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Side-by-side financial comparison of OPEN TEXT CORP (OTEX) and Insulet Corporation (PODD). Click either name above to swap in a different company.
OPEN TEXT CORP is the larger business by last-quarter revenue ($1.3B vs $783.7M, roughly 1.7× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 12.7%, a 0.3% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -0.6%). OPEN TEXT CORP produced more free cash flow last quarter ($279.4M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -4.3%).
Open Text Corporation is a global software company that develops and sells information management software.
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.
OTEX vs PODD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $783.7M |
| Net Profit | $168.1M | $101.6M |
| Gross Margin | 74.0% | 72.6% |
| Operating Margin | 22.0% | 18.7% |
| Net Margin | 12.7% | 13.0% |
| Revenue YoY | -0.6% | 31.2% |
| Net Profit YoY | -26.9% | 0.9% |
| EPS (diluted) | $0.66 | $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 | $1.3B | $783.7M | ||
| Q3 25 | $1.3B | $706.3M | ||
| Q2 25 | $1.3B | $649.1M | ||
| Q1 25 | $1.3B | $569.0M | ||
| Q4 24 | $1.3B | $597.5M | ||
| Q3 24 | $1.3B | $543.9M | ||
| Q2 24 | $1.4B | $488.5M | ||
| Q1 24 | $1.4B | $441.7M |
| Q4 25 | $168.1M | $101.6M | ||
| Q3 25 | $146.6M | $87.6M | ||
| Q2 25 | $28.8M | $22.5M | ||
| Q1 25 | $92.8M | $35.4M | ||
| Q4 24 | $229.9M | $100.7M | ||
| Q3 24 | $84.4M | $77.5M | ||
| Q2 24 | $248.2M | $188.6M | ||
| Q1 24 | $98.3M | $51.5M |
| Q4 25 | 74.0% | 72.6% | ||
| Q3 25 | 72.8% | 72.2% | ||
| Q2 25 | 72.3% | 69.7% | ||
| Q1 25 | 71.6% | 71.9% | ||
| Q4 24 | 73.3% | 72.1% | ||
| Q3 24 | 71.7% | 69.3% | ||
| Q2 24 | 72.5% | 67.7% | ||
| Q1 24 | 73.0% | 69.5% |
| Q4 25 | 22.0% | 18.7% | ||
| Q3 25 | 21.0% | 16.7% | ||
| Q2 25 | 13.9% | 18.7% | ||
| Q1 25 | 16.7% | 15.6% | ||
| Q4 24 | 22.2% | 18.3% | ||
| Q3 24 | 16.3% | 16.2% | ||
| Q2 24 | 14.2% | 11.2% | ||
| Q1 24 | 15.7% | 12.9% |
| Q4 25 | 12.7% | 13.0% | ||
| Q3 25 | 11.4% | 12.4% | ||
| Q2 25 | 2.2% | 3.5% | ||
| Q1 25 | 7.4% | 6.2% | ||
| Q4 24 | 17.2% | 16.9% | ||
| Q3 24 | 6.6% | 14.2% | ||
| Q2 24 | 18.2% | 38.6% | ||
| Q1 24 | 6.8% | 11.7% |
| Q4 25 | $0.66 | $1.42 | ||
| Q3 25 | $0.58 | $1.24 | ||
| Q2 25 | $0.11 | $0.32 | ||
| Q1 25 | $0.35 | $0.50 | ||
| Q4 24 | $0.87 | $1.38 | ||
| Q3 24 | $0.32 | $1.08 | ||
| Q2 24 | $0.91 | $2.59 | ||
| Q1 24 | $0.36 | $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 | $6.4B | $930.8M |
| Stockholders' EquityBook value | $4.0B | $1.5B |
| Total Assets | $13.6B | $3.2B |
| Debt / EquityLower = less leverage | 1.58× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.1B | — |
| Q4 25 | $6.4B | $930.8M | ||
| Q3 25 | $6.4B | $934.9M | ||
| Q2 25 | $6.4B | $939.0M | ||
| Q1 25 | $6.4B | $1.6B | ||
| Q4 24 | $6.4B | $1.3B | ||
| Q3 24 | $6.4B | $1.4B | ||
| Q2 24 | $6.4B | $1.4B | ||
| Q1 24 | $8.4B | $1.4B |
