GoAI
Get started
Insulet Corp. logo

Insulet Corp.

PODD

NASDAQHealthcareMedical - Devices

Open in GoAI

Previous close

$148.16

+$1.29 · +0.88%

Aug 21, 4:00 PM ET

Pre-market

$148

−$0.16 · -0.11%

Aug 24, 4:59 AM ET

PODD company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

84

Deep Value

Momentum

31

Weakening

Sentiment

70

Bullish

Risk resilience

40

Elevated Risk

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

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.

Industry
Medical - Devices
Sector
Healthcare
Headquarters
US
CEO
Ashley McEvoy
Listed since
May 15, 2007
Employees
5,400

Market position

Day range

Current $148.16

52-week range

Current $148.16

Open
$145.79
Previous close
$146.87
Volume
731.38K
0.47× average
Average volume
1.57M
Average daily volume
Market cap
10.26B USD
Beta
1.1
Market reference 1
50-day average
$154.44
-4.07% below average
200-day average
$219.16
-32.40% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
20.33B USD
P/E (TTM)
27.64×
P/B (TTM)
7.22×
P/S (TTM)
3.36×
EV / EBITDA
38.19×
Earnings yield
1.24%
Free cash flow yield
1.89%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
71.08%
Operating margin
16.89%
Net margin
12.29%
Return on equity
16.31%
Return on assets
7.75%
Return on invested capital
13.62%

Financial health

Debt / equity
0.67×
Current ratio
2.78×
Altman Z-score
5.71
Piotroski F-score
9 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends79%50%22%-7%Gross margin, FY2021: 68.45%Gross margin, FY2022: 61.72%Gross margin, FY2023: 68.35%Gross margin, FY2024: 69.79%Gross margin, FY2025: 71.63%Operating margin, FY2021: 11.47%Operating margin, FY2022: 2.88%Operating margin, FY2023: 12.96%Operating margin, FY2024: 14.91%Operating margin, FY2025: 17.50%Net margin, FY2021: 1.53%Net margin, FY2022: 0.35%Net margin, FY2023: 12.16%Net margin, FY2024: 20.19%Net margin, FY2025: 9.12%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 68.45%. Gross margin FY2022 61.72%. Gross margin FY2023 68.35%. Gross margin FY2024 69.79%. Gross margin FY2025 71.63%. Operating margin FY2021 11.47%. Operating margin FY2022 2.88%. Operating margin FY2023 12.96%. Operating margin FY2024 14.91%. Operating margin FY2025 17.50%. Net margin FY2021 1.53%. Net margin FY2022 0.35%. Net margin FY2023 12.16%. Net margin FY2024 20.19%. Net margin FY2025 9.12%.

