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Side-by-side financial comparison of FIRST HORIZON CORP (FHN) and Insulet Corporation (PODD). Click either name above to swap in a different company.
FIRST HORIZON CORP is the larger business by last-quarter revenue ($888.0M vs $783.7M, roughly 1.1× Insulet Corporation). FIRST HORIZON CORP runs the higher net margin — 29.4% vs 13.0%, a 16.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 21.8%). FIRST HORIZON CORP produced more free cash flow last quarter ($389.0M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 20.0%).
First Horizon Corporation, formerly First Tennessee Bank, is a financial services company, founded in 1864, and based in Memphis, Tennessee. Through its banking subsidiary First Horizon Bank, it provides financial services through locations in 12 states across the Southeast, a region in which it is the fourth largest regional bank.
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.
FHN vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $888.0M | $783.7M |
| Net Profit | $261.0M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 38.5% | 18.7% |
| Net Margin | 29.4% | 13.0% |
| Revenue YoY | 21.8% | 31.2% |
| Net Profit YoY | 57.2% | 0.9% |
| EPS (diluted) | $0.51 | $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 | $888.0M | $783.7M | ||
| Q3 25 | $889.0M | $706.3M | ||
| Q2 25 | $830.0M | $649.1M | ||
| Q1 25 | $812.0M | $569.0M | ||
| Q4 24 | $729.0M | $597.5M | ||
| Q3 24 | $827.0M | $543.9M | ||
| Q2 24 | — | $488.5M | ||
| Q1 24 | $819.0M | $441.7M |
| Q4 25 | $261.0M | $101.6M | ||
| Q3 25 | $262.0M | $87.6M | ||
| Q2 25 | $241.0M | $22.5M | ||
| Q1 25 | $218.0M | $35.4M | ||
| Q4 24 | $166.0M | $100.7M | ||
| Q3 24 | $218.0M | $77.5M | ||
| Q2 24 | — | $188.6M | ||
| Q1 24 | $192.0M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% | ||
| Q1 24 | — | 69.5% |
| Q4 25 | 38.5% | 18.7% | ||
| Q3 25 | 38.7% | 16.7% | ||
| Q2 25 | 37.2% | 18.7% | ||
| Q1 25 | 35.1% | 15.6% | ||
| Q4 24 | 28.8% | 18.3% | ||
| Q3 24 | 34.0% | 16.2% | ||
| Q2 24 | — | 11.2% | ||
| Q1 24 | 31.0% | 12.9% |
| Q4 25 | 29.4% | 13.0% | ||
| Q3 25 | 29.5% | 12.4% | ||
| Q2 25 | 29.0% | 3.5% | ||
| Q1 25 | 26.8% | 6.2% | ||
| Q4 24 | 22.8% | 16.9% | ||
| Q3 24 | 26.4% | 14.2% | ||
| Q2 24 | — | 38.6% | ||
| Q1 24 | 23.4% | 11.7% |
| Q4 25 | $0.51 | $1.42 | ||
| Q3 25 | $0.50 | $1.24 | ||
| Q2 25 | $0.45 | $0.32 | ||
| Q1 25 | $0.41 | $0.50 | ||
| Q4 24 | $0.29 | $1.38 | ||
| Q3 24 | $0.40 | $1.08 | ||
| Q2 24 | — | $2.59 | ||
| Q1 24 | $0.33 | $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 | — | $930.8M |
| Stockholders' EquityBook value | $8.8B | $1.5B |
| Total Assets | $83.9B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| 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 | $8.8B | $1.5B | ||
| Q3 25 | $8.9B | $1.4B | ||
| Q2 25 | $9.0B | $1.5B | ||
| Q1 25 | $8.7B | $1.3B | ||
| Q4 24 | $8.8B | $1.2B | ||
| Q3 24 | $9.0B | $1.1B | ||
| Q2 24 | — | $998.4M | ||
| Q1 24 | $8.9B | $790.7M |
| Q4 25 | $83.9B | $3.2B | ||
| Q3 25 | $83.2B | $3.0B | ||
| Q2 25 | $82.1B | $3.5B | ||
| Q1 25 | $81.5B | $3.5B | ||
| Q4 24 | $82.2B | $3.1B | ||
| Q3 24 | $82.6B | $3.0B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | $81.8B | $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 | $396.0M | $183.3M |
| Free Cash FlowOCF − Capex | $389.0M | $48.2M |
| FCF MarginFCF / Revenue | 43.8% | 6.2% |
| Capex IntensityCapex / Revenue | 0.8% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.52× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $595.0M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $396.0M | $183.3M | ||
| Q3 25 | $-200.0M | $125.7M | ||
| Q2 25 | $83.0M | $196.5M | ||
| Q1 25 | $349.0M | $63.8M | ||
| Q4 24 | $191.0M | $147.7M | ||
| Q3 24 | $389.0M | $98.5M | ||
| Q2 24 | — | $96.5M | ||
| Q1 24 | $838.0M | $87.6M |
| Q4 25 | $389.0M | $48.2M | ||
| Q3 25 | $-208.0M | $100.1M | ||
| Q2 25 | $74.0M | $177.9M | ||
| Q1 25 | $340.0M | $51.5M | ||
| Q4 24 | $174.0M | $94.1M | ||
| Q3 24 | $383.0M | $71.8M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | $828.0M | $65.5M |
| Q4 25 | 43.8% | 6.2% | ||
| Q3 25 | -23.4% | 14.2% | ||
| Q2 25 | 8.9% | 27.4% | ||
| Q1 25 | 41.9% | 9.1% | ||
| Q4 24 | 23.9% | 15.7% | ||
| Q3 24 | 46.3% | 13.2% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | 101.1% | 14.8% |
| Q4 25 | 0.8% | 17.2% | ||
| Q3 25 | 0.9% | 3.6% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | 1.1% | 2.2% | ||
| Q4 24 | 2.3% | 9.0% | ||
| Q3 24 | 0.7% | 4.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | 1.2% | 5.0% |
| Q4 25 | 1.52× | 1.80× | ||
| Q3 25 | -0.76× | 1.43× | ||
| Q2 25 | 0.34× | 8.73× | ||
| Q1 25 | 1.60× | 1.80× | ||
| Q4 24 | 1.15× | 1.47× | ||
| Q3 24 | 1.78× | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | 4.36× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FHN
| Commercial Consumer And Wealth Segment | $776.0M | 87% |
| Other | $88.0M | 10% |
| Corporate | $24.0M | 3% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
