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Side-by-side financial comparison of Insulet Corporation (PODD) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $766.5M, roughly 1.0× SCANSOURCE, INC.). Insulet Corporation runs the higher net margin — 13.0% vs 2.2%, a 10.8% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 2.5%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $28.9M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
PODD vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $766.5M |
| Net Profit | $101.6M | $16.5M |
| Gross Margin | 72.6% | 13.4% |
| Operating Margin | 18.7% | 2.3% |
| Net Margin | 13.0% | 2.2% |
| Revenue YoY | 31.2% | 2.5% |
| Net Profit YoY | 0.9% | -3.3% |
| EPS (diluted) | $1.42 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $706.3M | $739.6M | ||
| Q2 25 | $649.1M | $812.9M | ||
| Q1 25 | $569.0M | $704.8M | ||
| Q4 24 | $597.5M | $747.5M | ||
| Q3 24 | $543.9M | $775.6M | ||
| Q2 24 | $488.5M | $746.1M | ||
| Q1 24 | $441.7M | $752.6M |
| Q4 25 | $101.6M | $16.5M | ||
| Q3 25 | $87.6M | $19.9M | ||
| Q2 25 | $22.5M | $20.1M | ||
| Q1 25 | $35.4M | $17.4M | ||
| Q4 24 | $100.7M | $17.1M | ||
| Q3 24 | $77.5M | $17.0M | ||
| Q2 24 | $188.6M | $16.1M | ||
| Q1 24 | $51.5M | $12.8M |
| Q4 25 | 72.6% | 13.4% | ||
| Q3 25 | 72.2% | 14.5% | ||
| Q2 25 | 69.7% | 12.9% | ||
| Q1 25 | 71.9% | 14.2% | ||
| Q4 24 | 72.1% | 13.6% | ||
| Q3 24 | 69.3% | 13.1% | ||
| Q2 24 | 67.7% | 13.0% | ||
| Q1 24 | 69.5% | 12.6% |
| Q4 25 | 18.7% | 2.3% | ||
| Q3 25 | 16.7% | 3.5% | ||
| Q2 25 | 18.7% | 3.3% | ||
| Q1 25 | 15.6% | 3.2% | ||
| Q4 24 | 18.3% | 2.5% | ||
| Q3 24 | 16.2% | 2.3% | ||
| Q2 24 | 11.2% | 2.9% | ||
| Q1 24 | 12.9% | 2.3% |
| Q4 25 | 13.0% | 2.2% | ||
| Q3 25 | 12.4% | 2.7% | ||
| Q2 25 | 3.5% | 2.5% | ||
| Q1 25 | 6.2% | 2.5% | ||
| Q4 24 | 16.9% | 2.3% | ||
| Q3 24 | 14.2% | 2.2% | ||
| Q2 24 | 38.6% | 2.2% | ||
| Q1 24 | 11.7% | 1.7% |
| Q4 25 | $1.42 | $0.75 | ||
| Q3 25 | $1.24 | $0.89 | ||
| Q2 25 | $0.32 | $0.87 | ||
| Q1 25 | $0.50 | $0.74 | ||
| Q4 24 | $1.38 | $0.70 | ||
| Q3 24 | $1.08 | $0.69 | ||
| Q2 24 | $2.59 | $0.66 | ||
| Q1 24 | $0.73 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $83.5M |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $910.9M |
| Total Assets | $3.2B | $1.7B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $124.9M | ||
| Q2 25 | — | $126.2M | ||
| Q1 25 | — | $146.3M | ||
| Q4 24 | — | $110.5M | ||
| Q3 24 | — | $145.0M | ||
| Q2 24 | — | $185.5M | ||
| Q1 24 | — | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $1.4B | $914.0M | ||
| Q2 25 | $1.5B | $906.4M | ||
| Q1 25 | $1.3B | $901.7M | ||
| Q4 24 | $1.2B | $900.7M | ||
| Q3 24 | $1.1B | $920.9M | ||
| Q2 24 | $998.4M | $924.3M | ||
| Q1 24 | $790.7M | $944.1M |
| Q4 25 | $3.2B | $1.7B | ||
| Q3 25 | $3.0B | $1.7B | ||
| Q2 25 | $3.5B | $1.8B | ||
| Q1 25 | $3.5B | $1.7B | ||
| Q4 24 | $3.1B | $1.7B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $2.9B | $1.8B | ||
| Q1 24 | $2.6B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | $48.2M | $28.9M |
| FCF MarginFCF / Revenue | 6.2% | 3.8% |
| Capex IntensityCapex / Revenue | 17.2% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.80× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $30.8M | ||
| Q3 25 | $125.7M | $23.2M | ||
| Q2 25 | $196.5M | — | ||
| Q1 25 | $63.8M | $66.1M | ||
| Q4 24 | $147.7M | $-6.2M | ||
| Q3 24 | $98.5M | $44.8M | ||
| Q2 24 | $96.5M | — | ||
| Q1 24 | $87.6M | $160.2M |
| Q4 25 | $48.2M | $28.9M | ||
| Q3 25 | $100.1M | $20.8M | ||
| Q2 25 | $177.9M | — | ||
| Q1 25 | $51.5M | $64.6M | ||
| Q4 24 | $94.1M | $-8.2M | ||
| Q3 24 | $71.8M | $42.5M | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $65.5M | $157.7M |
| Q4 25 | 6.2% | 3.8% | ||
| Q3 25 | 14.2% | 2.8% | ||
| Q2 25 | 27.4% | — | ||
| Q1 25 | 9.1% | 9.2% | ||
| Q4 24 | 15.7% | -1.1% | ||
| Q3 24 | 13.2% | 5.5% | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 14.8% | 21.0% |
| Q4 25 | 17.2% | 0.3% | ||
| Q3 25 | 3.6% | 0.3% | ||
| Q2 25 | 2.9% | 0.3% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 9.0% | 0.3% | ||
| Q3 24 | 4.9% | 0.3% | ||
| Q2 24 | 4.6% | 0.2% | ||
| Q1 24 | 5.0% | 0.3% |
| Q4 25 | 1.80× | 1.87× | ||
| Q3 25 | 1.43× | 1.17× | ||
| Q2 25 | 8.73× | — | ||
| Q1 25 | 1.80× | 3.79× | ||
| Q4 24 | 1.47× | -0.36× | ||
| Q3 24 | 1.27× | 2.64× | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 1.70× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
