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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) 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 $432.0M, roughly 1.8× Frontdoor, Inc.). Insulet Corporation runs the higher net margin — 13.0% vs 0.2%, a 12.7% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 12.8%). Frontdoor, Inc. produced more free cash flow last quarter ($95.0M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 6.9%).
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
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.
FTDR vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $432.0M | $783.7M |
| Net Profit | $1.0M | $101.6M |
| Gross Margin | 49.3% | 72.6% |
| Operating Margin | 0.5% | 18.7% |
| Net Margin | 0.2% | 13.0% |
| Revenue YoY | 12.8% | 31.2% |
| Net Profit YoY | -88.9% | 0.9% |
| EPS (diluted) | $0.03 | $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 | $432.0M | $783.7M | ||
| Q3 25 | $618.0M | $706.3M | ||
| Q2 25 | $617.0M | $649.1M | ||
| Q1 25 | $426.0M | $569.0M | ||
| Q4 24 | $383.0M | $597.5M | ||
| Q3 24 | $540.0M | $543.9M | ||
| Q2 24 | $542.0M | $488.5M | ||
| Q1 24 | $378.0M | $441.7M |
| Q4 25 | $1.0M | $101.6M | ||
| Q3 25 | $106.0M | $87.6M | ||
| Q2 25 | $111.0M | $22.5M | ||
| Q1 25 | $37.0M | $35.4M | ||
| Q4 24 | $9.0M | $100.7M | ||
| Q3 24 | $100.0M | $77.5M | ||
| Q2 24 | $92.0M | $188.6M | ||
| Q1 24 | $34.0M | $51.5M |
| Q4 25 | 49.3% | 72.6% | ||
| Q3 25 | 57.1% | 72.2% | ||
| Q2 25 | 57.7% | 69.7% | ||
| Q1 25 | 55.2% | 71.9% | ||
| Q4 24 | 48.0% | 72.1% | ||
| Q3 24 | 56.7% | 69.3% | ||
| Q2 24 | 56.5% | 67.7% | ||
| Q1 24 | 51.6% | 69.5% |
| Q4 25 | 0.5% | 18.7% | ||
| Q3 25 | 23.0% | 16.7% | ||
| Q2 25 | 23.7% | 18.7% | ||
| Q1 25 | 11.3% | 15.6% | ||
| Q4 24 | 1.6% | 18.3% | ||
| Q3 24 | 24.8% | 16.2% | ||
| Q2 24 | 22.9% | 11.2% | ||
| Q1 24 | 11.9% | 12.9% |
| Q4 25 | 0.2% | 13.0% | ||
| Q3 25 | 17.2% | 12.4% | ||
| Q2 25 | 18.0% | 3.5% | ||
| Q1 25 | 8.7% | 6.2% | ||
| Q4 24 | 2.3% | 16.9% | ||
| Q3 24 | 18.5% | 14.2% | ||
| Q2 24 | 17.0% | 38.6% | ||
| Q1 24 | 9.0% | 11.7% |
| Q4 25 | $0.03 | $1.42 | ||
| Q3 25 | $1.42 | $1.24 | ||
| Q2 25 | $1.48 | $0.32 | ||
| Q1 25 | $0.49 | $0.50 | ||
| Q4 24 | $0.10 | $1.38 | ||
| Q3 24 | $1.30 | $1.08 | ||
| Q2 24 | $1.18 | $2.59 | ||
| Q1 24 | $0.43 | $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 | $566.0M | — |
| Total DebtLower is stronger | $1.1B | $930.8M |
| Stockholders' EquityBook value | $242.0M | $1.5B |
| Total Assets | $2.1B | $3.2B |
| Debt / EquityLower = less leverage | 4.73× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $566.0M | — | ||
| Q3 25 | $563.0M | — | ||
