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Side-by-side financial comparison of Mid-America Apartment Communities (MAA) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($761.7M vs $553.7M, roughly 1.4× Mid-America Apartment Communities). On growth, Mid-America Apartment Communities posted the faster year-over-year revenue change (438.7% vs 33.9%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 0.7%).
Mid-America Apartment Communities, Inc. (MAA) is a publicly traded real estate investment trust based in Memphis, Tennessee that invests in apartments in the Southeastern United States and the Southwestern United States.
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.
MAA vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $553.7M | $761.7M |
| Net Profit | — | $91.1M |
| Gross Margin | — | 69.5% |
| Operating Margin | — | 16.0% |
| Net Margin | — | 12.0% |
| Revenue YoY | 438.7% | 33.9% |
| Net Profit YoY | — | 157.3% |
| EPS (diluted) | $4.34 | $1.30 |
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 | $553.7M | $761.7M | ||
| Q4 25 | $555.6M | $783.7M | ||
| Q3 25 | $554.4M | $706.3M | ||
| Q2 25 | $549.9M | $649.1M | ||
| Q1 25 | $549.3M | $569.0M | ||
| Q4 24 | $549.8M | $597.5M | ||
| Q3 24 | $551.1M | $543.9M | ||
| Q2 24 | $546.4M | $488.5M |
| Q1 26 | — | $91.1M | ||
| Q4 25 | $57.6M | $101.6M | ||
| Q3 25 | $99.5M | $87.6M | ||
| Q2 25 | $108.1M | $22.5M | ||
| Q1 25 | $181.7M | $35.4M | ||
| Q4 24 | $166.6M | $100.7M | ||
| Q3 24 | $115.2M | $77.5M | ||
| Q2 24 | $102.0M | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% |
| Q1 26 | — | 16.0% | ||
| Q4 25 | 10.4% | 18.7% | ||
| Q3 25 | 18.7% | 16.7% | ||
| Q2 25 | 20.2% | 18.7% | ||
| Q1 25 | 34.0% | 15.6% | ||
| Q4 24 | 31.3% | 18.3% | ||
| Q3 24 | 21.5% | 16.2% | ||
| Q2 24 | 19.3% | 11.2% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 10.4% | 13.0% | ||
| Q3 25 | 18.0% | 12.4% | ||
| Q2 25 | 19.7% | 3.5% | ||
| Q1 25 | 33.1% | 6.2% | ||
| Q4 24 | 30.3% | 16.9% | ||
| Q3 24 | 20.9% | 14.2% | ||
| Q2 24 | 18.7% | 38.6% |
| Q1 26 | $4.34 | $1.30 | ||
| Q4 25 | $0.48 | $1.42 | ||
| Q3 25 | $0.84 | $1.24 | ||
| Q2 25 | $0.92 | $0.32 | ||
| Q1 25 | $1.54 | $0.50 | ||
| Q4 24 | $1.43 | $1.38 | ||
| Q3 24 | $0.98 | $1.08 | ||
| Q2 24 | $0.86 | $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 | — | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | — | $1.3B |
| Total Assets | — | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $480.4M | ||
| Q4 25 | $60.3M | — | ||
| Q3 25 | $32.2M | — | ||
| Q2 25 | $54.5M | — | ||
| Q1 25 | $55.8M | — | ||
| Q4 24 | $43.0M | — | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $62.8M | — |
| Q1 26 | — | $18.6M | ||
| 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 26 | — | $1.3B | ||
| Q4 25 | $5.7B | $1.5B | ||
| Q3 25 | $5.8B | $1.4B | ||
| Q2 25 | $5.9B | $1.5B | ||
| Q1 25 | $5.9B | $1.3B | ||
| Q4 24 | $5.9B | $1.2B | ||
| Q3 24 | $5.9B | $1.1B | ||
| Q2 24 | $6.0B | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $12.0B | $3.2B | ||
| Q3 25 | $11.9B | $3.0B | ||
| Q2 25 | $11.8B | $3.5B | ||
| Q1 25 | $11.8B | $3.5B | ||
| Q4 24 | $11.8B | $3.1B | ||
| Q3 24 | $11.8B | $3.0B | ||
| Q2 24 | $11.6B | $2.9B |
| Q1 26 | — | 0.01× | ||
| 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× |
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 | — | $113.8M |
| Free Cash FlowOCF − Capex | — | $89.5M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | — | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $261.7M | $183.3M | ||
| Q3 25 | $266.4M | $125.7M | ||
| Q2 25 | $353.4M | $196.5M | ||
| Q1 25 | $196.6M | $63.8M | ||
| Q4 24 | $239.1M | $147.7M | ||
| Q3 24 | $309.5M | $98.5M | ||
| Q2 24 | $349.4M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | $158.6M | $48.2M | ||
| Q3 25 | $170.8M | $100.1M | ||
| Q2 25 | $264.5M | $177.9M | ||
| Q1 25 | $124.0M | $51.5M | ||
| Q4 24 | $152.6M | $94.1M | ||
| Q3 24 | $215.5M | $71.8M | ||
| Q2 24 | $259.7M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | 28.5% | 6.2% | ||
| Q3 25 | 30.8% | 14.2% | ||
| Q2 25 | 48.1% | 27.4% | ||
| Q1 25 | 22.6% | 9.1% | ||
| Q4 24 | 27.8% | 15.7% | ||
| Q3 24 | 39.1% | 13.2% | ||
| Q2 24 | 47.5% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 18.6% | 17.2% | ||
| Q3 25 | 17.2% | 3.6% | ||
| Q2 25 | 16.2% | 2.9% | ||
| Q1 25 | 13.2% | 2.2% | ||
| Q4 24 | 15.7% | 9.0% | ||
| Q3 24 | 17.1% | 4.9% | ||
| Q2 24 | 16.4% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | 4.55× | 1.80× | ||
| Q3 25 | 2.68× | 1.43× | ||
| Q2 25 | 3.27× | 8.73× | ||
| Q1 25 | 1.08× | 1.80× | ||
| Q4 24 | 1.43× | 1.47× | ||
| Q3 24 | 2.69× | 1.27× | ||
| Q2 24 | 3.43× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MAA
| Same Store Communities | $517.0M | 93% |
| Non-Same Store Communities | $22.1M | 4% |
| Lease-up/Development Communities | $7.7M | 1% |
| Commercial Property/Land | $7.0M | 1% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |