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Side-by-side financial comparison of F5, Inc. (FFIV) and Insulet Corporation (PODD). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($822.5M vs $783.7M, roughly 1.0× Insulet Corporation). F5, Inc. runs the higher net margin — 21.9% vs 13.0%, a 8.9% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 7.3%). F5, Inc. produced more free cash flow last quarter ($149.5M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 9.9%).
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
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.
FFIV vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $822.5M | $783.7M |
| Net Profit | $180.1M | $101.6M |
| Gross Margin | 81.5% | 72.6% |
| Operating Margin | 26.0% | 18.7% |
| Net Margin | 21.9% | 13.0% |
| Revenue YoY | 7.3% | 31.2% |
| Net Profit YoY | 8.2% | 0.9% |
| EPS (diluted) | $3.10 | $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 | $822.5M | $783.7M | ||
| Q3 25 | $810.1M | $706.3M | ||
| Q2 25 | $780.4M | $649.1M | ||
| Q1 25 | $731.1M | $569.0M | ||
| Q4 24 | $766.5M | $597.5M | ||
| Q3 24 | $746.7M | $543.9M | ||
| Q2 24 | $695.5M | $488.5M | ||
| Q1 24 | $681.4M | $441.7M |
| Q4 25 | $180.1M | $101.6M | ||
| Q3 25 | $190.5M | $87.6M | ||
| Q2 25 | $189.9M | $22.5M | ||
| Q1 25 | $145.5M | $35.4M | ||
| Q4 24 | $166.4M | $100.7M | ||
| Q3 24 | $165.3M | $77.5M | ||
| Q2 24 | $144.1M | $188.6M | ||
| Q1 24 | $119.0M | $51.5M |
| Q4 25 | 81.5% | 72.6% | ||
| Q3 25 | 82.2% | 72.2% | ||
| Q2 25 | 81.0% | 69.7% | ||
| Q1 25 | 80.7% | 71.9% | ||
| Q4 24 | 81.7% | 72.1% | ||
| Q3 24 | 80.8% | 69.3% | ||
| Q2 24 | 80.4% | 67.7% | ||
| Q1 24 | 79.3% | 69.5% |
| Q4 25 | 26.0% | 18.7% | ||
| Q3 25 | 25.4% | 16.7% | ||
| Q2 25 | 25.2% | 18.7% | ||
| Q1 25 | 21.7% | 15.6% | ||
| Q4 24 | 26.8% | 18.3% | ||
| Q3 24 | 25.6% | 16.2% | ||
| Q2 24 | 23.4% | 11.2% | ||
| Q1 24 | 20.5% | 12.9% |
| Q4 25 | 21.9% | 13.0% | ||
| Q3 25 | 23.5% | 12.4% | ||
| Q2 25 | 24.3% | 3.5% | ||
| Q1 25 | 19.9% | 6.2% | ||
| Q4 24 | 21.7% | 16.9% | ||
| Q3 24 | 22.1% | 14.2% | ||
| Q2 24 | 20.7% | 38.6% | ||
| Q1 24 | 17.5% | 11.7% |
| Q4 25 | $3.10 | $1.42 | ||
| Q3 25 | $3.25 | $1.24 | ||
| Q2 25 | $3.25 | $0.32 | ||
| Q1 25 | $2.48 | $0.50 | ||
| Q4 24 | $2.82 | $1.38 | ||
| Q3 24 | $2.79 | $1.08 | ||
| Q2 24 | $2.44 | $2.59 | ||
| Q1 24 | $2.00 | $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 | $1.2B | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $3.5B | $1.5B |
| Total Assets | $6.3B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $935.6M | — | ||
| Q1 24 | $903.5M | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $3.5B | $1.5B | ||
| Q3 25 | $3.6B | $1.4B | ||
| Q2 25 | $3.5B | $1.5B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.2B | $1.2B | ||
| Q3 24 | $3.1B | $1.1B | ||
| Q2 24 | $3.0B | $998.4M | ||
| Q1 24 | $2.9B | $790.7M |
| Q4 25 | $6.3B | $3.2B | ||
| Q3 25 | $6.3B | $3.0B | ||
| Q2 25 | $6.1B | $3.5B | ||
| Q1 25 | $5.9B | $3.5B | ||
| Q4 24 | $5.9B | $3.1B | ||
| Q3 24 | $5.6B | $3.0B | ||
| Q2 24 | $5.4B | $2.9B | ||
| Q1 24 | $5.4B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 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 | $159.2M | $183.3M |
| Free Cash FlowOCF − Capex | $149.5M | $48.2M |
| FCF MarginFCF / Revenue | 18.2% | 6.2% |
| Capex IntensityCapex / Revenue | 1.2% | 17.2% |
| Cash ConversionOCF / Net Profit | 0.88× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $861.2M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $159.2M | $183.3M | ||
| Q3 25 | $208.1M | $125.7M | ||
| Q2 25 | $282.2M | $196.5M | ||
| Q1 25 | $256.6M | $63.8M | ||
| Q4 24 | $202.8M | $147.7M | ||
| Q3 24 | $246.5M | $98.5M | ||
| Q2 24 | $159.0M | $96.5M | ||
| Q1 24 | $221.6M | $87.6M |
| Q4 25 | $149.5M | $48.2M | ||
| Q3 25 | $191.9M | $100.1M | ||
| Q2 25 | $273.7M | $177.9M | ||
| Q1 25 | $246.1M | $51.5M | ||
| Q4 24 | $194.7M | $94.1M | ||
| Q3 24 | $240.4M | $71.8M | ||
| Q2 24 | $153.1M | $74.0M | ||
| Q1 24 | $212.2M | $65.5M |
| Q4 25 | 18.2% | 6.2% | ||
| Q3 25 | 23.7% | 14.2% | ||
| Q2 25 | 35.1% | 27.4% | ||
| Q1 25 | 33.7% | 9.1% | ||
| Q4 24 | 25.4% | 15.7% | ||
| Q3 24 | 32.2% | 13.2% | ||
| Q2 24 | 22.0% | 15.1% | ||
| Q1 24 | 31.1% | 14.8% |
| Q4 25 | 1.2% | 17.2% | ||
| Q3 25 | 2.0% | 3.6% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | 1.4% | 2.2% | ||
| Q4 24 | 1.1% | 9.0% | ||
| Q3 24 | 0.8% | 4.9% | ||
| Q2 24 | 0.8% | 4.6% | ||
| Q1 24 | 1.4% | 5.0% |
| Q4 25 | 0.88× | 1.80× | ||
| Q3 25 | 1.09× | 1.43× | ||
| Q2 25 | 1.49× | 8.73× | ||
| Q1 25 | 1.76× | 1.80× | ||
| Q4 24 | 1.22× | 1.47× | ||
| Q3 24 | 1.49× | 1.27× | ||
| Q2 24 | 1.10× | 0.51× | ||
| Q1 24 | 1.86× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
