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Side-by-side financial comparison of ENTEGRIS INC (ENTG) and Insulet Corporation (PODD). Click either name above to swap in a different company.
ENTEGRIS INC is the larger business by last-quarter revenue ($823.9M vs $761.7M, roughly 1.1× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 6.0%, a 6.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs -3.1%). ENTEGRIS INC produced more free cash flow last quarter ($134.0M vs $89.5M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 3.4%).
Entegris, Inc. is a supplier of materials for the semiconductor and other high-tech industries. Entegris has approximately 8,000 employees throughout its global operations. It has manufacturing, customer service and/or research facilities in the United States, Canada, China, Germany, Israel, Japan, Malaysia, Singapore, South Korea, and Taiwan. The company’s corporate headquarters are in Billerica, Massachusetts.
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.
ENTG vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $823.9M | $761.7M |
| Net Profit | $49.4M | $91.1M |
| Gross Margin | 43.8% | 69.5% |
| Operating Margin | 12.7% | 16.0% |
| Net Margin | 6.0% | 12.0% |
| Revenue YoY | -3.1% | 33.9% |
| Net Profit YoY | -51.7% | 157.3% |
| EPS (diluted) | $0.33 | $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 | $823.9M | $783.7M | ||
| Q3 25 | $807.1M | $706.3M | ||
| Q2 25 | $792.4M | $649.1M | ||
| Q1 25 | $773.2M | $569.0M | ||
| Q4 24 | $849.8M | $597.5M | ||
| Q3 24 | $807.7M | $543.9M | ||
| Q2 24 | $812.7M | $488.5M |
| Q1 26 | — | $91.1M | ||
| Q4 25 | $49.4M | $101.6M | ||
| Q3 25 | $70.5M | $87.6M | ||
| Q2 25 | $52.8M | $22.5M | ||
| Q1 25 | $62.9M | $35.4M | ||
| Q4 24 | $102.2M | $100.7M | ||
| Q3 24 | $77.6M | $77.5M | ||
| Q2 24 | $67.7M | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | 43.8% | 72.6% | ||
| Q3 25 | 43.5% | 72.2% | ||
| Q2 25 | 44.4% | 69.7% | ||
| Q1 25 | 46.1% | 71.9% | ||
| Q4 24 | 45.6% | 72.1% | ||
| Q3 24 | 46.0% | 69.3% | ||
| Q2 24 | 46.2% | 67.7% |
| Q1 26 | — | 16.0% | ||
| Q4 25 | 12.7% | 18.7% | ||
| Q3 25 | 15.2% | 16.7% | ||
| Q2 25 | 13.4% | 18.7% | ||
| Q1 25 | 15.8% | 15.6% | ||
| Q4 24 | 17.6% | 18.3% | ||
| Q3 24 | 16.9% | 16.2% | ||
| Q2 24 | 16.0% | 11.2% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 6.0% | 13.0% | ||
| Q3 25 | 8.7% | 12.4% | ||
| Q2 25 | 6.7% | 3.5% | ||
| Q1 25 | 8.1% | 6.2% | ||
| Q4 24 | 12.0% | 16.9% | ||
| Q3 24 | 9.6% | 14.2% | ||
| Q2 24 | 8.3% | 38.6% |
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.33 | $1.42 | ||
| Q3 25 | $0.46 | $1.24 | ||
| Q2 25 | $0.35 | $0.32 | ||
| Q1 25 | $0.41 | $0.50 | ||
| Q4 24 | $0.67 | $1.38 | ||
| Q3 24 | $0.51 | $1.08 | ||
| Q2 24 | $0.45 | $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 | $360.4M | $480.4M |
| Total DebtLower is stronger | $3.7B | $18.6M |
