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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) 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 $747.5M, roughly 1.0× Installed Building Products, Inc.). Insulet Corporation runs the higher net margin — 13.0% vs 10.2%, a 2.7% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -0.4%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 3.9%).
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
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.
IBP vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $783.7M |
| Net Profit | $76.6M | $101.6M |
| Gross Margin | 35.0% | 72.6% |
| Operating Margin | 14.6% | 18.7% |
| Net Margin | 10.2% | 13.0% |
| Revenue YoY | -0.4% | 31.2% |
| Net Profit YoY | 14.5% | 0.9% |
| EPS (diluted) | $2.81 | $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 | $747.5M | $783.7M | ||
| Q3 25 | $778.2M | $706.3M | ||
| Q2 25 | $760.3M | $649.1M | ||
| Q1 25 | $684.8M | $569.0M | ||
| Q4 24 | $750.2M | $597.5M | ||
| Q3 24 | $760.6M | $543.9M | ||
| Q2 24 | $737.6M | $488.5M | ||
| Q1 24 | $692.9M | $441.7M |
| Q4 25 | $76.6M | $101.6M | ||
| Q3 25 | $74.4M | $87.6M | ||
| Q2 25 | $69.0M | $22.5M | ||
| Q1 25 | $45.4M | $35.4M | ||
| Q4 24 | $66.9M | $100.7M | ||
| Q3 24 | $68.6M | $77.5M | ||
| Q2 24 | $65.2M | $188.6M | ||
| Q1 24 | $55.9M | $51.5M |
| Q4 25 | 35.0% | 72.6% | ||
| Q3 25 | 34.0% | 72.2% | ||
| Q2 25 | 34.2% | 69.7% | ||
| Q1 25 | 32.7% | 71.9% | ||
| Q4 24 | 33.6% | 72.1% | ||
| Q3 24 | 33.8% | 69.3% | ||
| Q2 24 | 34.1% | 67.7% | ||
| Q1 24 | 33.8% | 69.5% |
| Q4 25 | 14.6% | 18.7% | ||
| Q3 25 | 13.7% | 16.7% | ||
| Q2 25 | 13.3% | 18.7% | ||
| Q1 25 | 10.2% | 15.6% | ||
| Q4 24 | 13.1% | 18.3% | ||
| Q3 24 | 13.3% | 16.2% | ||
| Q2 24 | 12.9% | 11.2% | ||
| Q1 24 | 12.7% | 12.9% |
| Q4 25 | 10.2% | 13.0% | ||
| Q3 25 | 9.6% | 12.4% | ||
| Q2 25 | 9.1% | 3.5% | ||
| Q1 25 | 6.6% | 6.2% | ||
| Q4 24 | 8.9% | 16.9% | ||
| Q3 24 | 9.0% | 14.2% | ||
| Q2 24 | 8.8% | 38.6% | ||
| Q1 24 | 8.1% | 11.7% |
| Q4 25 | $2.81 | $1.42 | ||
| Q3 25 | $2.74 | $1.24 | ||
| Q2 25 | $2.52 | $0.32 | ||
| Q1 25 | $1.64 | $0.50 | ||
| Q4 24 | $2.39 | $1.38 | ||
| Q3 24 | $2.44 | $1.08 | ||
| Q2 24 | $2.30 | $2.59 | ||
| Q1 24 | $1.97 | $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 | $321.9M | — |
| Total DebtLower is stronger | $886.6M | $930.8M |
| Stockholders' EquityBook value | $709.9M | $1.5B |
| Total Assets | $2.1B | $3.2B |
| Debt / EquityLower = less leverage | 1.25× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | — | ||
| Q3 25 | $333.3M | — | ||
