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Side-by-side financial comparison of LCI INDUSTRIES (LCII) and Insulet Corporation (PODD). Click either name above to swap in a different company.
LCI INDUSTRIES is the larger business by last-quarter revenue ($932.7M vs $783.7M, roughly 1.2× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 2.0%, a 11.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 16.1%). LCI INDUSTRIES produced more free cash flow last quarter ($64.3M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -1.8%).
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
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.
LCII vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $932.7M | $783.7M |
| Net Profit | $18.7M | $101.6M |
| Gross Margin | 22.1% | 72.6% |
| Operating Margin | 3.8% | 18.7% |
| Net Margin | 2.0% | 13.0% |
| Revenue YoY | 16.1% | 31.2% |
| Net Profit YoY | 95.7% | 0.9% |
| EPS (diluted) | $0.79 | $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 | $932.7M | $783.7M | ||
| Q3 25 | $1.0B | $706.3M | ||
| Q2 25 | $1.1B | $649.1M | ||
| Q1 25 | $1.0B | $569.0M | ||
| Q4 24 | $803.1M | $597.5M | ||
| Q3 24 | $915.5M | $543.9M | ||
| Q2 24 | $1.1B | $488.5M | ||
| Q1 24 | $968.0M | $441.7M |
| Q4 25 | $18.7M | $101.6M | ||
| Q3 25 | $62.5M | $87.6M | ||
| Q2 25 | $57.6M | $22.5M | ||
| Q1 25 | $49.4M | $35.4M | ||
| Q4 24 | $9.5M | $100.7M | ||
| Q3 24 | $35.6M | $77.5M | ||
| Q2 24 | $61.2M | $188.6M | ||
| Q1 24 | $36.5M | $51.5M |
| Q4 25 | 22.1% | 72.6% | ||
| Q3 25 | 24.4% | 72.2% | ||
| Q2 25 | 24.4% | 69.7% | ||
| Q1 25 | 24.1% | 71.9% | ||
| Q4 24 | 21.1% | 72.1% | ||
| Q3 24 | 24.0% | 69.3% | ||
| Q2 24 | 25.3% | 67.7% | ||
| Q1 24 | 23.1% | 69.5% |
| Q4 25 | 3.8% | 18.7% | ||
| Q3 25 | 7.3% | 16.7% | ||
| Q2 25 | 7.9% | 18.7% | ||
| Q1 25 | 7.8% | 15.6% | ||
| Q4 24 | 2.0% | 18.3% | ||
| Q3 24 | 5.9% | 16.2% | ||
| Q2 24 | 8.6% | 11.2% | ||
| Q1 24 | 6.0% | 12.9% |
| Q4 25 | 2.0% | 13.0% | ||
| Q3 25 | 6.0% | 12.4% | ||
| Q2 25 | 5.2% | 3.5% | ||
| Q1 25 | 4.7% | 6.2% | ||
| Q4 24 | 1.2% | 16.9% | ||
| Q3 24 | 3.9% | 14.2% | ||
| Q2 24 | 5.8% | 38.6% | ||
| Q1 24 | 3.8% | 11.7% |
| Q4 25 | $0.79 | $1.42 | ||
| Q3 25 | $2.55 | $1.24 | ||
| Q2 25 | $2.29 | $0.32 | ||
| Q1 25 | $1.94 | $0.50 | ||
| Q4 24 | $0.37 | $1.38 | ||
| Q3 24 | $1.39 | $1.08 | ||
| Q2 24 | $2.40 | $2.59 | ||
| Q1 24 | $1.44 | $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 | $222.6M | — |
| Total DebtLower is stronger | $945.2M | $930.8M |
| Stockholders' EquityBook value | $1.4B | $1.5B |
| Total Assets | $3.2B | $3.2B |
