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Side-by-side financial comparison of M/I HOMES, INC. (MHO) and Insulet Corporation (PODD). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $783.7M, roughly 1.5× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 5.6%, a 7.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -4.8%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-13.0M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 4.7%).
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
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.
MHO vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $783.7M |
| Net Profit | $64.0M | $101.6M |
| Gross Margin | 17.4% | 72.6% |
| Operating Margin | 6.5% | 18.7% |
| Net Margin | 5.6% | 13.0% |
| Revenue YoY | -4.8% | 31.2% |
| Net Profit YoY | -52.1% | 0.9% |
| EPS (diluted) | $2.42 | $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 | $1.1B | $783.7M | ||
| Q3 25 | $1.1B | $706.3M | ||
| Q2 25 | $1.2B | $649.1M | ||
| Q1 25 | $976.1M | $569.0M | ||
| Q4 24 | $1.2B | $597.5M | ||
| Q3 24 | $1.1B | $543.9M | ||
| Q2 24 | $1.1B | $488.5M | ||
| Q1 24 | $1.0B | $441.7M |
| Q4 25 | $64.0M | $101.6M | ||
| Q3 25 | $106.5M | $87.6M | ||
| Q2 25 | $121.2M | $22.5M | ||
| Q1 25 | $111.2M | $35.4M | ||
| Q4 24 | $133.5M | $100.7M | ||
| Q3 24 | $145.4M | $77.5M | ||
| Q2 24 | $146.7M | $188.6M | ||
| Q1 24 | $138.1M | $51.5M |
| Q4 25 | 17.4% | 72.6% | ||
| Q3 25 | 24.5% | 72.2% | ||
| Q2 25 | 24.7% | 69.7% | ||
| Q1 25 | 25.9% | 71.9% | ||
| Q4 24 | 24.6% | 72.1% | ||
| Q3 24 | 27.1% | 69.3% | ||
| Q2 24 | 27.9% | 67.7% | ||
| Q1 24 | 27.1% | 69.5% |
| Q4 25 | 6.5% | 18.7% | ||
| Q3 25 | 12.0% | 16.7% | ||
| Q2 25 | 13.4% | 18.7% | ||
| Q1 25 | 14.4% | 15.6% | ||
| Q4 24 | 13.6% | 18.3% | ||
| Q3 24 | 15.9% | 16.2% | ||
| Q2 24 | 16.8% | 11.2% | ||
| Q1 24 | 16.6% | 12.9% |
| Q4 25 | 5.6% | 13.0% | ||
| Q3 25 | 9.4% | 12.4% | ||
| Q2 25 | 10.4% | 3.5% | ||
| Q1 25 | 11.4% | 6.2% | ||
| Q4 24 | 11.1% | 16.9% | ||
| Q3 24 | 12.7% | 14.2% | ||
| Q2 24 | 13.2% | 38.6% | ||
| Q1 24 | 13.2% | 11.7% |
| Q4 25 | $2.42 | $1.42 | ||
| Q3 25 | $3.92 | $1.24 | ||
| Q2 25 | $4.42 | $0.32 | ||
| Q1 25 | $3.98 | $0.50 | ||
| Q4 24 | $4.71 | $1.38 | ||
| Q3 24 | $5.10 | $1.08 | ||
| Q2 24 | $5.12 | $2.59 | ||
| Q1 24 | $4.78 | $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 | $3.2B | $1.5B |
| Total Assets | $4.8B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| 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 | $3.2B | $1.5B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $2.9B | $1.2B | ||
| Q3 24 | $2.8B | $1.1B | ||
| Q2 24 | $2.7B | $998.4M | ||
| Q1 24 | $2.6B | $790.7M |
| Q4 25 | $4.8B | $3.2B | ||
| Q3 25 | $4.8B | $3.0B | ||
| Q2 25 | $4.7B | $3.5B | ||
| Q1 25 | $4.6B | $3.5B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $4.5B | $3.0B | ||
| Q2 24 | $4.3B | $2.9B | ||
| Q1 24 | $4.2B | $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 | $-8.7M | $183.3M |
| Free Cash FlowOCF − Capex | $-13.0M | $48.2M |
| FCF MarginFCF / Revenue | -1.1% | 6.2% |
| Capex IntensityCapex / Revenue | 0.4% | 17.2% |
| Cash ConversionOCF / Net Profit | -0.14× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $127.7M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-8.7M | $183.3M | ||
| Q3 25 | $43.4M | $125.7M | ||
| Q2 25 | $37.8M | $196.5M | ||
| Q1 25 | $64.9M | $63.8M | ||
| Q4 24 | $104.4M | $147.7M | ||
| Q3 24 | $-67.9M | $98.5M | ||
| Q2 24 | $27.5M | $96.5M | ||
| Q1 24 | $115.8M | $87.6M |
| Q4 25 | $-13.0M | $48.2M | ||
| Q3 25 | $42.0M | $100.1M | ||
| Q2 25 | $35.1M | $177.9M | ||
| Q1 25 | $63.5M | $51.5M | ||
| Q4 24 | $102.3M | $94.1M | ||
| Q3 24 | $-68.5M | $71.8M | ||
| Q2 24 | $22.0M | $74.0M | ||
| Q1 24 | $115.5M | $65.5M |
| Q4 25 | -1.1% | 6.2% | ||
| Q3 25 | 3.7% | 14.2% | ||
| Q2 25 | 3.0% | 27.4% | ||
| Q1 25 | 6.5% | 9.1% | ||
| Q4 24 | 8.5% | 15.7% | ||
| Q3 24 | -6.0% | 13.2% | ||
| Q2 24 | 2.0% | 15.1% | ||
| Q1 24 | 11.0% | 14.8% |
| Q4 25 | 0.4% | 17.2% | ||
| Q3 25 | 0.1% | 3.6% | ||
| Q2 25 | 0.2% | 2.9% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 0.2% | 9.0% | ||
| Q3 24 | 0.1% | 4.9% | ||
| Q2 24 | 0.5% | 4.6% | ||
| Q1 24 | 0.0% | 5.0% |
| Q4 25 | -0.14× | 1.80× | ||
| Q3 25 | 0.41× | 1.43× | ||
| Q2 25 | 0.31× | 8.73× | ||
| Q1 25 | 0.58× | 1.80× | ||
| Q4 24 | 0.78× | 1.47× | ||
| Q3 24 | -0.47× | 1.27× | ||
| Q2 24 | 0.19× | 0.51× | ||
| Q1 24 | 0.84× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
