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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($761.7M vs $518.0M, roughly 1.5× Distribution Solutions Group, Inc.). Insulet Corporation runs the higher net margin — 12.0% vs 1.2%, a 10.7% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 10.7%). Insulet Corporation produced more free cash flow last quarter ($89.5M vs $32.9M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 13.1%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added 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.
DSGR vs PODD — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $761.7M |
| Net Profit | $6.5M | $91.1M |
| Gross Margin | 32.9% | 69.5% |
| Operating Margin | 4.6% | 16.0% |
| Net Margin | 1.2% | 12.0% |
| Revenue YoY | 10.7% | 33.9% |
| Net Profit YoY | -70.6% | 157.3% |
| EPS (diluted) | $0.14 | $1.30 |
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.
| Q1 26 | — | $761.7M | ||
| Q4 25 | — | $783.7M | ||
| Q3 25 | $518.0M | $706.3M | ||
| Q2 25 | $502.4M | $649.1M | ||
| Q1 25 | $478.0M | $569.0M | ||
| Q4 24 | $480.5M | $597.5M | ||
| Q3 24 | $468.0M | $543.9M | ||
| Q2 24 | $439.5M | $488.5M |
| Q1 26 | — | $91.1M | ||
| Q4 25 | — | $101.6M | ||
| Q3 25 | $6.5M | $87.6M | ||
| Q2 25 | $5.0M | $22.5M | ||
| Q1 25 | $3.3M | $35.4M | ||
| Q4 24 | $-25.9M | $100.7M | ||
| Q3 24 | $21.9M | $77.5M | ||
| Q2 24 | $1.9M | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | — | 72.6% | ||
| Q3 25 | 32.9% | 72.2% | ||
| Q2 25 | 33.9% | 69.7% | ||
| Q1 25 | 34.3% | 71.9% | ||
| Q4 24 | 33.3% | 72.1% | ||
| Q3 24 | 33.9% | 69.3% | ||
| Q2 24 | 34.5% | 67.7% |
| Q1 26 | — | 16.0% | ||
| Q4 25 | — | 18.7% | ||
| Q3 25 | 4.6% | 16.7% | ||
| Q2 25 | 5.3% | 18.7% | ||
| Q1 25 | 4.2% | 15.6% | ||
| Q4 24 | 4.2% | 18.3% | ||
| Q3 24 | 4.0% | 16.2% | ||
| Q2 24 | 3.2% | 11.2% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | — | 13.0% | ||
| Q3 25 | 1.2% | 12.4% | ||
| Q2 25 | 1.0% | 3.5% | ||
| Q1 25 | 0.7% | 6.2% | ||
| Q4 24 | -5.4% | 16.9% | ||
| Q3 24 | 4.7% | 14.2% | ||
| Q2 24 | 0.4% | 38.6% |
| Q1 26 | — | $1.30 | ||
| Q4 25 | — | $1.42 | ||
| Q3 25 | $0.14 | $1.24 | ||
| Q2 25 | $0.11 | $0.32 | ||
| Q1 25 | $0.07 | $0.50 | ||
| Q4 24 | $-0.55 | $1.38 | ||
| Q3 24 | $0.46 | $1.08 | ||
| Q2 24 | $0.04 | $2.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $69.2M | $480.4M |
| Total DebtLower is stronger | $665.5M | $18.6M |
| Stockholders' EquityBook value | $653.9M | $1.3B |
| Total Assets | $1.8B | $3.0B |
| Debt / EquityLower = less leverage | 1.02× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $480.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | $69.2M | — | ||
| Q2 25 | $47.4M | — | ||
| Q1 25 | $65.4M | — | ||
| Q4 24 | $66.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $46.8M | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | — | $930.8M | ||
| Q3 25 | $665.5M | $934.9M | ||
| Q2 25 | $675.0M | $939.0M | ||
| Q1 25 | $712.4M | $1.6B | ||
| Q4 24 | $693.9M | $1.3B | ||
| Q3 24 | $704.1M | $1.4B | ||
| Q2 24 | $573.7M | $1.4B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $653.9M | $1.4B | ||
| Q2 25 | $649.4M | $1.5B | ||
| Q1 25 | $636.7M | $1.3B | ||
| Q4 24 | $640.5M | $1.2B | ||
| Q3 24 | $680.8M | $1.1B | ||
| Q2 24 | $653.3M | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $1.8B | $3.0B | ||
| Q2 25 | $1.8B | $3.5B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.7B | $3.1B | ||
| Q3 24 | $1.8B | $3.0B | ||
| Q2 24 | $1.6B | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | 1.02× | 0.68× | ||
| Q2 25 | 1.04× | 0.64× | ||
| Q1 25 | 1.12× | 1.21× | ||
| Q4 24 | 1.08× | 1.07× | ||
| Q3 24 | 1.03× | 1.21× | ||
| Q2 24 | 0.88× | 1.36× |
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 | $38.4M | $113.8M |
| Free Cash FlowOCF − Capex | $32.9M | $89.5M |
| FCF MarginFCF / Revenue | 6.3% | 11.8% |
| Capex IntensityCapex / Revenue | 1.1% | 3.2% |
| Cash ConversionOCF / Net Profit | 5.95× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | — | $183.3M | ||
| Q3 25 | $38.4M | $125.7M | ||
| Q2 25 | $33.3M | $196.5M | ||
| Q1 25 | $-4.8M | $63.8M | ||
| Q4 24 | $45.7M | $147.7M | ||
| Q3 24 | $-17.3M | $98.5M | ||
| Q2 24 | $21.4M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $32.9M | $100.1M | ||
| Q2 25 | $28.7M | $177.9M | ||
| Q1 25 | $-10.4M | $51.5M | ||
| Q4 24 | $41.1M | $94.1M | ||
| Q3 24 | $-20.5M | $71.8M | ||
| Q2 24 | $18.0M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 6.3% | 14.2% | ||
| Q2 25 | 5.7% | 27.4% | ||
| Q1 25 | -2.2% | 9.1% | ||
| Q4 24 | 8.6% | 15.7% | ||
| Q3 24 | -4.4% | 13.2% | ||
| Q2 24 | 4.1% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | 1.1% | 3.6% | ||
| Q2 25 | 0.9% | 2.9% | ||
| Q1 25 | 1.2% | 2.2% | ||
| Q4 24 | 1.0% | 9.0% | ||
| Q3 24 | 0.7% | 4.9% | ||
| Q2 24 | 0.8% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.80× | ||
| Q3 25 | 5.95× | 1.43× | ||
| Q2 25 | 6.66× | 8.73× | ||
| Q1 25 | -1.46× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | -0.79× | 1.27× | ||
| Q2 24 | 11.28× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
