INSULET CORP(PODD)Stock Analysis
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Rank #313 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PODD Stock Analysis & AI Quality Score
AI stock analysis and institutional research for INSULET CORP (PODD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores PODD at 70.4/100 on a 32-signal composite quality model, placing it at rank #313 of 2,879 stocks — the top 25% of the AI-ranked universe. PODD scores in the top quartile across revenue growth (88.5), balance sheet strength (79.8), institutional flow (79.2). Shareholder dilution risk is elevated at 38.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), INSULET CORP reports quarterly revenue of $761.7M, net income of $91.1M, an operating margin of 16.0%. Top institutional holders of PODD by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. PODD trades on the Nasdaq exchange and files with the SEC under CIK 1145197. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PODD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for INSULET CORP directly from SEC EDGAR.
What's Driving PODD's Business? Latest 10-Q Breakdown
✓ 29/29 datapoints verifiedAI-extracted from INSULET CORP's 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Insulet's Q1 revenue surged 33.9% YoY to $761.7M, driven by Omnipod 5 volume growth and international expansion, though gross margin compressed 240 bps due to voluntary medical device correction costs.
Biggest Revenue Drivers
Total revenue: $761.7M+33.9% YoY
Higher sales volume largely attributable to growing customer base and higher price
Within Omnipod Products
Growth from expanding customer base; excludes $148.5M related-party sales in Q1 2025
Volume growth from new customers and higher average selling price for Omnipod 5 conversions
Substantially all drug delivery revenue consists of Neulasta Onpro kit pods sold to Amgen
Largest Expense Items
Year-over-year headcount additions in commercial and customer experience teams; increased commercial investments for market development and demand generation
Increased inventory excess and obsolescence reserve from pod configuration transition and higher warranty costs from voluntary medical device correction
Continued investment in Omnipod and pipeline products including closed-loop AID system for type 2 diabetes and Omnipod 6
Margins: Gross margin declined 240 basis points to 69.5% from 71.9% YoY, primarily due to increased inventory excess and obsolescence reserves from pod configuration transitions and higher warranty costs from the voluntary medical device correction issued in March 2026. These headwinds were partially offset by improved manufacturing efficiencies and higher average selling price.
Watch Items from the Filing
- Three customers (distributors) represent 65% of Q1 2026 revenue: Distributor A 21%, Distributor B 25%, Distributor C 19%.
- Voluntary medical device correction for Omnipod 5 pods estimated at approximately $30M total cost; more than half expected in 2026, remainder in 2027 including incremental manual quality inspections.
- EOFlow litigation: Court awarded Insulet $452M damages ($59.4M after adjustment); EOFlow has appealed and filed motion to stay injunction. Damages not yet recorded due to uncertain collectability.
- Tariffs currently exempt for certain medical devices; elimination of exemption would have material impact on future gross margins.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$761.7M
Net Income
Q1 2026
$91.1M
Free Cash Flow
Q1 2026
$89.5M
Operating Margin
Q1 2026
16.0%
ROIC
Q1 2026
5.5%
D/E Ratio
Q1 2026
0.74
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Available Research
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Top Institutional Holders of PODD
BlackRock, Inc.
$1.3B6,375,943 shVANGUARD CAPITAL MANAGEMENT LLC
$960.9M4,579,274 shFMR LLC
$834.1M3,974,712 shVANGUARD PORTFOLIO MANAGEMENT LLC
$723.9M3,449,987 shSTATE STREET CORP
$638.4M3,042,454 shBAILLIE GIFFORD & CO
$425.9M2,029,492 shGEODE CAPITAL MANAGEMENT, LLC
$423.6M2,025,698 shCapital Research Global Investors
$350.3M1,669,556 shAQR CAPITAL MANAGEMENT LLC
$335.5M1,598,724 shAMERICAN CENTURY COMPANIES INC
$333.9M1,591,410 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.3B | 6,375,943 |
| VANGUARD CAPITAL MANAGEMENT LLC | $960.9M | 4,579,274 |
| FMR LLC | $834.1M | 3,974,712 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $723.9M | 3,449,987 |
| STATE STREET CORP | $638.4M | 3,042,454 |
| BAILLIE GIFFORD & CO | $425.9M | 2,029,492 |
| GEODE CAPITAL MANAGEMENT, LLC | $423.6M | 2,025,698 |
| Capital Research Global Investors | $350.3M | 1,669,556 |
| AQR CAPITAL MANAGEMENT LLC | $335.5M | 1,598,724 |
| AMERICAN CENTURY COMPANIES INC | $333.9M | 1,591,410 |
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Popular Research
Is PODD a good stock to buy?
13F Pro's AI-powered analysis of INSULET CORP (PODD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PODD are available on the PODD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own PODD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PODD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of INSULET CORP's investment landscape.