INSULET CORP(PODD)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 71.3/100 on a 32-signal composite quality model, placing it at rank #187 of 2,960 stocks — the top 10% of the AI-ranked universe. PODD scores in the top quartile across revenue growth (88.5), balance sheet strength (88.0). Shareholder dilution risk is elevated at 37.5/100, 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.
AI Quality Score
71.3/100
AI Rank
#187
Revenue
$801.7M
Net Income
$95.0M
Free Cash Flow
$55.9M
Operating Margin
16.2%
PODD key financials by period
INSULET CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating 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%
Institutions holding PODD
Institutional investors reporting a position in INSULET CORP on SEC Form 13F.
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.
