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Side-by-side financial comparison of Life Time Group Holdings, Inc. (LTH) 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 $745.1M, roughly 1.1× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 13.0%, a 3.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 12.3%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-64.6M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 11.7%).
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
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.
LTH vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $745.1M | $783.7M |
| Net Profit | $123.0M | $101.6M |
| Gross Margin | 49.1% | 72.6% |
| Operating Margin | 17.4% | 18.7% |
| Net Margin | 16.5% | 13.0% |
| Revenue YoY | 12.3% | 31.2% |
| Net Profit YoY | 231.0% | 0.9% |
| EPS (diluted) | $0.55 | $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 | $745.1M | $783.7M | ||
| Q3 25 | $782.6M | $706.3M | ||
| Q2 25 | $761.5M | $649.1M | ||
| Q1 25 | $706.0M | $569.0M | ||
| Q4 24 | $663.3M | $597.5M | ||
| Q3 24 | $693.2M | $543.9M | ||
| Q2 24 | $667.8M | $488.5M | ||
| Q1 24 | $596.7M | $441.7M |
| Q4 25 | $123.0M | $101.6M | ||
| Q3 25 | $102.4M | $87.6M | ||
| Q2 25 | $72.1M | $22.5M | ||
| Q1 25 | $76.1M | $35.4M | ||
| Q4 24 | $37.2M | $100.7M | ||
| Q3 24 | $41.4M | $77.5M | ||
| Q2 24 | $52.8M | $188.6M | ||
| Q1 24 | $24.9M | $51.5M |
| Q4 25 | 49.1% | 72.6% | ||
| Q3 25 | 47.1% | 72.2% | ||
| Q2 25 | 47.0% | 69.7% | ||
| Q1 25 | 47.5% | 71.9% | ||
| Q4 24 | 48.2% | 72.1% | ||
| Q3 24 | 46.5% | 69.3% | ||
| Q2 24 | 46.8% | 67.7% | ||
| Q1 24 | 46.1% | 69.5% |
| Q4 25 | 17.4% | 18.7% | ||
| Q3 25 | 17.3% | 16.7% | ||
| Q2 25 | 14.2% | 18.7% | ||
| Q1 25 | 15.2% | 15.6% | ||
| Q4 24 | 13.1% | 18.3% | ||
| Q3 24 | 13.5% | 16.2% | ||
| Q2 24 | 15.7% | 11.2% | ||
| Q1 24 | 12.1% | 12.9% |
| Q4 25 | 16.5% | 13.0% | ||
| Q3 25 | 13.1% | 12.4% | ||
| Q2 25 | 9.5% | 3.5% | ||
| Q1 25 | 10.8% | 6.2% | ||
| Q4 24 | 5.6% | 16.9% | ||
| Q3 24 | 6.0% | 14.2% | ||
| Q2 24 | 7.9% | 38.6% | ||
| Q1 24 | 4.2% | 11.7% |
| Q4 25 | $0.55 | $1.42 | ||
| Q3 25 | $0.45 | $1.24 | ||
| Q2 25 | $0.32 | $0.32 | ||
| Q1 25 | $0.34 | $0.50 | ||
| Q4 24 | $0.17 | $1.38 | ||
| Q3 24 | $0.19 | $1.08 | ||
| Q2 24 | $0.26 | $2.59 | ||
| Q1 24 | $0.12 | $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 | $204.8M | — |
| Total DebtLower is stronger | $1.5B | $930.8M |
| Stockholders' EquityBook value | $3.1B | $1.5B |
| Total Assets | $8.0B | $3.2B |
| Debt / EquityLower = less leverage | 0.48× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $204.8M | — | ||
