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Side-by-side financial comparison of Insulet Corporation (PODD) and Symbotic Inc. (SYM). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $630.0M, roughly 1.2× Symbotic Inc.). Insulet Corporation runs the higher net margin — 13.0% vs 0.4%, a 12.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 29.4%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 21.9%).
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.
Symbotic Inc. is an American robotics warehouse automation company based in Wilmington, Massachusetts.
PODD vs SYM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $630.0M |
| Net Profit | $101.6M | $2.6M |
| Gross Margin | 72.6% | 21.2% |
| Operating Margin | 18.7% | 1.0% |
| Net Margin | 13.0% | 0.4% |
| Revenue YoY | 31.2% | 29.4% |
| Net Profit YoY | 0.9% | 174.9% |
| EPS (diluted) | $1.42 | $0.02 |
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 | $630.0M | ||
| Q3 25 | $706.3M | $618.5M | ||
| Q2 25 | $649.1M | $592.1M | ||
| Q1 25 | $569.0M | $549.7M | ||
| Q4 24 | $597.5M | $486.7M | ||
| Q3 24 | $543.9M | $503.6M | ||
| Q2 24 | $488.5M | $491.9M | ||
| Q1 24 | $441.7M | $424.3M |
| Q4 25 | $101.6M | $2.6M | ||
| Q3 25 | $87.6M | $-3.6M | ||
| Q2 25 | $22.5M | $-5.9M | ||
| Q1 25 | $35.4M | $-3.9M | ||
| Q4 24 | $100.7M | $-3.5M | ||
| Q3 24 | $77.5M | $-2.5M | ||
| Q2 24 | $188.6M | $-2.5M | ||
| Q1 24 | $51.5M | $-6.6M |
| Q4 25 | 72.6% | 21.2% | ||
| Q3 25 | 72.2% | 20.6% | ||
| Q2 25 | 69.7% | 18.2% | ||
| Q1 25 | 71.9% | 19.6% | ||
| Q4 24 | 72.1% | 16.4% | ||
| Q3 24 | 69.3% | 12.7% | ||
| Q2 24 | 67.7% | 13.7% | ||
| Q1 24 | 69.5% | 10.4% |
| Q4 25 | 18.7% | 1.0% | ||
| Q3 25 | 16.7% | -3.5% | ||
| Q2 25 | 18.7% | -6.2% | ||
| Q1 25 | 15.6% | -5.8% | ||
| Q4 24 | 18.3% | -5.1% | ||
| Q3 24 | 16.2% | -4.3% | ||
| Q2 24 | 11.2% | -5.1% | ||
| Q1 24 | 12.9% | -12.0% |
| Q4 25 | 13.0% | 0.4% | ||
| Q3 25 | 12.4% | -0.6% | ||
| Q2 25 | 3.5% | -1.0% | ||
| Q1 25 | 6.2% | -0.7% | ||
| Q4 24 | 16.9% | -0.7% | ||
| Q3 24 | 14.2% | -0.5% | ||
| Q2 24 | 38.6% | -0.5% | ||
| Q1 24 | 11.7% | -1.6% |
| Q4 25 | $1.42 | $0.02 | ||
| Q3 25 | $1.24 | $-0.04 | ||
| Q2 25 | $0.32 | $-0.05 | ||
| Q1 25 | $0.50 | $-0.04 | ||
| Q4 24 | $1.38 | $-0.03 | ||
| Q3 24 | $1.08 | $-0.03 | ||
| Q2 24 | $2.59 | $-0.02 | ||
| Q1 24 | $0.73 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.8B |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $663.8M |
| Total Assets | $3.2B | $3.0B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $777.6M | ||
| Q1 25 | — | $954.9M | ||
| Q4 24 | — | $903.0M | ||
| Q3 24 | — | $727.3M | ||
| Q2 24 | — | $870.5M | ||
| Q1 24 | — | $901.4M |
| 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 | $663.8M | ||
| Q3 25 | $1.4B | $221.3M | ||
| Q2 25 | $1.5B | $210.8M | ||
| Q1 25 | $1.3B | $205.4M | ||
| Q4 24 | $1.2B | $196.5M | ||
| Q3 24 | $1.1B | $197.2M | ||
| Q2 24 | $998.4M | $418.7M | ||
| Q1 24 | $790.7M | $417.1M |
| Q4 25 | $3.2B | $3.0B | ||
| Q3 25 | $3.0B | $2.4B | ||
| Q2 25 | $3.5B | $1.8B | ||
| Q1 25 | $3.5B | $2.0B | ||
| Q4 24 | $3.1B | $1.7B | ||
| Q3 24 | $3.0B | $1.6B | ||
| Q2 24 | $2.9B | $1.6B | ||
| Q1 24 | $2.6B | $1.6B |
| 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 | $191.5M |
| Free Cash FlowOCF − Capex | $48.2M | — |
| FCF MarginFCF / Revenue | 6.2% | — |
| Capex IntensityCapex / Revenue | 17.2% | — |
| Cash ConversionOCF / Net Profit | 1.80× | 73.61× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $191.5M | ||
| Q3 25 | $125.7M | $530.7M | ||
| Q2 25 | $196.5M | $-138.3M | ||
| Q1 25 | $63.8M | $269.6M | ||
| Q4 24 | $147.7M | $205.0M | ||
| Q3 24 | $98.5M | $-99.4M | ||
| Q2 24 | $96.5M | $50.4M | ||
| Q1 24 | $87.6M | $21.1M |
| Q4 25 | $48.2M | — | ||
| Q3 25 | $100.1M | — | ||
| Q2 25 | $177.9M | — | ||
| Q1 25 | $51.5M | — | ||
| Q4 24 | $94.1M | $197.7M | ||
| Q3 24 | $71.8M | $-120.1M | ||
| Q2 24 | $74.0M | $33.5M | ||
| Q1 24 | $65.5M | $18.6M |
| Q4 25 | 6.2% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | 27.4% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 15.7% | 40.6% | ||
| Q3 24 | 13.2% | -23.9% | ||
| Q2 24 | 15.1% | 6.8% | ||
| Q1 24 | 14.8% | 4.4% |
| Q4 25 | 17.2% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 9.0% | 1.5% | ||
| Q3 24 | 4.9% | 4.1% | ||
| Q2 24 | 4.6% | 3.4% | ||
| Q1 24 | 5.0% | 0.6% |
| Q4 25 | 1.80× | 73.61× | ||
| 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% |
SYM
| Systems | $590.3M | 94% |
| Operation Services | $28.8M | 5% |
| Software Maintenance And Support | $10.9M | 2% |
| Revision Of Prior Period Change In Accounting Principle Adjustment | $2.9M | 0% |
| Related Party | $1.1M | 0% |
