Stocks Health care PODD
NASDAQ · Health careInsulet Corp (PODD)
Insulet Corp brought in $3.2B of revenue over the twelve months to September 30, 2026, up 26.5% from a year earlier. Net income was $428.8M, a net margin of 13.4%. Operating cash flow minus capital spending left $377.7M of free cash flow in fiscal 2025. At September 30, 2026 it held $584.4M in cash against $19.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Insulet Corp
- Net worth
- Insulet Corp has a market value (market cap) of $10.3B at the latest share price, and shareholders' equity of $1.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $2.7B (+30.7% year on year), with net income of $247.1M. Over the 12 months to September 30, 2026: revenue $3.2B, net income $428.8M.
- Cash flow
- In fiscal 2025 operations brought in $569.3M of cash; after $191.6M of capital spending, free cash flow was $377.7M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Insulet Corp's next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Insulet Corp does
Insulet Corp is registered with the SEC under industry code SIC 3841 (Surgical & Medical Instruments & Apparatus). Its shares trade on NASDAQ under the ticker PODD.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2.7B | $247.1M | $3.48 | $377.7M |
| 2024 | $2.1B | $418.3M | $5.78 | $305.3M |
| 2023 | $1.7B | $206.3M | $2.94 | $70.1M |
| 2022 | $1.3B | $4.6M | $0.07 | -$3.9M |
| 2021 | $1.1B | $16.8M | $0.24 | -$180M |
| 2020 | $904.4M | $6.8M | $0.10 | -$45M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where PODD ranks in Health care
Latest SEC filings
What Insulet Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 19% to $842M versus the same quarter last year; diluted EPS $2.03 versus $1.24.
- November 4, 2026
- October 27, 2026Passive stake changed SCHEDULE 13G/A
- September 21, 2026Material agreement8-KInsulet amended its credit agreement to lower interest rate margins and expand its revolving credit facility to $750 million.
- September 16, 2026Executive or director change8-KInsulet Corporation adopted a nonqualified deferred compensation plan for select management and executives, effective January 1, 2027.
- September 10, 2026
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 24% to $801.7M versus the same quarter last year; diluted EPS $1.37 versus $0.32.
- August 5, 2026
- June 25, 2026
What is PODD worth? A DCF from its reported cash flow
Insider trades
What the people running Insulet Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $162.2K worth of shares on the open market in the last 90 days and sold none.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 1, 2026 | Pease FlaviaEVP & CFO | Shares withheld for tax | 1,882 | $246.1K |
| September 30, 2026 | Huffines Robert LutherDirector | Received as pay | 178 | $23.2K |
| September 30, 2026 | Mazelsky Jonathan JayDirector | Received as pay | 141 | $18.4K |
| August 21, 2026 | McEvoy AshleyPresident and CEO, Director | Bought | 1,100 | $162.2K |
| August 1, 2026 | Davis Lisa BlairSVP, Chief HR Officer | Shares withheld for tax | 244 | $40.3K |
| July 1, 2026 | Mazelsky Jonathan JayDirector | Received as pay | 1,355 | - |
| June 30, 2026 | Huffines Robert LutherDirector | Received as pay | 151 | $23K |
| June 30, 2026 | Huffines Robert LutherDirector | Received as pay | 144 | $23K |
Who owns PODD
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| BlackRock, Inc.13G, passive | 7.7% | October 27, 2026 |
| Vanguard Capital Management13G, passive | 7.49% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 727 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 6,690,192 | +314,249 |
| Vanguard Capital Management LLC | 4,525,333 | -53,941 |
| State Street Corp | 3,197,555 | +155,101 |
| Vanguard Portfolio Management LLC | 3,075,932 | -374,055 |
| Aqr Capital Management LLC | 2,455,135 | +856,411 |
| Baillie Gifford & Co | 2,042,313 | +12,821 |
| Geode Capital Management, LLC | 2,003,861 | -21,837 |
| Two Sigma Investments, LP | 1,903,734 | +1,141,385 |
| Invesco Ltd. | 1,694,651 | +598,114 |
| Morgan Stanley | 1,479,050 | +333,119 |
| Arrowstreet Capital, Limited Partnership | 1,471,069 | +241,141 |
| Clearbridge Investments, LLC | 1,319,381 | -1,645 |
| Soleus Capital Management, L.P. | 1,049,000 | +486,500 |
| Norges Bank | 1,047,986 | new |
| Jupiter Asset Management Ltd | 1,026,691 | +316,789 |
| Fmr LLC | 964,297 | -3,010,415 |
| Millennium Management LLC | 865,387 | +566,795 |
| FIL Ltd | 840,026 | -171,979 |
| Goldman Sachs Group Inc | 818,265 | -45,651 |
| Citadel Advisors LLC | 796,746 | +643,307 |
Insiders
18 insiders reported holding 234,491 shares in total, about $34.7M at the last price.
| Holder | Shares |
|---|---|
| Scannell Timothy JDirector | 33,024 |
| Hopfield JessicaDirector | 29,355 |
| Kapples John W.SVP and General Counsel | 27,514 |
| McEvoy AshleyPresident and CEO, Director | 23,731 |
| Benjamin EricEVP and COO | 23,600 |
| Minogue Michael RDirector | 19,92117,483 held indirectly |
| Pease FlaviaEVP & CFO | 17,357 |
| Weatherman Elizabeth HDirector | 10,352 |
| Stonesifer Timothy C.Director | 9,041 |
| Budden LaurenGroup VP, CAO and Controller | 8,526 |
Questions about PODD
What does Insulet Corp do?
Insulet Corp is a company in the Health care sector, listed on NASDAQ as PODD. Its shares trade on NASDAQ under the ticker PODD.
What is Insulet Corp's net worth?
Insulet Corp has a market value (market cap) of $10.3B at the latest share price, and shareholders' equity of $1.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Insulet Corp profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $428.8M on revenue of $3.2B, a net margin of 13.4%.
How much revenue does Insulet Corp make?
Over the twelve months to September 30, 2026 Insulet Corp reported revenue of $3.2B. That is 26.5% more than a year earlier.
When did Insulet Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Insulet Corp's next earnings report?
Insulet Corp's next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Insulet Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.