| Q3 25 | $218.9M | — | ||
| Q2 25 | $175.5M | — | ||
| Q1 25 | $59.0M | — | ||
| Q4 24 | $10.9M | — | ||
| Q3 24 | $120.9M | — | ||
| Q2 24 | $34.5M | — | ||
| Q1 24 | $18.6M | — |
| Q4 25 | $1.5B | $930.8M | ||
| Q3 25 | $1.5B | $934.9M | ||
| Q2 25 | $1.5B | $939.0M | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.8B | $1.4B | ||
| Q1 24 | $2.0B | $1.4B |
| Q4 25 | $3.1B | $1.5B | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.7B | $1.3B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.4B | $998.4M | ||
| Q1 24 | $2.3B | $790.7M |
| Q4 25 | $8.0B | $3.2B | ||
| Q3 25 | $7.8B | $3.0B | ||
| Q2 25 | $7.6B | $3.5B | ||
| Q1 25 | $7.3B | $3.5B | ||
| Q4 24 | $7.2B | $3.1B | ||
| Q3 24 | $7.2B | $3.0B | ||
| Q2 24 | $7.1B | $2.9B | ||
| Q1 24 | $7.1B | $2.6B |
| Q4 25 | 0.48× | 0.61× | ||
| Q3 25 | 0.51× | 0.68× | ||
| Q2 25 | 0.53× | 0.64× | ||
| Q1 25 | 0.56× | 1.21× | ||
| Q4 24 | 0.59× | 1.07× | ||
| Q3 24 | 0.64× | 1.21× | ||
| Q2 24 | 0.78× | 1.36× | ||
| Q1 24 | 0.87× | 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 | $239.9M | $183.3M |
| Free Cash FlowOCF − Capex | $-64.6M | $48.2M |
| FCF MarginFCF / Revenue | -8.7% | 6.2% |
| Capex IntensityCapex / Revenue | 40.9% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.95× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $-21.0M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $239.9M | $183.3M | ||
| Q3 25 | $251.1M | $125.7M | ||
| Q2 25 | $195.7M | $196.5M | ||
| Q1 25 | $183.9M | $63.8M | ||
| Q4 24 | $163.1M | $147.7M | ||
| Q3 24 | $151.1M | $98.5M | ||
| Q2 24 | $170.4M | $96.5M | ||
| Q1 24 | $90.4M | $87.6M |
| Q4 25 | $-64.6M | $48.2M | ||
| Q3 25 | $28.6M | $100.1M | ||
| Q2 25 | $-26.3M | $177.9M | ||
| Q1 25 | $41.4M | $51.5M | ||
| Q4 24 | $26.8M | $94.1M | ||
| Q3 24 | $64.0M | $71.8M | ||
| Q2 24 | $26.1M | $74.0M | ||
| Q1 24 | $-66.4M | $65.5M |
| Q4 25 | -8.7% | 6.2% | ||
| Q3 25 | 3.7% | 14.2% | ||
| Q2 25 | -3.5% | 27.4% | ||
| Q1 25 | 5.9% | 9.1% | ||
| Q4 24 | 4.0% | 15.7% | ||
| Q3 24 | 9.2% | 13.2% | ||
| Q2 24 | 3.9% | 15.1% | ||
| Q1 24 | -11.1% | 14.8% |
| Q4 25 | 40.9% | 17.2% | ||
| Q3 25 | 28.4% | 3.6% | ||
| Q2 25 | 29.2% | 2.9% | ||
| Q1 25 | 20.2% | 2.2% | ||
| Q4 24 | 20.6% | 9.0% | ||
| Q3 24 | 12.6% | 4.9% | ||
| Q2 24 | 21.6% | 4.6% | ||
| Q1 24 | 26.3% | 5.0% |
| Q4 25 | 1.95× | 1.80× | ||
| Q3 25 | 2.45× | 1.43× | ||
| Q2 25 | 2.71× | 8.73× | ||
| Q1 25 | 2.41× | 1.80× | ||
| Q4 24 | 4.39× | 1.47× | ||
| Q3 24 | 3.65× | 1.27× | ||
| Q2 24 | 3.23× | 0.51× | ||
| Q1 24 | 3.63× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
