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Side-by-side financial comparison of NEW JERSEY RESOURCES CORP (NJR) 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 $440.9M, roughly 1.8× NEW JERSEY RESOURCES CORP). NEW JERSEY RESOURCES CORP runs the higher net margin — 27.8% vs 13.0%, a 14.8% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 22.8%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 0.9%).
New Jersey Resources is an energy services holding company based in Wall Township, New Jersey. It is a Fortune 1000 company, and a member of the Forbes Platinum 400. New Jersey Natural Gas is its principal subsidiary.
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.
NJR vs PODD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $440.9M | $783.7M |
| Net Profit | $122.5M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 40.6% | 18.7% |
| Net Margin | 27.8% | 13.0% |
| Revenue YoY | 22.8% | 31.2% |
| Net Profit YoY | -6.7% | 0.9% |
| EPS (diluted) | $1.21 | $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 | $440.9M | $783.7M | ||
| Q3 25 | $188.3M | $706.3M | ||
| Q2 25 | $234.8M | $649.1M | ||
| Q1 25 | $569.2M | $569.0M | ||
| Q4 24 | $359.0M | $597.5M | ||
| Q3 24 | $265.7M | $543.9M | ||
| Q2 24 | $209.9M | $488.5M | ||
| Q1 24 | $433.2M | $441.7M |
| Q4 25 | $122.5M | $101.6M | ||
| Q3 25 | $15.1M | $87.6M | ||
| Q2 25 | $-15.1M | $22.5M | ||
| Q1 25 | $204.3M | $35.4M | ||
| Q4 24 | $131.3M | $100.7M | ||
| Q3 24 | $91.1M | $77.5M | ||
| Q2 24 | $-11.6M | $188.6M | ||
| Q1 24 | $120.8M | $51.5M |
| 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 24 | — | 69.5% |
| Q4 25 | 40.6% | 18.7% | ||
| Q3 25 | 21.5% | 16.7% | ||
| Q2 25 | -0.5% | 18.7% | ||
| Q1 25 | 49.2% | 15.6% | ||
| Q4 24 | 52.8% | 18.3% | ||
| Q3 24 | 55.0% | 16.2% | ||
| Q2 24 | 2.8% | 11.2% | ||
| Q1 24 | 39.3% | 12.9% |
| Q4 25 | 27.8% | 13.0% | ||
| Q3 25 | 8.0% | 12.4% | ||
| Q2 25 | -6.4% | 3.5% | ||
| Q1 25 | 35.9% | 6.2% | ||
| Q4 24 | 36.6% | 16.9% | ||
| Q3 24 | 34.3% | 14.2% | ||
| Q2 24 | -5.5% | 38.6% | ||
| Q1 24 | 27.9% | 11.7% |
| Q4 25 | $1.21 | $1.42 | ||
| Q3 25 | $0.15 | $1.24 | ||
| Q2 25 | $-0.15 | $0.32 | ||
| Q1 25 | $2.02 | $0.50 | ||
| Q4 24 | $1.31 | $1.38 | ||
| Q3 24 | $0.91 | $1.08 | ||
| Q2 24 | $-0.12 | $2.59 | ||
| Q1 24 | $1.22 | $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 | $2.4M | — |
| Total DebtLower is stronger | $3.3B | $930.8M |
| Stockholders' EquityBook value | $2.5B | $1.5B |
| Total Assets | $7.9B | $3.2B |
| Debt / EquityLower = less leverage | 1.32× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.4M | — | ||
| Q3 25 | $591.0K | — | ||
| Q2 25 | $931.0K | — | ||
| Q1 25 | $83.7M | — | ||
| Q4 24 | $1.9M | — | ||
| Q3 24 | $1.0M | — | ||
| Q2 24 | $22.4M | — | ||
| Q1 24 | $5.0M | — |
| Q4 25 | $3.3B | $930.8M | ||
| Q3 25 | $3.3B | $934.9M | ||
| Q2 25 | $3.0B | $939.0M | ||
| Q1 25 | $3.0B | $1.6B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $2.9B | $1.4B | ||
| Q2 24 | $2.8B | $1.4B | ||
| Q1 24 | $2.7B | $1.4B |
| Q4 25 | $2.5B | $1.5B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.1B | $998.4M | ||
| Q1 24 | $2.2B | $790.7M |
| Q4 25 | $7.9B | $3.2B | ||
| Q3 25 | $7.6B | $3.0B | ||
| Q2 25 | $7.3B | $3.5B | ||
| Q1 25 | $7.3B | $3.5B | ||
| Q4 24 | $7.2B | $3.1B | ||
| Q3 24 | $7.0B | $3.0B | ||
| Q2 24 | $6.8B | $2.9B | ||
| Q1 24 | $6.6B | $2.6B |
| Q4 25 | 1.32× | 0.61× | ||
| Q3 25 | 1.36× | 0.68× | ||
| Q2 25 | 1.25× | 0.64× | ||
| Q1 25 | 1.20× | 1.21× | ||
| Q4 24 | 1.29× | 1.07× | ||
| Q3 24 | 1.31× | 1.21× | ||
| Q2 24 | 1.30× | 1.36× | ||
| Q1 24 | 1.25× | 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 | $26.7M | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | 0.22× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.7M | $183.3M | ||
| Q3 25 | $81.2M | $125.7M | ||
| Q2 25 | $-28.9M | $196.5M | ||
| Q1 25 | $423.0M | $63.8M | ||
| Q4 24 | $-9.0M | $147.7M | ||
| Q3 24 | $64.5M | $98.5M | ||
| Q2 24 | $24.3M | $96.5M | ||
| Q1 24 | $292.2M | $87.6M |
| Q4 25 | — | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | — | $65.5M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 14.8% |
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 5.0% |
| Q4 25 | 0.22× | 1.80× | ||
| Q3 25 | 5.39× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | 2.07× | 1.80× | ||
| Q4 24 | -0.07× | 1.47× | ||
| Q3 24 | 0.71× | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | 2.42× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NJR
| Residential | $284.1M | 64% |
| Commercialand Industrial | $53.4M | 12% |
| Firm Transportation | $34.7M | 8% |
| Storage And Transportation ST Segment | $28.1M | 6% |
| Home Services And Other HSO | $16.0M | 4% |
| Energy Services ES Segment | $12.8M | 3% |
| Installationand Maintenance | $6.6M | 1% |
| Electricity | $5.6M | 1% |
| Renewable Energy Certificates | $3.7M | 1% |
| Interruptibleand Offtariff | $2.4M | 1% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