| Q2 25 | $305.2M | — | ||
| Q1 25 | $298.7M | — | ||
| Q4 24 | $327.6M | — | ||
| Q3 24 | $406.2M | — | ||
| Q2 24 | $380.3M | — | ||
| Q1 24 | $399.9M | — |
| Q4 25 | $886.6M | $930.8M | ||
| Q3 25 | $880.8M | $934.9M | ||
| Q2 25 | $876.1M | $939.0M | ||
| Q1 25 | $872.4M | $1.6B | ||
| Q4 24 | $874.8M | $1.3B | ||
| Q3 24 | $872.3M | $1.4B | ||
| Q2 24 | $875.8M | $1.4B | ||
| Q1 24 | $875.0M | $1.4B |
| Q4 25 | $709.9M | $1.5B | ||
| Q3 25 | $678.6M | $1.4B | ||
| Q2 25 | $664.5M | $1.5B | ||
| Q1 25 | $660.9M | $1.3B | ||
| Q4 24 | $705.3M | $1.2B | ||
| Q3 24 | $716.4M | $1.1B | ||
| Q2 24 | $685.3M | $998.4M | ||
| Q1 24 | $679.2M | $790.7M |
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $2.0B | $3.5B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $2.1B | $3.1B | ||
| Q3 24 | $2.1B | $3.0B | ||
| Q2 24 | $2.0B | $2.9B | ||
| Q1 24 | $2.0B | $2.6B |
| Q4 25 | 1.25× | 0.61× | ||
| Q3 25 | 1.30× | 0.68× | ||
| Q2 25 | 1.32× | 0.64× | ||
| Q1 25 | 1.32× | 1.21× | ||
| Q4 24 | 1.24× | 1.07× | ||
| Q3 24 | 1.22× | 1.21× | ||
| Q2 24 | 1.28× | 1.36× | ||
| Q1 24 | 1.29× | 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 | $64.9M | $183.3M |
| Free Cash FlowOCF − Capex | $49.3M | $48.2M |
| FCF MarginFCF / Revenue | 6.6% | 6.2% |
| Capex IntensityCapex / Revenue | 2.1% | 17.2% |
| Cash ConversionOCF / Net Profit | 0.85× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $183.3M | ||
| Q3 25 | $124.0M | $125.7M | ||
| Q2 25 | $90.4M | $196.5M | ||
| Q1 25 | $92.1M | $63.8M | ||
| Q4 24 | $74.8M | $147.7M | ||
| Q3 24 | $101.4M | $98.5M | ||
| Q2 24 | $79.0M | $96.5M | ||
| Q1 24 | $84.8M | $87.6M |
| Q4 25 | $49.3M | $48.2M | ||
| Q3 25 | $104.8M | $100.1M | ||
| Q2 25 | $74.8M | $177.9M | ||
| Q1 25 | $71.9M | $51.5M | ||
| Q4 24 | $52.9M | $94.1M | ||
| Q3 24 | $77.3M | $71.8M | ||
| Q2 24 | $58.2M | $74.0M | ||
| Q1 24 | $63.0M | $65.5M |
| Q4 25 | 6.6% | 6.2% | ||
| Q3 25 | 13.5% | 14.2% | ||
| Q2 25 | 9.8% | 27.4% | ||
| Q1 25 | 10.5% | 9.1% | ||
| Q4 24 | 7.1% | 15.7% | ||
| Q3 24 | 10.2% | 13.2% | ||
| Q2 24 | 7.9% | 15.1% | ||
| Q1 24 | 9.1% | 14.8% |
| Q4 25 | 2.1% | 17.2% | ||
| Q3 25 | 2.5% | 3.6% | ||
| Q2 25 | 2.1% | 2.9% | ||
| Q1 25 | 2.9% | 2.2% | ||
| Q4 24 | 2.9% | 9.0% | ||
| Q3 24 | 3.2% | 4.9% | ||
| Q2 24 | 2.8% | 4.6% | ||
| Q1 24 | 3.1% | 5.0% |
| Q4 25 | 0.85× | 1.80× | ||
| Q3 25 | 1.67× | 1.43× | ||
| Q2 25 | 1.31× | 8.73× | ||
| Q1 25 | 2.03× | 1.80× | ||
| Q4 24 | 1.12× | 1.47× | ||
| Q3 24 | 1.48× | 1.27× | ||
| Q2 24 | 1.21× | 0.51× | ||
| Q1 24 | 1.52× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
