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Side-by-side financial comparison of Insulet Corporation (PODD) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $566.0M, roughly 1.4× WillScot Holdings Corp). Insulet Corporation runs the higher net margin — 13.0% vs -33.1%, a 46.1% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs -1.8%).
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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
PODD vs WSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $566.0M |
| Net Profit | $101.6M | $-187.3M |
| Gross Margin | 72.6% | 50.4% |
| Operating Margin | 18.7% | -32.5% |
| Net Margin | 13.0% | -33.1% |
| Revenue YoY | 31.2% | -6.1% |
| Net Profit YoY | 0.9% | -310.0% |
| EPS (diluted) | $1.42 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $706.3M | $566.8M | ||
| Q2 25 | $649.1M | $589.1M | ||
| Q1 25 | $569.0M | $559.6M | ||
| Q4 24 | $597.5M | $602.5M | ||
| Q3 24 | $543.9M | $601.4M | ||
| Q2 24 | $488.5M | $604.6M | ||
| Q1 24 | $441.7M | $587.2M |
| Q4 25 | $101.6M | $-187.3M | ||
| Q3 25 | $87.6M | $43.3M | ||
| Q2 25 | $22.5M | $47.9M | ||
| Q1 25 | $35.4M | $43.1M | ||
| Q4 24 | $100.7M | $89.2M | ||
| Q3 24 | $77.5M | $-70.5M | ||
| Q2 24 | $188.6M | $-46.9M | ||
| Q1 24 | $51.5M | $56.2M |
| Q4 25 | 72.6% | 50.4% | ||
| Q3 25 | 72.2% | 49.7% | ||
| Q2 25 | 69.7% | 50.3% | ||
| Q1 25 | 71.9% | 53.7% | ||
| Q4 24 | 72.1% | 55.8% | ||
| Q3 24 | 69.3% | 53.5% | ||
| Q2 24 | 67.7% | 54.1% | ||
| Q1 24 | 69.5% | 54.0% |
| Q4 25 | 18.7% | -32.5% | ||
| Q3 25 | 16.7% | 21.0% | ||
| Q2 25 | 18.7% | 21.5% | ||
| Q1 25 | 15.6% | 21.3% | ||
| Q4 24 | 18.3% | 28.9% | ||
| Q3 24 | 16.2% | -5.9% | ||
| Q2 24 | 11.2% | -0.9% | ||
| Q1 24 | 12.9% | 22.1% |
| Q4 25 | 13.0% | -33.1% | ||
| Q3 25 | 12.4% | 7.6% | ||
| Q2 25 | 3.5% | 8.1% | ||
| Q1 25 | 6.2% | 7.7% | ||
| Q4 24 | 16.9% | 14.8% | ||
| Q3 24 | 14.2% | -11.7% | ||
| Q2 24 | 38.6% | -7.7% | ||
| Q1 24 | 11.7% | 9.6% |
| Q4 25 | $1.42 | $-1.02 | ||
| Q3 25 | $1.24 | $0.24 | ||
| Q2 25 | $0.32 | $0.26 | ||
| Q1 25 | $0.50 | $0.23 | ||
| Q4 24 | $1.38 | $0.48 | ||
| Q3 24 | $1.08 | $-0.37 | ||
| Q2 24 | $2.59 | $-0.25 | ||
| Q1 24 | $0.73 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $14.6M |
| Total DebtLower is stronger | $930.8M | $3.6B |
| Stockholders' EquityBook value | $1.5B | $856.3M |
| Total Assets | $3.2B | $5.8B |
| Debt / EquityLower = less leverage | 0.61× | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $14.6M | ||
| Q3 25 | — | $14.8M | ||
| Q2 25 | — | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $5.9M | ||
| Q1 24 | — | $13.1M |
| Q4 25 | $930.8M | $3.6B | ||
| Q3 25 | $934.9M | $3.6B | ||
| Q2 25 | $939.0M | $3.7B | ||
| Q1 25 | $1.6B | $3.6B | ||
| Q4 24 | $1.3B | $3.7B | ||
| Q3 24 | $1.4B | $3.6B | ||
| Q2 24 | $1.4B | $3.5B | ||
| Q1 24 | $1.4B | $3.5B |
| Q4 25 | $1.5B | $856.3M | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $998.4M | $1.2B | ||
| Q1 24 | $790.7M | $1.3B |
| Q4 25 | $3.2B | $5.8B | ||
| Q3 25 | $3.0B | $6.1B | ||
| Q2 25 | $3.5B | $6.1B | ||
| Q1 25 | $3.5B | $6.0B | ||
| Q4 24 | $3.1B | $6.0B | ||
| Q3 24 | $3.0B | $6.0B | ||
| Q2 24 | $2.9B | $6.0B | ||
| Q1 24 | $2.6B | $6.2B |
| Q4 25 | 0.61× | 4.15× | ||
| Q3 25 | 0.68× | 3.39× | ||
| Q2 25 | 0.64× | 3.55× | ||
| Q1 25 | 1.21× | 3.56× | ||
| Q4 24 | 1.07× | 3.62× | ||
| Q3 24 | 1.21× | 3.42× | ||
| Q2 24 | 1.36× | 2.88× | ||
| Q1 24 | 1.72× | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $48.2M | $149.7M |
| FCF MarginFCF / Revenue | 6.2% | 26.5% |
| Capex IntensityCapex / Revenue | 17.2% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $158.9M | ||
| Q3 25 | $125.7M | $191.2M | ||
| Q2 25 | $196.5M | $205.3M | ||
| Q1 25 | $63.8M | $206.6M | ||
| Q4 24 | $147.7M | $178.9M | ||
| Q3 24 | $98.5M | $-1.6M | ||
| Q2 24 | $96.5M | $175.6M | ||
| Q1 24 | $87.6M | $208.7M |
| Q4 25 | $48.2M | $149.7M | ||
| Q3 25 | $100.1M | $186.9M | ||
| Q2 25 | $177.9M | $199.0M | ||
| Q1 25 | $51.5M | $202.0M | ||
| Q4 24 | $94.1M | $176.6M | ||
| Q3 24 | $71.8M | $-4.9M | ||
| Q2 24 | $74.0M | $169.4M | ||
| Q1 24 | $65.5M | $202.1M |
| Q4 25 | 6.2% | 26.5% | ||
| Q3 25 | 14.2% | 33.0% | ||
| Q2 25 | 27.4% | 33.8% | ||
| Q1 25 | 9.1% | 36.1% | ||
| Q4 24 | 15.7% | 29.3% | ||
| Q3 24 | 13.2% | -0.8% | ||
| Q2 24 | 15.1% | 28.0% | ||
| Q1 24 | 14.8% | 34.4% |
| Q4 25 | 17.2% | 1.6% | ||
| Q3 25 | 3.6% | 0.7% | ||
| Q2 25 | 2.9% | 1.1% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 9.0% | 0.4% | ||
| Q3 24 | 4.9% | 0.6% | ||
| Q2 24 | 4.6% | 1.0% | ||
| Q1 24 | 5.0% | 1.1% |
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.43× | 4.41× | ||
| Q2 25 | 8.73× | 4.28× | ||
| Q1 25 | 1.80× | 4.80× | ||
| Q4 24 | 1.47× | 2.01× | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 1.70× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
