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Side-by-side financial comparison of Kimco Realty (KIM) 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 $558.0M, roughly 1.4× Kimco Realty). Kimco Realty runs the higher net margin — 29.8% vs 13.0%, a 16.8% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 4.0%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
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.
KIM vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $783.7M |
| Net Profit | $166.3M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 37.2% | 18.7% |
| Net Margin | 29.8% | 13.0% |
| Revenue YoY | 4.0% | 31.2% |
| Net Profit YoY | 23.7% | 0.9% |
| EPS (diluted) | $0.46 | $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 | $558.0M | — | ||
| Q4 25 | $542.5M | $783.7M | ||
| Q3 25 | $535.9M | $706.3M | ||
| Q2 25 | $525.2M | $649.1M | ||
| Q1 25 | $536.6M | $569.0M | ||
| Q4 24 | $525.4M | $597.5M | ||
| Q3 24 | $507.6M | $543.9M | ||
| Q2 24 | $500.2M | $488.5M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $101.6M | ||
| Q3 25 | $137.8M | $87.6M | ||
| Q2 25 | $163.0M | $22.5M | ||
| Q1 25 | $132.8M | $35.4M | ||
| Q4 24 | $166.0M | $100.7M | ||
| Q3 24 | $136.0M | $77.5M | ||
| Q2 24 | $119.7M | $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 | 37.2% | — | ||
| Q4 25 | 36.4% | 18.7% | ||
| Q3 25 | 34.9% | 16.7% | ||
| Q2 25 | 39.2% | 18.7% | ||
| Q1 25 | 33.6% | 15.6% | ||
| Q4 24 | 31.7% | 18.3% | ||
| Q3 24 | 33.7% | 16.2% | ||
| Q2 24 | 32.1% | 11.2% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 13.0% | ||
| Q3 25 | 25.7% | 12.4% | ||
| Q2 25 | 31.0% | 3.5% | ||
| Q1 25 | 24.8% | 6.2% | ||
| Q4 24 | 31.6% | 16.9% | ||
| Q3 24 | 26.8% | 14.2% | ||
| Q2 24 | 23.9% | 38.6% |
| Q1 26 | $0.46 | — | ||
| 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 | — | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $10.4B | $1.5B |
| Total Assets | $19.6B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | — | ||
| Q3 25 | $159.3M | — | ||
| Q2 25 | $226.6M | — | ||
| Q1 25 | $131.3M | — | ||
| Q4 24 | $688.6M | — | ||
| Q3 24 | $789.0M | — | ||
| Q2 24 | $126.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $8.0B | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $1.5B | ||
| Q3 25 | $10.5B | $1.4B | ||
| Q2 25 | $10.5B | $1.5B | ||
| Q1 25 | $10.6B | $1.3B | ||
| Q4 24 | $10.7B | $1.2B | ||
| Q3 24 | $10.5B | $1.1B | ||
| Q2 24 | $10.6B | $998.4M |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $3.2B | ||
| Q3 25 | $19.9B | $3.0B | ||
| Q2 25 | $19.8B | $3.5B | ||
| Q1 25 | $19.7B | $3.5B | ||
| Q4 24 | $20.3B | $3.1B | ||
| Q3 24 | $20.1B | $3.0B | ||
| Q2 24 | $19.5B | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 0.75× | 1.07× | ||
| Q3 24 | — | 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 | — | $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 | $258.4M | $183.3M | ||
| Q3 25 | $332.4M | $125.7M | ||
| Q2 25 | $305.4M | $196.5M | ||
| Q1 25 | $223.8M | $63.8M | ||
| Q4 24 | $239.5M | $147.7M | ||
| Q3 24 | $295.9M | $98.5M | ||
| Q2 24 | $294.1M | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | $205.4M | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | 38.3% | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 17.2% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 2.9% | ||
| Q1 25 | 3.4% | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.80× | ||
| Q3 25 | 2.41× | 1.43× | ||
| Q2 25 | 1.87× | 8.73× | ||
| Q1 25 | 1.69× | 1.80× | ||
| Q4 24 | 1.44× | 1.47× | ||
| Q3 24 | 2.18× | 1.27× | ||
| Q2 24 | 2.46× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
