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Side-by-side financial comparison of GRIFFON CORP (GFF) 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 $649.1M, roughly 1.2× GRIFFON CORP). Insulet Corporation runs the higher net margin — 13.0% vs 9.9%, a 3.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 2.6%). GRIFFON CORP produced more free cash flow last quarter ($99.3M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -1.8%).
Griffon Corporation is a multinational conglomerate headquartered in New York City. It operates as a diversified management and holding company. The company has four subsidiaries: Ames True Temper, ClosetMaid, Clopay Building Products, and CornellCookson. Griffon has been publicly traded since 1961 and is listed on the New York Stock Exchange as a component stock of the S&P SmallCap 600, S&P Composite 1500, and Russell 2000 indices.
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.
GFF vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $649.1M | $783.7M |
| Net Profit | $64.4M | $101.6M |
| Gross Margin | 41.1% | 72.6% |
| Operating Margin | 17.5% | 18.7% |
| Net Margin | 9.9% | 13.0% |
| Revenue YoY | 2.6% | 31.2% |
| Net Profit YoY | -9.1% | 0.9% |
| EPS (diluted) | $1.41 | $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 | $649.1M | $783.7M | ||
| Q3 25 | $662.2M | $706.3M | ||
| Q2 25 | $613.6M | $649.1M | ||
| Q1 25 | $611.7M | $569.0M | ||
| Q4 24 | $632.4M | $597.5M | ||
| Q3 24 | $659.7M | $543.9M | ||
| Q2 24 | $647.8M | $488.5M | ||
| Q1 24 | $672.9M | $441.7M |
| Q4 25 | $64.4M | $101.6M | ||
| Q3 25 | $43.6M | $87.6M | ||
| Q2 25 | $-120.1M | $22.5M | ||
| Q1 25 | $56.8M | $35.4M | ||
| Q4 24 | $70.9M | $100.7M | ||
| Q3 24 | $62.5M | $77.5M | ||
| Q2 24 | $41.1M | $188.6M | ||
| Q1 24 | $64.1M | $51.5M |
| Q4 25 | 41.1% | 72.6% | ||
| Q3 25 | 41.7% | 72.2% | ||
| Q2 25 | 43.2% | 69.7% | ||
| Q1 25 | 41.2% | 71.9% | ||
| Q4 24 | 41.8% | 72.1% | ||
| Q3 24 | 39.9% | 69.3% | ||
| Q2 24 | 38.5% | 67.7% | ||
| Q1 24 | 40.2% | 69.5% |
| Q4 25 | 17.5% | 18.7% | ||
| Q3 25 | 18.0% | 16.7% | ||
| Q2 25 | -20.5% | 18.7% | ||
| Q1 25 | 16.5% | 15.6% | ||
| Q4 24 | 17.7% | 18.3% | ||
| Q3 24 | 16.9% | 16.2% | ||
| Q2 24 | 13.8% | 11.2% | ||
| Q1 24 | 16.9% | 12.9% |
| Q4 25 | 9.9% | 13.0% | ||
| Q3 25 | 6.6% | 12.4% | ||
| Q2 25 | -19.6% | 3.5% | ||
| Q1 25 | 9.3% | 6.2% | ||
| Q4 24 | 11.2% | 16.9% | ||
| Q3 24 | 9.5% | 14.2% | ||
| Q2 24 | 6.3% | 38.6% | ||
| Q1 24 | 9.5% | 11.7% |
| Q4 25 | $1.41 | $1.42 | ||
| Q3 25 | $1.04 | $1.24 | ||
| Q2 25 | $-2.65 | $0.32 | ||
| Q1 25 | $1.21 | $0.50 | ||
| Q4 24 | $1.49 | $1.38 | ||
| Q3 24 | $1.29 | $1.08 | ||
| Q2 24 | $0.84 | $2.59 | ||
