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Side-by-side financial comparison of Insulet Corporation (PODD) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $461.6M, roughly 1.7× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 13.0%, a 1.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 17.0%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 5.6%).
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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
PODD vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $461.6M |
| Net Profit | $101.6M | $67.4M |
| Gross Margin | 72.6% | 44.3% |
| Operating Margin | 18.7% | 22.3% |
| Net Margin | 13.0% | 14.6% |
| Revenue YoY | 31.2% | 17.0% |
| Net Profit YoY | 0.9% | 16.4% |
| EPS (diluted) | $1.42 | $2.13 |
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 | $783.7M | $461.6M | ||
| Q3 25 | $706.3M | $455.3M | ||
| Q2 25 | $649.1M | $436.0M | ||
| Q1 25 | $569.0M | $437.7M | ||
| Q4 24 | $597.5M | $394.4M | ||
| Q3 24 | $543.9M | $397.9M | ||
| Q2 24 | $488.5M | $406.3M | ||
| Q1 24 | $441.7M | $413.7M |
| Q4 25 | $101.6M | $67.4M | ||
| Q3 25 | $87.6M | $60.0M | ||
| Q2 25 | $22.5M | $68.5M | ||
| Q1 25 | $35.4M | $72.7M | ||
| Q4 24 | $100.7M | $57.9M | ||
| Q3 24 | $77.5M | $54.2M | ||
| Q2 24 | $188.6M | $61.4M | ||
| Q1 24 | $51.5M | — |
| Q4 25 | 72.6% | 44.3% | ||
| Q3 25 | 72.2% | 44.1% | ||
| Q2 25 | 69.7% | 44.8% | ||
| Q1 25 | 71.9% | 44.2% | ||
| Q4 24 | 72.1% | 44.3% | ||
| Q3 24 | 69.3% | 43.7% | ||
| Q2 24 | 67.7% | 45.3% | ||
| Q1 24 | 69.5% | 43.1% |
| Q4 25 | 18.7% | 22.3% | ||
| Q3 25 | 16.7% | 21.5% | ||
| Q2 25 | 18.7% | 23.2% | ||
| Q1 25 | 15.6% | 23.0% | ||
| Q4 24 | 18.3% | 21.7% | ||
| Q3 24 | 16.2% | 21.6% | ||
| Q2 24 | 11.2% | 24.0% | ||
| Q1 24 | 12.9% | 22.8% |
| Q4 25 | 13.0% | 14.6% | ||
| Q3 25 | 12.4% | 13.2% | ||
| Q2 25 | 3.5% | 15.7% | ||
| Q1 25 | 6.2% | 16.6% | ||
| Q4 24 | 16.9% | 14.7% | ||
| Q3 24 | 14.2% | 13.6% | ||
| Q2 24 | 38.6% | 15.1% | ||
| Q1 24 | 11.7% | — |
| Q4 25 | $1.42 | $2.13 | ||
| Q3 25 | $1.24 | $1.90 | ||
| Q2 25 | $0.32 | $2.17 | ||
| Q1 25 | $0.50 | $2.33 | ||
| Q4 24 | $1.38 | $1.82 | ||
| Q3 24 | $1.08 | $1.65 | ||
| Q2 24 | $2.59 | $1.90 | ||
| Q1 24 | $0.73 | $1.92 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $107.6M |
| Total DebtLower is stronger | $930.8M | $990.2M |
| Stockholders' EquityBook value | $1.5B | $3.3B |
| Total Assets | $3.2B | $5.1B |
| Debt / EquityLower = less leverage | 0.61× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $76.8M | ||
| Q1 24 | — | $63.5M |
| Q4 25 | $930.8M | $990.2M | ||
| Q3 25 | $934.9M | $1.1B | ||
| Q2 25 | $939.0M | $915.6M | ||
| Q1 25 | $1.6B | $920.1M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | $1.2B |
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.5B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $998.4M | $2.8B | ||
| Q1 24 | $790.7M | $2.8B |
| Q4 25 | $3.2B | $5.1B | ||
| Q3 25 | $3.0B | $5.1B | ||
| Q2 25 | $3.5B | $4.8B | ||
| Q1 25 | $3.5B | $4.7B | ||
| Q4 24 | $3.1B | $4.7B | ||
| Q3 24 | $3.0B | $4.7B | ||
| Q2 24 | $2.9B | $4.7B | ||
| Q1 24 | $2.6B | $4.7B |
| Q4 25 | 0.61× | 0.30× | ||
| Q3 25 | 0.68× | 0.34× | ||
| Q2 25 | 0.64× | 0.29× | ||
| Q1 25 | 1.21× | 0.30× | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | 1.21× | — | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 1.72× | 0.43× |
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 | $183.3M | $122.1M |
| Free Cash FlowOCF − Capex | $48.2M | $99.1M |
| FCF MarginFCF / Revenue | 6.2% | 21.5% |
| Capex IntensityCapex / Revenue | 17.2% | 5.0% |
| Cash ConversionOCF / Net Profit | 1.80× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $122.1M | ||
| Q3 25 | $125.7M | $88.4M | ||
| Q2 25 | $196.5M | $120.0M | ||
| Q1 25 | $63.8M | — | ||
| Q4 24 | $147.7M | $84.0M | ||
| Q3 24 | $98.5M | — | ||
| Q2 24 | $96.5M | $97.4M | ||
| Q1 24 | $87.6M | — |
| Q4 25 | $48.2M | $99.1M | ||
| Q3 25 | $100.1M | $71.7M | ||
| Q2 25 | $177.9M | $104.3M | ||
| Q1 25 | $51.5M | — | ||
| Q4 24 | $94.1M | $73.6M | ||
| Q3 24 | $71.8M | — | ||
| Q2 24 | $74.0M | $88.4M | ||
| Q1 24 | $65.5M | — |
| Q4 25 | 6.2% | 21.5% | ||
| Q3 25 | 14.2% | 15.7% | ||
| Q2 25 | 27.4% | 23.9% | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 15.7% | 18.7% | ||
| Q3 24 | 13.2% | — | ||
| Q2 24 | 15.1% | 21.8% | ||
| Q1 24 | 14.8% | — |
| Q4 25 | 17.2% | 5.0% | ||
| Q3 25 | 3.6% | 3.7% | ||
| Q2 25 | 2.9% | 3.6% | ||
| Q1 25 | 2.2% | 3.2% | ||
| Q4 24 | 9.0% | 2.6% | ||
| Q3 24 | 4.9% | 4.1% | ||
| Q2 24 | 4.6% | 2.2% | ||
| Q1 24 | 5.0% | — |
| Q4 25 | 1.80× | 1.81× | ||
| Q3 25 | 1.43× | 1.47× | ||
| Q2 25 | 8.73× | 1.75× | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | 1.45× | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 0.51× | 1.59× | ||
| Q1 24 | 1.70× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
