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Side-by-side financial comparison of Insulet Corporation (PODD) and VinFast Auto Ltd. (VFS). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $718.6M, roughly 1.1× VinFast Auto Ltd.). Insulet Corporation runs the higher net margin — 13.0% vs -2.8%, a 15.7% gap on every dollar of revenue.
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.
VinFast Auto Ltd. is a Vietnamese multinational automotive company founded by Vingroup, one of the largest private conglomerates in Vietnam that was founded by Phạm Nhật Vượng.
PODD vs VFS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $718.6M |
| Net Profit | $101.6M | $-20.0M |
| Gross Margin | 72.6% | — |
| Operating Margin | 18.7% | -96.1% |
| Net Margin | 13.0% | -2.8% |
| Revenue YoY | 31.2% | — |
| Net Profit YoY | 0.9% | — |
| EPS (diluted) | $1.42 | — |
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 | — | ||
| Q3 25 | $706.3M | $718.6M | ||
| Q2 25 | $649.1M | $663.0M | ||
| Q1 25 | $569.0M | $656.5M | ||
| Q4 24 | $597.5M | — | ||
| Q3 24 | $543.9M | $511.6M | ||
| Q2 24 | $488.5M | — | ||
| Q1 24 | $441.7M | $302.6M |
| Q4 25 | $101.6M | — | ||
| Q3 25 | $87.6M | $-20.0M | ||
| Q2 25 | $22.5M | $-51.8M | ||
| Q1 25 | $35.4M | $-26.1M | ||
| Q4 24 | $100.7M | — | ||
| Q3 24 | $77.5M | $-10.4M | ||
| Q2 24 | $188.6M | — | ||
| Q1 24 | $51.5M | $-618.3M |
| 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% | — | ||
| Q3 25 | 16.7% | -96.1% | ||
| Q2 25 | 18.7% | -79.0% | ||
| Q1 25 | 15.6% | -74.0% | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 16.2% | -65.9% | ||
| Q2 24 | 11.2% | — | ||
| Q1 24 | 12.9% | -139.4% |
| Q4 25 | 13.0% | — | ||
| Q3 25 | 12.4% | -2.8% | ||
| Q2 25 | 3.5% | -7.8% | ||
| Q1 25 | 6.2% | -4.0% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 14.2% | -2.0% | ||
| Q2 24 | 38.6% | — | ||
| Q1 24 | 11.7% | -204.3% |
| Q4 25 | $1.42 | — | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $0.32 | — | ||
| Q1 25 | $0.50 | — | ||
| Q4 24 | $1.38 | — | ||
| Q3 24 | $1.08 | — | ||
| Q2 24 | $2.59 | — | ||
| Q1 24 | $0.73 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $8.8M |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | — |
| Total Assets | $3.2B | $183.2M |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | — | $650.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.9M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $3.0M |
| 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 | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.5B | $-7.2B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $998.4M | — | ||
| Q1 24 | $790.7M | — |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $183.2M | ||
| Q2 25 | $3.5B | $7.2B | ||
| Q1 25 | $3.5B | $158.2M | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.0B | $151.8M | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.6B | $145.6M |
| 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 | — |
| Free Cash FlowOCF − Capex | $48.2M | — |
| FCF MarginFCF / Revenue | 6.2% | — |
| Capex IntensityCapex / Revenue | 17.2% | — |
| Cash ConversionOCF / Net Profit | 1.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | — | ||
| Q3 25 | $125.7M | — | ||
| Q2 25 | $196.5M | — | ||
| Q1 25 | $63.8M | — | ||
| Q4 24 | $147.7M | — | ||
| Q3 24 | $98.5M | — | ||
| Q2 24 | $96.5M | — | ||
| Q1 24 | $87.6M | — |
| Q4 25 | $48.2M | — | ||
| Q3 25 | $100.1M | — | ||
| Q2 25 | $177.9M | — | ||
| Q1 25 | $51.5M | — | ||
| Q4 24 | $94.1M | — | ||
| Q3 24 | $71.8M | — | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $65.5M | — |
| Q4 25 | 6.2% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | 27.4% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 15.7% | — | ||
| Q3 24 | 13.2% | — | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 14.8% | — |
| Q4 25 | 17.2% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 5.0% | — |
| Q4 25 | 1.80× | — | ||
| 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% |
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
