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Side-by-side financial comparison of Gen Digital (GEN) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Gen Digital is the larger business by last-quarter revenue ($1.2B vs $783.7M, roughly 1.6× Insulet Corporation). Gen Digital runs the higher net margin — 15.5% vs 13.0%, a 2.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 28.5%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 13.2%).
Gen Digital Inc. is a multinational software company co-headquartered in both Tempe, Arizona (USA) and Prague, Czech Republic (EU). The company provides cybersecurity software, financial technology, and services. Gen is a Fortune 500 company and a member of the S&P 500 stock-market index. It is listed at both NASDAQ and Prague Stock Exchange. Its portfolio includes Norton, Avast, LifeLock, Avira, AVG, ReputationDefender, MoneyLion and CCleaner.
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.
GEN vs PODD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $783.7M |
| Net Profit | $192.0M | $101.6M |
| Gross Margin | 78.4% | 72.6% |
| Operating Margin | 34.9% | 18.7% |
| Net Margin | 15.5% | 13.0% |
| Revenue YoY | 28.5% | 31.2% |
| Net Profit YoY | 6.1% | 0.9% |
| EPS (diluted) | $0.31 | $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.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $783.7M | ||
| Q3 25 | $1.3B | $706.3M | ||
| Q2 25 | — | $649.1M | ||
| Q1 25 | $1.0B | $569.0M | ||
| Q4 24 | $986.0M | $597.5M | ||
| Q3 24 | $974.0M | $543.9M | ||
| Q2 24 | $965.0M | $488.5M |
| Q1 26 | $192.0M | — | ||
| Q4 25 | $134.0M | $101.6M | ||
| Q3 25 | $135.0M | $87.6M | ||
| Q2 25 | — | $22.5M | ||
| Q1 25 | $142.0M | $35.4M | ||
| Q4 24 | $159.0M | $100.7M | ||
| Q3 24 | $161.0M | $77.5M | ||
| Q2 24 | $181.0M | $188.6M |
| Q1 26 | 78.4% | — | ||
| Q4 25 | 78.2% | 72.6% | ||
| Q3 25 | 78.8% | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | 80.3% | 71.9% | ||
| Q4 24 | 80.4% | 72.1% | ||
| Q3 24 | 80.1% | 69.3% | ||
| Q2 24 | 80.3% | 67.7% |
| Q1 26 | 34.9% | — | ||
| Q4 25 | 35.9% | 18.7% | ||
| Q3 25 | 35.5% | 16.7% | ||
| Q2 25 | — | 18.7% | ||
| Q1 25 | 41.3% | 15.6% | ||
| Q4 24 | 37.9% | 18.3% | ||
| Q3 24 | 41.3% | 16.2% | ||
| Q2 24 | 43.2% | 11.2% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 11.0% | 13.0% | ||
| Q3 25 | 10.7% | 12.4% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 14.1% | 6.2% | ||
| Q4 24 | 16.1% | 16.9% | ||
| Q3 24 | 16.5% | 14.2% | ||
| Q2 24 | 18.8% | 38.6% |
| Q1 26 | $0.31 | — | ||
| Q4 25 | $0.21 | $1.42 | ||
| Q3 25 | $0.22 | $1.24 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | $0.22 | $0.50 | ||
| Q4 24 | $0.26 | $1.38 | ||
| Q3 24 | $0.26 | $1.08 | ||
| Q2 24 | $0.29 | $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 | — | — |
| Total DebtLower is stronger | $8.4B | $930.8M |
| Stockholders' EquityBook value | $2.3B | $1.5B |
| Total Assets | $15.8B | $3.2B |
| Debt / EquityLower = less leverage | 3.61× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $883.0M | — | ||
| Q3 24 | $737.0M | — | ||
| Q2 24 | $644.0M | — |
| Q1 26 | $8.4B | — | ||
| Q4 25 | $8.7B | $930.8M | ||
| Q3 25 | $8.9B | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | $8.3B | $1.6B | ||
| Q4 24 | $8.5B | $1.3B | ||
| Q3 24 | $8.5B | $1.4B | ||
| Q2 24 | $8.5B | $1.4B |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.5B | $1.5B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.0B | $998.4M |
| Q1 26 | $15.8B | — | ||
| Q4 25 | $16.1B | $3.2B | ||
| Q3 25 | $16.4B | $3.0B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | $15.5B | $3.5B | ||
| Q4 24 | $15.4B | $3.1B | ||
| Q3 24 | $15.5B | $3.0B | ||
| Q2 24 | $15.4B | $2.9B |
| Q1 26 | 3.61× | — | ||
| Q4 25 | 3.54× | 0.61× | ||
| Q3 25 | 3.75× | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | 3.64× | 1.21× | ||
| Q4 24 | 3.94× | 1.07× | ||
| Q3 24 | 4.06× | 1.21× | ||
| Q2 24 | 4.33× | 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 | — | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $541.0M | $183.3M | ||
| Q3 25 | $409.0M | $125.7M | ||
| Q2 25 | — | $196.5M | ||
| Q1 25 | $473.0M | $63.8M | ||
| Q4 24 | $326.0M | $147.7M | ||
| Q3 24 | $158.0M | $98.5M | ||
| Q2 24 | $264.0M | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | $535.0M | $48.2M | ||
| Q3 25 | $405.0M | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | $470.0M | $51.5M | ||
| Q4 24 | $318.0M | $94.1M | ||
| Q3 24 | $156.0M | $71.8M | ||
| Q2 24 | $262.0M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 43.9% | 6.2% | ||
| Q3 25 | 32.2% | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | 46.5% | 9.1% | ||
| Q4 24 | 32.3% | 15.7% | ||
| Q3 24 | 16.0% | 13.2% | ||
| Q2 24 | 27.2% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 17.2% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | 0.3% | 2.2% | ||
| Q4 24 | 0.8% | 9.0% | ||
| Q3 24 | 0.2% | 4.9% | ||
| Q2 24 | 0.2% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.04× | 1.80× | ||
| Q3 25 | 3.03× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | 3.33× | 1.80× | ||
| Q4 24 | 2.05× | 1.47× | ||
| Q3 24 | 0.98× | 1.27× | ||
| Q2 24 | 1.46× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
