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Side-by-side financial comparison of Insulet Corporation (PODD) and UDR, Inc. (UDR). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($761.7M vs $425.8M, roughly 1.8× UDR, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 12.0%, a 32.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 0.9%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 1.3%).
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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
PODD vs UDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $761.7M | $425.8M |
| Net Profit | $91.1M | $189.8M |
| Gross Margin | 69.5% | — |
| Operating Margin | 16.0% | 54.0% |
| Net Margin | 12.0% | 44.6% |
| Revenue YoY | 33.9% | 0.9% |
| Net Profit YoY | 157.3% | 147.2% |
| EPS (diluted) | $1.30 | $0.63 |
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.
| Q1 26 | $761.7M | $425.8M | ||
| Q4 25 | $783.7M | $433.1M | ||
| Q3 25 | $706.3M | $431.9M | ||
| Q2 25 | $649.1M | $425.4M | ||
| Q1 25 | $569.0M | $421.9M | ||
| Q4 24 | $597.5M | $422.7M | ||
| Q3 24 | $543.9M | $420.2M | ||
| Q2 24 | $488.5M | $415.3M |
| Q1 26 | $91.1M | $189.8M | ||
| Q4 25 | $101.6M | $222.9M | ||
| Q3 25 | $87.6M | $40.4M | ||
| Q2 25 | $22.5M | $37.7M | ||
| Q1 25 | $35.4M | $76.7M | ||
| Q4 24 | $100.7M | $-5.0M | ||
| Q3 24 | $77.5M | $22.6M | ||
| Q2 24 | $188.6M | $28.9M |
| Q1 26 | 69.5% | — | ||
| 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 26 | 16.0% | 54.0% | ||
| Q4 25 | 18.7% | 64.1% | ||
| Q3 25 | 16.7% | 17.7% | ||
| Q2 25 | 18.7% | 18.2% | ||
| Q1 25 | 15.6% | 29.0% | ||
| Q4 24 | 18.3% | 15.7% | ||
| Q3 24 | 16.2% | 16.6% | ||
| Q2 24 | 11.2% | 16.5% |
| Q1 26 | 12.0% | 44.6% | ||
| Q4 25 | 13.0% | 51.5% | ||
| Q3 25 | 12.4% | 9.4% | ||
| Q2 25 | 3.5% | 8.9% | ||
| Q1 25 | 6.2% | 18.2% | ||
| Q4 24 | 16.9% | -220.5% | ||
| Q3 24 | 14.2% | 5.4% | ||
| Q2 24 | 38.6% | 7.0% |
| Q1 26 | $1.30 | $0.63 | ||
| Q4 25 | $1.42 | $0.67 | ||
| Q3 25 | $1.24 | $0.12 | ||
| Q2 25 | $0.32 | $0.11 | ||
| Q1 25 | $0.50 | $0.23 | ||
| Q4 24 | $1.38 | $-0.01 | ||
| Q3 24 | $1.08 | $0.06 | ||
| Q2 24 | $2.59 | $0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $480.4M | $1.3M |
| Total DebtLower is stronger | $18.6M | — |
| Stockholders' EquityBook value | $1.3B | $3.3B |
| Total Assets | $3.0B | $10.3B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $480.4M | $1.3M | ||
| Q4 25 | — | $1.2M | ||
| Q3 25 | — | $1.2M | ||
| Q2 25 | — | $1.5M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | — | $2.3M | ||
| Q2 24 | — | $2.8M |
| Q1 26 | $18.6M | — | ||
| Q4 25 | $930.8M | $5.8B | ||
| Q3 25 | $934.9M | $5.8B | ||
| Q2 25 | $939.0M | $5.8B | ||
| Q1 25 | $1.6B | $5.8B | ||
| Q4 24 | $1.3B | $5.8B | ||
| Q3 24 | $1.4B | $5.9B | ||
| Q2 24 | $1.4B | $5.8B |
| Q1 26 | $1.3B | $3.3B | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.4B | $3.3B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.2B | $3.4B | ||
| Q3 24 | $1.1B | $3.5B | ||
| Q2 24 | $998.4M | $3.7B |
| Q1 26 | $3.0B | $10.3B | ||
| Q4 25 | $3.2B | $10.6B | ||
| Q3 25 | $3.0B | $10.6B | ||
| Q2 25 | $3.5B | $10.6B | ||
| Q1 25 | $3.5B | $10.7B | ||
| Q4 24 | $3.1B | $10.9B | ||
| Q3 24 | $3.0B | $11.1B | ||
| Q2 24 | $2.9B | $11.1B |
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.61× | 1.77× | ||
| Q3 25 | 0.68× | 1.78× | ||
| Q2 25 | 0.64× | 1.74× | ||
| Q1 25 | 1.21× | 1.74× | ||
| Q4 24 | 1.07× | 1.69× | ||
| Q3 24 | 1.21× | 1.67× | ||
| Q2 24 | 1.36× | 1.55× |
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 | $113.8M | — |
| Free Cash FlowOCF − Capex | $89.5M | — |
| FCF MarginFCF / Revenue | 11.8% | — |
| Capex IntensityCapex / Revenue | 3.2% | 4.9% |
| Cash ConversionOCF / Net Profit | 1.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $415.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $113.8M | — | ||
| Q4 25 | $183.3M | $902.9M | ||
| Q3 25 | $125.7M | $234.9M | ||
| Q2 25 | $196.5M | $250.3M | ||
| Q1 25 | $63.8M | $156.2M | ||
| Q4 24 | $147.7M | $876.8M | ||
| Q3 24 | $98.5M | $230.3M | ||
| Q2 24 | $96.5M | $238.5M |
| Q1 26 | $89.5M | — | ||
| Q4 25 | $48.2M | $650.0M | ||
| Q3 25 | $100.1M | $164.6M | ||
| Q2 25 | $177.9M | $190.1M | ||
| Q1 25 | $51.5M | $103.2M | ||
| Q4 24 | $94.1M | $627.0M | ||
| Q3 24 | $71.8M | $161.3M | ||
| Q2 24 | $74.0M | $171.1M |
| Q1 26 | 11.8% | — | ||
| Q4 25 | 6.2% | 150.1% | ||
| Q3 25 | 14.2% | 38.1% | ||
| Q2 25 | 27.4% | 44.7% | ||
| Q1 25 | 9.1% | 24.5% | ||
| Q4 24 | 15.7% | 148.3% | ||
| Q3 24 | 13.2% | 38.4% | ||
| Q2 24 | 15.1% | 41.2% |
| Q1 26 | 3.2% | 4.9% | ||
| Q4 25 | 17.2% | 58.4% | ||
| Q3 25 | 3.6% | 16.3% | ||
| Q2 25 | 2.9% | 14.2% | ||
| Q1 25 | 2.2% | 12.6% | ||
| Q4 24 | 9.0% | 59.1% | ||
| Q3 24 | 4.9% | 16.4% | ||
| Q2 24 | 4.6% | 16.2% |
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.80× | 4.05× | ||
| Q3 25 | 1.43× | 5.81× | ||
| Q2 25 | 8.73× | 6.64× | ||
| Q1 25 | 1.80× | 2.04× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | 10.19× | ||
| Q2 24 | 0.51× | 8.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
