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Side-by-side financial comparison of Insulet Corporation (PODD) and Vontier Corp (VNT). Click either name above to swap in a different company.
Vontier Corp is the larger business by last-quarter revenue ($808.5M vs $761.7M, roughly 1.1× Insulet Corporation). Vontier Corp runs the higher net margin — 15.3% vs 12.0%, a 3.3% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 4.1%). Vontier Corp produced more free cash flow last quarter ($174.8M vs $89.5M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% CAGR vs 3.4%).
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.
Vontier Corporation is an industrial manufacturing company headquartered in Raleigh, North Carolina. It owns the brands Gilbarco Veeder-Root, Matco Tools and Teletrac Navman, including subsidiaries Hennessy Industries, Gasboy, and Global Traffic Technologies (GTT).
PODD vs VNT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $761.7M | $808.5M |
| Net Profit | $91.1M | $123.5M |
| Gross Margin | 69.5% | — |
| Operating Margin | 16.0% | 18.9% |
| Net Margin | 12.0% | 15.3% |
| Revenue YoY | 33.9% | 4.1% |
| Net Profit YoY | 157.3% | 0.0% |
| EPS (diluted) | $1.30 | $0.85 |
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 | $808.5M | ||
| Q3 25 | $706.3M | $752.5M | ||
| Q2 25 | $649.1M | $773.5M | ||
| Q1 25 | $569.0M | $741.1M | ||
| Q4 24 | $597.5M | $776.8M | ||
| Q3 24 | $543.9M | $750.0M | ||
| Q2 24 | $488.5M | $696.4M |
| Q1 26 | $91.1M | — | ||
| Q4 25 | $101.6M | $123.5M | ||
| Q3 25 | $87.6M | $102.8M | ||
| Q2 25 | $22.5M | $91.9M | ||
| Q1 25 | $35.4M | $87.9M | ||
| Q4 24 | $100.7M | $123.5M | ||
| Q3 24 | $77.5M | $91.8M | ||
| Q2 24 | $188.6M | $70.1M |
| Q1 26 | 69.5% | — | ||
| Q4 25 | 72.6% | — | ||
| Q3 25 | 72.2% | 47.3% | ||
| Q2 25 | 69.7% | 47.9% | ||
| Q1 25 | 71.9% | 47.3% | ||
| Q4 24 | 72.1% | — | ||
| Q3 24 | 69.3% | 47.2% | ||
| Q2 24 | 67.7% | 48.2% |
| Q1 26 | 16.0% | — | ||
| Q4 25 | 18.7% | 18.9% | ||
| Q3 25 | 16.7% | 18.9% | ||
| Q2 25 | 18.7% | 17.6% | ||
| Q1 25 | 15.6% | 17.6% | ||
| Q4 24 | 18.3% | 19.2% | ||
| Q3 24 | 16.2% | 17.5% | ||
| Q2 24 | 11.2% | 16.4% |
| Q1 26 | 12.0% | — | ||
| Q4 25 | 13.0% | 15.3% | ||
| Q3 25 | 12.4% | 13.7% | ||
| Q2 25 | 3.5% | 11.9% | ||
| Q1 25 | 6.2% | 11.9% | ||
| Q4 24 | 16.9% | 15.9% | ||
| Q3 24 | 14.2% | 12.2% | ||
| Q2 24 | 38.6% | 10.1% |
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.42 | $0.85 | ||
| Q3 25 | $1.24 | $0.70 | ||
| Q2 25 | $0.32 | $0.62 | ||
| Q1 25 | $0.50 | $0.59 | ||
| Q4 24 | $1.38 | $0.82 | ||
| Q3 24 | $1.08 | $0.60 | ||
| Q2 24 | $2.59 | $0.45 |
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 | $492.2M |
| Total DebtLower is stronger | $18.6M | — |
| Stockholders' EquityBook value | $1.3B | $1.2B |
| Total Assets | $3.0B | $4.4B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $480.4M | — | ||
| Q4 25 | — | $492.2M | ||
| Q3 25 | — | $433.8M | ||
| Q2 25 | — | $364.2M | ||
| Q1 25 | — | $333.6M | ||
| Q4 24 | — | $356.4M | ||
| Q3 24 | — | $330.9M | ||
| Q2 24 | — | $331.3M |
| 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 | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $998.4M | $1.0B |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $4.4B | ||
| Q3 25 | $3.0B | $4.4B | ||
| Q2 25 | $3.5B | $4.4B | ||
| Q1 25 | $3.5B | $4.3B | ||
| Q4 24 | $3.1B | $4.3B | ||
| Q3 24 | $3.0B | $4.3B | ||
| Q2 24 | $2.9B | $4.2B |
| 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 | $190.1M |
| Free Cash FlowOCF − Capex | $89.5M | $174.8M |
| FCF MarginFCF / Revenue | 11.8% | 21.6% |
| Capex IntensityCapex / Revenue | 3.2% | 1.9% |
| Cash ConversionOCF / Net Profit | 1.25× | 1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $415.7M | $441.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $113.8M | — | ||
| Q4 25 | $183.3M | $190.1M | ||
| Q3 25 | $125.7M | $110.5M | ||
| Q2 25 | $196.5M | $100.0M | ||
| Q1 25 | $63.8M | $110.4M | ||
| Q4 24 | $147.7M | $168.1M | ||
| Q3 24 | $98.5M | $121.8M | ||
| Q2 24 | $96.5M | $46.1M |
| Q1 26 | $89.5M | — | ||
| Q4 25 | $48.2M | $174.8M | ||
| Q3 25 | $100.1M | $90.3M | ||
| Q2 25 | $177.9M | $83.3M | ||
| Q1 25 | $51.5M | $92.7M | ||
| Q4 24 | $94.1M | $148.0M | ||
| Q3 24 | $71.8M | $103.2M | ||
| Q2 24 | $74.0M | $22.3M |
| Q1 26 | 11.8% | — | ||
| Q4 25 | 6.2% | 21.6% | ||
| Q3 25 | 14.2% | 12.0% | ||
| Q2 25 | 27.4% | 10.8% | ||
| Q1 25 | 9.1% | 12.5% | ||
| Q4 24 | 15.7% | 19.1% | ||
| Q3 24 | 13.2% | 13.8% | ||
| Q2 24 | 15.1% | 3.2% |
| Q1 26 | 3.2% | — | ||
| Q4 25 | 17.2% | 1.9% | ||
| Q3 25 | 3.6% | 2.7% | ||
| Q2 25 | 2.9% | 2.2% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 9.0% | 2.6% | ||
| Q3 24 | 4.9% | 2.5% | ||
| Q2 24 | 4.6% | 3.4% |
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.80× | 1.54× | ||
| Q3 25 | 1.43× | 1.07× | ||
| Q2 25 | 8.73× | 1.09× | ||
| Q1 25 | 1.80× | 1.26× | ||
| Q4 24 | 1.47× | 1.36× | ||
| Q3 24 | 1.27× | 1.33× | ||
| Q2 24 | 0.51× | 0.66× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
