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Side-by-side financial comparison of Insulet Corporation (PODD) and Reddit, Inc. (RDDT). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $663.0M, roughly 1.2× Reddit, Inc.). Reddit, Inc. runs the higher net margin — 30.8% vs 13.0%, a 17.8% gap on every dollar of revenue. On growth, Reddit, Inc. posted the faster year-over-year revenue change (69.0% vs 31.2%). Reddit, Inc. produced more free cash flow last quarter ($311.0M vs $48.2M). Over the past eight quarters, Reddit, Inc.'s revenue compounded faster (53.6% CAGR vs 33.2%).
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PODD vs RDDT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $663.0M |
| Net Profit | $101.6M | $204.0M |
| Gross Margin | 72.6% | 100.0% |
| Operating Margin | 18.7% | 0.0% |
| Net Margin | 13.0% | 30.8% |
| Revenue YoY | 31.2% | 69.0% |
| Net Profit YoY | 0.9% | 680.0% |
| EPS (diluted) | $1.42 | $1.01 |
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 | — | $663.0M | ||
| Q4 25 | $783.7M | $725.6M | ||
| Q3 25 | $706.3M | $584.9M | ||
| Q2 25 | $649.1M | $499.6M | ||
| Q1 25 | $569.0M | $392.4M | ||
| Q4 24 | $597.5M | $427.7M | ||
| Q3 24 | $543.9M | $348.4M | ||
| Q2 24 | $488.5M | $281.2M |
| Q1 26 | — | $204.0M | ||
| Q4 25 | $101.6M | $251.6M | ||
| Q3 25 | $87.6M | $162.7M | ||
| Q2 25 | $22.5M | $89.3M | ||
| Q1 25 | $35.4M | $26.2M | ||
| Q4 24 | $100.7M | $71.0M | ||
| Q3 24 | $77.5M | $29.9M | ||
| Q2 24 | $188.6M | $-10.1M |
| Q1 26 | — | 100.0% | ||
| Q4 25 | 72.6% | 91.9% | ||
| Q3 25 | 72.2% | 91.0% | ||
| Q2 25 | 69.7% | 90.8% | ||
| Q1 25 | 71.9% | 90.5% | ||
| Q4 24 | 72.1% | 92.6% | ||
| Q3 24 | 69.3% | 90.1% | ||
| Q2 24 | 67.7% | 89.5% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 18.7% | 31.9% | ||
| Q3 25 | 16.7% | 23.7% | ||
| Q2 25 | 18.7% | 13.6% | ||
| Q1 25 | 15.6% | 1.0% | ||
| Q4 24 | 18.3% | 12.4% | ||
| Q3 24 | 16.2% | 2.0% | ||
| Q2 24 | 11.2% | -11.0% |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 13.0% | 34.7% | ||
| Q3 25 | 12.4% | 27.8% | ||
| Q2 25 | 3.5% | 17.9% | ||
| Q1 25 | 6.2% | 6.7% | ||
| Q4 24 | 16.9% | 16.6% | ||
| Q3 24 | 14.2% | 8.6% | ||
| Q2 24 | 38.6% | -3.6% |
| Q1 26 | — | $1.01 | ||
| Q4 25 | $1.42 | $1.24 | ||
| Q3 25 | $1.24 | $0.80 | ||
| Q2 25 | $0.32 | $0.45 | ||
| Q1 25 | $0.50 | $0.13 | ||
| Q4 24 | $1.38 | $4.76 | ||
| Q3 24 | $1.08 | $0.16 | ||
| Q2 24 | $2.59 | $-0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.4B |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $3.2B |
| Total Assets | $3.2B | $3.5B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | — | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | — | $562.1M | ||
| Q3 24 | — | $515.9M | ||
| Q2 24 | — | $468.0M |
| Q1 26 | — | — | ||
| 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 | — | $3.2B | ||
| Q4 25 | $1.5B | $2.9B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $998.4M | $1.9B |
| Q1 26 | — | $3.5B | ||
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.0B | $2.9B | ||
| Q2 25 | $3.5B | $2.6B | ||
| Q1 25 | $3.5B | $2.4B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.0B | $2.2B | ||
| Q2 24 | $2.9B | $2.1B |
| Q1 26 | — | — | ||
| 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 | $183.3M | — |
| Free Cash FlowOCF − Capex | $48.2M | $311.0M |
| FCF MarginFCF / Revenue | 6.2% | 46.9% |
| Capex IntensityCapex / Revenue | 17.2% | — |
| Cash ConversionOCF / Net Profit | 1.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $868.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $183.3M | $266.8M | ||
| Q3 25 | $125.7M | $185.2M | ||
| Q2 25 | $196.5M | $111.3M | ||
| Q1 25 | $63.8M | $127.6M | ||
| Q4 24 | $147.7M | $90.0M | ||
| Q3 24 | $98.5M | $71.6M | ||
| Q2 24 | $96.5M | $28.4M |
| Q1 26 | — | $311.0M | ||
| Q4 25 | $48.2M | $263.6M | ||
| Q3 25 | $100.1M | $183.1M | ||
| Q2 25 | $177.9M | $110.8M | ||
| Q1 25 | $51.5M | $126.6M | ||
| Q4 24 | $94.1M | $89.2M | ||
| Q3 24 | $71.8M | $70.3M | ||
| Q2 24 | $74.0M | $27.2M |
| Q1 26 | — | 46.9% | ||
| Q4 25 | 6.2% | 36.3% | ||
| Q3 25 | 14.2% | 31.3% | ||
| Q2 25 | 27.4% | 22.2% | ||
| Q1 25 | 9.1% | 32.3% | ||
| Q4 24 | 15.7% | 20.8% | ||
| Q3 24 | 13.2% | 20.2% | ||
| Q2 24 | 15.1% | 9.7% |
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 0.4% | ||
| Q3 25 | 3.6% | 0.4% | ||
| Q2 25 | 2.9% | 0.1% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 9.0% | 0.2% | ||
| Q3 24 | 4.9% | 0.4% | ||
| Q2 24 | 4.6% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.80× | 1.06× | ||
| Q3 25 | 1.43× | 1.14× | ||
| Q2 25 | 8.73× | 1.25× | ||
| Q1 25 | 1.80× | 4.88× | ||
| Q4 24 | 1.47× | 1.27× | ||
| Q3 24 | 1.27× | 2.40× | ||
| Q2 24 | 0.51× | — |
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% |
RDDT
Segment breakdown not available.
