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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Grocery Outlet Holding Corp. is the larger business by last-quarter revenue ($1.2B vs $783.7M, roughly 1.6× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs -18.5%, a 31.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 10.7%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 8.3%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
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.
GO vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $783.7M |
| Net Profit | $-224.9M | $101.6M |
| Gross Margin | 29.7% | 72.6% |
| Operating Margin | — | 18.7% |
| Net Margin | -18.5% | 13.0% |
| Revenue YoY | 10.7% | 31.2% |
| Net Profit YoY | -669.9% | 0.9% |
| EPS (diluted) | $-2.22 | $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 | — | $783.7M | ||
| Q3 25 | $1.2B | $706.3M | ||
| Q2 25 | $1.2B | $649.1M | ||
| Q1 25 | $1.1B | $569.0M | ||
| Q4 24 | $1.1B | $597.5M | ||
| Q3 24 | $1.1B | $543.9M | ||
| Q2 24 | $1.1B | $488.5M |
| Q1 26 | $-224.9M | — | ||
| Q4 25 | — | $101.6M | ||
| Q3 25 | $11.6M | $87.6M | ||
| Q2 25 | $5.0M | $22.5M | ||
| Q1 25 | $-23.3M | $35.4M | ||
| Q4 24 | $2.3M | $100.7M | ||
| Q3 24 | $24.2M | $77.5M | ||
| Q2 24 | $14.0M | $188.6M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | 72.6% | ||
| Q3 25 | 30.4% | 72.2% | ||
| Q2 25 | 30.6% | 69.7% | ||
| Q1 25 | 30.4% | 71.9% | ||
| Q4 24 | 29.5% | 72.1% | ||
| Q3 24 | 31.1% | 69.3% | ||
| Q2 24 | 30.9% | 67.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 18.7% | ||
| Q3 25 | 2.0% | 16.7% | ||
| Q2 25 | 1.1% | 18.7% | ||
| Q1 25 | -2.0% | 15.6% | ||
| Q4 24 | 1.0% | 18.3% | ||
| Q3 24 | 3.6% | 16.2% | ||
| Q2 24 | 2.3% | 11.2% |
| Q1 26 | -18.5% | — | ||
| Q4 25 | — | 13.0% | ||
| Q3 25 | 1.0% | 12.4% | ||
| Q2 25 | 0.4% | 3.5% | ||
| Q1 25 | -2.1% | 6.2% | ||
| Q4 24 | 0.2% | 16.9% | ||
| Q3 24 | 2.2% | 14.2% | ||
| Q2 24 | 1.2% | 38.6% |
| Q1 26 | $-2.22 | — | ||
| Q4 25 | — | $1.42 | ||
| Q3 25 | $0.12 | $1.24 | ||
| Q2 25 | $0.05 | $0.32 | ||
| Q1 25 | $-0.24 | $0.50 | ||
| Q4 24 | $0.03 | $1.38 | ||
| Q3 24 | $0.24 | $1.08 | ||
| Q2 24 | $0.14 | $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 | $69.6M | — |
| Total DebtLower is stronger | $15.0M | $930.8M |
| Stockholders' EquityBook value | $983.7M | $1.5B |
| Total Assets | $3.1B | $3.2B |
| Debt / EquityLower = less leverage | 0.02× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $52.1M | — | ||
| Q2 25 | $55.2M | — | ||
| Q1 25 | $50.9M | — | ||
| Q4 24 | $62.8M | — | ||
| Q3 24 | $68.7M | — | ||
| Q2 24 | $67.1M | — |
| Q1 26 | $15.0M | — | ||
| Q4 25 | — | $930.8M | ||
| Q3 25 | $500.3M | $934.9M | ||
| Q2 25 | $473.9M | $939.0M | ||
| Q1 25 | $475.7M | $1.6B | ||
| Q4 24 | $477.5M | $1.3B | ||
| Q3 24 | $429.3M | $1.4B | ||
| Q2 24 | $379.2M | $1.4B |
| Q1 26 | $983.7M | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $998.4M |
| Q1 26 | $3.1B | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $3.4B | $3.0B | ||
| Q2 25 | $3.3B | $3.5B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.2B | $3.1B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $3.1B | $2.9B |
| Q1 26 | 0.02× | — | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | 0.42× | 0.68× | ||
| Q2 25 | 0.40× | 0.64× | ||
| Q1 25 | 0.40× | 1.21× | ||
| Q4 24 | 0.40× | 1.07× | ||
| Q3 24 | 0.35× | 1.21× | ||
| Q2 24 | 0.31× | 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 | $222.1M | $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 | $222.1M | — | ||
| Q4 25 | — | $183.3M | ||
| Q3 25 | $17.3M | $125.7M | ||
| Q2 25 | $73.6M | $196.5M | ||
| Q1 25 | $58.9M | $63.8M | ||
| Q4 24 | $39.5M | $147.7M | ||
| Q3 24 | $23.0M | $98.5M | ||
| Q2 24 | $41.6M | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $-21.6M | $100.1M | ||
| Q2 25 | $14.4M | $177.9M | ||
| Q1 25 | $-1.5M | $51.5M | ||
| Q4 24 | $-19.6M | $94.1M | ||
| Q3 24 | $-19.3M | $71.8M | ||
| Q2 24 | $2.7M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | -1.8% | 14.2% | ||
| Q2 25 | 1.2% | 27.4% | ||
| Q1 25 | -0.1% | 9.1% | ||
| Q4 24 | -1.8% | 15.7% | ||
| Q3 24 | -1.7% | 13.2% | ||
| Q2 24 | 0.2% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | 3.3% | 3.6% | ||
| Q2 25 | 5.0% | 2.9% | ||
| Q1 25 | 5.4% | 2.2% | ||
| Q4 24 | 5.4% | 9.0% | ||
| Q3 24 | 3.8% | 4.9% | ||
| Q2 24 | 3.4% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.80× | ||
| Q3 25 | 1.49× | 1.43× | ||
| Q2 25 | 14.84× | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | 17.09× | 1.47× | ||
| Q3 24 | 0.95× | 1.27× | ||
| Q2 24 | 2.97× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GO
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
