | ||
| Q3 24 | 88.8% | 69.3% |
| Q2 26 | 28.5% | — | ||
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.9% | 18.7% | ||
| Q3 25 | 9.7% | 16.7% | ||
| Q2 25 | 15.1% | 18.7% | ||
| Q1 25 | 29.2% | 15.6% | ||
| Q4 24 | 22.4% | 18.3% | ||
| Q3 24 | 15.2% | 16.2% |
| Q2 26 | 24.0% | — | ||
| Q1 26 | 15.4% | — | ||
| Q4 25 | 15.4% | 13.0% | ||
| Q3 25 | 16.1% | 12.4% | ||
| Q2 25 | 14.6% | 3.5% | ||
| Q1 25 | 24.8% | 6.2% | ||
| Q4 24 | 19.0% | 16.9% | ||
| Q3 24 | 19.2% | 14.2% |
| Q2 26 | $0.99 | — | ||
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.55 | $1.42 | ||
| Q3 25 | $0.50 | $1.24 | ||
| Q2 25 | $0.48 | $0.32 | ||
| Q1 25 | $0.94 | $0.50 | ||
| Q4 24 | $0.70 | $1.38 | ||
| Q3 24 | $0.59 | $1.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $594.7M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $2.6B | $1.5B |
| Total Assets | $3.2B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $594.7M | — | ||
| Q1 26 | $644.6M | — | ||
| Q4 25 | $644.6M | — | ||
| Q3 25 | $702.6M | — | ||
| Q2 25 | $699.3M | — | ||
| Q1 25 | $626.6M | — | ||
| Q4 24 | $520.8M | — | ||
| Q3 24 | $482.0M | — |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| 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 26 | $2.6B | — | ||
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $1.5B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.5B | $1.1B |
| Q2 26 | $3.2B | — | ||
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.2B | $3.0B | ||
| Q2 25 | $3.2B | $3.5B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $3.2B | $3.1B | ||
| Q3 24 | $3.1B | $3.0B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× |
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 | $147.3M | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | 1.55× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | $147.3M | — | ||
| Q1 26 | $54.8M | — | ||
| Q4 25 | $54.8M | $183.3M | ||
| Q3 25 | $472.2M | $125.7M | ||
| Q2 25 | $67.7M | $196.5M | ||
| Q1 25 | $174.9M | $63.8M | ||
| Q4 24 | $106.8M | $147.7M | ||
| Q3 24 | $327.3M | $98.5M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $50.2M | $48.2M | ||
| Q3 25 | $435.9M | $100.1M | ||
| Q2 25 | $61.3M | $177.9M | ||
| Q1 25 | $168.0M | $51.5M | ||
| Q4 24 | $100.0M | $94.1M | ||
| Q3 24 | $297.2M | $71.8M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 6.2% | ||
| Q3 25 | 142.0% | 14.2% | ||
| Q2 25 | 19.4% | 27.4% | ||
| Q1 25 | 45.5% | 9.1% | ||
| Q4 24 | 28.0% | 15.7% | ||
| Q3 24 | 97.5% | 13.2% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 17.2% | ||
| Q3 25 | 11.8% | 3.6% | ||
| Q2 25 | 2.0% | 2.9% | ||
| Q1 25 | 1.9% | 2.2% | ||
| Q4 24 | 1.9% | 9.0% | ||
| Q3 24 | 9.8% | 4.9% |
| Q2 26 | 1.55× | — | ||
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.03× | 1.80× | ||
| Q3 25 | 9.57× | 1.43× | ||
| Q2 25 | 1.47× | 8.73× | ||
| Q1 25 | 1.91× | 1.80× | ||
| Q4 24 | 1.57× | 1.47× | ||
| Q3 24 | 5.59× | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLB
| Licensing | $372.2M | 94% |
| Products and services | $23.4M | 6% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
