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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) 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 $420.0M, roughly 1.9× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 13.0%, a 44.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 6.3%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 5.0%).
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
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.
GLPI vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $783.7M |
| Net Profit | $239.4M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 79.4% | 18.7% |
| Net Margin | 57.0% | 13.0% |
| Revenue YoY | 6.3% | 31.2% |
| Net Profit YoY | 40.5% | 0.9% |
| EPS (diluted) | — | $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 | $420.0M | — | ||
| Q4 25 | $407.0M | $783.7M | ||
| Q3 25 | $397.6M | $706.3M | ||
| Q2 25 | $394.9M | $649.1M | ||
| Q1 25 | $395.2M | $569.0M | ||
| Q4 24 | $389.6M | $597.5M | ||
| Q3 24 | $385.3M | $543.9M | ||
| Q2 24 | $380.6M | $488.5M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $101.6M | ||
| Q3 25 | $241.2M | $87.6M | ||
| Q2 25 | $151.4M | $22.5M | ||
| Q1 25 | $165.2M | $35.4M | ||
| Q4 24 | $223.6M | $100.7M | ||
| Q3 24 | $184.7M | $77.5M | ||
| Q2 24 | $208.3M | $188.6M |
| Q1 26 | — | — | ||
| 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 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 18.7% | ||
| Q3 25 | 84.8% | 16.7% | ||
| Q2 25 | 61.3% | 18.7% | ||
| Q1 25 | 65.5% | 15.6% | ||
| Q4 24 | 79.1% | 18.3% | ||
| Q3 24 | 70.4% | 16.2% | ||
| Q2 24 | 77.1% | 11.2% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 13.0% | ||
| Q3 25 | 60.7% | 12.4% | ||
| Q2 25 | 38.4% | 3.5% | ||
| Q1 25 | 41.8% | 6.2% | ||
| Q4 24 | 57.4% | 16.9% | ||
| Q3 24 | 47.9% | 14.2% | ||
| Q2 24 | 54.7% | 38.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $1.42 | ||
| Q3 25 | $0.85 | $1.24 | ||
| Q2 25 | $0.54 | $0.32 | ||
| Q1 25 | $0.60 | $0.50 | ||
| Q4 24 | $0.79 | $1.38 | ||
| Q3 24 | $0.67 | $1.08 | ||
| Q2 24 | $0.77 | $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 | $274.5M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $5.0B | $1.5B |
| Total Assets | $13.8B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $560.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $930.8M | ||
| Q3 25 | $7.2B | $934.9M | ||
| Q2 25 | $6.9B | $939.0M | ||
| Q1 25 | $6.9B | $1.6B | ||
| Q4 24 | $7.7B | $1.3B | ||
| Q3 24 | $7.4B | $1.4B | ||
| Q2 24 | $6.6B | $1.4B |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $4.6B | $1.4B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.2B | $1.3B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $4.1B | $998.4M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $3.2B | ||
| Q3 25 | $12.8B | $3.0B | ||
| Q2 25 | $12.5B | $3.5B | ||
| Q1 25 | $12.1B | $3.5B | ||
| Q4 24 | $13.1B | $3.1B | ||
| Q3 24 | $12.7B | $3.0B | ||
| Q2 24 | $11.8B | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 0.61× | ||
| Q3 25 | 1.57× | 0.68× | ||
| Q2 25 | 1.51× | 0.64× | ||
| Q1 25 | 1.63× | 1.21× | ||
| Q4 24 | 1.81× | 1.07× | ||
| Q3 24 | 1.74× | 1.21× | ||
| Q2 24 | 1.60× | 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 | $1.1B | $183.3M | ||
| Q3 25 | $240.3M | $125.7M | ||
| Q2 25 | $293.4M | $196.5M | ||
| Q1 25 | $252.5M | $63.8M | ||
| Q4 24 | $1.1B | $147.7M | ||
| Q3 24 | $270.4M | $98.5M | ||
| Q2 24 | $252.1M | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $183.0M | $100.1M | ||
| Q2 25 | $272.3M | $177.9M | ||
| Q1 25 | $239.6M | $51.5M | ||
| Q4 24 | $1.1B | $94.1M | ||
| Q3 24 | $261.5M | $71.8M | ||
| Q2 24 | $245.0M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 46.0% | 14.2% | ||
| Q2 25 | 69.0% | 27.4% | ||
| Q1 25 | 60.6% | 9.1% | ||
| Q4 24 | 275.3% | 15.7% | ||
| Q3 24 | 67.9% | 13.2% | ||
| Q2 24 | 64.4% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | 14.4% | 3.6% | ||
| Q2 25 | 5.3% | 2.9% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | 0.0% | 9.0% | ||
| Q3 24 | 2.3% | 4.9% | ||
| Q2 24 | 1.9% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.80× | ||
| Q3 25 | 1.00× | 1.43× | ||
| Q2 25 | 1.94× | 8.73× | ||
| Q1 25 | 1.53× | 1.80× | ||
| Q4 24 | 4.80× | 1.47× | ||
| Q3 24 | 1.46× | 1.27× | ||
| Q2 24 | 1.21× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLPI
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
