Insulet Corporation
- Open
- 148.14
- Day high
- 149.70
- Day low
- 146.66
- Prev close
- 148.14
- Volume
- 101K
- Mkt cap
- $10.2B
- P/E (TTM)
- 27.5
- EPS (TTM)
- $5.36
- P/B
- 7.2
- P/S
- 3.4
- Yield
- —
- Per share
- —
- ▲Insiders net buying $162K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions accumulating (13F)
Insulet Corporation (PODD) is a Healthcare company listed on NASDAQ. The stock is down 57% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4). Drillr has 1 published research article covering PODD.
Insulet Corporation (PODD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 15 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
PODD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $1.48 | $1.66 | +12.5% | $802M | +0.9% |
| May 6, 2026 | $1.20 | $1.42 | +18.7% | $762M | +3.8% |
| Feb 18, 2026 | $1.48 | $1.44 | -2.7% | $784M | +6.8% |
| Nov 6, 2025 | $1.14 | $1.24 | +8.8% | $706M | +6.0% |
| Aug 7, 2025 | $0.92 | $1.17 | +27.2% | $649M | +5.7% |
| May 8, 2025 | $0.79 | $1.02 | +29.1% | $569M | +4.7% |
| Feb 20, 2025 | $1.00 | $1.15 | +15.0% | $598M | +2.6% |
| Nov 7, 2024 | $0.76 | $0.90 | +18.4% | $373M | -28.3% |
| Aug 8, 2024 | $0.56 | $0.55 | -2.5% | $489M | +0.1% |
| May 9, 2024 | $0.39 | $0.73 | +87.2% | $442M | +4.2% |
| Feb 22, 2024 | $0.66 | $1.40 | +112.1% | $510M | +10.6% |
| Nov 2, 2023 | $0.40 | $0.71 | +77.5% | $433M | +4.4% |
PODD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 24, 2026 | McEvoy Ashleydirector, officer: President and CEO | Buy | 1,100 | $147.47 |
| Aug 4, 2026 | Davis Lisa Blairofficer: SVP, Chief HR Officer | Tax | 244 | $165.35 |
| Jul 7, 2026 | Huffines Robert Lutherdirector | Grant | 151 | $152.25 |
| Jul 2, 2026 | MAZELSKY JONATHAN JAYdirector | Grant | 1,355 | — |
| Jul 2, 2026 | Huffines Robert Lutherdirector | Grant | 144 | $159.79 |
| Jun 4, 2026 | BORIO LUCIANAdirector | Sell | 418 | $143.27 |
| Jun 4, 2026 | STONESIFER TIMOTHY C.director | Buy | 2,790 | $143.51 |
| May 21, 2026 | Hopfield Jessicadirector | Grant | 1,660 | — |
| May 21, 2026 | Frederick Wayne A.I.director | Grant | 1,660 | — |
| May 21, 2026 | BORIO LUCIANAdirector | Grant | 1,660 | — |
| May 21, 2026 | Scannell Timothy Jdirector | Grant | 1,660 | — |
| May 21, 2026 | MINOGUE MICHAEL Rdirector | Grant | 1,660 | — |
| May 21, 2026 | WEATHERMAN ELIZABETH Hdirector | Grant | 1,660 | — |
| May 21, 2026 | Huffines Robert Lutherdirector | Grant | 1,660 | — |
| May 21, 2026 | STONESIFER TIMOTHY C.director | Grant | 1,660 | — |
Source: PODD SEC Form 4 filings, latest Aug 24, 2026. For informational purposes only — not investment advice.
See the full PODD insider & 13F page →Insulet Corporation company profile
Overview
Insulet Corporation (NASDAQ:PODD) is a medical device company founded in 2000 and headquartered in Acton, Massachusetts. The company went public in 2007 and has established itself as a leading innovator in diabetes care technology. Insulet specializes in developing, manufacturing, and selling tubeless insulin delivery systems for people with insulin-dependent diabetes. The company has grown from a startup focused on revolutionizing insulin pump technology to a global leader serving over 500,000 customers worldwide, with nine consecutive years of 20%+ revenue growth through 2024.
