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Side-by-side financial comparison of Insulet Corporation (PODD) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $783.7M, roughly 1.9× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs -3.1%, a 16.1% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -11.9%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-9.0M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 26.8%).
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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
PODD vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $1.5B |
| Net Profit | $101.6M | $-46.0M |
| Gross Margin | 72.6% | — |
| Operating Margin | 18.7% | -2.9% |
| Net Margin | 13.0% | -3.1% |
| Revenue YoY | 31.2% | -11.9% |
| Net Profit YoY | 0.9% | -84.0% |
| EPS (diluted) | $1.42 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $706.3M | $1.4B | ||
| Q2 25 | $649.1M | $1.4B | ||
| Q1 25 | $569.0M | $1.4B | ||
| Q4 24 | $597.5M | $1.7B | ||
| Q3 24 | $543.9M | $1.0B | ||
| Q2 24 | $488.5M | $930.0M | ||
| Q1 24 | $441.7M | $913.0M |
| Q4 25 | $101.6M | $-46.0M | ||
| Q3 25 | $87.6M | $-14.0M | ||
| Q2 25 | $22.5M | $-9.0M | ||
| Q1 25 | $35.4M | $-31.0M | ||
| Q4 24 | $100.7M | $-25.0M | ||
| Q3 24 | $77.5M | $-243.0M | ||
| Q2 24 | $188.6M | $-7.0M | ||
| Q1 24 | $51.5M | $-15.0M |
| Q4 25 | 72.6% | — | ||
| Q3 25 | 72.2% | — | ||
| Q2 25 | 69.7% | — | ||
| Q1 25 | 71.9% | — | ||
| Q4 24 | 72.1% | — | ||
| Q3 24 | 69.3% | — | ||
| Q2 24 | 67.7% | — | ||
| Q1 24 | 69.5% | — |
| Q4 25 | 18.7% | -2.9% | ||
| Q3 25 | 16.7% | -0.5% | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 15.6% | -2.1% | ||
| Q4 24 | 18.3% | -1.4% | ||
| Q3 24 | 16.2% | -1.9% | ||
| Q2 24 | 11.2% | — | ||
| Q1 24 | 12.9% | -1.3% |
| Q4 25 | 13.0% | -3.1% | ||
| Q3 25 | 12.4% | -1.0% | ||
| Q2 25 | 3.5% | -0.6% | ||
| Q1 25 | 6.2% | -2.2% | ||
| Q4 24 | 16.9% | -1.5% | ||
| Q3 24 | 14.2% | -23.4% | ||
| Q2 24 | 38.6% | -0.8% | ||
| Q1 24 | 11.7% | -1.6% |
| Q4 25 | $1.42 | $-0.28 | ||
| Q3 25 | $1.24 | $-0.08 | ||
| Q2 25 | $0.32 | $-0.05 | ||
| Q1 25 | $0.50 | $-0.18 | ||
| Q4 24 | $1.38 | $-0.17 | ||
| Q3 24 | $1.08 | $-1.81 | ||
| Q2 24 | $2.59 | $-0.06 | ||
| Q1 24 | $0.73 | $-0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $17.0M |
| Total DebtLower is stronger | $930.8M | $387.0M |
| Stockholders' EquityBook value | $1.5B | $1.5B |
| Total Assets | $3.2B | $3.3B |
| Debt / EquityLower = less leverage | 0.61× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $25.0M | ||
| Q2 25 | — | $18.0M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | — | $35.0M | ||
| Q3 24 | — | $55.0M | ||
| Q2 24 | — | $7.0M | ||
| Q1 24 | — | $7.0M |
| Q4 25 | $930.8M | $387.0M | ||
| Q3 25 | $934.9M | $387.0M | ||
| Q2 25 | $939.0M | $387.0M | ||
| Q1 25 | $1.6B | $387.0M | ||
| Q4 24 | $1.3B | $351.0M | ||
| Q3 24 | $1.4B | $352.0M | ||
| Q2 24 | $1.4B | $370.0M | ||
| Q1 24 | $1.4B | $351.0M |
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $998.4M | $579.0M | ||
| Q1 24 | $790.7M | $582.0M |
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $3.5B | $3.2B | ||
| Q1 25 | $3.5B | $3.3B | ||
| Q4 24 | $3.1B | $3.4B | ||
| Q3 24 | $3.0B | $3.4B | ||
| Q2 24 | $2.9B | $1.8B | ||
| Q1 24 | $2.6B | $1.8B |
| Q4 25 | 0.61× | 0.25× | ||
| Q3 25 | 0.68× | 0.24× | ||
| Q2 25 | 0.64× | 0.24× | ||
| Q1 25 | 1.21× | 0.24× | ||
| Q4 24 | 1.07× | 0.22× | ||
| Q3 24 | 1.21× | 0.21× | ||
| Q2 24 | 1.36× | 0.64× | ||
| Q1 24 | 1.72× | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | $48.2M | $-9.0M |
| FCF MarginFCF / Revenue | 6.2% | -0.6% |
| Capex IntensityCapex / Revenue | 17.2% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $7.0M | ||
| Q3 25 | $125.7M | $23.0M | ||
| Q2 25 | $196.5M | $23.0M | ||
| Q1 25 | $63.8M | $-2.0M | ||
| Q4 24 | $147.7M | $-7.0M | ||
| Q3 24 | $98.5M | $-7.0M | ||
| Q2 24 | $96.5M | $-5.0M | ||
| Q1 24 | $87.6M | $7.0M |
| Q4 25 | $48.2M | $-9.0M | ||
| Q3 25 | $100.1M | $9.0M | ||
| Q2 25 | $177.9M | $9.0M | ||
| Q1 25 | $51.5M | $-17.0M | ||
| Q4 24 | $94.1M | $-19.0M | ||
| Q3 24 | $71.8M | $-18.0M | ||
| Q2 24 | $74.0M | $-16.0M | ||
| Q1 24 | $65.5M | $-4.0M |
| Q4 25 | 6.2% | -0.6% | ||
| Q3 25 | 14.2% | 0.6% | ||
| Q2 25 | 27.4% | 0.6% | ||
| Q1 25 | 9.1% | -1.2% | ||
| Q4 24 | 15.7% | -1.1% | ||
| Q3 24 | 13.2% | -1.7% | ||
| Q2 24 | 15.1% | -1.7% | ||
| Q1 24 | 14.8% | -0.4% |
| Q4 25 | 17.2% | 1.1% | ||
| Q3 25 | 3.6% | 1.0% | ||
| Q2 25 | 2.9% | 1.0% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 9.0% | 0.7% | ||
| Q3 24 | 4.9% | 1.1% | ||
| Q2 24 | 4.6% | 1.2% | ||
| Q1 24 | 5.0% | 1.2% |
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.43× | — | ||
| Q2 25 | 8.73× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 0.51× | — | ||
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