| Q4 25 | $4.0B | $1.5B | ||
| Q3 25 | $4.0B | $1.4B | ||
| Q2 25 | $3.9B | $1.5B | ||
| Q1 25 | $4.1B | $1.3B | ||
| Q4 24 | $4.2B | $1.2B | ||
| Q3 24 | $4.1B | $1.1B | ||
| Q2 24 | $4.2B | $998.4M | ||
| Q1 24 | $4.1B | $790.7M |
| Q4 25 | $13.6B | $3.2B | ||
| Q3 25 | $13.5B | $3.0B | ||
| Q2 25 | $13.8B | $3.5B | ||
| Q1 25 | $13.8B | $3.5B | ||
| Q4 24 | $13.7B | $3.1B | ||
| Q3 24 | $13.8B | $3.0B | ||
| Q2 24 | $14.2B | $2.9B | ||
| Q1 24 | $16.4B | $2.6B |
| Q4 25 | 1.58× | 0.61× | ||
| Q3 25 | 1.61× | 0.68× | ||
| Q2 25 | 1.62× | 0.64× | ||
| Q1 25 | 1.55× | 1.21× | ||
| Q4 24 | 1.51× | 1.07× | ||
| Q3 24 | 1.55× | 1.21× | ||
| Q2 24 | 1.52× | 1.36× | ||
| Q1 24 | 2.02× | 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 | $318.7M | $183.3M |
| Free Cash FlowOCF − Capex | $279.4M | $48.2M |
| FCF MarginFCF / Revenue | 21.1% | 6.2% |
| Capex IntensityCapex / Revenue | 3.0% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.90× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $878.5M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $318.7M | $183.3M | ||
| Q3 25 | $147.8M | $125.7M | ||
| Q2 25 | $158.2M | $196.5M | ||
| Q1 25 | $402.2M | $63.8M | ||
| Q4 24 | $348.0M | $147.7M | ||
| Q3 24 | $-77.8M | $98.5M | ||
| Q2 24 | $185.2M | $96.5M | ||
| Q1 24 | $384.7M | $87.6M |
| Q4 25 | $279.4M | $48.2M | ||
| Q3 25 | $101.2M | $100.1M | ||
| Q2 25 | $124.0M | $177.9M | ||
| Q1 25 | $373.8M | $51.5M | ||
| Q4 24 | $306.7M | $94.1M | ||
| Q3 24 | $-117.1M | $71.8M | ||
| Q2 24 | $145.2M | $74.0M | ||
| Q1 24 | $348.2M | $65.5M |
| Q4 25 | 21.1% | 6.2% | ||
| Q3 25 | 7.9% | 14.2% | ||
| Q2 25 | 9.5% | 27.4% | ||
| Q1 25 | 29.8% | 9.1% | ||
| Q4 24 | 23.0% | 15.7% | ||
| Q3 24 | -9.2% | 13.2% | ||
| Q2 24 | 10.7% | 15.1% | ||
| Q1 24 | 24.1% | 14.8% |
| Q4 25 | 3.0% | 17.2% | ||
| Q3 25 | 3.6% | 3.6% | ||
| Q2 25 | 2.6% | 2.9% | ||
| Q1 25 | 2.3% | 2.2% | ||
| Q4 24 | 3.1% | 9.0% | ||
| Q3 24 | 3.1% | 4.9% | ||
| Q2 24 | 2.9% | 4.6% | ||
| Q1 24 | 2.5% | 5.0% |
| Q4 25 | 1.90× | 1.80× | ||
| Q3 25 | 1.01× | 1.43× | ||
| Q2 25 | 5.49× | 8.73× | ||
| Q1 25 | 4.33× | 1.80× | ||
| Q4 24 | 1.51× | 1.47× | ||
| Q3 24 | -0.92× | 1.27× | ||
| Q2 24 | 0.75× | 0.51× | ||
| Q1 24 | 3.91× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OTEX
| Transferred At Point In Time | $184.2M | 14% |
| Cybersecurity Enterprise Product | $174.5M | 13% |
| Business Network Product | $159.8M | 12% |
| Business Network Cloud Services And Subscriptions | $151.4M | 11% |
| Content Cloud Services And Subscriptions | $137.9M | 10% |
| Cybersecurity SMB Consumer Product | $127.6M | 10% |
| Application Delivery Management Product | $120.1M | 9% |
| IT Operations Management Product | $113.3M | 9% |
| Professional Service And Other | $82.5M | 6% |
| Analytics Product | $58.1M | 4% |
| IT Operations Management Cloud Services And Subscriptions | $7.8M | 1% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
