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Side-by-side financial comparison of Insulet Corporation (PODD) and Reynolds Consumer Products Inc. (REYN). Click either name above to swap in a different company.
Reynolds Consumer Products Inc. is the larger business by last-quarter revenue ($1.0B vs $783.7M, roughly 1.3× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 11.4%, a 1.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 1.2%). Reynolds Consumer Products Inc. produced more free cash flow last quarter ($200.0M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 11.4%).
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.
The Rival Company is an American manufacturer of small appliances that produces products under the Bionaire, Crock-Pot, Fasco, Patton, Pollenex, Rival, Simer, and White Mountain brands. It became a wholly owned subsidiary of Holmes Products Corp. in 1999, and later became a brand of Sunbeam Products, a subsidiary of Jarden Corporation, which purchased Holmes in 2005. Jarden, in turn, merged with Newell Rubbermaid in 2016. It is now part of the Newell Brands company.
PODD vs REYN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $1.0B |
| Net Profit | $101.6M | $118.0M |
| Gross Margin | 72.6% | 25.7% |
| Operating Margin | 18.7% | 14.8% |
| Net Margin | 13.0% | 11.4% |
| Revenue YoY | 31.2% | 1.2% |
| Net Profit YoY | 0.9% | -1.7% |
| EPS (diluted) | $1.42 | $0.55 |
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 | $1.0B | ||
| Q3 25 | $706.3M | $931.0M | ||
| Q2 25 | $649.1M | $938.0M | ||
| Q1 25 | $569.0M | $818.0M | ||
| Q4 24 | $597.5M | $1.0B | ||
| Q3 24 | $543.9M | $910.0M | ||
| Q2 24 | $488.5M | $930.0M | ||
| Q1 24 | $441.7M | $833.0M |
| Q4 25 | $101.6M | $118.0M | ||
| Q3 25 | $87.6M | $79.0M | ||
| Q2 25 | $22.5M | $73.0M | ||
| Q1 25 | $35.4M | $31.0M | ||
| Q4 24 | $100.7M | $120.0M | ||
| Q3 24 | $77.5M | $86.0M | ||
| Q2 24 | $188.6M | $97.0M | ||
| Q1 24 | $51.5M | $49.0M |
| Q4 25 | 72.6% | 25.7% | ||
| Q3 25 | 72.2% | 25.0% | ||
| Q2 25 | 69.7% | 24.1% | ||
| Q1 25 | 71.9% | 23.1% | ||
| Q4 24 | 72.1% | 27.6% | ||
| Q3 24 | 69.3% | 26.3% | ||
| Q2 24 | 67.7% | 27.5% | ||
| Q1 24 | 69.5% | 24.1% |
| Q4 25 | 18.7% | 14.8% | ||
| Q3 25 | 16.7% | 11.0% | ||
| Q2 25 | 18.7% | 10.2% | ||
| Q1 25 | 15.6% | 5.1% | ||
| Q4 24 | 18.3% | 15.5% | ||
| Q3 24 | 16.2% | 12.4% | ||
| Q2 24 | 11.2% | 12.4% | ||
| Q1 24 | 12.9% | 7.8% |
| Q4 25 | 13.0% | 11.4% | ||
| Q3 25 | 12.4% | 8.5% | ||
| Q2 25 | 3.5% | 7.8% | ||
| Q1 25 | 6.2% | 3.8% | ||
| Q4 24 | 16.9% | 11.7% | ||
| Q3 24 | 14.2% | 9.5% | ||
| Q2 24 | 38.6% | 10.4% | ||
| Q1 24 | 11.7% | 5.9% |
| Q4 25 | $1.42 | $0.55 | ||
| Q3 25 | $1.24 | $0.38 | ||
| Q2 25 | $0.32 | $0.35 | ||
| Q1 25 | $0.50 | $0.15 | ||
| Q4 24 | $1.38 | $0.57 | ||
| Q3 24 | $1.08 | $0.41 | ||
| Q2 24 | $2.59 | $0.46 | ||
