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Side-by-side financial comparison of IES Holdings, Inc. (IESC) and Insulet Corporation (PODD). Click either name above to swap in a different company.
IES Holdings, Inc. is the larger business by last-quarter revenue ($871.0M vs $783.7M, roughly 1.1× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 10.5%, a 2.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 16.2%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-18.9M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 11.1%).
IES Holdings, Inc., formerly known as Integrated Electrical Services, Inc., designs and installs integrated electrical and technology systems and provides infrastructure products and services to a variety of end markets, including data centers, residential housing, and commercial and industrial facilities.
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.
IESC vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $871.0M | $783.7M |
| Net Profit | $91.8M | $101.6M |
| Gross Margin | 25.3% | 72.6% |
| Operating Margin | 11.2% | 18.7% |
| Net Margin | 10.5% | 13.0% |
| Revenue YoY | 16.2% | 31.2% |
| Net Profit YoY | 59.1% | 0.9% |
| EPS (diluted) | $4.51 | $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 | $871.0M | $783.7M | ||
| Q3 25 | $897.8M | $706.3M | ||
| Q2 25 | $890.2M | $649.1M | ||
| Q1 25 | $834.0M | $569.0M | ||
| Q4 24 | $749.5M | $597.5M | ||
| Q3 24 | $775.8M | $543.9M | ||
| Q2 24 | $768.4M | $488.5M | ||
| Q1 24 | $705.7M | $441.7M |
| Q4 25 | $91.8M | $101.6M | ||
| Q3 25 | $102.3M | $87.6M | ||
| Q2 25 | $79.3M | $22.5M | ||
| Q1 25 | $72.6M | $35.4M | ||
| Q4 24 | $57.7M | $100.7M | ||
| Q3 24 | $65.5M | $77.5M | ||
| Q2 24 | $66.6M | $188.6M | ||
| Q1 24 | $56.8M | $51.5M |
| Q4 25 | 25.3% | 72.6% | ||
| Q3 25 | 26.0% | 72.2% | ||
| Q2 25 | 26.9% | 69.7% | ||
| Q1 25 | 25.0% | 71.9% | ||
| Q4 24 | 23.8% | 72.1% | ||
| Q3 24 | 24.0% | 69.3% | ||
| Q2 24 | 25.3% | 67.7% | ||
| Q1 24 | 24.3% | 69.5% |
| Q4 25 | 11.2% | 18.7% | ||
| Q3 25 | 11.6% | 16.7% | ||
| Q2 25 | 12.6% | 18.7% | ||
| Q1 25 | 11.1% | 15.6% | ||
| Q4 24 | 10.0% | 18.3% | ||
| Q3 24 | 9.7% | 16.2% | ||
| Q2 24 | 11.7% | 11.2% | ||
| Q1 24 | 11.0% | 12.9% |
| Q4 25 | 10.5% | 13.0% | ||
| Q3 25 | 11.4% | 12.4% | ||
| Q2 25 | 8.9% | 3.5% | ||
| Q1 25 | 8.7% | 6.2% | ||
| Q4 24 | 7.7% | 16.9% | ||
| Q3 24 | 8.4% | 14.2% | ||
| Q2 24 | 8.7% | 38.6% | ||
| Q1 24 | 8.0% | 11.7% |
| Q4 25 | $4.51 | $1.42 | ||
| Q3 25 | $4.99 | $1.24 | ||
| Q2 25 | $3.81 | $0.32 | ||
| Q1 25 | $3.50 | $0.50 | ||
| Q4 24 | $2.72 | $1.38 | ||
| Q3 24 | $3.06 | $1.08 | ||
| Q2 24 | $2.67 | $2.59 | ||
| Q1 24 | $2.29 | $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 | $258.7M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $961.1M | $1.5B |
| Total Assets | $1.7B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $258.7M | — | ||
| Q3 25 | $231.8M | — | ||
| Q2 25 | $168.3M | — | ||
| Q1 25 | $88.3M | — | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $135.8M | — | ||
| Q2 24 | $44.9M | — | ||
| Q1 24 | $106.0M | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $961.1M | $1.5B | ||
| Q3 25 | $884.0M | $1.4B | ||
| Q2 25 | $781.4M | $1.5B | ||
| Q1 25 | $705.8M | $1.3B | ||
| Q4 24 | $652.4M | $1.2B | ||
| Q3 24 | $611.1M | $1.1B | ||
| Q2 24 | $567.5M | $998.4M | ||
| Q1 24 | $534.8M | $790.7M |
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | $1.6B | $3.0B | ||
| Q2 25 | $1.5B | $3.5B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.3B | $3.1B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.2B | $2.9B | ||
| Q1 24 | $1.1B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 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 | $27.7M | $183.3M |
| Free Cash FlowOCF − Capex | $-18.9M | $48.2M |
| FCF MarginFCF / Revenue | -2.2% | 6.2% |
| Capex IntensityCapex / Revenue | 5.3% | 17.2% |
| Cash ConversionOCF / Net Profit | 0.30× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $175.9M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $27.7M | $183.3M | ||
| Q3 25 | $132.0M | $125.7M | ||
| Q2 25 | $92.0M | $196.5M | ||
| Q1 25 | $24.8M | $63.8M | ||
| Q4 24 | $37.3M | $147.7M | ||
| Q3 24 | $92.8M | $98.5M | ||
| Q2 24 | $82.9M | $96.5M | ||
| Q1 24 | $33.7M | $87.6M |
| Q4 25 | $-18.9M | $48.2M | ||
| Q3 25 | $112.0M | $100.1M | ||
| Q2 25 | $74.8M | $177.9M | ||
| Q1 25 | $7.9M | $51.5M | ||
| Q4 24 | $24.1M | $94.1M | ||
| Q3 24 | $78.5M | $71.8M | ||
| Q2 24 | $65.4M | $74.0M | ||
| Q1 24 | $26.9M | $65.5M |
| Q4 25 | -2.2% | 6.2% | ||
| Q3 25 | 12.5% | 14.2% | ||
| Q2 25 | 8.4% | 27.4% | ||
| Q1 25 | 0.9% | 9.1% | ||
| Q4 24 | 3.2% | 15.7% | ||
| Q3 24 | 10.1% | 13.2% | ||
| Q2 24 | 8.5% | 15.1% | ||
| Q1 24 | 3.8% | 14.8% |
| Q4 25 | 5.3% | 17.2% | ||
| Q3 25 | 2.2% | 3.6% | ||
| Q2 25 | 1.9% | 2.9% | ||
| Q1 25 | 2.0% | 2.2% | ||
| Q4 24 | 1.8% | 9.0% | ||
| Q3 24 | 1.8% | 4.9% | ||
| Q2 24 | 2.3% | 4.6% | ||
| Q1 24 | 1.0% | 5.0% |
| Q4 25 | 0.30× | 1.80× | ||
| Q3 25 | 1.29× | 1.43× | ||
| Q2 25 | 1.16× | 8.73× | ||
| Q1 25 | 0.34× | 1.80× | ||
| Q4 24 | 0.65× | 1.47× | ||
| Q3 24 | 1.42× | 1.27× | ||
| Q2 24 | 1.24× | 0.51× | ||
| Q1 24 | 0.59× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