Business
Insulet operates in the medical device industry, specifically focusing on diabetes management technology. The company's core product is the Omnipod System, a revolutionary tubeless insulin delivery system that represents a significant departure from traditional insulin pumps. The Omnipod System consists of two main components: a disposable, self-adhesive pod that adheres directly to the body and a wireless handheld controller called the Personal Diabetes Manager (PDM). Unlike traditional insulin pumps that require tubing connecting the pump to an infusion site, the Omnipod is completely tubeless, making it more discreet and convenient for users. The pod is worn for up to three days at a time before being replaced. The company's flagship product is Omnipod 5, an automated insulin delivery (AID) system that integrates with continuous glucose monitors (CGMs) to automatically adjust insulin delivery based on real-time glucose readings. This "closed-loop" system represents advanced diabetes technology that can significantly improve glucose control while reducing the burden of diabetes management for patients. Insulet's business consists of two primary segments: 1. Omnipod products (approximately 95% of revenue): This includes all insulin delivery systems for both Type 1 and Type 2 diabetes patients. The segment is further divided into U.S. operations (roughly 60% of total revenue) and international operations (roughly 35% of total revenue). 2. Drug delivery (approximately 5% of revenue): This smaller segment involves partnerships with pharmaceutical companies to develop specialized drug delivery systems using Insulet's pod technology platform. The diabetes management market that Insulet serves is substantial, with Type 1 diabetes affecting approximately 1.6 million Americans and Type 2 diabetes affecting over 37 million Americans, though only a subset of Type 2 patients require intensive insulin therapy.
Risks & safety
Insulet demonstrates a strong margin of safety with solid financial fundamentals and manageable risk profile. • Liquidity position: Strong cash position of $1.28 billion with minimal debt (debt-to-equity ratio of 0.06), providing substantial financial flexibility and low solvency risk • Cash generation: Positive free cash flow of $305 million for FY 2024, with operating cash flow of $430 million demonstrating strong underlying business cash generation • Current ratio: Excellent liquidity with current ratio of 4.47, indicating strong ability to meet short-term obligations • Valuation metrics: Trading at premium valuations with P/E ratio of 45x and EV/EBITDA of 49x, reflecting growth expectations but potentially limiting downside protection • Profitability trends: Improving operating margins reaching 16.4% with consistent gross margin expansion to 72%, showing operational leverage • Growth trajectory: Consistent 20%+ revenue growth with expanding addressable market in Type 2 diabetes providing multiple years of growth runway • Other considerations: Medical device regulatory environment provides some stability, recurring revenue model offers predictability, but premium valuation leaves limited room for execution missteps
Recent development
Over the past few years, Insulet has executed several strategic initiatives that have transformed the company's market position and growth trajectory. The most significant development has been the successful launch and expansion of Omnipod 5, the company's automated insulin delivery system. This next-generation product has achieved remarkable adoption, with over 90% of U.S. new customer starts choosing Omnipod 5 and more than 365,000 customers now using the system globally. A major strategic pivot has been the company's aggressive expansion into the Type 2 diabetes market. Insulet received FDA clearance for Omnipod 5's Type 2 indication and has seen Type 2 patients represent over 30% of new U.S. customer starts. This expansion significantly increases the addressable market from approximately 1.6 million Type 1 patients to potentially 5.5 million Type 2 patients requiring intensive insulin therapy. The company has also prioritized international expansion, launching Omnipod 5 in 13 international markets including the UK, Germany, France, and Netherlands. This geographic diversification strategy has driven 35%+ international revenue growth and positions the company for continued global expansion. Manufacturing and operational improvements have been substantial, including the opening of a new state-of-the-art facility in Malaysia that is expected to be accretive to gross margins. The company has also successfully transitioned nearly 100% of U.S. pod sales to the pharmacy channel, improving reimbursement and customer access. Technology integration has been another key focus, with successful launches of iOS app compatibility and integration with multiple continuous glucose monitors including Dexcom G7 and Abbott FreeStyle Libre 2 Plus. These integrations provide patients with more choice and flexibility in their diabetes management systems. Recent leadership changes include the appointment of Ashley McEvoy as President and CEO, bringing extensive healthcare experience from Johnson & Johnson. Under her leadership, the company has raised full-year revenue guidance and continues to focus on three strategic pillars: purpose, people, and performance.
PODD company profile · for informational purposes only — not investment advice.
Track PODD with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free