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Side-by-side financial comparison of ON Semiconductor (ON) and Insulet Corporation (PODD). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $783.7M, roughly 2.0× Insulet Corporation). ON Semiconductor runs the higher net margin — 16.4% vs 13.0%, a 3.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -12.3%).
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
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ON vs PODD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $783.7M |
| Net Profit | $255.0M | $101.6M |
| Gross Margin | 37.9% | 72.6% |
| Operating Margin | 17.0% | 18.7% |
| Net Margin | 16.4% | 13.0% |
| Revenue YoY | -10.0% | 31.2% |
| Net Profit YoY | -32.9% | 0.9% |
| EPS (diluted) | $0.63 | $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 | $1.6B | $783.7M | ||
| Q3 25 | $1.5B | $706.3M | ||
| Q2 25 | $1.4B | $649.1M | ||
| Q1 25 | — | $569.0M | ||
| Q4 24 | $1.7B | $597.5M | ||
| Q3 24 | $1.8B | $543.9M | ||
| Q2 24 | $1.7B | $488.5M | ||
| Q1 24 | $1.9B | $441.7M |
| Q4 25 | $255.0M | $101.6M | ||
| Q3 25 | $170.3M | $87.6M | ||
| Q2 25 | $-486.1M | $22.5M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | $379.9M | $100.7M | ||
| Q3 24 | $401.7M | $77.5M | ||
| Q2 24 | $338.2M | $188.6M | ||
| Q1 24 | $453.0M | $51.5M |
| Q4 25 | 37.9% | 72.6% | ||
| Q3 25 | 37.6% | 72.2% | ||
| Q2 25 | 20.3% | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | 45.2% | 72.1% | ||
| Q3 24 | 45.4% | 69.3% | ||
| Q2 24 | 45.2% | 67.7% | ||
| Q1 24 | 45.8% | 69.5% |
| Q4 25 | 17.0% | 18.7% | ||
| Q3 25 | 13.2% | 16.7% | ||
| Q2 25 | -39.7% | 18.7% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | 23.7% | 18.3% | ||
| Q3 24 | 25.3% | 16.2% | ||
| Q2 24 | 22.4% | 11.2% | ||
| Q1 24 | 28.2% | 12.9% |
| Q4 25 | 16.4% | 13.0% | ||
| Q3 25 | 11.6% | 12.4% | ||
| Q2 25 | -33.6% | 3.5% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | 22.1% | 16.9% | ||
| Q3 24 | 22.8% | 14.2% | ||
| Q2 24 | 19.5% | 38.6% | ||
| Q1 24 | 24.3% | 11.7% |
| Q4 25 | $0.63 | $1.42 | ||
| Q3 25 | $0.41 | $1.24 | ||
| Q2 25 | $-1.15 | $0.32 | ||
| Q1 25 | — | $0.50 | ||
| Q4 24 | $0.88 | $1.38 | ||
| Q3 24 | $0.93 | $1.08 | ||
| Q2 24 | $0.78 | $2.59 | ||
| Q1 24 | $1.04 | $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 | $2.9B | — |
| Total DebtLower is stronger | $3.4B | $930.8M |
| Stockholders' EquityBook value | $7.9B | $1.5B |
| Total Assets | $13.0B | $3.2B |
| Debt / EquityLower = less leverage | 0.43× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.6B | — |
| Q4 25 | $3.4B | $930.8M | ||
| Q3 25 | $3.4B | $934.9M | ||
| Q2 25 | $3.4B | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $3.4B | $1.3B | ||
| Q3 24 | $3.4B | $1.4B | ||
| Q2 24 | $3.4B | $1.4B | ||
| Q1 24 | $3.4B | $1.4B |
| Q4 25 | $7.9B | $1.5B | ||
| Q3 25 | $7.9B | $1.4B | ||
| Q2 25 | $8.0B | $1.5B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $8.8B | $1.2B | ||
| Q3 24 | $8.6B | $1.1B | ||
| Q2 24 | $8.3B | $998.4M | ||
| Q1 24 | $8.1B | $790.7M |
| Q4 25 | $13.0B | $3.2B | ||
| Q3 25 | $13.1B | $3.0B | ||
| Q2 25 | $13.3B | $3.5B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $14.1B | $3.1B | ||
| Q3 24 | $13.9B | $3.0B | ||
| Q2 24 | $13.7B | $2.9B | ||
| Q1 24 | $13.5B | $2.6B |
| Q4 25 | 0.43× | 0.61× | ||
| Q3 25 | 0.43× | 0.68× | ||
| Q2 25 | 0.42× | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 0.38× | 1.07× | ||
| Q3 24 | 0.39× | 1.21× | ||
| Q2 24 | 0.41× | 1.36× | ||
| Q1 24 | 0.42× | 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 | $418.7M | $183.3M |
| Free Cash FlowOCF − Capex | $372.4M | $48.2M |
| FCF MarginFCF / Revenue | 24.0% | 6.2% |
| Capex IntensityCapex / Revenue | 3.0% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.64× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $183.3M | ||
| Q3 25 | $184.3M | $125.7M | ||
| Q2 25 | $602.3M | $196.5M | ||
| Q1 25 | — | $63.8M | ||
| Q4 24 | $579.7M | $147.7M | ||
| Q3 24 | $465.8M | $98.5M | ||
| Q2 24 | $362.2M | $96.5M | ||
| Q1 24 | $498.7M | $87.6M |
| Q4 25 | $372.4M | $48.2M | ||
| Q3 25 | $106.1M | $100.1M | ||
| Q2 25 | $454.7M | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | $434.8M | $94.1M | ||
| Q3 24 | $293.6M | $71.8M | ||
| Q2 24 | $207.7M | $74.0M | ||
| Q1 24 | $276.3M | $65.5M |
| Q4 25 | 24.0% | 6.2% | ||
| Q3 25 | 7.2% | 14.2% | ||
| Q2 25 | 31.5% | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | 25.2% | 15.7% | ||
| Q3 24 | 16.7% | 13.2% | ||
| Q2 24 | 12.0% | 15.1% | ||
| Q1 24 | 14.8% | 14.8% |
| Q4 25 | 3.0% | 17.2% | ||
| Q3 25 | 5.3% | 3.6% | ||
| Q2 25 | 10.2% | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 8.4% | 9.0% | ||
| Q3 24 | 9.8% | 4.9% | ||
| Q2 24 | 8.9% | 4.6% | ||
| Q1 24 | 11.9% | 5.0% |
| Q4 25 | 1.64× | 1.80× | ||
| Q3 25 | 1.08× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | 1.53× | 1.47× | ||
| Q3 24 | 1.16× | 1.27× | ||
| Q2 24 | 1.07× | 0.51× | ||
| Q1 24 | 1.10× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
