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Side-by-side financial comparison of Insulet Corporation (PODD) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $783.7M, roughly 1.1× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 4.1%, a 8.9% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 8.9%). RH produced more free cash flow last quarter ($83.0M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 9.4%).
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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
PODD vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $883.8M |
| Net Profit | $101.6M | $36.3M |
| Gross Margin | 72.6% | 44.1% |
| Operating Margin | 18.7% | 12.0% |
| Net Margin | 13.0% | 4.1% |
| Revenue YoY | 31.2% | 8.9% |
| Net Profit YoY | 0.9% | 9.3% |
| EPS (diluted) | $1.42 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $706.3M | $899.2M | ||
| Q2 25 | $649.1M | $814.0M | ||
| Q1 25 | $569.0M | $812.4M | ||
| Q4 24 | $597.5M | $811.7M | ||
| Q3 24 | $543.9M | $829.7M | ||
| Q2 24 | $488.5M | $727.0M | ||
| Q1 24 | $441.7M | $738.3M |
| Q4 25 | $101.6M | $36.3M | ||
| Q3 25 | $87.6M | $51.7M | ||
| Q2 25 | $22.5M | $8.0M | ||
| Q1 25 | $35.4M | $13.9M | ||
| Q4 24 | $100.7M | $33.2M | ||
| Q3 24 | $77.5M | $29.0M | ||
| Q2 24 | $188.6M | $-3.6M | ||
| Q1 24 | $51.5M | $11.4M |
| Q4 25 | 72.6% | 44.1% | ||
| Q3 25 | 72.2% | 45.5% | ||
| Q2 25 | 69.7% | 43.7% | ||
| Q1 25 | 71.9% | 44.7% | ||
| Q4 24 | 72.1% | 44.5% | ||
| Q3 24 | 69.3% | 45.2% | ||
| Q2 24 | 67.7% | 43.5% | ||
| Q1 24 | 69.5% | 43.5% |
| Q4 25 | 18.7% | 12.0% | ||
| Q3 25 | 16.7% | 14.3% | ||
| Q2 25 | 18.7% | 6.9% | ||
| Q1 25 | 15.6% | 8.7% | ||
| Q4 24 | 18.3% | 12.5% | ||
| Q3 24 | 16.2% | 11.6% | ||
| Q2 24 | 11.2% | 7.5% | ||
| Q1 24 | 12.9% | 8.7% |
| Q4 25 | 13.0% | 4.1% | ||
| Q3 25 | 12.4% | 5.8% | ||
| Q2 25 | 3.5% | 1.0% | ||
| Q1 25 | 6.2% | 1.7% | ||
| Q4 24 | 16.9% | 4.1% | ||
| Q3 24 | 14.2% | 3.5% | ||
| Q2 24 | 38.6% | -0.5% | ||
| Q1 24 | 11.7% | 1.5% |
| Q4 25 | $1.42 | $1.83 | ||
| Q3 25 | $1.24 | $2.62 | ||
| Q2 25 | $0.32 | $0.40 | ||
| Q1 25 | $0.50 | $0.71 | ||
| Q4 24 | $1.38 | $1.66 | ||
| Q3 24 | $1.08 | $1.45 | ||
| Q2 24 | $2.59 | $-0.20 | ||
| Q1 24 | $0.73 | $0.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $43.1M |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $3.3M |
| Total Assets | $3.2B | $4.8B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $34.6M | ||
| Q2 25 | — | $46.1M | ||
| Q1 25 | — | $30.4M | ||
| Q4 24 | — | $87.0M | ||
| Q3 24 | — | $78.3M | ||
| Q2 24 | — | $101.8M | ||
| Q1 24 | — | $123.7M |
| 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 | $3.3M | ||
| Q3 25 | $1.4B | $-40.9M | ||
| Q2 25 | $1.5B | $-110.8M | ||
| Q1 25 | $1.3B | $-163.6M | ||
| Q4 24 | $1.2B | $-183.0M | ||
| Q3 24 | $1.1B | $-234.7M | ||
| Q2 24 | $998.4M | $-289.9M | ||
| Q1 24 | $790.7M | $-297.4M |
| Q4 25 | $3.2B | $4.8B | ||
| Q3 25 | $3.0B | $4.7B | ||
| Q2 25 | $3.5B | $4.7B | ||
| Q1 25 | $3.5B | $4.6B | ||
| Q4 24 | $3.1B | $4.5B | ||
| Q3 24 | $3.0B | $4.4B | ||
| Q2 24 | $2.9B | $4.2B | ||
| Q1 24 | $2.6B | $4.1B |
| 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 | $131.9M |
| Free Cash FlowOCF − Capex | $48.2M | $83.0M |
| FCF MarginFCF / Revenue | 6.2% | 9.4% |
| Capex IntensityCapex / Revenue | 17.2% | 5.5% |
| Cash ConversionOCF / Net Profit | 1.80× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $131.9M | ||
| Q3 25 | $125.7M | $137.7M | ||
| Q2 25 | $196.5M | $86.6M | ||
| Q1 25 | $63.8M | $-18.8M | ||
| Q4 24 | $147.7M | $-31.4M | ||
| Q3 24 | $98.5M | $11.2M | ||
| Q2 24 | $96.5M | $56.1M | ||
| Q1 24 | $87.6M | $-114.0M |
| Q4 25 | $48.2M | $83.0M | ||
| Q3 25 | $100.1M | $80.7M | ||
| Q2 25 | $177.9M | $34.1M | ||
| Q1 25 | $51.5M | $-69.7M | ||
| Q4 24 | $94.1M | $-96.0M | ||
| Q3 24 | $71.8M | $-37.9M | ||
| Q2 24 | $74.0M | $-10.1M | ||
| Q1 24 | $65.5M | $-251.5M |
| Q4 25 | 6.2% | 9.4% | ||
| Q3 25 | 14.2% | 9.0% | ||
| Q2 25 | 27.4% | 4.2% | ||
| Q1 25 | 9.1% | -8.6% | ||
| Q4 24 | 15.7% | -11.8% | ||
| Q3 24 | 13.2% | -4.6% | ||
| Q2 24 | 15.1% | -1.4% | ||
| Q1 24 | 14.8% | -34.1% |
| Q4 25 | 17.2% | 5.5% | ||
| Q3 25 | 3.6% | 6.3% | ||
| Q2 25 | 2.9% | 6.5% | ||
| Q1 25 | 2.2% | 6.3% | ||
| Q4 24 | 9.0% | 8.0% | ||
| Q3 24 | 4.9% | 5.9% | ||
| Q2 24 | 4.6% | 9.1% | ||
| Q1 24 | 5.0% | 18.6% |
| Q4 25 | 1.80× | 3.64× | ||
| Q3 25 | 1.43× | 2.66× | ||
| Q2 25 | 8.73× | 10.78× | ||
| Q1 25 | 1.80× | -1.35× | ||
| Q4 24 | 1.47× | -0.95× | ||
| Q3 24 | 1.27× | 0.39× | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 1.70× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