| Q1 24 | $1.28 | $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 | $95.3M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $108.9M | $1.5B |
| Total Assets | $2.1B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | — | ||
| Q3 25 | $99.0M | — | ||
| Q2 25 | $107.3M | — | ||
| Q1 25 | $127.8M | — | ||
| Q4 24 | $152.0M | — | ||
| Q3 24 | $114.4M | — | ||
| Q2 24 | $133.5M | — | ||
| Q1 24 | $123.0M | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | $1.5B | $939.0M | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.6B | $1.4B |
| Q4 25 | $108.9M | $1.5B | ||
| Q3 25 | $74.0M | $1.4B | ||
| Q2 25 | $63.9M | $1.5B | ||
| Q1 25 | $214.7M | $1.3B | ||
| Q4 24 | $227.8M | $1.2B | ||
| Q3 24 | $224.9M | $1.1B | ||
| Q2 24 | $223.5M | $998.4M | ||
| Q1 24 | $202.2M | $790.7M |
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $2.1B | $3.5B | ||
| Q1 25 | $2.3B | $3.5B | ||
| Q4 24 | $2.3B | $3.1B | ||
| Q3 24 | $2.4B | $3.0B | ||
| Q2 24 | $2.4B | $2.9B | ||
| Q1 24 | $2.4B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | 22.71× | 0.64× | ||
| Q1 25 | 7.16× | 1.21× | ||
| Q4 24 | 6.48× | 1.07× | ||
| Q3 24 | 6.78× | 1.21× | ||
| Q2 24 | 6.74× | 1.36× | ||
| Q1 24 | 7.84× | 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 | $107.0M | $183.3M |
| Free Cash FlowOCF − Capex | $99.3M | $48.2M |
| FCF MarginFCF / Revenue | 15.3% | 6.2% |
| Capex IntensityCapex / Revenue | 1.2% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.66× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $278.9M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.0M | $183.3M | ||
| Q3 25 | $75.0M | $125.7M | ||
| Q2 25 | $123.1M | $196.5M | ||
| Q1 25 | $16.5M | $63.8M | ||
| Q4 24 | $142.9M | $147.7M | ||
| Q3 24 | $72.1M | $98.5M | ||
| Q2 24 | $122.1M | $96.5M | ||
| Q1 24 | $39.8M | $87.6M |
| Q4 25 | $99.3M | $48.2M | ||
| Q3 25 | $62.4M | $100.1M | ||
| Q2 25 | $114.4M | $177.9M | ||
| Q1 25 | $2.8M | $51.5M | ||
| Q4 24 | $125.5M | $94.1M | ||
| Q3 24 | $51.6M | $71.8M | ||
| Q2 24 | $107.5M | $74.0M | ||
| Q1 24 | $20.8M | $65.5M |
| Q4 25 | 15.3% | 6.2% | ||
| Q3 25 | 9.4% | 14.2% | ||
| Q2 25 | 18.6% | 27.4% | ||
| Q1 25 | 0.5% | 9.1% | ||
| Q4 24 | 19.8% | 15.7% | ||
| Q3 24 | 7.8% | 13.2% | ||
| Q2 24 | 16.6% | 15.1% | ||
| Q1 24 | 3.1% | 14.8% |
| Q4 25 | 1.2% | 17.2% | ||
| Q3 25 | 1.9% | 3.6% | ||
| Q2 25 | 1.4% | 2.9% | ||
| Q1 25 | 2.2% | 2.2% | ||
| Q4 24 | 2.8% | 9.0% | ||
| Q3 24 | 3.1% | 4.9% | ||
| Q2 24 | 2.2% | 4.6% | ||
| Q1 24 | 2.8% | 5.0% |
| Q4 25 | 1.66× | 1.80× | ||
| Q3 25 | 1.72× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | 0.29× | 1.80× | ||
| Q4 24 | 2.02× | 1.47× | ||
| Q3 24 | 1.15× | 1.27× | ||
| Q2 24 | 2.97× | 0.51× | ||
| Q1 24 | 0.62× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
