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Side-by-side financial comparison of KENNAMETAL INC (KMT) 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 $529.5M, roughly 1.5× KENNAMETAL INC). Insulet Corporation runs the higher net margin — 13.0% vs 6.4%, a 6.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 9.8%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $42.4M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 1.3%).
Kennametal, Inc. is a manufacturer of high-performance cutting tools and engineered components used in the aerospace, defense, transportation and oil and gas drilling industries. Its customer base is global.
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.
KMT vs PODD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $529.5M | $783.7M |
| Net Profit | $33.9M | $101.6M |
| Gross Margin | 32.8% | 72.6% |
| Operating Margin | 9.9% | 18.7% |
| Net Margin | 6.4% | 13.0% |
| Revenue YoY | 9.8% | 31.2% |
| Net Profit YoY | 89.0% | 0.9% |
| EPS (diluted) | $0.44 | $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 | $529.5M | $783.7M | ||
| Q3 25 | $498.0M | $706.3M | ||
| Q2 25 | $516.4M | $649.1M | ||
| Q1 25 | $486.4M | $569.0M | ||
| Q4 24 | $482.1M | $597.5M | ||
| Q3 24 | $481.9M | $543.9M | ||
| Q2 24 | $543.3M | $488.5M | ||
| Q1 24 | $515.8M | $441.7M |
| Q4 25 | $33.9M | $101.6M | ||
| Q3 25 | $23.3M | $87.6M | ||
| Q2 25 | $21.6M | $22.5M | ||
| Q1 25 | $31.5M | $35.4M | ||
| Q4 24 | $17.9M | $100.7M | ||
| Q3 24 | $22.1M | $77.5M | ||
| Q2 24 | $37.2M | $188.6M | ||
| Q1 24 | $19.0M | $51.5M |
| Q4 25 | 32.8% | 72.6% | ||
| Q3 25 | 31.0% | 72.2% | ||
| Q2 25 | 28.2% | 69.7% | ||
| Q1 25 | 32.1% | 71.9% | ||
| Q4 24 | 30.1% | 72.1% | ||
| Q3 24 | 31.3% | 69.3% | ||
| Q2 24 | 31.5% | 67.7% | ||
| Q1 24 | 29.7% | 69.5% |
| Q4 25 | 9.9% | 18.7% | ||
| Q3 25 | 7.5% | 16.7% | ||
| Q2 25 | 6.1% | 18.7% | ||
| Q1 25 | 9.1% | 15.6% | ||
| Q4 24 | 6.6% | 18.3% | ||
| Q3 24 | 7.5% | 16.2% | ||
| Q2 24 | 11.3% | 11.2% | ||
| Q1 24 | 6.8% | 12.9% |
| Q4 25 | 6.4% | 13.0% | ||
| Q3 25 | 4.7% | 12.4% | ||
| Q2 25 | 4.2% | 3.5% | ||
| Q1 25 | 6.5% | 6.2% | ||
| Q4 24 | 3.7% | 16.9% | ||
| Q3 24 | 4.6% | 14.2% | ||
| Q2 24 | 6.8% | 38.6% | ||
| Q1 24 | 3.7% | 11.7% |
| Q4 25 | $0.44 | $1.42 | ||
| Q3 25 | $0.30 | $1.24 | ||
| Q2 25 | $0.28 | $0.32 | ||
| Q1 25 | $0.41 | $0.50 | ||
| Q4 24 | $0.23 | $1.38 | ||
| Q3 24 | $0.28 | $1.08 | ||
| Q2 24 | $0.47 | $2.59 | ||
| Q1 24 | $0.24 | $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 | $129.3M | — |
| Total DebtLower is stronger | $597.2M | $930.8M |
| Stockholders' EquityBook value | $1.3B | $1.5B |
| Total Assets | $2.6B | $3.2B |
| Debt / EquityLower = less leverage | 0.45× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $129.3M | — | ||