| Q1 24 | $0.73 | $0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $147.0M |
| Total DebtLower is stronger | $930.8M | $1.6B |
| Stockholders' EquityBook value | $1.5B | $2.3B |
| Total Assets | $3.2B | $4.9B |
| Debt / EquityLower = less leverage | 0.61× | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $147.0M | ||
| Q3 25 | — | $53.0M | ||
| Q2 25 | — | $57.0M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | — | $137.0M | ||
| Q3 24 | — | $96.0M | ||
| Q2 24 | — | $101.0M | ||
| Q1 24 | — | $135.0M |
| Q4 25 | $930.8M | $1.6B | ||
| Q3 25 | $934.9M | $1.6B | ||
| Q2 25 | $939.0M | $1.6B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.8B | ||
| Q1 24 | $1.4B | $1.8B |
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $998.4M | $2.0B | ||
| Q1 24 | $790.7M | $2.0B |
| Q4 25 | $3.2B | $4.9B | ||
| Q3 25 | $3.0B | $4.9B | ||
| Q2 25 | $3.5B | $4.9B | ||
| Q1 25 | $3.5B | $4.8B | ||
| Q4 24 | $3.1B | $4.9B | ||
| Q3 24 | $3.0B | $4.8B | ||
| Q2 24 | $2.9B | $4.9B | ||
| Q1 24 | $2.6B | $4.9B |
| Q4 25 | 0.61× | 0.70× | ||
| Q3 25 | 0.68× | 0.75× | ||
| Q2 25 | 0.64× | 0.76× | ||
| Q1 25 | 1.21× | 0.77× | ||
| Q4 24 | 1.07× | 0.79× | ||
| Q3 24 | 1.21× | 0.84× | ||
| Q2 24 | 1.36× | 0.87× | ||
| Q1 24 | 1.72× | 0.92× |
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 | $237.0M |
| Free Cash FlowOCF − Capex | $48.2M | $200.0M |
| FCF MarginFCF / Revenue | 6.2% | 19.3% |
| Capex IntensityCapex / Revenue | 17.2% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.80× | 2.01× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $316.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $237.0M | ||
| Q3 25 | $125.7M | $93.0M | ||
| Q2 25 | $196.5M | $91.0M | ||
| Q1 25 | $63.8M | $56.0M | ||
| Q4 24 | $147.7M | $182.0M | ||
| Q3 24 | $98.5M | $124.0M | ||
| Q2 24 | $96.5M | $84.0M | ||
| Q1 24 | $87.6M | $99.0M |
| Q4 25 | $48.2M | $200.0M | ||
| Q3 25 | $100.1M | $48.0M | ||
| Q2 25 | $177.9M | $51.0M | ||
| Q1 25 | $51.5M | $17.0M | ||
| Q4 24 | $94.1M | $141.0M | ||
| Q3 24 | $71.8M | $93.0M | ||
| Q2 24 | $74.0M | $65.0M | ||
| Q1 24 | $65.5M | $70.0M |
| Q4 25 | 6.2% | 19.3% | ||
| Q3 25 | 14.2% | 5.2% | ||
| Q2 25 | 27.4% | 5.4% | ||
| Q1 25 | 9.1% | 2.1% | ||
| Q4 24 | 15.7% | 13.8% | ||
| Q3 24 | 13.2% | 10.2% | ||
| Q2 24 | 15.1% | 7.0% | ||
| Q1 24 | 14.8% | 8.4% |
| Q4 25 | 17.2% | 3.6% | ||
| Q3 25 | 3.6% | 4.8% | ||
| Q2 25 | 2.9% | 4.3% | ||
| Q1 25 | 2.2% | 4.8% | ||
| Q4 24 | 9.0% | 4.0% | ||
| Q3 24 | 4.9% | 3.4% | ||
| Q2 24 | 4.6% | 2.0% | ||
| Q1 24 | 5.0% | 3.5% |
| Q4 25 | 1.80× | 2.01× | ||
| Q3 25 | 1.43× | 1.18× | ||
| Q2 25 | 8.73× | 1.25× | ||
| Q1 25 | 1.80× | 1.81× | ||
| Q4 24 | 1.47× | 1.52× | ||
| Q3 24 | 1.27× | 1.44× | ||
| Q2 24 | 0.51× | 0.87× | ||
| Q1 24 | 1.70× | 2.02× |
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% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |
