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Side-by-side financial comparison of Insulet Corporation (PODD) and Construction Partners, Inc. (ROAD). Click either name above to swap in a different company.
Construction Partners, Inc. is the larger business by last-quarter revenue ($809.5M vs $783.7M, roughly 1.0× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 2.1%, a 10.8% gap on every dollar of revenue. On growth, Construction Partners, Inc. posted the faster year-over-year revenue change (44.1% vs 31.2%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $47.1M). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% CAGR vs 33.2%).
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.
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
PODD vs ROAD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $809.5M |
| Net Profit | $101.6M | $17.2M |
| Gross Margin | 72.6% | 15.0% |
| Operating Margin | 18.7% | 6.2% |
| Net Margin | 13.0% | 2.1% |
| Revenue YoY | 31.2% | 44.1% |
| Net Profit YoY | 0.9% | 663.9% |
| EPS (diluted) | $1.42 | $0.31 |
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 | $809.5M | ||
| Q3 25 | $706.3M | $899.8M | ||
| Q2 25 | $649.1M | $779.3M | ||
| Q1 25 | $569.0M | $571.6M | ||
| Q4 24 | $597.5M | $561.6M | ||
| Q3 24 | $543.9M | $538.2M | ||
| Q2 24 | $488.5M | $517.8M | ||
| Q1 24 | $441.7M | $371.4M |
| Q4 25 | $101.6M | $17.2M | ||
| Q3 25 | $87.6M | $56.6M | ||
| Q2 25 | $22.5M | $44.0M | ||
| Q1 25 | $35.4M | $4.2M | ||
| Q4 24 | $100.7M | $-3.1M | ||
| Q3 24 | $77.5M | $29.3M | ||
| Q2 24 | $188.6M | $30.9M | ||
| Q1 24 | $51.5M | $-1.1M |
| Q4 25 | 72.6% | 15.0% | ||
| Q3 25 | 72.2% | 17.7% | ||
| Q2 25 | 69.7% | 16.9% | ||
| Q1 25 | 71.9% | 12.5% | ||
| Q4 24 | 72.1% | 13.6% | ||
| Q3 24 | 69.3% | 15.6% | ||
| Q2 24 | 67.7% | 16.1% | ||
| Q1 24 | 69.5% | 10.4% |
| Q4 25 | 18.7% | 6.2% | ||
| Q3 25 | 16.7% | 11.2% | ||
| Q2 25 | 18.7% | 10.6% | ||
| Q1 25 | 15.6% | 4.8% | ||
| Q4 24 | 18.3% | 2.5% | ||
| Q3 24 | 16.2% | 8.5% | ||
| Q2 24 | 11.2% | 8.8% | ||
| Q1 24 | 12.9% | 0.8% |
| Q4 25 | 13.0% | 2.1% | ||
| Q3 25 | 12.4% | 6.3% | ||
| Q2 25 | 3.5% | 5.7% | ||
| Q1 25 | 6.2% | 0.7% | ||
| Q4 24 | 16.9% | -0.5% | ||
| Q3 24 | 14.2% | 5.4% | ||
| Q2 24 | 38.6% | 6.0% | ||
| Q1 24 | 11.7% | -0.3% |
| Q4 25 | $1.42 | $0.31 | ||
| Q3 25 | $1.24 | $1.03 | ||
| Q2 25 | $0.32 | $0.79 | ||
| Q1 25 | $0.50 | $0.08 | ||
| Q4 24 | $1.38 | $-0.06 | ||
| Q3 24 | $1.08 | $0.55 | ||
| Q2 24 | $2.59 | $0.59 | ||
| Q1 24 | $0.73 | $-0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $104.1M |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $969.1M |
| Total Assets | $3.2B | $3.4B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $104.1M | ||
| Q3 25 | — | $156.1M | ||
| Q2 25 | — | $114.3M | ||
| Q1 25 | — | $101.9M | ||
| Q4 24 | — | $132.5M | ||
| Q3 24 | — | $74.7M | ||
| Q2 24 | — | $56.3M | ||
| Q1 24 | — | $48.0M |
| Q4 25 | $930.8M | — | ||
| Q3 25 | $934.9M | $1.6B | ||
| Q2 25 | $939.0M | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | $515.0M | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $1.5B | $969.1M | ||
| Q3 25 | $1.4B | $912.0M | ||
| Q2 25 | $1.5B | $853.3M | ||
| Q1 25 | $1.3B | $807.9M | ||
| Q4 24 | $1.2B | $811.1M | ||
| Q3 24 | $1.1B | $573.7M | ||
| Q2 24 | $998.4M | $552.9M | ||
| Q1 24 | $790.7M | $525.0M |
| Q4 25 | $3.2B | $3.4B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $3.5B | $2.9B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.1B | $2.6B | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $2.9B | $1.4B | ||
| Q1 24 | $2.6B | $1.3B |
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.68× | 1.78× | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | 1.21× | 0.90× | ||
| 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 | $82.6M |
| Free Cash FlowOCF − Capex | $48.2M | $47.1M |
| FCF MarginFCF / Revenue | 6.2% | 5.8% |
| Capex IntensityCapex / Revenue | 17.2% | 4.4% |
| Cash ConversionOCF / Net Profit | 1.80× | 4.80× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $186.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $82.6M | ||
| Q3 25 | $125.7M | $112.0M | ||
| Q2 25 | $196.5M | $83.0M | ||
| Q1 25 | $63.8M | $55.6M | ||
| Q4 24 | $147.7M | $40.7M | ||
| Q3 24 | $98.5M | $95.9M | ||
| Q2 24 | $96.5M | $34.6M | ||
| Q1 24 | $87.6M | $18.2M |
| Q4 25 | $48.2M | $47.1M | ||
| Q3 25 | $100.1M | $78.9M | ||
| Q2 25 | $177.9M | $46.4M | ||
| Q1 25 | $51.5M | $14.2M | ||
| Q4 24 | $94.1M | $13.8M | ||
| Q3 24 | $71.8M | $78.4M | ||
| Q2 24 | $74.0M | $19.7M | ||
| Q1 24 | $65.5M | $-10.6M |
| Q4 25 | 6.2% | 5.8% | ||
| Q3 25 | 14.2% | 8.8% | ||
| Q2 25 | 27.4% | 5.9% | ||
| Q1 25 | 9.1% | 2.5% | ||
| Q4 24 | 15.7% | 2.5% | ||
| Q3 24 | 13.2% | 14.6% | ||
| Q2 24 | 15.1% | 3.8% | ||
| Q1 24 | 14.8% | -2.8% |
| Q4 25 | 17.2% | 4.4% | ||
| Q3 25 | 3.6% | 3.7% | ||
| Q2 25 | 2.9% | 4.7% | ||
| Q1 25 | 2.2% | 7.2% | ||
| Q4 24 | 9.0% | 4.8% | ||
| Q3 24 | 4.9% | 3.3% | ||
| Q2 24 | 4.6% | 2.9% | ||
| Q1 24 | 5.0% | 7.7% |
| Q4 25 | 1.80× | 4.80× | ||
| Q3 25 | 1.43× | 1.98× | ||
| Q2 25 | 8.73× | 1.88× | ||
| Q1 25 | 1.80× | 13.20× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | 3.27× | ||
| Q2 24 | 0.51× | 1.12× | ||
| 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% |
ROAD
Segment breakdown not available.