| Q3 25 | $103.5M | — | ||
| Q2 25 | $140.5M | — | ||
| Q1 25 | $97.5M | — | ||
| Q4 24 | $121.2M | — | ||
| Q3 24 | $119.6M | — | ||
| Q2 24 | $128.0M | — | ||
| Q1 24 | $92.1M | — |
| Q4 25 | $597.2M | $930.8M | ||
| Q3 25 | $597.0M | $934.9M | ||
| Q2 25 | $596.8M | $939.0M | ||
| Q1 25 | $596.6M | $1.6B | ||
| Q4 24 | $596.4M | $1.3B | ||
| Q3 24 | $596.2M | $1.4B | ||
| Q2 24 | $596.0M | $1.4B | ||
| Q1 24 | $595.8M | $1.4B |
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.2B | $998.4M | ||
| Q1 24 | $1.3B | $790.7M |
| Q4 25 | $2.6B | $3.2B | ||
| Q3 25 | $2.5B | $3.0B | ||
| Q2 25 | $2.5B | $3.5B | ||
| Q1 25 | $2.5B | $3.5B | ||
| Q4 24 | $2.4B | $3.1B | ||
| Q3 24 | $2.5B | $3.0B | ||
| Q2 24 | $2.5B | $2.9B | ||
| Q1 24 | $2.5B | $2.6B |
| Q4 25 | 0.45× | 0.61× | ||
| Q3 25 | 0.46× | 0.68× | ||
| Q2 25 | 0.46× | 0.64× | ||
| Q1 25 | 0.48× | 1.21× | ||
| Q4 24 | 0.49× | 1.07× | ||
| Q3 24 | 0.47× | 1.21× | ||
| Q2 24 | 0.48× | 1.36× | ||
| Q1 24 | 0.47× | 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 | $55.1M | $183.3M |
| Free Cash FlowOCF − Capex | $42.4M | $48.2M |
| FCF MarginFCF / Revenue | 8.0% | 6.2% |
| Capex IntensityCapex / Revenue | 2.4% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.63× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $99.3M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $55.1M | $183.3M | ||
| Q3 25 | $17.5M | $125.7M | ||
| Q2 25 | $78.6M | $196.5M | ||
| Q1 25 | $28.8M | $63.8M | ||
| Q4 24 | $55.2M | $147.7M | ||
| Q3 24 | $45.7M | $98.5M | ||
| Q2 24 | $113.6M | $96.5M | ||
| Q1 24 | $75.2M | $87.6M |
| Q4 25 | $42.4M | $48.2M | ||
| Q3 25 | $-5.5M | $100.1M | ||
| Q2 25 | $57.1M | $177.9M | ||
| Q1 25 | $5.3M | $51.5M | ||
| Q4 24 | $35.9M | $94.1M | ||
| Q3 24 | $21.0M | $71.8M | ||
| Q2 24 | $90.3M | $74.0M | ||
| Q1 24 | $48.4M | $65.5M |
| Q4 25 | 8.0% | 6.2% | ||
| Q3 25 | -1.1% | 14.2% | ||
| Q2 25 | 11.1% | 27.4% | ||
| Q1 25 | 1.1% | 9.1% | ||
| Q4 24 | 7.5% | 15.7% | ||
| Q3 24 | 4.4% | 13.2% | ||
| Q2 24 | 16.6% | 15.1% | ||
| Q1 24 | 9.4% | 14.8% |
| Q4 25 | 2.4% | 17.2% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 4.2% | 2.9% | ||
| Q1 25 | 4.8% | 2.2% | ||
| Q4 24 | 4.0% | 9.0% | ||
| Q3 24 | 5.1% | 4.9% | ||
| Q2 24 | 4.3% | 4.6% | ||
| Q1 24 | 5.2% | 5.0% |
| Q4 25 | 1.63× | 1.80× | ||
| Q3 25 | 0.75× | 1.43× | ||
| Q2 25 | 3.64× | 8.73× | ||
| Q1 25 | 0.92× | 1.80× | ||
| Q4 24 | 3.08× | 1.47× | ||
| Q3 24 | 2.07× | 1.27× | ||
| Q2 24 | 3.06× | 0.51× | ||
| Q1 24 | 3.96× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KMT
| Metal Cutting | $331.1M | 63% |
| Infrastructure | $198.5M | 37% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
