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Side-by-side financial comparison of Insulet Corporation (PODD) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $761.7M, roughly 1.4× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 10.5%, a 1.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 6.2%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs -0.5%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
PODD vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $761.7M | $1.0B |
| Net Profit | $91.1M | $108.0M |
| Gross Margin | 69.5% | 30.8% |
| Operating Margin | 16.0% | 15.1% |
| Net Margin | 12.0% | 10.5% |
| Revenue YoY | 33.9% | 6.2% |
| Net Profit YoY | 157.3% | 23.8% |
| EPS (diluted) | $1.30 | $5.51 |
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 | $1.0B | ||
| Q4 25 | $783.7M | $1.0B | ||
| Q3 25 | $706.3M | $1.0B | ||
| Q2 25 | $649.1M | $1.1B | ||
| Q1 25 | $569.0M | $969.3M | ||
| Q4 24 | $597.5M | $1.0B | ||
| Q3 24 | $543.9M | $1.0B | ||
| Q2 24 | $488.5M | $1.0B |
| Q1 26 | $91.1M | $108.0M | ||
| Q4 25 | $101.6M | $168.0M | ||
| Q3 25 | $87.6M | $99.0M | ||
| Q2 25 | $22.5M | $-4.0M | ||
| Q1 25 | $35.4M | $87.3M | ||
| Q4 24 | $100.7M | $77.7M | ||
| Q3 24 | $77.5M | $83.1M | ||
| Q2 24 | $188.6M | $99.7M |
| Q1 26 | 69.5% | 30.8% | ||
| Q4 25 | 72.6% | 29.8% | ||
| Q3 25 | 72.2% | 30.4% | ||
| Q2 25 | 69.7% | 30.6% | ||
| Q1 25 | 71.9% | 30.0% | ||
| Q4 24 | 72.1% | 30.2% | ||
| Q3 24 | 69.3% | 29.6% | ||
| Q2 24 | 67.7% | 30.8% |
| Q1 26 | 16.0% | 15.1% | ||
| Q4 25 | 18.7% | 11.2% | ||
| Q3 25 | 16.7% | 13.5% | ||
| Q2 25 | 18.7% | 2.8% | ||
| Q1 25 | 15.6% | 13.2% | ||
| Q4 24 | 18.3% | 11.6% | ||
| Q3 24 | 16.2% | 12.3% | ||
| Q2 24 | 11.2% | 14.2% |
| Q1 26 | 12.0% | 10.5% | ||
| Q4 25 | 13.0% | 16.2% | ||
| Q3 25 | 12.4% | 9.5% | ||
| Q2 25 | 3.5% | -0.4% | ||
| Q1 25 | 6.2% | 9.0% | ||
| Q4 24 | 16.9% | 7.5% | ||
| Q3 24 | 14.2% | 8.1% | ||
| Q2 24 | 38.6% | 9.6% |
| Q1 26 | $1.30 | $5.51 | ||
| Q4 25 | $1.42 | $9.02 | ||
| Q3 25 | $1.24 | $4.98 | ||
| Q2 25 | $0.32 | $-1.53 | ||
| Q1 25 | $0.50 | $4.32 | ||
| Q4 24 | $1.38 | $3.85 | ||
| Q3 24 | $1.08 | $4.11 | ||
| Q2 24 | $2.59 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | $18.6M | — |
| Stockholders' EquityBook value | $1.3B | $1.7B |
| Total Assets | $3.0B | $3.4B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $480.4M | $160.2M | ||
| Q4 25 | — | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | — | $164.3M | ||
| Q3 24 | — | $200.5M | ||
| Q2 24 | — | $163.1M |
| Q1 26 | $18.6M | — | ||
| Q4 25 | $930.8M | $795.7M | ||
| Q3 25 | $934.9M | — | ||
| Q2 25 | $939.0M | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.3B | $730.6M | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — |
| Q1 26 | $1.3B | $1.7B | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $998.4M | $1.5B |
| Q1 26 | $3.0B | $3.4B | ||
| Q4 25 | $3.2B | $3.4B | ||
| Q3 25 | $3.0B | $3.4B | ||
| Q2 25 | $3.5B | $3.3B | ||
| Q1 25 | $3.5B | $3.4B | ||
| Q4 24 | $3.1B | $3.3B | ||
| Q3 24 | $3.0B | $3.5B | ||
| Q2 24 | $2.9B | $3.5B |
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.61× | 0.49× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 1.07× | 0.47× | ||
| 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 | — |
| Free Cash FlowOCF − Capex | $89.5M | — |
| FCF MarginFCF / Revenue | 11.8% | — |
| Capex IntensityCapex / Revenue | 3.2% | — |
| 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 | $111.2M | ||
| Q3 25 | $125.7M | $112.5M | ||
| Q2 25 | $196.5M | $167.6M | ||
| Q1 25 | $63.8M | $65.1M | ||
| Q4 24 | $147.7M | $193.4M | ||
| Q3 24 | $98.5M | $225.1M | ||
| Q2 24 | $96.5M | $130.8M |
| Q1 26 | $89.5M | — | ||
| Q4 25 | $48.2M | $70.4M | ||
| Q3 25 | $100.1M | $70.6M | ||
| Q2 25 | $177.9M | $135.6M | ||
| Q1 25 | $51.5M | $34.8M | ||
| Q4 24 | $94.1M | $167.8M | ||
| Q3 24 | $71.8M | $204.6M | ||
| Q2 24 | $74.0M | $112.5M |
| Q1 26 | 11.8% | — | ||
| Q4 25 | 6.2% | 6.8% | ||
| Q3 25 | 14.2% | 6.7% | ||
| Q2 25 | 27.4% | 12.9% | ||
| Q1 25 | 9.1% | 3.6% | ||
| Q4 24 | 15.7% | 16.2% | ||
| Q3 24 | 13.2% | 20.1% | ||
| Q2 24 | 15.1% | 10.8% |
| Q1 26 | 3.2% | — | ||
| Q4 25 | 17.2% | 3.9% | ||
| Q3 25 | 3.6% | 4.0% | ||
| Q2 25 | 2.9% | 3.0% | ||
| Q1 25 | 2.2% | 3.1% | ||
| Q4 24 | 9.0% | 2.5% | ||
| Q3 24 | 4.9% | 2.0% | ||
| Q2 24 | 4.6% | 1.8% |
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.80× | 0.66× | ||
| Q3 25 | 1.43× | 1.14× | ||
| Q2 25 | 8.73× | — | ||
| Q1 25 | 1.80× | 0.75× | ||
| Q4 24 | 1.47× | 2.49× | ||
| Q3 24 | 1.27× | 2.71× | ||
| Q2 24 | 0.51× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