| Q2 25 | $562.0M | — | ||
| Q1 25 | $506.0M | — | ||
| Q4 24 | $436.0M | — | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $419.0M | — | ||
| Q1 24 | $378.0M | — |
| Q4 25 | $1.1B | $930.8M | ||
| Q3 25 | $1.2B | $934.9M | ||
| Q2 25 | $1.2B | $939.0M | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $565.0M | $1.4B | ||
| Q2 24 | $569.0M | $1.4B | ||
| Q1 24 | $573.0M | $1.4B |
| Q4 25 | $242.0M | $1.5B | ||
| Q3 25 | $316.0M | $1.4B | ||
| Q2 25 | $254.0M | $1.5B | ||
| Q1 25 | $198.0M | $1.3B | ||
| Q4 24 | $239.0M | $1.2B | ||
| Q3 24 | $261.0M | $1.1B | ||
| Q2 24 | $214.0M | $998.4M | ||
| Q1 24 | $162.0M | $790.7M |
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.2B | $3.0B | ||
| Q2 25 | $2.2B | $3.5B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.1B | $3.1B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.2B | $2.9B | ||
| Q1 24 | $1.1B | $2.6B |
| Q4 25 | 4.73× | 0.61× | ||
| Q3 25 | 3.64× | 0.68× | ||
| Q2 25 | 4.56× | 0.64× | ||
| Q1 25 | 5.88× | 1.21× | ||
| Q4 24 | 4.90× | 1.07× | ||
| Q3 24 | 2.16× | 1.21× | ||
| Q2 24 | 2.66× | 1.36× | ||
| Q1 24 | 3.54× | 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 | $101.0M | $183.3M |
| Free Cash FlowOCF − Capex | $95.0M | $48.2M |
| FCF MarginFCF / Revenue | 22.0% | 6.2% |
| Capex IntensityCapex / Revenue | 1.4% | 17.2% |
| Cash ConversionOCF / Net Profit | 101.00× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $390.0M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $101.0M | $183.3M | ||
| Q3 25 | $64.0M | $125.7M | ||
| Q2 25 | $127.0M | $196.5M | ||
| Q1 25 | $124.0M | $63.8M | ||
| Q4 24 | $58.0M | $147.7M | ||
| Q3 24 | $25.0M | $98.5M | ||
| Q2 24 | $103.0M | $96.5M | ||
| Q1 24 | $84.0M | $87.6M |
| Q4 25 | $95.0M | $48.2M | ||
| Q3 25 | $58.0M | $100.1M | ||
| Q2 25 | $120.0M | $177.9M | ||
| Q1 25 | $117.0M | $51.5M | ||
| Q4 24 | $50.0M | $94.1M | ||
| Q3 24 | $16.0M | $71.8M | ||
| Q2 24 | $91.0M | $74.0M | ||
| Q1 24 | $74.0M | $65.5M |
| Q4 25 | 22.0% | 6.2% | ||
| Q3 25 | 9.4% | 14.2% | ||
| Q2 25 | 19.4% | 27.4% | ||
| Q1 25 | 27.5% | 9.1% | ||
| Q4 24 | 13.1% | 15.7% | ||
| Q3 24 | 3.0% | 13.2% | ||
| Q2 24 | 16.8% | 15.1% | ||
| Q1 24 | 19.6% | 14.8% |
| Q4 25 | 1.4% | 17.2% | ||
| Q3 25 | 1.0% | 3.6% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 2.1% | 9.0% | ||
| Q3 24 | 1.7% | 4.9% | ||
| Q2 24 | 2.2% | 4.6% | ||
| Q1 24 | 2.6% | 5.0% |
| Q4 25 | 101.00× | 1.80× | ||
| Q3 25 | 0.60× | 1.43× | ||
| Q2 25 | 1.14× | 8.73× | ||
| Q1 25 | 3.35× | 1.80× | ||
| Q4 24 | 6.44× | 1.47× | ||
| Q3 24 | 0.25× | 1.27× | ||
| Q2 24 | 1.12× | 0.51× | ||
| Q1 24 | 2.47× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
