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Side-by-side financial comparison of Noble Corp plc (NE) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $761.7M, roughly 1.0× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 11.3%, a 0.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs -17.6%). Insulet Corporation produced more free cash flow last quarter ($89.5M vs $35.4M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 9.5%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the 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.
NE vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $761.7M |
| Net Profit | $86.6M | $91.1M |
| Gross Margin | — | 69.5% |
| Operating Margin | 5.6% | 16.0% |
| Net Margin | 11.3% | 12.0% |
| Revenue YoY | -17.6% | 33.9% |
| Net Profit YoY | -10.4% | 157.3% |
| EPS (diluted) | $0.54 | $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 | — | $761.7M | ||
| Q4 25 | $764.4M | $783.7M | ||
| Q3 25 | $798.0M | $706.3M | ||
| Q2 25 | $848.7M | $649.1M | ||
| Q1 25 | $874.5M | $569.0M | ||
| Q4 24 | $927.3M | $597.5M | ||
| Q3 24 | $800.5M | $543.9M | ||
| Q2 24 | $692.8M | $488.5M |
| Q1 26 | — | $91.1M | ||
| Q4 25 | $86.6M | $101.6M | ||
| Q3 25 | $-21.1M | $87.6M | ||
| Q2 25 | $42.9M | $22.5M | ||
| Q1 25 | $108.3M | $35.4M | ||
| Q4 24 | $96.6M | $100.7M | ||
| Q3 24 | $61.2M | $77.5M | ||
| Q2 24 | $195.0M | $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 | 5.6% | 18.7% | ||
| Q3 25 | 6.3% | 16.7% | ||
| Q2 25 | 15.9% | 18.7% | ||
| Q1 25 | 21.4% | 15.6% | ||
| Q4 24 | 18.4% | 18.3% | ||
| Q3 24 | 14.4% | 16.2% | ||
| Q2 24 | 30.3% | 11.2% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 11.3% | 13.0% | ||
| Q3 25 | -2.6% | 12.4% | ||
| Q2 25 | 5.1% | 3.5% | ||
| Q1 25 | 12.4% | 6.2% | ||
| Q4 24 | 10.4% | 16.9% | ||
| Q3 24 | 7.6% | 14.2% | ||
| Q2 24 | 28.1% | 38.6% |
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.54 | $1.42 | ||
| Q3 25 | $-0.13 | $1.24 | ||
| Q2 25 | $0.27 | $0.32 | ||
| Q1 25 | $0.67 | $0.50 | ||
| Q4 24 | $0.56 | $1.38 | ||
| Q3 24 | $0.40 | $1.08 | ||
| Q2 24 | $1.34 | $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 | $471.4M | $480.4M |
| Total DebtLower is stronger | — | $18.6M |
| Stockholders' EquityBook value | $4.5B | $1.3B |
| Total Assets | $7.5B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $480.4M | ||
| Q4 25 | $471.4M | — | ||
| Q3 25 | $477.9M | — | ||
| Q2 25 | $338.2M | — | ||
| Q1 25 | $303.8M | — | ||
| Q4 24 | $247.3M | — | ||
| Q3 24 | $391.9M | — | ||
| Q2 24 | $162.9M | — |
| 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 | $4.5B | $1.5B | ||
| Q3 25 | $4.5B | $1.4B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | $4.7B | $1.2B | ||
| Q3 24 | $4.7B | $1.1B | ||
| Q2 24 | $4.0B | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $7.5B | $3.2B | ||
| Q3 25 | $7.6B | $3.0B | ||
| Q2 25 | $7.7B | $3.5B | ||
| Q1 25 | $7.9B | $3.5B | ||
| Q4 24 | $8.0B | $3.1B | ||
| Q3 24 | $8.0B | $3.0B | ||
| Q2 24 | $5.6B | $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 | $187.1M | $113.8M |
| Free Cash FlowOCF − Capex | $35.4M | $89.5M |
| FCF MarginFCF / Revenue | 4.6% | 11.8% |
| Capex IntensityCapex / Revenue | 19.9% | 3.2% |
| Cash ConversionOCF / Net Profit | 2.16× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $187.1M | $183.3M | ||
| Q3 25 | $277.1M | $125.7M | ||
| Q2 25 | $216.4M | $196.5M | ||
| Q1 25 | $271.1M | $63.8M | ||
| Q4 24 | $136.2M | $147.7M | ||
| Q3 24 | $283.8M | $98.5M | ||
| Q2 24 | $106.8M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | $35.4M | $48.2M | ||
| Q3 25 | $139.5M | $100.1M | ||
| Q2 25 | $99.8M | $177.9M | ||
| Q1 25 | $157.5M | $51.5M | ||
| Q4 24 | $-4.4M | $94.1M | ||
| Q3 24 | $156.8M | $71.8M | ||
| Q2 24 | $-34.3M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | 4.6% | 6.2% | ||
| Q3 25 | 17.5% | 14.2% | ||
| Q2 25 | 11.8% | 27.4% | ||
| Q1 25 | 18.0% | 9.1% | ||
| Q4 24 | -0.5% | 15.7% | ||
| Q3 24 | 19.6% | 13.2% | ||
| Q2 24 | -4.9% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 19.9% | 17.2% | ||
| Q3 25 | 17.3% | 3.6% | ||
| Q2 25 | 13.7% | 2.9% | ||
| Q1 25 | 13.0% | 2.2% | ||
| Q4 24 | 15.2% | 9.0% | ||
| Q3 24 | 15.9% | 4.9% | ||
| Q2 24 | 20.4% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | 2.16× | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | 5.05× | 8.73× | ||
| Q1 25 | 2.50× | 1.80× | ||
| Q4 24 | 1.41× | 1.47× | ||
| Q3 24 | 4.64× | 1.27× | ||
| Q2 24 | 0.55× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