| Debt / EquityLower = less leverage | 0.69× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $222.6M | — | ||
| Q3 25 | $199.7M | — | ||
| Q2 25 | $191.9M | — | ||
| Q1 25 | $231.2M | — | ||
| Q4 24 | $165.8M | — | ||
| Q3 24 | $161.2M | — | ||
| Q2 24 | $130.4M | — | ||
| Q1 24 | $22.6M | — |
| Q4 25 | $945.2M | $930.8M | ||
| Q3 25 | $947.8M | $934.9M | ||
| Q2 25 | $948.0M | $939.0M | ||
| Q1 25 | $938.3M | $1.6B | ||
| Q4 24 | $757.3M | $1.3B | ||
| Q3 24 | $822.5M | $1.4B | ||
| Q2 24 | $829.7M | $1.4B | ||
| Q1 24 | $855.3M | $1.4B |
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $998.4M | ||
| Q1 24 | $1.4B | $790.7M |
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.2B | $3.0B | ||
| Q2 25 | $3.2B | $3.5B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $3.0B | $2.6B |
| Q4 25 | 0.69× | 0.61× | ||
| Q3 25 | 0.70× | 0.68× | ||
| Q2 25 | 0.68× | 0.64× | ||
| Q1 25 | 0.69× | 1.21× | ||
| Q4 24 | 0.55× | 1.07× | ||
| Q3 24 | 0.58× | 1.21× | ||
| Q2 24 | 0.60× | 1.36× | ||
| Q1 24 | 0.63× | 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 | $78.9M | $183.3M |
| Free Cash FlowOCF − Capex | $64.3M | $48.2M |
| FCF MarginFCF / Revenue | 6.9% | 6.2% |
| Capex IntensityCapex / Revenue | 1.6% | 17.2% |
| Cash ConversionOCF / Net Profit | 4.22× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $278.3M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.9M | $183.3M | ||
| Q3 25 | $97.2M | $125.7M | ||
| Q2 25 | $112.2M | $196.5M | ||
| Q1 25 | $42.7M | $63.8M | ||
| Q4 24 | $106.6M | $147.7M | ||
| Q3 24 | $78.4M | $98.5M | ||
| Q2 24 | $192.9M | $96.5M | ||
| Q1 24 | $-7.7M | $87.6M |
| Q4 25 | $64.3M | $48.2M | ||
| Q3 25 | $80.9M | $100.1M | ||
| Q2 25 | $99.5M | $177.9M | ||
| Q1 25 | $33.7M | $51.5M | ||
| Q4 24 | $95.7M | $94.1M | ||
| Q3 24 | $68.3M | $71.8M | ||
| Q2 24 | $180.2M | $74.0M | ||
| Q1 24 | $-16.3M | $65.5M |
| Q4 25 | 6.9% | 6.2% | ||
| Q3 25 | 7.8% | 14.2% | ||
| Q2 25 | 9.0% | 27.4% | ||
| Q1 25 | 3.2% | 9.1% | ||
| Q4 24 | 11.9% | 15.7% | ||
| Q3 24 | 7.5% | 13.2% | ||
| Q2 24 | 17.1% | 15.1% | ||
| Q1 24 | -1.7% | 14.8% |
| Q4 25 | 1.6% | 17.2% | ||
| Q3 25 | 1.6% | 3.6% | ||
| Q2 25 | 1.2% | 2.9% | ||
| Q1 25 | 0.9% | 2.2% | ||
| Q4 24 | 1.4% | 9.0% | ||
| Q3 24 | 1.1% | 4.9% | ||
| Q2 24 | 1.2% | 4.6% | ||
| Q1 24 | 0.9% | 5.0% |
| Q4 25 | 4.22× | 1.80× | ||
| Q3 25 | 1.55× | 1.43× | ||
| Q2 25 | 1.95× | 8.73× | ||
| Q1 25 | 0.86× | 1.80× | ||
| Q4 24 | 11.17× | 1.47× | ||
| Q3 24 | 2.20× | 1.27× | ||
| Q2 24 | 3.15× | 0.51× | ||
| Q1 24 | -0.21× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
