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Side-by-side financial comparison of Guardian Pharmacy Services, Inc. (GRDN) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($761.7M vs $336.6M, roughly 2.3× Guardian Pharmacy Services, Inc.). Insulet Corporation runs the higher net margin — 12.0% vs 4.0%, a 7.9% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 2.2%).
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
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.
GRDN vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $336.6M | $761.7M |
| Net Profit | $13.5M | $91.1M |
| Gross Margin | 22.7% | 69.5% |
| Operating Margin | 5.3% | 16.0% |
| Net Margin | 4.0% | 12.0% |
| Revenue YoY | 2.2% | 33.9% |
| Net Profit YoY | 46.1% | 157.3% |
| EPS (diluted) | $0.21 | $1.30 |
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 | $336.6M | $761.7M | ||
| Q4 25 | $397.6M | $783.7M | ||
| Q3 25 | $377.4M | $706.3M | ||
| Q2 25 | $344.3M | $649.1M | ||
| Q1 25 | $329.3M | $569.0M | ||
| Q4 24 | — | $597.5M | ||
| Q3 24 | $314.4M | $543.9M | ||
| Q2 24 | — | $488.5M |
| Q1 26 | $13.5M | $91.1M | ||
| Q4 25 | $20.9M | $101.6M | ||
| Q3 25 | $9.8M | $87.6M | ||
| Q2 25 | $9.0M | $22.5M | ||
| Q1 25 | $9.4M | $35.4M | ||
| Q4 24 | — | $100.7M | ||
| Q3 24 | $-122.0M | $77.5M | ||
| Q2 24 | — | $188.6M |
| Q1 26 | 22.7% | 69.5% | ||
| Q4 25 | 21.5% | 72.6% | ||
| Q3 25 | 19.8% | 72.2% | ||
| Q2 25 | 19.8% | 69.7% | ||
| Q1 25 | 19.5% | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | 19.4% | 69.3% | ||
| Q2 24 | — | 67.7% |
| Q1 26 | 5.3% | 16.0% | ||
| Q4 25 | 7.7% | 18.7% | ||
| Q3 25 | 4.3% | 16.7% | ||
| Q2 25 | 3.7% | 18.7% | ||
| Q1 25 | 3.9% | 15.6% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | -33.3% | 16.2% | ||
| Q2 24 | — | 11.2% |
| Q1 26 | 4.0% | 12.0% | ||
| Q4 25 | 5.3% | 13.0% | ||
| Q3 25 | 2.6% | 12.4% | ||
| Q2 25 | 2.6% | 3.5% | ||
| Q1 25 | 2.9% | 6.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | -38.8% | 14.2% | ||
| Q2 24 | — | 38.6% |
| Q1 26 | $0.21 | $1.30 | ||
| Q4 25 | — | $1.42 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | — | $0.50 | ||
| Q4 24 | — | $1.38 | ||
| Q3 24 | — | $1.08 | ||
| Q2 24 | — | $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 | $64.9M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | $232.4M | $1.3B |
| Total Assets | $426.9M | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $64.9M | $480.4M | ||
| Q4 25 | $65.6M | — | ||
| Q3 25 | $36.5M | — | ||
| Q2 25 | $18.8M | — | ||
| Q1 25 | $14.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $37.2M | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $0 | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $34.3M | $1.4B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | $232.4M | $1.3B | ||
| Q4 25 | $217.9M | $1.5B | ||
| Q3 25 | $195.5M | $1.4B | ||
| Q2 25 | $179.7M | $1.5B | ||
| Q1 25 | $163.2M | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $133.9M | $1.1B | ||
| Q2 24 | — | $998.4M |
| Q1 26 | $426.9M | $3.0B | ||
| Q4 25 | $412.7M | $3.2B | ||
| Q3 25 | $390.0M | $3.0B | ||
| Q2 25 | $356.3M | $3.5B | ||
| Q1 25 | $334.0M | $3.5B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $348.0M | $3.0B | ||
| Q2 24 | — | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.00× | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 0.26× | 1.21× | ||
| Q2 24 | — | 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 | $6.1M | $113.8M |
| Free Cash FlowOCF − Capex | — | $89.5M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | 0.45× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $6.1M | $113.8M | ||
| Q4 25 | $34.6M | $183.3M | ||
| Q3 25 | $28.2M | $125.7M | ||
| Q2 25 | $19.9M | $196.5M | ||
| Q1 25 | $17.6M | $63.8M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | — | $98.5M | ||
| Q2 24 | — | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | $24.2M | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 6.4% | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | 1.1% | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% |
| Q1 26 | 0.45× | 1.25× | ||
| Q4 25 | 1.65× | 1.80× | ||
| Q3 25 | 2.87× | 1.43× | ||
| Q2 25 | 2.21× | 8.73× | ||
| Q1 25 | 1.86× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GRDN
Segment breakdown not available.
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
