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Side-by-side financial comparison of Insulet Corporation (PODD) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $625.1M, roughly 1.3× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 13.0%, a 0.4% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 15.7%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 4.6%).
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AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
PODD vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $625.1M |
| Net Profit | $101.6M | $83.7M |
| Gross Margin | 72.6% | 49.5% |
| Operating Margin | 18.7% | 18.2% |
| Net Margin | 13.0% | 13.4% |
| Revenue YoY | 31.2% | 15.7% |
| Net Profit YoY | 0.9% | 24.0% |
| EPS (diluted) | $1.42 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $706.3M | $611.7M | ||
| Q2 25 | $649.1M | $643.7M | ||
| Q1 25 | $569.0M | $558.0M | ||
| Q4 24 | $597.5M | $540.4M | ||
| Q3 24 | $543.9M | $543.6M | ||
| Q2 24 | $488.5M | $597.3M | ||
| Q1 24 | $441.7M | $570.9M |
| Q4 25 | $101.6M | $83.7M | ||
| Q3 25 | $87.6M | $82.2M | ||
| Q2 25 | $22.5M | $100.9M | ||
| Q1 25 | $35.4M | $74.0M | ||
| Q4 24 | $100.7M | $67.5M | ||
| Q3 24 | $77.5M | $69.1M | ||
| Q2 24 | $188.6M | $82.0M | ||
| Q1 24 | $51.5M | $72.6M |
| Q4 25 | 72.6% | 49.5% | ||
| Q3 25 | 72.2% | 48.8% | ||
| Q2 25 | 69.7% | 50.6% | ||
| Q1 25 | 71.9% | 48.8% | ||
| Q4 24 | 72.1% | 46.7% | ||
| Q3 24 | 69.3% | 47.3% | ||
| Q2 24 | 67.7% | 47.7% | ||
| Q1 24 | 69.5% | 46.9% |
| Q4 25 | 18.7% | 18.2% | ||
| Q3 25 | 16.7% | 18.2% | ||
| Q2 25 | 18.7% | 21.0% | ||
| Q1 25 | 15.6% | 15.7% | ||
| Q4 24 | 18.3% | 16.5% | ||
| Q3 24 | 16.2% | 17.1% | ||
| Q2 24 | 11.2% | 18.7% | ||
| Q1 24 | 12.9% | 16.9% |
| Q4 25 | 13.0% | 13.4% | ||
| Q3 25 | 12.4% | 13.4% | ||
| Q2 25 | 3.5% | 15.7% | ||
| Q1 25 | 6.2% | 13.3% | ||
| Q4 24 | 16.9% | 12.5% | ||
| Q3 24 | 14.2% | 12.7% | ||
| Q2 24 | 38.6% | 13.7% | ||
| Q1 24 | 11.7% | 12.7% |
| Q4 25 | $1.42 | $2.50 | ||
| Q3 25 | $1.24 | $2.45 | ||
| Q2 25 | $0.32 | $3.01 | ||
| Q1 25 | $0.50 | $2.21 | ||
| Q4 24 | $1.38 | $2.02 | ||
| Q3 24 | $1.08 | $2.06 | ||
| Q2 24 | $2.59 | $2.44 | ||
| Q1 24 | $0.73 | $2.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $405.5M |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $2.0B |
| Total Assets | $3.2B | $2.9B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $405.5M | ||
| Q3 25 | — | $457.7M | ||
| Q2 25 | — | $369.3M | ||
| Q1 25 | — | $336.8M | ||
| Q4 24 | — | $386.9M | ||
| Q3 24 | — | $303.9M | ||
| Q2 24 | — | $279.4M | ||
| Q1 24 | — | $237.1M |
| 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 | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $998.4M | $1.6B | ||
| Q1 24 | $790.7M | $1.6B |
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.0B | $2.7B | ||
| Q2 25 | $3.5B | $2.6B | ||
| Q1 25 | $3.5B | $2.5B | ||
| Q4 24 | $3.1B | $2.4B | ||
| Q3 24 | $3.0B | $2.4B | ||
| Q2 24 | $2.9B | $2.4B | ||
| Q1 24 | $2.6B | $2.3B |
| 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 | $154.7M |
| Free Cash FlowOCF − Capex | $48.2M | $140.3M |
| FCF MarginFCF / Revenue | 6.2% | 22.4% |
| Capex IntensityCapex / Revenue | 17.2% | 2.3% |
| Cash ConversionOCF / Net Profit | 1.80× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $154.7M | ||
| Q3 25 | $125.7M | $122.4M | ||
| Q2 25 | $196.5M | $69.7M | ||
| Q1 25 | $63.8M | $55.2M | ||
| Q4 24 | $147.7M | $139.5M | ||
| Q3 24 | $98.5M | $90.7M | ||
| Q2 24 | $96.5M | $85.3M | ||
| Q1 24 | $87.6M | $45.6M |
| Q4 25 | $48.2M | $140.3M | ||
| Q3 25 | $100.1M | $110.9M | ||
| Q2 25 | $177.9M | $59.5M | ||
| Q1 25 | $51.5M | $45.6M | ||
| Q4 24 | $94.1M | $127.5M | ||
| Q3 24 | $71.8M | $84.3M | ||
| Q2 24 | $74.0M | $78.5M | ||
| Q1 24 | $65.5M | $35.5M |
| Q4 25 | 6.2% | 22.4% | ||
| Q3 25 | 14.2% | 18.1% | ||
| Q2 25 | 27.4% | 9.2% | ||
| Q1 25 | 9.1% | 8.2% | ||
| Q4 24 | 15.7% | 23.6% | ||
| Q3 24 | 13.2% | 15.5% | ||
| Q2 24 | 15.1% | 13.1% | ||
| Q1 24 | 14.8% | 6.2% |
| Q4 25 | 17.2% | 2.3% | ||
| Q3 25 | 3.6% | 1.9% | ||
| Q2 25 | 2.9% | 1.6% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 9.0% | 2.2% | ||
| Q3 24 | 4.9% | 1.2% | ||
| Q2 24 | 4.6% | 1.1% | ||
| Q1 24 | 5.0% | 1.8% |
| Q4 25 | 1.80× | 1.85× | ||
| Q3 25 | 1.43× | 1.49× | ||
| Q2 25 | 8.73× | 0.69× | ||
| Q1 25 | 1.80× | 0.75× | ||
| Q4 24 | 1.47× | 2.07× | ||
| Q3 24 | 1.27× | 1.31× | ||
| Q2 24 | 0.51× | 1.04× | ||
| Q1 24 | 1.70× | 0.63× |
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% |
WTS
Segment breakdown not available.
