Insulet Corp (PODD)

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

Symbol
PODD
Exchange
Nasdaq
Sector
Healthcare
Industry
Medical Devices
Market cap
$9.13B
52 week range
126.4 - 354.88

Valuation

Share price
$131.69 (close of 2026-10-02)
P/E (TTM)
24.57x
Price to book
6.42x
Price to free cash flow
31.07x
Enterprise value
$9.54B
Book value per share
$20.52

Price performance

PeriodChange
1 day+0.69%
5 days-3.26%
1 month-11.10%
3 months-19.94%
6 months-35.54%
Year to date-53.67%
1 year-57.82%
3 years-20.21%
5 years-53.85%
10 years+221.67%
All time+725.13%

Members of Congress who disclosed PODD trades

Markwayne Mullin · Tina Smith · Gilbert Ray Cisneros

Super investors holding PODD

Ken Griffin (Citadel) · Ray Dalio (Bridgewater Associates)

Profitability and growth

Return on equity
16.31%
Return on invested capital
21.82%
Return on assets
7.75%
Return on capital employed
18.87%
Gross margin
71.63%
Net margin
9.12%
EBITDA margin
20.83%
Revenue growth
30.73%
Net income growth
-40.93%
Free cash flow growth
23.71%

Cash flow and balance sheet

Free cash flow yield (TTM)
3.22%
Current ratio
2.48x
Net debt to EBITDA
0.63x

Latest reported year

Period end
2025-12-31
Fiscal year
2025
Revenue
$2.71B
Cost of revenue
$768.20M
Gross profit
$1.94B
EBITDA
$564.20M
Net income
$247.10M
Earnings per share
$3.51
Research and development
$301.10M
Shares outstanding
70.35M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2025-12-31$2.71B$1.94B$247.10M$3.51
2024-12-31$2.07B$1.45B$418.30M$5.97
2023-12-31$1.70B$1.16B$206.30M$2.96
2022-12-31$1.06B$805.60M$4.60M$0.07
2021-12-31$1.04B$752.10M$16.80M$0.25
2020-12-31$904.40M$582.30M$6.80M$0.11
2019-12-31$738.20M$480.30M$11.60M$0.19
2018-12-31$563.80M$370.20M$3.30M$0.06
2017-12-31$463.80M$277.20M-$26.80M$-0.46
2016-12-31$366.99M$211.09M-$28.88M$-0.48

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2025-12-3171.63%9.12%16.31%21.82%
2024-12-3169.79%20.19%34.52%18.86%
2023-12-3168.35%12.16%28.16%14.66%
2022-12-3176.33%0.44%0.97%2.73%
2021-12-3172.28%1.61%3.02%11.80%
2020-12-3164.39%0.75%1.13%6.29%
2019-12-3165.06%1.57%15.28%6.13%
2018-12-3165.66%0.59%1.56%4.95%
2017-12-3159.77%-5.78%-16.91%-2.60%
2016-12-3157.52%-7.87%-45.77%-11.00%

Cash and debt by year

Period endCashDebt
2025-12-31$716.10M-
2024-12-31$953.40M-
2023-12-31$704.20M-
2022-12-31$689.80M$1.37B
2021-12-31$806.40M$1.25B
2020-12-31$907.20M$1.04B
2019-12-31$213.70M$887.90M
2018-12-31$288.94M$592.00M
2018-01-01$440.06M$566.17M
2017-12-31$440.06M$566.17M

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$377.70M$62.70M
2024-12-31$305.30M$69.30M
2023-12-31$70.10M$48.40M
2022-12-31-$3.90M$40.90M
2021-12-31-$180.00M$34.40M
2020-12-31-$45.00M$35.90M
2019-12-31-$65.30M$28.70M
2018-12-31-$121.50M$37.50M
2017-12-31-$32.50M$31.90M
2016-12-31-$6.20M$23.62M

Investor relations

Next earnings report

Next confirmed report
2026-11-04
Consensus EPS estimate
$1.59

Past earnings dates

ReportedFiscal periodEPS estimate
2026-08-05Jun/2026$1.44
2026-05-06Mar/2026$1.14
2026-02-18Dec/2025$1.48
2025-11-06Sep/2025$1.13
2025-08-07Jun/2025$0.93
2025-05-08Mar/2025$0.81
2025-02-20Dec/2024$1.05
2024-11-07Sep/2024$0.77

Filings and sources

Company website
insulet.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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Price-to-earnings ratio · Discounted cash flow · Free cash flow · Earnings per share · Return on equity · Gross margin vs net margin · Reading a balance sheet · Debt and leverage · Dividend yield · Insider transactions and Form 4 · How to read a stock chart

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