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Insulet vs Globus Medical: PODD and GMED compared
Insulet is the larger company: $842M of revenue in its latest quarter (Q3 2026) against $764M for Globus Medical (Q3 2026). Insulet is growing faster (+19% against -0.7% a year earlier). Globus Medical is more profitable, with an operating margin of 23.2% against 22.5%.
Where the money goes: PODD and GMED
Insulet (PODD) · Q3 2026
Insulet, Q3 2026: revenue $842M (+19% year over year), operating margin 22.5%, net earnings $141M, operating cash flow $124M. The chart follows the revenue to costs, profit and cash.
Globus Medical (GMED) · Q3 2026
Globus Medical, Q3 2026: revenue $764M (-0.7% year over year), operating margin 23.2%, net earnings $141M, operating cash flow $265M. The chart follows the revenue to costs, profit and cash.
| Insulet (PODD) | Globus Medical (GMED) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $842M | $764M |
| Revenue growth, Y/Y | +19% | -0.7% |
| Gross margin | 75.1% | — |
| Operating margin | 22.5% | 23.2% |
| Net earnings | $141M | $141M |
| Net margin | 16.8% | 18.5% |
| Operating cash flow | $124M | $265M |
| Free cash flow | $66.4M | $225M |
| Market value | $10.2B | $9.7B |
| P/E | 23.9× | 17.3× |
| Analysts’ mean target | $178.35 | $96.54 |
Where the revenue comes from
Insulet
- Total Omnipod products: $837M (99%)
- Drug Delivery: $5.5M (1%)
Globus Medical
- Musculoskeletal Solutions: $729M (95%)
- Enabling Technologies: $34.9M (5%)
Questions
Which is bigger, Insulet or Globus Medical?
Insulet is the larger company: $842M of revenue in its latest quarter (Q3 2026) against $764M for Globus Medical (Q3 2026).
Is Insulet or Globus Medical growing faster?
Insulet is growing faster (+19% against -0.7% a year earlier).
Which is more profitable, Insulet or Globus Medical?
Globus Medical is more profitable, with an operating margin of 23.2% against 22.5%.
More: Insulet earnings · how Insulet makes money · Globus Medical earnings · how Globus Medical makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.