| Stockholders' EquityBook value | $4.0B | $1.3B |
| Total Assets | $8.4B | $3.0B |
| Debt / EquityLower = less leverage | 0.94× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $480.4M | ||
| Q4 25 | $360.4M | — | ||
| Q3 25 | $399.8M | — | ||
| Q2 25 | $376.8M | — | ||
| Q1 25 | $340.9M | — | ||
| Q4 24 | $329.2M | — | ||
| Q3 24 | $432.1M | — | ||
| Q2 24 | $320.0M | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $3.7B | $930.8M | ||
| Q3 25 | $3.8B | $934.9M | ||
| Q2 25 | $4.0B | $939.0M | ||
| Q1 25 | $4.0B | $1.6B | ||
| Q4 24 | $4.0B | $1.3B | ||
| Q3 24 | $4.1B | $1.4B | ||
| Q2 24 | $4.1B | $1.4B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $4.0B | $1.5B | ||
| Q3 25 | $3.9B | $1.4B | ||
| Q2 25 | $3.8B | $1.5B | ||
| Q1 25 | $3.7B | $1.3B | ||
| Q4 24 | $3.7B | $1.2B | ||
| Q3 24 | $3.6B | $1.1B | ||
| Q2 24 | $3.5B | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $8.4B | $3.2B | ||
| Q3 25 | $8.4B | $3.0B | ||
| Q2 25 | $8.4B | $3.5B | ||
| Q1 25 | $8.4B | $3.5B | ||
| Q4 24 | $8.4B | $3.1B | ||
| Q3 24 | $8.5B | $3.0B | ||
| Q2 24 | $8.3B | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.94× | 0.61× | ||
| Q3 25 | 0.99× | 0.68× | ||
| Q2 25 | 1.05× | 0.64× | ||
| Q1 25 | 1.06× | 1.21× | ||
| Q4 24 | 1.08× | 1.07× | ||
| Q3 24 | 1.15× | 1.21× | ||
| Q2 24 | 1.18× | 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 | $192.0M | $113.8M |
| Free Cash FlowOCF − Capex | $134.0M | $89.5M |
| FCF MarginFCF / Revenue | 16.3% | 11.8% |
| Capex IntensityCapex / Revenue | 7.0% | 3.2% |
| Cash ConversionOCF / Net Profit | 3.89× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | $396.2M | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $192.0M | $183.3M | ||
| Q3 25 | $249.5M | $125.7M | ||
| Q2 25 | $113.5M | $196.5M | ||
| Q1 25 | $140.4M | $63.8M | ||
| Q4 24 | $176.1M | $147.7M | ||
| Q3 24 | $197.2M | $98.5M | ||
| Q2 24 | $111.2M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | $134.0M | $48.2M | ||
| Q3 25 | $182.8M | $100.1M | ||
| Q2 25 | $47.0M | $177.9M | ||
| Q1 25 | $32.4M | $51.5M | ||
| Q4 24 | $68.6M | $94.1M | ||
| Q3 24 | $115.0M | $71.8M | ||
| Q2 24 | $51.9M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | 16.3% | 6.2% | ||
| Q3 25 | 22.6% | 14.2% | ||
| Q2 25 | 5.9% | 27.4% | ||
| Q1 25 | 4.2% | 9.1% | ||
| Q4 24 | 8.1% | 15.7% | ||
| Q3 24 | 14.2% | 13.2% | ||
| Q2 24 | 6.4% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 7.0% | 17.2% | ||
| Q3 25 | 8.3% | 3.6% | ||
| Q2 25 | 8.4% | 2.9% | ||
| Q1 25 | 14.0% | 2.2% | ||
| Q4 24 | 12.7% | 9.0% | ||
| Q3 24 | 10.2% | 4.9% | ||
| Q2 24 | 7.3% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | 3.89× | 1.80× | ||
| Q3 25 | 3.54× | 1.43× | ||
| Q2 25 | 2.15× | 8.73× | ||
| Q1 25 | 2.23× | 1.80× | ||
| Q4 24 | 1.72× | 1.47× | ||
| Q3 24 | 2.54× | 1.27× | ||
| Q2 24 | 1.64× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
