PODD is the ticker symbol for INSULET CORP, a publicly traded Healthcare sector company listed on Nasdaq. 13F Pro tracks PODD with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is PODD a good stock to buy?

13F Pro's AI ranking engine scores PODD at 69.5/100, ranked #250 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for PODD is available at https://13fpro.ai/company/PODD. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source PODD data?

All INSULET CORP fundamentals and ownership data come directly from SEC EDGAR. INSULET CORP files with the SEC under CIK 1145197. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

INSULET CORP PODD

NasdaqLarge CapHealthcare

13F Pro quality score

Rank #250 of 2,925TOP 10%

Why it scores 70 Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$801.70M

Quarter to Jun 30

Net income

$95.00M

Quarter to Jun 30

Free cash flow

$55.90M

Quarter to Jun 30

Operating margin

16.2%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$10.94B total

BlackRock, Inc.

$1.02B+4.9%

VANGUARD CAPITAL MANAGEMENT LLC

$688.98M-1.2%

STATE STREET CORP

$486.83M+5.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

$468.31M-10.8%

AQR CAPITAL MANAGEMENT LLC

$373.79M+53.6%

BAILLIE GIFFORD & CO

$310.94M+0.6%

GEODE CAPITAL MANAGEMENT, LLC

$303.97M-1.1%

TWO SIGMA INVESTMENTS, LP

$289.84M+149.7%

Invesco Ltd.

$258.01M+54.5%

T. Rowe Price Investment Management, Inc.

$230.23M-16.7%

MORGAN STANLEY

$225.19M+29.1%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$223.97M+19.6%

Clearbridge Investments, LLC

$200.88M-0.1%

Soleus Capital Management, L.P.

$159.71M+86.5%

NORGES BANK

$159.56M--

JUPITER ASSET MANAGEMENT LTD

$156.31M+44.6%

FMR LLC

$146.81M-75.7%

MILLENNIUM MANAGEMENT LLC

$131.76M+189.8%

FIL Ltd

$127.89M-17.0%

GOLDMAN SACHS GROUP INC

$124.58M-5.3%

CITADEL ADVISORS LLC

$121.30M+419.3%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$117.74M-2.8%

FEDERATED HERMES, INC.

$106.91M-1.6%

Vestal Point Capital, LP

$102.01M+1224.1%

Qube Research & Technologies Ltd

$101.09M+3.5%

See all 735 institutional holders →

What's Driving PODD's Business? Latest 10-Q Breakdown

35/35 datapoints verified

AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenue rose 23.5% YoY to $801.7M on Omnipod volume growth, while two voluntary medical device corrections drove a $29.3 million net charge in the quarter.

Biggest Revenue Drivers

U.S. Omnipod$544.1M+20.1% YoY

Higher sales volume driven by growing our customer base

International Omnipod$251.8M+35.5% YoY

Higher volumes from growing customer base and higher average selling price for Omnipod 5 versus DASH

Biggest Revenue Drivers

Total revenue: $801.7M+23.5% YoY

U.S. Omnipod$544.1M+20.1% YoY

Higher sales volume driven by growing our customer base

International Omnipod$251.8M+35.5% YoY

Higher volumes from growing customer base and higher average selling price for Omnipod 5 versus DASH

Drug Delivery$5.8M-43.1% YoY

Lower order volumes from our partner (Amgen Neulasta Onpro pods)

Largest Expense Items

Selling, general and administrative$344.8M+33.8% YoY

Headcount additions across commercial, regulatory/quality and customer experience teams, plus prior-year stock compensation reversal from former CEO departure

Cost of revenue$239.1M+21.5% YoY

Higher volumes, partly offset by improved manufacturing efficiencies; includes higher warranty costs from the May 2026 device correction

Research and development$88.1M+20.0% YoY

Continued investment in Omnipod 6 and a fully closed-loop AID system for type 2 diabetes

Margins: Gross margin was 70.2% versus 69.7% a year ago, a 50 basis point gain from improved manufacturing efficiencies and higher volumes, partially offset by higher warranty costs from the May 2026 correction.

Watch Items from the Filing

Two voluntary medical device corrections for cannula tears drove a $29.3 million net quarterly charge; total cost estimated at $60-70 million, mostly in 2026.
Distributor concentration: Distributors A, B and C were 25%, 17% and 22% of quarterly revenue, and 33%, 16% and 16% of trade receivables at June 30, 2026.
Federal Circuit reversed the $452 million EOFlow trade-secret judgment on statute-of-limitations grounds; Insulet filed a rehearing petition July 29, 2026.
New securities class action (filed July 2, 2026) alleges misleading statements on Omnipod quality and safety; no accrual recorded as loss is not deemed probable.
Cash fell to $534.9M from $716.1M after $300M of accelerated share repurchases; net debt-to-total capital rose to 17% from 9%.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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INSULET CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$2.7B	$247.1M	17.5%
FY 2024	10-K	$2.1B	$418.3M	14.9%
FY 2023	10-K	$1.7B	$206.3M	13.0%
FY 2022	10-K	$1.3B	$4.6M	2.9%
FY 2021	10-K	$1.1B	$16.8M	11.5%
FY 2020	10-K	$904.4M	$6.8M	5.7%

About INSULET CORP (PODD): stock profile, AI score and financials

INSULET CORP (PODD) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores PODD at 69.5/100 on a composite quality score built from its SEC filings, placing it at rank #250 of 2,925 stocks — the top 10% of the AI-ranked universe. PODD scores in the top quartile across balance sheet strength (87.8), revenue growth (86.6). Shareholder dilution risk is elevated at 36.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), INSULET CORP reports quarterly revenue of $801.7M, net income of $95.0M, an operating margin of 16.2%. Top institutional holders of PODD by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, 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.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1145197 →

INSULET CORP PODD

Top Institutional Holders

What's Driving PODD's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

PODD key financials by period

PODD insiders

Congress trading in PODD

About INSULET CORP (PODD): stock profile, AI score and financials

INSULET CORP PODD

Top Institutional Holders

What's Driving PODD's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

PODD key financials by period

Companies similar to PODD

PODD insiders

Congress trading in PODD

About INSULET CORP (PODD): stock profile, AI score and financials