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Side-by-side financial comparison of Insulet Corporation (PODD) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $761.7M, roughly 1.6× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs -35.0%, a 47.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs -0.7%). Insulet Corporation produced more free cash flow last quarter ($89.5M vs $-6.0M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 5.2%).
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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
PODD vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $761.7M | $1.2B |
| Net Profit | $91.1M | $-431.0M |
| Gross Margin | 69.5% | — |
| Operating Margin | 16.0% | — |
| Net Margin | 12.0% | -35.0% |
| Revenue YoY | 33.9% | -0.7% |
| Net Profit YoY | 157.3% | -962.0% |
| EPS (diluted) | $1.30 | $-12.00 |
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 | — | ||
| Q4 25 | $783.7M | $1.2B | ||
| Q3 25 | $706.3M | $1.2B | ||
| Q2 25 | $649.1M | $1.2B | ||
| Q1 25 | $569.0M | $1.1B | ||
| Q4 24 | $597.5M | $1.2B | ||
| Q3 24 | $543.9M | $1.2B | ||
| Q2 24 | $488.5M | $1.1B |
| Q1 26 | $91.1M | — | ||
| Q4 25 | $101.6M | $-431.0M | ||
| Q3 25 | $87.6M | $-2.0M | ||
| Q2 25 | $22.5M | $69.0M | ||
| Q1 25 | $35.4M | $56.0M | ||
| Q4 24 | $100.7M | $50.0M | ||
| Q3 24 | $77.5M | $84.0M | ||
| Q2 24 | $188.6M | $37.0M |
| 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% | — | ||
| Q4 25 | 18.7% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 15.6% | — | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 16.2% | — | ||
| Q2 24 | 11.2% | — |
| Q1 26 | 12.0% | — | ||
| Q4 25 | 13.0% | -35.0% | ||
| Q3 25 | 12.4% | -0.2% | ||
| Q2 25 | 3.5% | 6.0% | ||
| Q1 25 | 6.2% | 5.0% | ||
| Q4 24 | 16.9% | 4.0% | ||
| Q3 24 | 14.2% | 6.9% | ||
| Q2 24 | 38.6% | 3.5% |
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.42 | $-12.00 | ||
| Q3 25 | $1.24 | $-0.07 | ||
| Q2 25 | $0.32 | $1.77 | ||
| Q1 25 | $0.50 | $1.46 | ||
| Q4 24 | $1.38 | $1.29 | ||
| Q3 24 | $1.08 | $2.12 | ||
| Q2 24 | $2.59 | $0.98 |
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 | $406.0M |
| Total DebtLower is stronger | $18.6M | — |
| Stockholders' EquityBook value | $1.3B | $2.0B |
| Total Assets | $3.0B | $9.8B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $480.4M | — | ||
| Q4 25 | — | $406.0M | ||
| Q3 25 | — | $474.0M | ||
| Q2 25 | — | $205.0M | ||
| Q1 25 | — | $196.0M | ||
| Q4 24 | — | $197.0M | ||
| Q3 24 | — | $197.0M | ||
| Q2 24 | — | $206.0M |
| Q1 26 | $18.6M | — | ||
| 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 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.4B | $2.5B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $998.4M | $2.4B |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $9.8B | ||
| Q3 25 | $3.0B | $10.1B | ||
| Q2 25 | $3.5B | $9.9B | ||
| Q1 25 | $3.5B | $9.9B | ||
| Q4 24 | $3.1B | $9.8B | ||
| Q3 24 | $3.0B | $9.7B | ||
| Q2 24 | $2.9B | $9.6B |
| Q1 26 | 0.01× | — | ||
| 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× | — |
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 | $6.0M |
| Free Cash FlowOCF − Capex | $89.5M | $-6.0M |
| FCF MarginFCF / Revenue | 11.8% | -0.5% |
| Capex IntensityCapex / Revenue | 3.2% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $415.7M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $113.8M | — | ||
| Q4 25 | $183.3M | $6.0M | ||
| Q3 25 | $125.7M | $62.0M | ||
| Q2 25 | $196.5M | $-48.0M | ||
| Q1 25 | $63.8M | $8.0M | ||
| Q4 24 | $147.7M | $100.0M | ||
| Q3 24 | $98.5M | $72.0M | ||
| Q2 24 | $96.5M | $30.0M |
| Q1 26 | $89.5M | — | ||
| Q4 25 | $48.2M | $-6.0M | ||
| Q3 25 | $100.1M | $51.0M | ||
| Q2 25 | $177.9M | $-68.0M | ||
| Q1 25 | $51.5M | $-6.0M | ||
| Q4 24 | $94.1M | $86.0M | ||
| Q3 24 | $71.8M | $58.0M | ||
| Q2 24 | $74.0M | $17.0M |
| Q1 26 | 11.8% | — | ||
| Q4 25 | 6.2% | -0.5% | ||
| Q3 25 | 14.2% | 4.3% | ||
| Q2 25 | 27.4% | -5.9% | ||
| Q1 25 | 9.1% | -0.5% | ||
| Q4 24 | 15.7% | 6.9% | ||
| Q3 24 | 13.2% | 4.8% | ||
| Q2 24 | 15.1% | 1.6% |
| Q1 26 | 3.2% | — | ||
| Q4 25 | 17.2% | 1.0% | ||
| Q3 25 | 3.6% | 0.9% | ||
| Q2 25 | 2.9% | 1.7% | ||
| Q1 25 | 2.2% | 1.3% | ||
| Q4 24 | 9.0% | 1.1% | ||
| Q3 24 | 4.9% | 1.1% | ||
| Q2 24 | 4.6% | 1.2% |
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.43× | — | ||
| Q2 25 | 8.73× | -0.70× | ||
| Q1 25 | 1.80× | 0.14× | ||
| Q4 24 | 1.47× | 2.00× | ||
| Q3 24 | 1.27× | 0.86× | ||
| Q2 24 | 0.51× | 0.81× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
