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Side-by-side financial comparison of Floor & Decor Holdings, Inc. (FND) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Floor & Decor Holdings, Inc. is the larger business by last-quarter revenue ($1.2B vs $761.7M, roughly 1.5× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 3.4%, a 8.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs -0.7%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 0.8%).
Floor & Decor Holdings, Inc., branded as Floor & Decor, is a multi-channel American specialty retailer of hard surface flooring and related accessories that was founded in 2000 and headquartered in Smyrna, Georgia, United States.
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.
FND vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.2B | $761.7M |
| Net Profit | $39.7M | $91.1M |
| Gross Margin | 44.0% | 69.5% |
| Operating Margin | 4.5% | 16.0% |
| Net Margin | 3.4% | 12.0% |
| Revenue YoY | -0.7% | 33.9% |
| Net Profit YoY | -18.8% | 157.3% |
| EPS (diluted) | $0.37 | $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 | $1.2B | $761.7M | ||
| Q4 25 | $1.1B | $783.7M | ||
| Q3 25 | $1.2B | $706.3M | ||
| Q2 25 | $1.2B | $649.1M | ||
| Q1 25 | $1.2B | $569.0M | ||
| Q4 24 | $1.1B | $597.5M | ||
| Q3 24 | $1.1B | $543.9M | ||
| Q2 24 | $1.1B | $488.5M |
| Q1 26 | $39.7M | $91.1M | ||
| Q4 25 | $39.3M | $101.6M | ||
| Q3 25 | $57.3M | $87.6M | ||
| Q2 25 | $63.2M | $22.5M | ||
| Q1 25 | $48.9M | $35.4M | ||
| Q4 24 | $47.5M | $100.7M | ||
| Q3 24 | $51.7M | $77.5M | ||
| Q2 24 | $56.7M | $188.6M |
| Q1 26 | 44.0% | 69.5% | ||
| Q4 25 | 43.5% | 72.6% | ||
| Q3 25 | 43.4% | 72.2% | ||
| Q2 25 | 43.9% | 69.7% | ||
| Q1 25 | 43.8% | 71.9% | ||
| Q4 24 | 43.5% | 72.1% | ||
| Q3 24 | 43.5% | 69.3% | ||
| Q2 24 | 43.3% | 67.7% |
| Q1 26 | 4.5% | 16.0% | ||
| Q4 25 | 4.6% | 18.7% | ||
| Q3 25 | 6.1% | 16.7% | ||
| Q2 25 | 6.7% | 18.7% | ||
| Q1 25 | 5.5% | 15.6% | ||
| Q4 24 | 5.3% | 18.3% | ||
| Q3 24 | 5.9% | 16.2% | ||
| Q2 24 | 6.3% | 11.2% |
| Q1 26 | 3.4% | 12.0% | ||
| Q4 25 | 3.5% | 13.0% | ||
| Q3 25 | 4.9% | 12.4% | ||
| Q2 25 | 5.2% | 3.5% | ||
| Q1 25 | 4.2% | 6.2% | ||
| Q4 24 | 4.3% | 16.9% | ||
| Q3 24 | 4.6% | 14.2% | ||
| Q2 24 | 5.0% | 38.6% |
| Q1 26 | $0.37 | $1.30 | ||
| Q4 25 | $0.36 | $1.42 | ||
| Q3 25 | $0.53 | $1.24 | ||
| Q2 25 | $0.58 | $0.32 | ||
| Q1 25 | $0.45 | $0.50 | ||
| Q4 24 | $0.44 | $1.38 | ||
| Q3 24 | $0.48 | $1.08 | ||
| Q2 24 | $0.52 | $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 | $293.6M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | $2.5B | $1.3B |
| Total Assets | $5.6B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $293.6M | $480.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $18.6M | ||
| 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 26 | $2.5B | $1.3B | ||
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.0B | $998.4M |
| Q1 26 | $5.6B | $3.0B | ||
| Q4 25 | $5.5B | $3.2B | ||
| Q3 25 | $5.5B | $3.0B | ||
| Q2 25 | $5.4B | $3.5B | ||
| Q1 25 | $5.4B | $3.5B | ||
| Q4 24 | $5.1B | $3.1B | ||
| Q3 24 | $4.9B | $3.0B | ||
| Q2 24 | $4.8B | $2.9B |
| Q1 26 | — | 0.01× | ||
| 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× |
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 | $109.2M | $113.8M |
| Free Cash FlowOCF − Capex | — | $89.5M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | 2.75× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $109.2M | $113.8M | ||
| Q4 25 | $124.1M | $183.3M | ||
| Q3 25 | $102.5M | $125.7M | ||
| Q2 25 | $84.1M | $196.5M | ||
| Q1 25 | $71.2M | $63.8M | ||
| Q4 24 | $101.4M | $147.7M | ||
| Q3 24 | $160.3M | $98.5M | ||
| Q2 24 | $194.0M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | $45.1M | $48.2M | ||
| Q3 25 | $24.5M | $100.1M | ||
| Q2 25 | $-10.0M | $177.9M | ||
| Q1 25 | $4.4M | $51.5M | ||
| Q4 24 | $3.9M | $94.1M | ||
| Q3 24 | $36.5M | $71.8M | ||
| Q2 24 | $80.0M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | 4.0% | 6.2% | ||
| Q3 25 | 2.1% | 14.2% | ||
| Q2 25 | -0.8% | 27.4% | ||
| Q1 25 | 0.4% | 9.1% | ||
| Q4 24 | 0.4% | 15.7% | ||
| Q3 24 | 3.3% | 13.2% | ||
| Q2 24 | 7.1% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 7.0% | 17.2% | ||
| Q3 25 | 6.6% | 3.6% | ||
| Q2 25 | 7.8% | 2.9% | ||
| Q1 25 | 5.7% | 2.2% | ||
| Q4 24 | 8.8% | 9.0% | ||
| Q3 24 | 11.1% | 4.9% | ||
| Q2 24 | 10.1% | 4.6% |
| Q1 26 | 2.75× | 1.25× | ||
| Q4 25 | 3.15× | 1.80× | ||
| Q3 25 | 1.79× | 1.43× | ||
| Q2 25 | 1.33× | 8.73× | ||
| Q1 25 | 1.46× | 1.80× | ||
| Q4 24 | 2.14× | 1.47× | ||
| Q3 24 | 3.10× | 1.27× | ||
| Q2 24 | 3.42× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FND
Segment breakdown not available.
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |