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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $783.7M, roughly 1.3× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 2.2%, a 10.8% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 4.5%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -6.2%).
Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.
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.
LBRT vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $783.7M |
| Net Profit | $22.6M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 2.2% | 18.7% |
| Net Margin | 2.2% | 13.0% |
| Revenue YoY | 4.5% | 31.2% |
| Net Profit YoY | 64.8% | 0.9% |
| EPS (diluted) | $0.14 | $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 | $1.0B | — | ||
| Q4 25 | $1.0B | $783.7M | ||
| Q3 25 | $947.4M | $706.3M | ||
| Q2 25 | $1.0B | $649.1M | ||
| Q1 25 | $977.5M | $569.0M | ||
| Q4 24 | $943.6M | $597.5M | ||
| Q3 24 | $1.1B | $543.9M | ||
| Q2 24 | $1.2B | $488.5M |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $101.6M | ||
| Q3 25 | $43.1M | $87.6M | ||
| Q2 25 | $71.0M | $22.5M | ||
| Q1 25 | $20.1M | $35.4M | ||
| Q4 24 | $51.9M | $100.7M | ||
| Q3 24 | $73.8M | $77.5M | ||
| Q2 24 | $108.4M | $188.6M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 72.6% | ||
| Q3 25 | 18.7% | 72.2% | ||
| Q2 25 | 22.1% | 69.7% | ||
| Q1 25 | 22.1% | 71.9% | ||
| Q4 24 | 21.4% | 72.1% | ||
| Q3 24 | 26.2% | 69.3% | ||
| Q2 24 | 27.9% | 67.7% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 18.7% | ||
| Q3 25 | -0.3% | 16.7% | ||
| Q2 25 | 3.6% | 18.7% | ||
| Q1 25 | 1.9% | 15.6% | ||
| Q4 24 | 2.6% | 18.3% | ||
| Q3 24 | 9.4% | 16.2% | ||
| Q2 24 | 12.2% | 11.2% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 13.0% | ||
| Q3 25 | 4.5% | 12.4% | ||
| Q2 25 | 6.8% | 3.5% | ||
| Q1 25 | 2.1% | 6.2% | ||
| Q4 24 | 5.5% | 16.9% | ||
| Q3 24 | 6.5% | 14.2% | ||
| Q2 24 | 9.3% | 38.6% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $1.42 | ||
| Q3 25 | $0.26 | $1.24 | ||
| Q2 25 | $0.43 | $0.32 | ||
| Q1 25 | $0.12 | $0.50 | ||
| Q4 24 | $0.31 | $1.38 | ||
| Q3 24 | $0.44 | $1.08 | ||
| Q2 24 | $0.64 | $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 | $699.1M | — |
| Total DebtLower is stronger | $7.1M | $930.8M |
| Stockholders' EquityBook value | $1.9B | $1.5B |
| Total Assets | $4.4B | $3.2B |
| Debt / EquityLower = less leverage | 0.00× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | — | ||
| Q3 25 | $13.5M | — | ||
| Q2 25 | $19.6M | — | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $20.0M | — | ||
| Q3 24 | $23.0M | — | ||
| Q2 24 | $30.0M | — |
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $190.5M | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $998.4M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $3.2B | ||
| Q3 25 | $3.5B | $3.0B | ||
| Q2 25 | $3.4B | $3.5B | ||
| Q1 25 | $3.4B | $3.5B | ||
| Q4 24 | $3.3B | $3.1B | ||
| Q3 24 | $3.3B | $3.0B | ||
| Q2 24 | $3.2B | $2.9B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 0.10× | 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 | 13.1% | 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 | $195.4M | $183.3M | ||
| Q3 25 | $51.5M | $125.7M | ||
| Q2 25 | $170.6M | $196.5M | ||
| Q1 25 | $192.1M | $63.8M | ||
| Q4 24 | $177.3M | $147.7M | ||
| Q3 24 | $244.5M | $98.5M | ||
| Q2 24 | $248.2M | $96.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $48.2M | ||
| Q3 25 | $-67.2M | $100.1M | ||
| Q2 25 | $33.1M | $177.9M | ||
| Q1 25 | $58.2M | $51.5M | ||
| Q4 24 | $-26.2M | $94.1M | ||
| Q3 24 | $77.9M | $71.8M | ||
| Q2 24 | $112.2M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 6.2% | ||
| Q3 25 | -7.1% | 14.2% | ||
| Q2 25 | 3.2% | 27.4% | ||
| Q1 25 | 6.0% | 9.1% | ||
| Q4 24 | -2.8% | 15.7% | ||
| Q3 24 | 6.8% | 13.2% | ||
| Q2 24 | 9.7% | 15.1% |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 17.2% | ||
| Q3 25 | 12.5% | 3.6% | ||
| Q2 25 | 13.2% | 2.9% | ||
| Q1 25 | 13.7% | 2.2% | ||
| Q4 24 | 21.6% | 9.0% | ||
| Q3 24 | 14.6% | 4.9% | ||
| Q2 24 | 11.7% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 1.80× | ||
| Q3 25 | 1.20× | 1.43× | ||
| Q2 25 | 2.40× | 8.73× | ||
| Q1 25 | 9.55× | 1.80× | ||
| Q4 24 | 3.42× | 1.47× | ||
| Q3 24 | 3.31× | 1.27× | ||
| Q2 24 | 2.29× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LBRT
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
