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Side-by-side financial comparison of Insulet Corporation (PODD) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $539.3M, roughly 1.5× Simpson Manufacturing Co., Inc.). Insulet Corporation runs the higher net margin — 13.0% vs 10.4%, a 2.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 4.2%). Simpson Manufacturing Co., Inc. produced more free cash flow last quarter ($119.0M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
PODD vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $539.3M |
| Net Profit | $101.6M | $56.2M |
| Gross Margin | 72.6% | 43.4% |
| Operating Margin | 18.7% | 13.9% |
| Net Margin | 13.0% | 10.4% |
| Revenue YoY | 31.2% | 4.2% |
| Net Profit YoY | 0.9% | 1.4% |
| EPS (diluted) | $1.42 | $1.34 |
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 | $539.3M | ||
| Q3 25 | $706.3M | $623.5M | ||
| Q2 25 | $649.1M | $631.1M | ||
| Q1 25 | $569.0M | $538.9M | ||
| Q4 24 | $597.5M | $517.4M | ||
| Q3 24 | $543.9M | $587.2M | ||
| Q2 24 | $488.5M | $597.0M | ||
| Q1 24 | $441.7M | $530.6M |
| Q4 25 | $101.6M | $56.2M | ||
| Q3 25 | $87.6M | $107.4M | ||
| Q2 25 | $22.5M | $103.5M | ||
| Q1 25 | $35.4M | $77.9M | ||
| Q4 24 | $100.7M | $55.4M | ||
| Q3 24 | $77.5M | $93.5M | ||
| Q2 24 | $188.6M | $97.8M | ||
| Q1 24 | $51.5M | $75.4M |
| Q4 25 | 72.6% | 43.4% | ||
| Q3 25 | 72.2% | 46.4% | ||
| Q2 25 | 69.7% | 46.7% | ||
| Q1 25 | 71.9% | 46.8% | ||
| Q4 24 | 72.1% | 44.0% | ||
| Q3 24 | 69.3% | 46.8% | ||
| Q2 24 | 67.7% | 46.7% | ||
| Q1 24 | 69.5% | 46.1% |
| Q4 25 | 18.7% | 13.9% | ||
| Q3 25 | 16.7% | 22.6% | ||
| Q2 25 | 18.7% | 22.2% | ||
| Q1 25 | 15.6% | 19.0% | ||
| Q4 24 | 18.3% | 14.8% | ||
| Q3 24 | 16.2% | 21.3% | ||
| Q2 24 | 11.2% | 22.1% | ||
| Q1 24 | 12.9% | 18.1% |
| Q4 25 | 13.0% | 10.4% | ||
| Q3 25 | 12.4% | 17.2% | ||
| Q2 25 | 3.5% | 16.4% | ||
| Q1 25 | 6.2% | 14.5% | ||
| Q4 24 | 16.9% | 10.7% | ||
| Q3 24 | 14.2% | 15.9% | ||
| Q2 24 | 38.6% | 16.4% | ||
| Q1 24 | 11.7% | 14.2% |
| Q4 25 | $1.42 | $1.34 | ||
| Q3 25 | $1.24 | $2.58 | ||
| Q2 25 | $0.32 | $2.47 | ||
| Q1 25 | $0.50 | $1.85 | ||
| Q4 24 | $1.38 | $1.31 | ||
| Q3 24 | $1.08 | $2.21 | ||
| Q2 24 | $2.59 | $2.31 | ||
| Q1 24 | $0.73 | $1.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $384.1M |
| Total DebtLower is stronger | $930.8M | $300.0M |
| Stockholders' EquityBook value | $1.5B | $2.0B |
| Total Assets | $3.2B | $3.1B |
| Debt / EquityLower = less leverage | 0.61× | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $384.1M | ||
