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Side-by-side financial comparison of Lineage, Inc. (LINE) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Lineage, Inc. is the larger business by last-quarter revenue ($1.4B vs $783.7M, roughly 1.8× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs -7.3%, a 20.2% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 3.1%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $35.0M).
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
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.
LINE vs PODD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $783.7M |
| Net Profit | $-100.0M | $101.6M |
| Gross Margin | 32.3% | 72.6% |
| Operating Margin | 2.5% | 18.7% |
| Net Margin | -7.3% | 13.0% |
| Revenue YoY | 3.1% | 31.2% |
| Net Profit YoY | 79.4% | 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 | — | $783.7M | ||
| Q3 25 | $1.4B | $706.3M | ||
| Q2 25 | $1.4B | $649.1M | ||
| Q1 25 | $1.3B | $569.0M | ||
| Q4 24 | $1.3B | $597.5M | ||
| Q3 24 | $1.3B | $543.9M | ||
| Q2 24 | $1.3B | $488.5M | ||
| Q1 24 | $1.3B | $441.7M |
| Q4 25 | — | $101.6M | ||
| Q3 25 | $-100.0M | $87.6M | ||
| Q2 25 | $-6.0M | $22.5M | ||
| Q1 25 | $0 | $35.4M | ||
| Q4 24 | $-71.0M | $100.7M | ||
| Q3 24 | $-485.0M | $77.5M | ||
| Q2 24 | $-68.0M | $188.6M | ||
| Q1 24 | $-40.0M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | 32.3% | 72.2% | ||
| Q2 25 | 31.9% | 69.7% | ||
| Q1 25 | 32.2% | 71.9% | ||
| Q4 24 | 32.3% | 72.1% | ||
| Q3 24 | 32.8% | 69.3% | ||
| Q2 24 | 33.4% | 67.7% | ||
| Q1 24 | 33.4% | 69.5% |
| Q4 25 | — | 18.7% | ||
| Q3 25 | 2.5% | 16.7% | ||
| Q2 25 | 1.7% | 18.7% | ||
| Q1 25 | 4.3% | 15.6% | ||
| Q4 24 | -1.6% | 18.3% | ||
| Q3 24 | -38.6% | 16.2% | ||
| Q2 24 | 5.5% | 11.2% | ||
| Q1 24 | 7.6% | 12.9% |
| Q4 25 | — | 13.0% | ||
| Q3 25 | -7.3% | 12.4% | ||
| Q2 25 | -0.4% | 3.5% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | -5.3% | 16.9% | ||
| Q3 24 | -36.3% | 14.2% | ||
| Q2 24 | -5.1% | 38.6% | ||
| Q1 24 | -3.0% | 11.7% |
| Q4 25 | — | $1.42 | ||
| Q3 25 | $-0.44 | $1.24 | ||
| Q2 25 | $-0.03 | $0.32 | ||
| Q1 25 | $0.01 | $0.50 | ||
| Q4 24 | $-0.52 | $1.38 | ||
| Q3 24 | $-2.44 | $1.08 | ||
| Q2 24 | $-0.46 | $2.59 | ||
| Q1 24 | $-0.28 | $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 | — | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $8.4B | $1.5B |
| Total Assets | $19.2B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $173.0M | — | ||
| Q3 24 | $409.0M | — | ||
| Q2 24 | $73.0M | — | ||
| Q1 24 | — | — |
| 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 | — | $1.5B | ||
| Q3 25 | $8.4B | $1.4B | ||
| Q2 25 | $8.6B | $1.5B | ||
| Q1 25 | $8.6B | $1.3B | ||
| Q4 24 | $8.6B | $1.2B | ||
| Q3 24 | $9.0B | $1.1B | ||
| Q2 24 | $4.9B | $998.4M | ||
| Q1 24 | $5.6B | $790.7M |
| Q4 25 | — | $3.2B | ||
| Q3 25 | $19.2B | $3.0B | ||
| Q2 25 | $19.4B | $3.5B | ||
| Q1 25 | $18.8B | $3.5B | ||
| Q4 24 | $18.7B | $3.1B | ||
| Q3 24 | $19.3B | $3.0B | ||
| Q2 24 | $18.8B | $2.9B | ||
| Q1 24 | — | $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 | $230.0M | $183.3M |
| Free Cash FlowOCF − Capex | $35.0M | $48.2M |
| FCF MarginFCF / Revenue | 2.5% | 6.2% |
| Capex IntensityCapex / Revenue | 14.2% | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $183.3M | ||
| Q3 25 | $230.0M | $125.7M | ||
| Q2 25 | $258.0M | $196.5M | ||
| Q1 25 | $139.0M | $63.8M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | $186.0M | $98.5M | ||
| Q2 24 | $155.0M | $96.5M | ||
| Q1 24 | $105.0M | $87.6M |
| Q4 25 | — | $48.2M | ||
| Q3 25 | $35.0M | $100.1M | ||
| Q2 25 | $95.0M | $177.9M | ||
| Q1 25 | $-12.0M | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | $33.0M | $71.8M | ||
| Q2 24 | $-31.0M | $74.0M | ||
| Q1 24 | $-42.0M | $65.5M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | 2.5% | 14.2% | ||
| Q2 25 | 7.0% | 27.4% | ||
| Q1 25 | -0.9% | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | 2.5% | 13.2% | ||
| Q2 24 | -2.3% | 15.1% | ||
| Q1 24 | -3.2% | 14.8% |
| Q4 25 | — | 17.2% | ||
| Q3 25 | 14.2% | 3.6% | ||
| Q2 25 | 12.1% | 2.9% | ||
| Q1 25 | 11.7% | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | 11.5% | 4.9% | ||
| Q2 24 | 13.9% | 4.6% | ||
| Q1 24 | 11.1% | 5.0% |
| Q4 25 | — | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