Income trends

Revenue

2.71B USD+30.73%

Operating income

473.8M USD+53.38%

Net income

247.1M USD-40.93%
Income trends across reported periods2.98B USD1.9B USD815.65M USD−265.75M USDRevenue, FY2021: 1.1B USDRevenue, FY2022: 1.31B USDRevenue, FY2023: 1.7B USDRevenue, FY2024: 2.07B USDRevenue, FY2025: 2.71B USDOperating income, FY2021: 126M USDOperating income, FY2022: 37.6M USDOperating income, FY2023: 220M USDOperating income, FY2024: 308.9M USDOperating income, FY2025: 473.8M USDNet income, FY2021: 16.8M USDNet income, FY2022: 4.6M USDNet income, FY2023: 206.3M USDNet income, FY2024: 418.3M USDNet income, FY2025: 247.1M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 1.1B USD. Revenue FY2022 1.31B USD. Revenue FY2023 1.7B USD. Revenue FY2024 2.07B USD. Revenue FY2025 2.71B USD. Operating income FY2021 126M USD. Operating income FY2022 37.6M USD. Operating income FY2023 220M USD. Operating income FY2024 308.9M USD. Operating income FY2025 473.8M USD. Net income FY2021 16.8M USD. Net income FY2022 4.6M USD. Net income FY2023 206.3M USD. Net income FY2024 418.3M USD. Net income FY2025 247.1M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue2.71B USD2.07B USD1.7B USD1.31B USD1.1B USD
Cost of goods sold768.2M USD625.9M USD537.2M USD499.7M USD346.7M USD
Gross profit1.94B USD1.45B USD1.16B USD805.6M USD752.1M USD
Research and development301.1M USD219.6M USD205M USD180.2M USD160.1M USD
Selling, general, and administrative1.17B USD917.2M USD734.9M USD587.8M USD466M USD
Operating expenses1.47B USD1.14B USD939.9M USD768M USD626.1M USD
Interest income34.7M USD39.5M USD28.6M USD9.3M USD500K USD
Interest expense79.7M USD42.7M USD36.2M USD36M USD61.7M USD
Depreciation and amortization113.1M USD80.8M USD72.8M USD63.2M USD57.4M USD
Operating income473.8M USD308.9M USD220M USD37.6M USD126M USD
Net income247.1M USD418.3M USD206.3M USD4.6M USD16.8M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
91%
10 beats, 1 miss, 0 met estimates
Average EPS surprise
+30.27%
11 comparable reports
Latest EPS result
1.66
Estimate 1.47 · Beat by 12.93%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.731.391.060.72Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 1.15, estimate 1, surprise +15.00%, Beat. Q2 2025, reported May 8, 2025: actual 1.02, estimate 0.79, surprise +29.11%, Beat. Q3 2025, reported Aug 7, 2025: actual 1.17, estimate 0.92, surprise +27.17%, Beat. Q4 2025, reported Nov 6, 2025: actual 1.24, estimate 1.14, surprise +8.77%, Beat. Q1 2026, reported Feb 18, 2026: actual 1.55, estimate 1.47, surprise +5.44%, Beat. Q2 2026, reported May 6, 2026: actual 1.42, estimate 1.19, surprise +19.33%, Beat. Q3 2026, reported Aug 5, 2026: actual 1.66, estimate 1.47, surprise +12.93%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 1.59, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates867.23M748.13M629.04M509.94MQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 597.5M USD, estimate 582.54M USD, surprise +2.57%, Beat. Q2 2025, reported May 8, 2025: actual 569M USD, estimate 543.29M USD, surprise +4.73%, Beat. Q3 2025, reported Aug 7, 2025: actual 649.1M USD, estimate 614.2M USD, surprise +5.68%, Beat. Q4 2025, reported Nov 6, 2025: actual 706.3M USD, estimate 678.41M USD, surprise +4.11%, Beat. Q1 2026, reported Feb 18, 2026: actual 783.8M USD, estimate 768.97M USD, surprise +1.93%, Beat. Q2 2026, reported May 6, 2026: actual 761.7M USD, estimate 729.89M USD, surprise +4.36%, Beat. Q3 2026, reported Aug 5, 2026: actual 801.7M USD, estimate 787.39M USD, surprise +1.82%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 833.87M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$185.18

24.99% upside
Past 12 months12-month forecastHigh $235Average $185.18Low $144

Rating distribution

50 ratings
Strong buy00%
Buy2856%
Hold1938%
Sell36%
Strong sell00%

Recent analyst actions

12 institutions

PODD peers

Amgen Inc. logo

AMGN

Amgen Inc.

$439.33

+1.29%

Gilead Sciences, Inc. logo

GILD

Gilead Sciences, Inc.

$146.12

+1.87%

Vertex Pharmaceuticals Incorporated logo

VRTX

Vertex Pharmaceuticals Incorporated

$548.05

+1.44%

Intuitive Surgical, Inc. logo

ISRG

Intuitive Surgical, Inc.

$378.81

+1.16%

Sanofi logo

SNY

Sanofi

$45.85

+1.55%

Regeneron Pharmaceuticals, Inc. logo

REGN

Regeneron Pharmaceuticals, Inc.

$834.04

+0.90%

ETFs holding PODD

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
364.84M
Weight
0.02%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard S&P 500 ETF logoVanguard S&P 500 ETFVOO
Market value
300.23M
Weight
0.02%
AUM
1.7T USD
Expense ratio
0.03%
Price / 1D
$703.71+0.39%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
263.34M
Weight
0.14%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Invesco S&P 500 Equal Weight ETF logoInvesco S&P 500 Equal Weight ETFRSP
Market value
182.01M
Weight
0.18%
AUM
100.27B USD
Expense ratio
0.20%
Price / 1D
$221.67+0.63%
Vanguard Morningstar Small-Cap Growth ETF logoVanguard Morningstar Small-Cap Growth ETFVBK
Market value
152.33M
Weight
0.34%
AUM
43.8B USD
Expense ratio
0.05%
Price / 1D
$358.65+0.70%
iShares Core S&P 500 ETF logoiShares Core S&P 500 ETFIVV
Market value
137.08M
Weight
0.02%
AUM
891.84B USD
Expense ratio
0.03%
Price / 1D
$769.31+0.39%
State Street SPDR S&P 500 ETF logoState Street SPDR S&P 500 ETFSPY
Market value
126.5M
Weight
0.02%
AUM
817.87B USD
Expense ratio
0.09%
Price / 1D
$765.72+0.41%
State Street Health Care Select Sector SPDR ETF logoState Street Health Care Select Sector SPDR ETFXLV
Market value
73.17M
Weight
0.16%
AUM
44.76B USD
Expense ratio
0.08%
Price / 1D
$174.62+1.29%

Continue in GoAI

Research PODD

research.disclaimer