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Side-by-side financial comparison of Insulet Corporation (PODD) and REV Group, Inc. (REVG). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $664.4M, roughly 1.2× REV Group, Inc.). Insulet Corporation runs the higher net margin — 13.0% vs 4.3%, a 8.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 11.1%). REV Group, Inc. produced more free cash flow last quarter ($53.7M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 6.5%).
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PODD vs REVG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $664.4M |
| Net Profit | $101.6M | $28.9M |
| Gross Margin | 72.6% | 15.4% |
| Operating Margin | 18.7% | 7.1% |
| Net Margin | 13.0% | 4.3% |
| Revenue YoY | 31.2% | 11.1% |
| Net Profit YoY | 0.9% | -30.7% |
| EPS (diluted) | $1.42 | $0.57 |
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 | $664.4M | ||
| Q3 25 | $706.3M | $644.9M | ||
| Q2 25 | $649.1M | $629.1M | ||
| Q1 25 | $569.0M | $525.1M | ||
| Q4 24 | $597.5M | $597.9M | ||
| Q3 24 | $543.9M | $579.4M | ||
| Q2 24 | $488.5M | $616.9M | ||
| Q1 24 | $441.7M | $586.0M |
| Q4 25 | $101.6M | $28.9M | ||
| Q3 25 | $87.6M | $29.1M | ||
| Q2 25 | $22.5M | $19.0M | ||
| Q1 25 | $35.4M | $18.2M | ||
| Q4 24 | $100.7M | $41.7M | ||
| Q3 24 | $77.5M | $18.0M | ||
| Q2 24 | $188.6M | $15.2M | ||
| Q1 24 | $51.5M | $182.7M |
| Q4 25 | 72.6% | 15.4% | ||
| Q3 25 | 72.2% | 15.8% | ||
| Q2 25 | 69.7% | 15.2% | ||
| Q1 25 | 71.9% | 13.3% | ||
| Q4 24 | 72.1% | 13.2% | ||
| Q3 24 | 69.3% | 13.5% | ||
| Q2 24 | 67.7% | 12.5% | ||
| Q1 24 | 69.5% | 10.7% |
| Q4 25 | 18.7% | 7.1% | ||
| Q3 25 | 16.7% | 8.8% | ||
| Q2 25 | 18.7% | 7.9% | ||
| Q1 25 | 15.6% | 5.3% | ||
| Q4 24 | 18.3% | 5.8% | ||
| Q3 24 | 16.2% | 4.9% | ||
| Q2 24 | 11.2% | 3.7% | ||
| Q1 24 | 12.9% | -1.1% |
| Q4 25 | 13.0% | 4.3% | ||
| Q3 25 | 12.4% | 4.5% | ||
| Q2 25 | 3.5% | 3.0% | ||
| Q1 25 | 6.2% | 3.5% | ||
| Q4 24 | 16.9% | 7.0% | ||
| Q3 24 | 14.2% | 3.1% | ||
| Q2 24 | 38.6% | 2.5% | ||
| Q1 24 | 11.7% | 31.2% |
| Q4 25 | $1.42 | $0.57 | ||
| Q3 25 | $1.24 | $0.59 | ||
| Q2 25 | $0.32 | $0.38 | ||
| Q1 25 | $0.50 | $0.35 | ||
| Q4 24 | $1.38 | $1.03 | ||
| Q3 24 | $1.08 | $0.35 | ||
| Q2 24 | $2.59 | $0.28 | ||
| Q1 24 | $0.73 | $3.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $34.7M |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $416.3M |
| Total Assets | $3.2B | $1.2B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $34.7M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $28.8M | ||
| Q1 25 | — | $31.6M | ||
| Q4 24 | — | $24.6M | ||
| Q3 24 | — | $50.5M | ||
| Q2 24 | — | $38.2M | ||
| Q1 24 | — | $87.9M |
| 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 24 | $1.4B | — |
| Q4 25 | $1.5B | $416.3M | ||
| Q3 25 | $1.4B | $387.3M | ||
| Q2 25 | $1.5B | $357.8M | ||
| Q1 25 | $1.3B | $428.8M | ||
| Q4 24 | $1.2B | $435.1M | ||
| Q3 24 | $1.1B | $394.6M | ||
| Q2 24 | $998.4M | $379.7M | ||
| Q1 24 | $790.7M | $496.1M |
| Q4 25 | $3.2B | $1.2B | ||
| Q3 25 | $3.0B | $1.2B | ||
| Q2 25 | $3.5B | $1.2B | ||
| Q1 25 | $3.5B | $1.2B | ||
| Q4 24 | $3.1B | $1.2B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $2.9B | $1.3B | ||
| Q1 24 | $2.6B | $1.4B |
| 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× | — | ||
| Q1 24 | 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 | $183.3M | $76.9M |
| Free Cash FlowOCF − Capex | $48.2M | $53.7M |
| FCF MarginFCF / Revenue | 6.2% | 8.1% |
| Capex IntensityCapex / Revenue | 17.2% | 3.5% |
| Cash ConversionOCF / Net Profit | 1.80× | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $190.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $76.9M | ||
| Q3 25 | $125.7M | $60.3M | ||
| Q2 25 | $196.5M | $117.0M | ||
| Q1 25 | $63.8M | $-13.1M | ||
| Q4 24 | $147.7M | $68.6M | ||
| Q3 24 | $98.5M | $14.4M | ||
| Q2 24 | $96.5M | $40.1M | ||
| Q1 24 | $87.6M | $-69.7M |
| Q4 25 | $48.2M | $53.7M | ||
| Q3 25 | $100.1M | $48.7M | ||
| Q2 25 | $177.9M | $105.6M | ||
| Q1 25 | $51.5M | $-18.0M | ||
| Q4 24 | $94.1M | $63.3M | ||
| Q3 24 | $71.8M | $8.5M | ||
| Q2 24 | $74.0M | $34.2M | ||
| Q1 24 | $65.5M | $-80.2M |
| Q4 25 | 6.2% | 8.1% | ||
| Q3 25 | 14.2% | 7.6% | ||
| Q2 25 | 27.4% | 16.8% | ||
| Q1 25 | 9.1% | -3.4% | ||
| Q4 24 | 15.7% | 10.6% | ||
| Q3 24 | 13.2% | 1.5% | ||
| Q2 24 | 15.1% | 5.5% | ||
| Q1 24 | 14.8% | -13.7% |
| Q4 25 | 17.2% | 3.5% | ||
| Q3 25 | 3.6% | 1.8% | ||
| Q2 25 | 2.9% | 1.8% | ||
| Q1 25 | 2.2% | 0.9% | ||
| Q4 24 | 9.0% | 0.9% | ||
| Q3 24 | 4.9% | 1.0% | ||
| Q2 24 | 4.6% | 1.0% | ||
| Q1 24 | 5.0% | 1.8% |
| Q4 25 | 1.80× | 2.66× | ||
| Q3 25 | 1.43× | 2.07× | ||
| Q2 25 | 8.73× | 6.16× | ||
| Q1 25 | 1.80× | -0.72× | ||
| Q4 24 | 1.47× | 1.65× | ||
| Q3 24 | 1.27× | 0.80× | ||
| Q2 24 | 0.51× | 2.64× | ||
| Q1 24 | 1.70× | -0.38× |
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% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
