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Side-by-side financial comparison of Element Solutions Inc (ESI) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $761.7M, roughly 1.1× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 6.7%, a 5.3% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 33.9%). Insulet Corporation produced more free cash flow last quarter ($89.5M vs $-74.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 17.1%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
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.
ESI vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $761.7M |
| Net Profit | $56.0M | $91.1M |
| Gross Margin | 38.4% | 69.5% |
| Operating Margin | 13.3% | 16.0% |
| Net Margin | 6.7% | 12.0% |
| Revenue YoY | 41.0% | 33.9% |
| Net Profit YoY | -43.0% | 157.3% |
| EPS (diluted) | $0.23 | $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 | $840.0M | $761.7M | ||
| Q4 25 | $676.2M | $783.7M | ||
| Q3 25 | $656.1M | $706.3M | ||
| Q2 25 | $625.2M | $649.1M | ||
| Q1 25 | $593.7M | $569.0M | ||
| Q4 24 | $624.2M | $597.5M | ||
| Q3 24 | $645.0M | $543.9M | ||
| Q2 24 | $612.7M | $488.5M |
| Q1 26 | $56.0M | $91.1M | ||
| Q4 25 | $6.2M | $101.6M | ||
| Q3 25 | $39.3M | $87.6M | ||
| Q2 25 | $47.4M | $22.5M | ||
| Q1 25 | $98.0M | $35.4M | ||
| Q4 24 | $54.7M | $100.7M | ||
| Q3 24 | $40.3M | $77.5M | ||
| Q2 24 | $93.2M | $188.6M |
| Q1 26 | 38.4% | 69.5% | ||
| Q4 25 | 40.9% | 72.6% | ||
| Q3 25 | 42.2% | 72.2% | ||
| Q2 25 | 42.6% | 69.7% | ||
| Q1 25 | 42.2% | 71.9% | ||
| Q4 24 | 41.0% | 72.1% | ||
| Q3 24 | 41.5% | 69.3% | ||
| Q2 24 | 43.6% | 67.7% |
| Q1 26 | 13.3% | 16.0% | ||
| Q4 25 | 10.3% | 18.7% | ||
| Q3 25 | 15.4% | 16.7% | ||
| Q2 25 | 15.1% | 18.7% | ||
| Q1 25 | 13.0% | 15.6% | ||
| Q4 24 | 12.0% | 18.3% | ||
| Q3 24 | 14.7% | 16.2% | ||
| Q2 24 | 15.7% | 11.2% |
| Q1 26 | 6.7% | 12.0% | ||
| Q4 25 | 0.9% | 13.0% | ||
| Q3 25 | 6.0% | 12.4% | ||
| Q2 25 | 7.6% | 3.5% | ||
| Q1 25 | 16.5% | 6.2% | ||
| Q4 24 | 8.8% | 16.9% | ||
| Q3 24 | 6.2% | 14.2% | ||
| Q2 24 | 15.2% | 38.6% |
| Q1 26 | $0.23 | $1.30 | ||
| Q4 25 | $0.03 | $1.42 | ||
| Q3 25 | $0.16 | $1.24 | ||
| Q2 25 | $0.20 | $0.32 | ||
| Q1 25 | $0.40 | $0.50 | ||
| Q4 24 | $0.22 | $1.38 | ||
| Q3 24 | $0.17 | $1.08 | ||
| Q2 24 | $0.39 | $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 | $177.3M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | $2.7B | $1.3B |
| Total Assets | $5.7B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | $480.4M | ||
| Q4 25 | $626.5M | — | ||
| Q3 25 | $594.3M | — | ||
| Q2 25 | $529.9M | — | ||
| Q1 25 | $499.2M | — | ||
| Q4 24 | $359.4M | — | ||
| Q3 24 | $376.0M | — | ||
| Q2 24 | $309.3M | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $1.6B | $930.8M | ||
| Q3 25 | $1.6B | $934.9M | ||
| Q2 25 | $1.6B | $939.0M | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.9B | $1.4B | ||
| Q2 24 | $1.9B | $1.4B |
| Q1 26 | $2.7B | $1.3B | ||
| Q4 25 | $2.7B | $1.5B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.4B | $998.4M |
| Q1 26 | $5.7B | $3.0B | ||
| Q4 25 | $5.1B | $3.2B | ||
| Q3 25 | $5.0B | $3.0B | ||
| Q2 25 | $5.0B | $3.5B | ||
| Q1 25 | $4.8B | $3.5B | ||
| Q4 24 | $4.9B | $3.1B | ||
| Q3 24 | $5.1B | $3.0B | ||
| Q2 24 | $5.0B | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.61× | 0.61× | ||
| Q3 25 | 0.61× | 0.68× | ||
| Q2 25 | 0.62× | 0.64× | ||
| Q1 25 | 0.64× | 1.21× | ||
| Q4 24 | 0.76× | 1.07× | ||
| Q3 24 | 0.78× | 1.21× | ||
| Q2 24 | 0.81× | 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 | — | $113.8M |
| Free Cash FlowOCF − Capex | $-74.2M | $89.5M |
| FCF MarginFCF / Revenue | -8.8% | 11.8% |
| Capex IntensityCapex / Revenue | 3.0% | 3.2% |
| Cash ConversionOCF / Net Profit | — | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | — | $183.3M | ||
| Q3 25 | $100.1M | $125.7M | ||
| Q2 25 | — | $196.5M | ||
| Q1 25 | $26.0M | $63.8M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | $98.5M | $98.5M | ||
| Q2 24 | — | $96.5M |
| Q1 26 | $-74.2M | $89.5M | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $83.6M | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | $15.0M | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | $85.9M | $71.8M | ||
| Q2 24 | — | $74.0M |
| Q1 26 | -8.8% | 11.8% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 12.7% | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | 2.5% | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | 13.3% | 13.2% | ||
| Q2 24 | — | 15.1% |
| Q1 26 | 3.0% | 3.2% | ||
| Q4 25 | 2.5% | 17.2% | ||
| Q3 25 | 2.5% | 3.6% | ||
| Q2 25 | 2.8% | 2.9% | ||
| Q1 25 | 1.9% | 2.2% | ||
| Q4 24 | 3.6% | 9.0% | ||
| Q3 24 | 2.0% | 4.9% | ||
| Q2 24 | 2.4% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.80× | ||
| Q3 25 | 2.55× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | 0.27× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 2.44× | 1.27× | ||
| Q2 24 | — | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
