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Side-by-side financial comparison of EDGEWELL PERSONAL CARE Co (EPC) 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 $422.8M, roughly 1.9× EDGEWELL PERSONAL CARE Co). Insulet Corporation runs the higher net margin — 13.0% vs -15.5%, a 28.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -11.6%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-137.5M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -16.0%).
The Edgewell Personal Care Company is an American multinational consumer products company headquartered in Shelton, Connecticut. It was formed in 2015 following the corporate spin-off from Energizer Holdings, Inc..
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.
EPC vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $422.8M | $783.7M |
| Net Profit | $-65.7M | $101.6M |
| Gross Margin | 38.1% | 72.6% |
| Operating Margin | -4.5% | 18.7% |
| Net Margin | -15.5% | 13.0% |
| Revenue YoY | -11.6% | 31.2% |
| Net Profit YoY | -3028.6% | 0.9% |
| EPS (diluted) | $-1.41 | $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 | $422.8M | $783.7M | ||
| Q3 25 | $600.5M | $706.3M | ||
| Q2 25 | $627.2M | $649.1M | ||
| Q1 25 | $580.7M | $569.0M | ||
| Q4 24 | $415.1M | $597.5M | ||
| Q3 24 | $517.6M | $543.9M | ||
| Q2 24 | $647.8M | $488.5M | ||
| Q1 24 | $599.4M | $441.7M |
| Q4 25 | $-65.7M | $101.6M | ||
| Q3 25 | $-30.6M | $87.6M | ||
| Q2 25 | $29.1M | $22.5M | ||
| Q1 25 | $29.0M | $35.4M | ||
| Q4 24 | $-2.1M | $100.7M | ||
| Q3 24 | $8.8M | $77.5M | ||
| Q2 24 | $49.0M | $188.6M | ||
| Q1 24 | $36.0M | $51.5M |
| Q4 25 | 38.1% | 72.6% | ||
| Q3 25 | 37.9% | 72.2% | ||
| Q2 25 | 42.8% | 69.7% | ||
| Q1 25 | 44.1% | 71.9% | ||
| Q4 24 | 41.6% | 72.1% | ||
| Q3 24 | 41.1% | 69.3% | ||
| Q2 24 | 44.3% | 67.7% | ||
| Q1 24 | 43.1% | 69.5% |
| Q4 25 | -4.5% | 18.7% | ||
| Q3 25 | -4.2% | 16.7% | ||
| Q2 25 | 8.6% | 18.7% | ||
| Q1 25 | 10.1% | 15.6% | ||
| Q4 24 | 2.2% | 18.3% | ||
| Q3 24 | 3.9% | 16.2% | ||
| Q2 24 | 12.8% | 11.2% | ||
| Q1 24 | 11.7% | 12.9% |
| Q4 25 | -15.5% | 13.0% | ||
| Q3 25 | -5.1% | 12.4% | ||
| Q2 25 | 4.6% | 3.5% | ||
| Q1 25 | 5.0% | 6.2% | ||
| Q4 24 | -0.5% | 16.9% | ||
| Q3 24 | 1.7% | 14.2% | ||
| Q2 24 | 7.6% | 38.6% | ||
| Q1 24 | 6.0% | 11.7% |
| Q4 25 | $-1.41 | $1.42 | ||
| Q3 25 | $-0.65 | $1.24 | ||
| Q2 25 | $0.62 | $0.32 | ||
| Q1 25 | $0.60 | $0.50 | ||
| Q4 24 | $-0.04 | $1.38 | ||
| Q3 24 | $0.18 | $1.08 | ||
| Q2 24 | $0.98 | $2.59 | ||
| Q1 24 | $0.72 | $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 | — | — |
| Total DebtLower is stronger | $1.5B | $930.8M |
| Stockholders' EquityBook value | $1.5B | $1.5B |
| Total Assets | $3.8B | $3.2B |
| Debt / EquityLower = less leverage | 1.03× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $209.1M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $930.8M | ||
| Q3 25 | $1.4B | $934.9M | ||
| Q2 25 | $1.4B | $939.0M | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.4B | $1.4B |
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.6B | $998.4M | ||
| Q1 24 | $1.6B | $790.7M |
| Q4 25 | $3.8B | $3.2B | ||
| Q3 25 | $3.8B | $3.0B | ||
| Q2 25 | $3.8B | $3.5B | ||
| Q1 25 | $3.8B | $3.5B | ||
| Q4 24 | $3.7B | $3.1B | ||
| Q3 24 | $3.7B | $3.0B | ||
| Q2 24 | $3.7B | $2.9B | ||
| Q1 24 | $3.8B | $2.6B |
| Q4 25 | 1.03× | 0.61× | ||
| Q3 25 | 0.89× | 0.68× | ||
| Q2 25 | 0.88× | 0.64× | ||
| Q1 25 | 0.95× | 1.21× | ||
| Q4 24 | 0.97× | 1.07× | ||
| Q3 24 | 0.81× | 1.21× | ||
| Q2 24 | 0.82× | 1.36× | ||
| Q1 24 | 0.88× | 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 | $-125.9M | $183.3M |
| Free Cash FlowOCF − Capex | $-137.5M | $48.2M |
| FCF MarginFCF / Revenue | -32.5% | 6.2% |
| Capex IntensityCapex / Revenue | 2.7% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $36.3M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-125.9M | $183.3M | ||
| Q3 25 | $74.1M | $125.7M | ||
| Q2 25 | $114.8M | $196.5M | ||
| Q1 25 | $45.1M | $63.8M | ||
| Q4 24 | $-115.6M | $147.7M | ||
| Q3 24 | $-388.3M | $98.5M | ||
| Q2 24 | $101.2M | $96.5M | ||
| Q1 24 | $129.0M | $87.6M |
| Q4 25 | $-137.5M | $48.2M | ||
| Q3 25 | $46.5M | $100.1M | ||
| Q2 25 | $99.3M | $177.9M | ||
| Q1 25 | $28.0M | $51.5M | ||
| Q4 24 | $-132.4M | $94.1M | ||
| Q3 24 | $-414.2M | $71.8M | ||
| Q2 24 | $88.6M | $74.0M | ||
| Q1 24 | $117.5M | $65.5M |
| Q4 25 | -32.5% | 6.2% | ||
| Q3 25 | 7.7% | 14.2% | ||
| Q2 25 | 15.8% | 27.4% | ||
| Q1 25 | 4.8% | 9.1% | ||
| Q4 24 | -31.9% | 15.7% | ||
| Q3 24 | -80.0% | 13.2% | ||
| Q2 24 | 13.7% | 15.1% | ||
| Q1 24 | 19.6% | 14.8% |
| Q4 25 | 2.7% | 17.2% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 2.5% | 2.9% | ||
| Q1 25 | 2.9% | 2.2% | ||
| Q4 24 | 4.0% | 9.0% | ||
| Q3 24 | 5.0% | 4.9% | ||
| Q2 24 | 1.9% | 4.6% | ||
| Q1 24 | 1.9% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | 3.95× | 8.73× | ||
| Q1 25 | 1.56× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | -44.13× | 1.27× | ||
| Q2 24 | 2.07× | 0.51× | ||
| Q1 24 | 3.58× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
