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Side-by-side financial comparison of Krispy Kreme, Inc. (DNUT) 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 $392.4M, roughly 2.0× Krispy Kreme, Inc.). Insulet Corporation runs the higher net margin — 13.0% vs -7.1%, a 20.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -2.9%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $27.9M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -5.9%).
Krispy Kreme, Inc. is an American multinational doughnut company and coffeehouse chain. Krispy Kreme was founded by Vernon Rudolph (1915–1973), who bought a yeast-raised recipe from a New Orleans chef, rented a building in 1937 in what is now historic Old Salem in Winston-Salem, North Carolina, and began selling to local grocery stores. Steady growth preceded an ambitious expansion as a public company in the period 2000 to 2016, which ultimately proved unprofitable. In 2016, the company retur...
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.
DNUT vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.4M | $783.7M |
| Net Profit | $-27.8M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | -1.9% | 18.7% |
| Net Margin | -7.1% | 13.0% |
| Revenue YoY | -2.9% | 31.2% |
| Net Profit YoY | -23.8% | 0.9% |
| EPS (diluted) | $-0.18 | $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 | $392.4M | $783.7M | ||
| Q3 25 | $375.3M | $706.3M | ||
| Q2 25 | $379.8M | $649.1M | ||
| Q1 25 | $375.2M | $569.0M | ||
| Q4 24 | $404.0M | $597.5M | ||
| Q3 24 | $379.9M | $543.9M | ||
| Q2 24 | $438.8M | $488.5M | ||
| Q1 24 | $442.7M | $441.7M |
| Q4 25 | $-27.8M | $101.6M | ||
| Q3 25 | $-19.4M | $87.6M | ||
| Q2 25 | $-435.3M | $22.5M | ||
| Q1 25 | $-33.3M | $35.4M | ||
| Q4 24 | $-22.4M | $100.7M | ||
| Q3 24 | $39.6M | $77.5M | ||
| Q2 24 | $-5.5M | $188.6M | ||
| Q1 24 | $-8.5M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% | ||
| Q1 24 | — | 69.5% |
| Q4 25 | -1.9% | 18.7% | ||
| Q3 25 | -1.9% | 16.7% | ||
| Q2 25 | -114.4% | 18.7% | ||
| Q1 25 | -5.4% | 15.6% | ||
| Q4 24 | -2.8% | 18.3% | ||
| Q3 24 | -4.2% | 16.2% | ||
| Q2 24 | 1.6% | 11.2% | ||
| Q1 24 | 2.7% | 12.9% |
| Q4 25 | -7.1% | 13.0% | ||
| Q3 25 | -5.2% | 12.4% | ||
| Q2 25 | -114.6% | 3.5% | ||
| Q1 25 | -8.9% | 6.2% | ||
| Q4 24 | -5.6% | 16.9% | ||
| Q3 24 | 10.4% | 14.2% | ||
| Q2 24 | -1.3% | 38.6% | ||
| Q1 24 | -1.9% | 11.7% |
| Q4 25 | $-0.18 | $1.42 | ||
| Q3 25 | $-0.11 | $1.24 | ||
| Q2 25 | $-2.55 | $0.32 | ||
| Q1 25 | $-0.20 | $0.50 | ||
| Q4 24 | $-0.13 | $1.38 | ||
| Q3 24 | $0.23 | $1.08 | ||
| Q2 24 | $-0.03 | $2.59 | ||
| Q1 24 | $-0.05 | $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 | $42.4M | — |
| Total DebtLower is stronger | $911.9M | $930.8M |
| Stockholders' EquityBook value | $650.1M | $1.5B |
| Total Assets | $2.6B | $3.2B |
| Debt / EquityLower = less leverage | 1.40× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $42.4M | — | ||
| Q3 25 | $30.7M | — | ||
| Q2 25 | $21.3M | — | ||
| Q1 25 | $18.7M | — | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $25.4M | — | ||
| Q2 24 | $28.6M | — | ||
| Q1 24 | $33.1M | — |
| Q4 25 | $911.9M | $930.8M | ||
| Q3 25 | $906.2M | $934.9M | ||
| Q2 25 | $889.4M | $939.0M | ||
| Q1 25 | $935.0M | $1.6B | ||
| Q4 24 | $844.5M | $1.3B | ||
| Q3 24 | $804.6M | $1.4B | ||
| Q2 24 | $895.0M | $1.4B | ||
| Q1 24 | $881.8M | $1.4B |
| Q4 25 | $650.1M | $1.5B | ||
| Q3 25 | $670.3M | $1.4B | ||
| Q2 25 | $693.6M | $1.5B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.1B | $998.4M | ||
| Q1 24 | $1.2B | $790.7M |
| Q4 25 | $2.6B | $3.2B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.6B | $3.5B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $3.1B | $3.1B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $3.2B | $2.9B | ||
| Q1 24 | $3.2B | $2.6B |
| Q4 25 | 1.40× | 0.61× | ||
| Q3 25 | 1.35× | 0.68× | ||
| Q2 25 | 1.28× | 0.64× | ||
| Q1 25 | 0.85× | 1.21× | ||
| Q4 24 | 0.74× | 1.07× | ||
| Q3 24 | 0.68× | 1.21× | ||
| Q2 24 | 0.79× | 1.36× | ||
| Q1 24 | 0.76× | 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 | $45.0M | $183.3M |
| Free Cash FlowOCF − Capex | $27.9M | $48.2M |
| FCF MarginFCF / Revenue | 7.1% | 6.2% |
| Capex IntensityCapex / Revenue | 4.4% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $-64.0M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $45.0M | $183.3M | ||
| Q3 25 | $42.3M | $125.7M | ||
| Q2 25 | $-32.5M | $196.5M | ||
| Q1 25 | $-20.8M | $63.8M | ||
| Q4 24 | $27.0M | $147.7M | ||
| Q3 24 | $3.3M | $98.5M | ||
| Q2 24 | $33.2M | $96.5M | ||
| Q1 24 | $-17.7M | $87.6M |
| Q4 25 | $27.9M | $48.2M | ||
| Q3 25 | $15.5M | $100.1M | ||
| Q2 25 | $-60.8M | $177.9M | ||
| Q1 25 | $-46.7M | $51.5M | ||
| Q4 24 | $-6.9M | $94.1M | ||
| Q3 24 | $-22.9M | $71.8M | ||
| Q2 24 | $1.6M | $74.0M | ||
| Q1 24 | $-46.8M | $65.5M |
| Q4 25 | 7.1% | 6.2% | ||
| Q3 25 | 4.1% | 14.2% | ||
| Q2 25 | -16.0% | 27.4% | ||
| Q1 25 | -12.5% | 9.1% | ||
| Q4 24 | -1.7% | 15.7% | ||
| Q3 24 | -6.0% | 13.2% | ||
| Q2 24 | 0.4% | 15.1% | ||
| Q1 24 | -10.6% | 14.8% |
| Q4 25 | 4.4% | 17.2% | ||
| Q3 25 | 7.1% | 3.6% | ||
| Q2 25 | 7.4% | 2.9% | ||
| Q1 25 | 6.9% | 2.2% | ||
| Q4 24 | 8.4% | 9.0% | ||
| Q3 24 | 6.9% | 4.9% | ||
| Q2 24 | 7.2% | 4.6% | ||
| Q1 24 | 6.6% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 0.08× | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DNUT
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