| Q3 25 | — | $297.3M | ||
| Q2 25 | — | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M | ||
| Q2 24 | — | $354.9M | ||
| Q1 24 | — | $369.1M |
| Q4 25 | $930.8M | $300.0M | ||
| Q3 25 | $934.9M | $371.3M | ||
| Q2 25 | $939.0M | $376.9M | ||
| Q1 25 | $1.6B | $382.5M | ||
| Q4 24 | $1.3B | $388.1M | ||
| Q3 24 | $1.4B | $393.8M | ||
| Q2 24 | $1.4B | $399.4M | ||
| Q1 24 | $1.4B | $405.0M |
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $998.4M | $1.8B | ||
| Q1 24 | $790.7M | $1.7B |
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.0B | $3.0B | ||
| Q2 25 | $3.5B | $3.0B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.1B | $2.7B | ||
| Q3 24 | $3.0B | $2.9B | ||
| Q2 24 | $2.9B | $2.8B | ||
| Q1 24 | $2.6B | $2.7B |
| Q4 25 | 0.61× | 0.15× | ||
| Q3 25 | 0.68× | 0.19× | ||
| Q2 25 | 0.64× | 0.20× | ||
| Q1 25 | 1.21× | 0.21× | ||
| Q4 24 | 1.07× | 0.21× | ||
| Q3 24 | 1.21× | 0.21× | ||
| Q2 24 | 1.36× | 0.23× | ||
| Q1 24 | 1.72× | 0.23× |
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 | $155.7M |
| Free Cash FlowOCF − Capex | $48.2M | $119.0M |
| FCF MarginFCF / Revenue | 6.2% | 22.1% |
| Capex IntensityCapex / Revenue | 17.2% | 6.8% |
| Cash ConversionOCF / Net Profit | 1.80× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $297.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $155.7M | ||
| Q3 25 | $125.7M | $170.2M | ||
| Q2 25 | $196.5M | $125.2M | ||
| Q1 25 | $63.8M | $7.6M | ||
| Q4 24 | $147.7M | $115.8M | ||
| Q3 24 | $98.5M | $103.3M | ||
| Q2 24 | $96.5M | $111.1M | ||
| Q1 24 | $87.6M | $7.9M |
| Q4 25 | $48.2M | $119.0M | ||
| Q3 25 | $100.1M | $133.9M | ||
| Q2 25 | $177.9M | $87.3M | ||
| Q1 25 | $51.5M | $-42.6M | ||
| Q4 24 | $94.1M | $60.3M | ||
| Q3 24 | $71.8M | $58.1M | ||
| Q2 24 | $74.0M | $70.9M | ||
| Q1 24 | $65.5M | $-31.5M |
| Q4 25 | 6.2% | 22.1% | ||
| Q3 25 | 14.2% | 21.5% | ||
| Q2 25 | 27.4% | 13.8% | ||
| Q1 25 | 9.1% | -7.9% | ||
| Q4 24 | 15.7% | 11.7% | ||
| Q3 24 | 13.2% | 9.9% | ||
| Q2 24 | 15.1% | 11.9% | ||
| Q1 24 | 14.8% | -5.9% |
| Q4 25 | 17.2% | 6.8% | ||
| Q3 25 | 3.6% | 5.8% | ||
| Q2 25 | 2.9% | 6.0% | ||
| Q1 25 | 2.2% | 9.3% | ||
| Q4 24 | 9.0% | 10.7% | ||
| Q3 24 | 4.9% | 7.7% | ||
| Q2 24 | 4.6% | 6.7% | ||
| Q1 24 | 5.0% | 7.4% |
| Q4 25 | 1.80× | 2.77× | ||
| Q3 25 | 1.43× | 1.58× | ||
| Q2 25 | 8.73× | 1.21× | ||
| Q1 25 | 1.80× | 0.10× | ||
| Q4 24 | 1.47× | 2.09× | ||
| Q3 24 | 1.27× | 1.10× | ||
| Q2 24 | 0.51× | 1.14× | ||
| Q1 24 | 1.70× | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
