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Side-by-side financial comparison of Monolithic Power Systems (MPWR) 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 $751.2M, roughly 1.0× Monolithic Power Systems). Monolithic Power Systems runs the higher net margin — 22.9% vs 13.0%, a 9.9% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 20.8%). Monolithic Power Systems produced more free cash flow last quarter ($63.9M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 28.1%).
Monolithic Power Systems, Inc. is an American, publicly traded company headquartered in Kirkland, Washington. It operates in more than 15 locations worldwide.
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.
MPWR vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.2M | $783.7M |
| Net Profit | $171.7M | $101.6M |
| Gross Margin | 55.2% | 72.6% |
| Operating Margin | 26.6% | 18.7% |
| Net Margin | 22.9% | 13.0% |
| Revenue YoY | 20.8% | 31.2% |
| Net Profit YoY | -86.3% | 0.9% |
| EPS (diluted) | $3.50 | $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 | $751.2M | $783.7M | ||
| Q3 25 | $737.2M | $706.3M | ||
| Q2 25 | $664.6M | $649.1M | ||
| Q1 25 | $637.6M | $569.0M | ||
| Q4 24 | $621.7M | $597.5M | ||
| Q3 24 | $620.1M | $543.9M | ||
| Q2 24 | $507.4M | $488.5M | ||
| Q1 24 | $457.9M | $441.7M |
| Q4 25 | $171.7M | $101.6M | ||
| Q3 25 | $179.8M | $87.6M | ||
| Q2 25 | $135.0M | $22.5M | ||
| Q1 25 | $135.1M | $35.4M | ||
| Q4 24 | $1.3B | $100.7M | ||
| Q3 24 | $144.4M | $77.5M | ||
| Q2 24 | $100.4M | $188.6M | ||
| Q1 24 | $92.5M | $51.5M |
| Q4 25 | 55.2% | 72.6% | ||
| Q3 25 | 55.1% | 72.2% | ||
| Q2 25 | 55.1% | 69.7% | ||
| Q1 25 | 55.4% | 71.9% | ||
| Q4 24 | 55.4% | 72.1% | ||
| Q3 24 | 55.4% | 69.3% | ||
| Q2 24 | 55.3% | 67.7% | ||
| Q1 24 | 55.1% | 69.5% |
| Q4 25 | 26.6% | 18.7% | ||
| Q3 25 | 26.5% | 16.7% | ||
| Q2 25 | 24.8% | 18.7% | ||
| Q1 25 | 26.5% | 15.6% | ||
| Q4 24 | 26.3% | 18.3% | ||
| Q3 24 | 26.5% | 16.2% | ||
| Q2 24 | 23.0% | 11.2% | ||
| Q1 24 | 20.9% | 12.9% |
| Q4 25 | 22.9% | 13.0% | ||
| Q3 25 | 24.4% | 12.4% | ||
| Q2 25 | 20.3% | 3.5% | ||
| Q1 25 | 21.2% | 6.2% | ||
| Q4 24 | 201.8% | 16.9% | ||
| Q3 24 | 23.3% | 14.2% | ||
| Q2 24 | 19.8% | 38.6% | ||
| Q1 24 | 20.2% | 11.7% |
| Q4 25 | $3.50 | $1.42 | ||
| Q3 25 | $3.74 | $1.24 | ||
| Q2 25 | $2.81 | $0.32 | ||
| Q1 25 | $2.81 | $0.50 | ||
| Q4 24 | $25.71 | $1.38 | ||
| Q3 24 | $2.95 | $1.08 | ||
| Q2 24 | $2.05 | $2.59 | ||
| Q1 24 | $1.89 | $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 | $1.3B | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $3.5B | $1.5B |
| Total Assets | $4.2B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $862.9M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
| 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 | $3.5B | $1.5B | ||
| Q3 25 | $3.4B | $1.4B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $3.1B | $1.3B | ||
| Q4 24 | $3.0B | $1.2B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.2B | $998.4M | ||
| Q1 24 | $2.1B | $790.7M |
| Q4 25 | $4.2B | $3.2B | ||
| Q3 25 | $4.1B | $3.0B | ||
| Q2 25 | $3.9B | $3.5B | ||
| Q1 25 | $3.7B | $3.5B | ||
| Q4 24 | $3.5B | $3.1B | ||
| Q3 24 | $2.9B | $3.0B | ||
| Q2 24 | $2.6B | $2.9B | ||
| Q1 24 | $2.6B | $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 | $104.9M | $183.3M |
| Free Cash FlowOCF − Capex | $63.9M | $48.2M |
| FCF MarginFCF / Revenue | 8.5% | 6.2% |
| Capex IntensityCapex / Revenue | 5.5% | 17.2% |
| Cash ConversionOCF / Net Profit | 0.61× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $666.2M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.9M | $183.3M | ||
| Q3 25 | $239.3M | $125.7M | ||
| Q2 25 | $237.6M | $196.5M | ||
| Q1 25 | $256.4M | $63.8M | ||
| Q4 24 | $167.7M | $147.7M | ||
| Q3 24 | $231.7M | $98.5M | ||
| Q2 24 | $141.0M | $96.5M | ||
| Q1 24 | $248.1M | $87.6M |
| Q4 25 | $63.9M | $48.2M | ||
| Q3 25 | $196.8M | $100.1M | ||
| Q2 25 | $189.5M | $177.9M | ||
| Q1 25 | $216.0M | $51.5M | ||
| Q4 24 | $102.9M | $94.1M | ||
| Q3 24 | $197.9M | $71.8M | ||
| Q2 24 | $109.5M | $74.0M | ||
| Q1 24 | $232.1M | $65.5M |
| Q4 25 | 8.5% | 6.2% | ||
| Q3 25 | 26.7% | 14.2% | ||
| Q2 25 | 28.5% | 27.4% | ||
| Q1 25 | 33.9% | 9.1% | ||
| Q4 24 | 16.5% | 15.7% | ||
| Q3 24 | 31.9% | 13.2% | ||
| Q2 24 | 21.6% | 15.1% | ||
| Q1 24 | 50.7% | 14.8% |
| Q4 25 | 5.5% | 17.2% | ||
| Q3 25 | 5.8% | 3.6% | ||
| Q2 25 | 7.2% | 2.9% | ||
| Q1 25 | 6.3% | 2.2% | ||
| Q4 24 | 10.4% | 9.0% | ||
| Q3 24 | 5.5% | 4.9% | ||
| Q2 24 | 6.2% | 4.6% | ||
| Q1 24 | 3.5% | 5.0% |
| Q4 25 | 0.61× | 1.80× | ||
| Q3 25 | 1.33× | 1.43× | ||
| Q2 25 | 1.76× | 8.73× | ||
| Q1 25 | 1.90× | 1.80× | ||
| Q4 24 | 0.13× | 1.47× | ||
| Q3 24 | 1.60× | 1.27× | ||
| Q2 24 | 1.40× | 0.51× | ||
| Q1 24 | 2.68× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MPWR
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
