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Side-by-side financial comparison of DELUXE CORP (DLX) 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 $535.2M, roughly 1.5× DELUXE CORP). Insulet Corporation runs the higher net margin — 13.0% vs 2.2%, a 10.7% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 2.8%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 0.0%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
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.
DLX vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $783.7M |
| Net Profit | $12.0M | $101.6M |
| Gross Margin | 52.2% | 72.6% |
| Operating Margin | 8.9% | 18.7% |
| Net Margin | 2.2% | 13.0% |
| Revenue YoY | 2.8% | 31.2% |
| Net Profit YoY | -5.0% | 0.9% |
| EPS (diluted) | $0.25 | $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 | $535.2M | $783.7M | ||
| Q3 25 | $540.2M | $706.3M | ||
| Q2 25 | $521.3M | $649.1M | ||
| Q1 25 | $536.5M | $569.0M | ||
| Q4 24 | $520.6M | $597.5M | ||
| Q3 24 | $528.4M | $543.9M | ||
| Q2 24 | $537.8M | $488.5M | ||
| Q1 24 | $535.0M | $441.7M |
| Q4 25 | $12.0M | $101.6M | ||
| Q3 25 | $33.7M | $87.6M | ||
| Q2 25 | $22.4M | $22.5M | ||
| Q1 25 | $14.0M | $35.4M | ||
| Q4 24 | $12.6M | $100.7M | ||
| Q3 24 | $8.9M | $77.5M | ||
| Q2 24 | $20.5M | $188.6M | ||
| Q1 24 | $10.8M | $51.5M |
| Q4 25 | 52.2% | 72.6% | ||
| Q3 25 | 53.9% | 72.2% | ||
| Q2 25 | 53.6% | 69.7% | ||
| Q1 25 | 52.4% | 71.9% | ||
| Q4 24 | 52.3% | 72.1% | ||
| Q3 24 | 53.3% | 69.3% | ||
| Q2 24 | 53.7% | 67.7% | ||
| Q1 24 | 53.0% | 69.5% |
| Q4 25 | 8.9% | 18.7% | ||
| Q3 25 | 14.0% | 16.7% | ||
| Q2 25 | 11.7% | 18.7% | ||
| Q1 25 | 9.0% | 15.6% | ||
| Q4 24 | 9.0% | 18.3% | ||
| Q3 24 | 7.9% | 16.2% | ||
| Q2 24 | 11.0% | 11.2% | ||
| Q1 24 | 8.3% | 12.9% |
| Q4 25 | 2.2% | 13.0% | ||
| Q3 25 | 6.2% | 12.4% | ||
| Q2 25 | 4.3% | 3.5% | ||
| Q1 25 | 2.6% | 6.2% | ||
| Q4 24 | 2.4% | 16.9% | ||
| Q3 24 | 1.7% | 14.2% | ||
| Q2 24 | 3.8% | 38.6% | ||
| Q1 24 | 2.0% | 11.7% |
| Q4 25 | $0.25 | $1.42 | ||
| Q3 25 | $0.74 | $1.24 | ||
| Q2 25 | $0.50 | $0.32 | ||
| Q1 25 | $0.31 | $0.50 | ||
| Q4 24 | $0.28 | $1.38 | ||
| Q3 24 | $0.20 | $1.08 | ||
| Q2 24 | $0.46 | $2.59 | ||
| Q1 24 | $0.24 | $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 | $36.9M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $680.7M | $1.5B |
| Total Assets | $2.9B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | — | ||
| Q3 25 | $25.8M | — | ||
| Q2 25 | $26.0M | — | ||
| Q1 25 | $30.3M | — | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $41.3M | — | ||
| Q2 24 | $23.1M | — | ||
| Q1 24 | $23.5M | — |
| 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 | $680.7M | $1.5B | ||
| Q3 25 | $664.1M | $1.4B | ||
| Q2 25 | $638.7M | $1.5B | ||
| Q1 25 | $622.5M | $1.3B | ||
| Q4 24 | $620.9M | $1.2B | ||
| Q3 24 | $612.7M | $1.1B | ||
| Q2 24 | $620.5M | $998.4M | ||
| Q1 24 | $608.4M | $790.7M |
| Q4 25 | $2.9B | $3.2B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.5B | $3.5B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.8B | $3.1B | ||
| Q3 24 | $2.6B | $3.0B | ||
| Q2 24 | $2.7B | $2.9B | ||
| Q1 24 | $2.7B | $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 | $102.1M | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | 8.53× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | $183.3M | ||
| Q3 25 | $67.1M | $125.7M | ||
| Q2 25 | $51.1M | $196.5M | ||
| Q1 25 | $50.3M | $63.8M | ||
| Q4 24 | $60.2M | $147.7M | ||
| Q3 24 | $67.9M | $98.5M | ||
| Q2 24 | $39.6M | $96.5M | ||
| Q1 24 | $26.6M | $87.6M |
| Q4 25 | — | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | $27.8M | $177.9M | ||
| Q1 25 | $24.3M | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | $46.7M | $71.8M | ||
| Q2 24 | $11.4M | $74.0M | ||
| Q1 24 | $6.1M | $65.5M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | 5.3% | 27.4% | ||
| Q1 25 | 4.5% | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | 8.8% | 13.2% | ||
| Q2 24 | 2.1% | 15.1% | ||
| Q1 24 | 1.1% | 14.8% |
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | 4.5% | 2.9% | ||
| Q1 25 | 4.8% | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | 4.0% | 4.9% | ||
| Q2 24 | 5.2% | 4.6% | ||
| Q1 24 | 3.8% | 5.0% |
| Q4 25 | 8.53× | 1.80× | ||
| Q3 25 | 1.99× | 1.43× | ||
| Q2 25 | 2.28× | 8.73× | ||
| Q1 25 | 3.59× | 1.80× | ||
| Q4 24 | 4.77× | 1.47× | ||
| Q3 24 | 7.60× | 1.27× | ||
| Q2 24 | 1.94× | 0.51× | ||
| Q1 24 | 2.46× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
