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Side-by-side financial comparison of Insulet Corporation (PODD) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.4B vs $783.7M, roughly 1.8× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 1.6%, a 11.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 4.5%). Schneider National, Inc. produced more free cash flow last quarter ($145.5M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 3.0%).
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.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
PODD vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $1.4B |
| Net Profit | $101.6M | $22.1M |
| Gross Margin | 72.6% | — |
| Operating Margin | 18.7% | 2.6% |
| Net Margin | 13.0% | 1.6% |
| Revenue YoY | 31.2% | 4.5% |
| Net Profit YoY | 0.9% | -32.2% |
| EPS (diluted) | $1.42 | $0.13 |
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 | $1.4B | ||
| Q3 25 | $706.3M | $1.5B | ||
| Q2 25 | $649.1M | $1.4B | ||
| Q1 25 | $569.0M | $1.4B | ||
| Q4 24 | $597.5M | $1.3B | ||
| Q3 24 | $543.9M | $1.3B | ||
| Q2 24 | $488.5M | $1.3B | ||
| Q1 24 | $441.7M | $1.3B |
| Q4 25 | $101.6M | $22.1M | ||
| Q3 25 | $87.6M | $19.4M | ||
| Q2 25 | $22.5M | $36.0M | ||
| Q1 25 | $35.4M | $26.1M | ||
| Q4 24 | $100.7M | $32.6M | ||
| Q3 24 | $77.5M | $30.6M | ||
| Q2 24 | $188.6M | $35.3M | ||
| Q1 24 | $51.5M | $18.5M |
| 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% | 2.6% | ||
| Q3 25 | 16.7% | 2.4% | ||
| Q2 25 | 18.7% | 3.9% | ||
| Q1 25 | 15.6% | 3.0% | ||
| Q4 24 | 18.3% | 3.2% | ||
| Q3 24 | 16.2% | 3.3% | ||
| Q2 24 | 11.2% | 3.9% | ||
| Q1 24 | 12.9% | 2.2% |
| Q4 25 | 13.0% | 1.6% | ||
| Q3 25 | 12.4% | 1.3% | ||
| Q2 25 | 3.5% | 2.5% | ||
| Q1 25 | 6.2% | 1.9% | ||
| Q4 24 | 16.9% | 2.4% | ||
| Q3 24 | 14.2% | 2.3% | ||
| Q2 24 | 38.6% | 2.7% | ||
| Q1 24 | 11.7% | 1.4% |
| Q4 25 | $1.42 | $0.13 | ||
| Q3 25 | $1.24 | $0.11 | ||
| Q2 25 | $0.32 | $0.20 | ||
| Q1 25 | $0.50 | $0.15 | ||
| Q4 24 | $1.38 | $0.19 | ||
| Q3 24 | $1.08 | $0.17 | ||
| Q2 24 | $2.59 | $0.20 | ||
| Q1 24 | $0.73 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $41.8M |
| Total DebtLower is stronger | $930.8M | $390.9M |
| Stockholders' EquityBook value | $1.5B | $3.0B |
| Total Assets | $3.2B | $4.8B |
| Debt / EquityLower = less leverage | 0.61× | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $41.8M | ||
| Q3 25 | — | $235.7M | ||
| Q2 25 | — | $205.1M | ||
| Q1 25 | — | $154.3M | ||
| Q4 24 | — | $165.5M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | — | $157.2M | ||
| Q1 24 | — | $124.2M |
| Q4 25 | $930.8M | $390.9M | ||
| Q3 25 | $934.9M | $509.8M | ||
| Q2 25 | $939.0M | $512.7M | ||
| Q1 25 | $1.6B | $565.8M | ||
| Q4 24 | $1.3B | $420.8M | ||
| Q3 24 | $1.4B | $124.7M | ||
| Q2 24 | $1.4B | $125.8M | ||
| Q1 24 | $1.4B | $96.6M |
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.5B | $3.0B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.2B | $3.0B | ||
| Q3 24 | $1.1B | $3.0B | ||
| Q2 24 | $998.4M | $3.0B | ||
| Q1 24 | $790.7M | $2.9B |
| Q4 25 | $3.2B | $4.8B | ||
| Q3 25 | $3.0B | $5.0B | ||
| Q2 25 | $3.5B | $5.0B | ||
| Q1 25 | $3.5B | $5.0B | ||
| Q4 24 | $3.1B | $4.9B | ||
| Q3 24 | $3.0B | $4.6B | ||
| Q2 24 | $2.9B | $4.5B | ||
| Q1 24 | $2.6B | $4.6B |
| Q4 25 | 0.61× | 0.13× | ||
| Q3 25 | 0.68× | 0.17× | ||
| Q2 25 | 0.64× | 0.17× | ||
| Q1 25 | 1.21× | 0.19× | ||
| Q4 24 | 1.07× | 0.14× | ||
| Q3 24 | 1.21× | 0.04× | ||
| Q2 24 | 1.36× | 0.04× | ||
| Q1 24 | 1.72× | 0.03× |
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 | $186.0M |
| Free Cash FlowOCF − Capex | $48.2M | $145.5M |
| FCF MarginFCF / Revenue | 6.2% | 10.4% |
| Capex IntensityCapex / Revenue | 17.2% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.80× | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $186.0M | ||
| Q3 25 | $125.7M | $184.2M | ||
| Q2 25 | $196.5M | $175.5M | ||
| Q1 25 | $63.8M | $91.7M | ||
| Q4 24 | $147.7M | $199.5M | ||
| Q3 24 | $98.5M | $206.4M | ||
| Q2 24 | $96.5M | $182.6M | ||
| Q1 24 | $87.6M | $97.6M |
| Q4 25 | $48.2M | $145.5M | ||
| Q3 25 | $100.1M | $56.2M | ||
| Q2 25 | $177.9M | $106.4M | ||
| Q1 25 | $51.5M | $-22.7M | ||
| Q4 24 | $94.1M | $113.6M | ||
| Q3 24 | $71.8M | $98.7M | ||
| Q2 24 | $74.0M | $85.5M | ||
| Q1 24 | $65.5M | $-25.7M |
| Q4 25 | 6.2% | 10.4% | ||
| Q3 25 | 14.2% | 3.9% | ||
| Q2 25 | 27.4% | 7.5% | ||
| Q1 25 | 9.1% | -1.6% | ||
| Q4 24 | 15.7% | 8.5% | ||
| Q3 24 | 13.2% | 7.5% | ||
| Q2 24 | 15.1% | 6.5% | ||
| Q1 24 | 14.8% | -1.9% |
| Q4 25 | 17.2% | 2.9% | ||
| Q3 25 | 3.6% | 8.8% | ||
| Q2 25 | 2.9% | 4.9% | ||
| Q1 25 | 2.2% | 8.2% | ||
| Q4 24 | 9.0% | 6.4% | ||
| Q3 24 | 4.9% | 8.2% | ||
| Q2 24 | 4.6% | 7.4% | ||
| Q1 24 | 5.0% | 9.3% |
| Q4 25 | 1.80× | 8.42× | ||
| Q3 25 | 1.43× | 9.49× | ||
| Q2 25 | 8.73× | 4.88× | ||
| Q1 25 | 1.80× | 3.51× | ||
| Q4 24 | 1.47× | 6.12× | ||
| Q3 24 | 1.27× | 6.75× | ||
| Q2 24 | 0.51× | 5.17× | ||
| Q1 24 | 1.70× | 5.28× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
