Insulet Corporation (PODD) Stock Analysis
Healthcare · Medical Devices · NasdaqGS
Insulet Corporation (PODD) posted $2.71B in revenue for fiscal 2025 (up 30.7% year over year), at a 9.1% net margin, and has compounded revenue about 24.5%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Insulet Corporation
Insulet Corporation has grown revenue from $366.99M to $2.71B over the last 10 fiscal years, compounding about 24.5% a year. The most recent year was up 30.7%, so growth is actually accelerating.
Net margin sits at 9.1%, down 11.1 points year over year on a 71.6% gross margin.
At today's valuation the market is pricing in roughly 13.4% annual free-cash-flow growth.
Synthesised from Insulet Corporation's SEC filings — descriptive, not advice. Ask the analyst your own question →
Insulet Corporation revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $366.99M | $463.77M | $563.80M | $738.20M | $904.40M | $1.10B | $1.31B | $1.70B | $2.07B | $2.71B |
| Gross profit | $211.09M | $277.20M | $370.20M | $480.30M | $582.30M | $752.10M | $805.60M | $1.16B | $1.45B | $1.94B |
| Net income | $-28.88M | $-26.80M | $3.30M | $11.60M | $6.80M | $16.80M | $4.60M | $206.30M | $418.30M | $247.10M |
| Net margin | -7.9% | -5.8% | 0.6% | 1.6% | 0.8% | 1.5% | 0.4% | 12.2% | 20.2% | 9.1% |
Source: Insulet Corporation SEC filings (10-K). 17 years of history available in the interactive view.
Insulet Corporation: no obvious red flags in the filings
Our deterministic scan of the filed statements — receivables vs sales, earnings vs cash, dilution, leverage and margins — didn't flag anything. Ask about the risks →
What growth is priced into PODD stock?
At today's market cap of $11.45B, Insulet Corporation is priced for free-cash-flow growth of about 13.4% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $377.70M from the FY ending 2025-12-31). For comparison, revenue 24.5%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 17 years of Insulet Corporation financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
Open the interactive view — freeOr start a 7-day free trial to track PODD in your portfolio →
Insulet Corporation financial history by metric
Compare Insulet Corporation with peers
About Insulet Corporation
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.
Insulet Corporation — frequently asked questions
What is Insulet Corporation's revenue?
Insulet Corporation (PODD) reported revenue of $2.71B for fiscal year 2025, up 30.7% from the prior year, according to its SEC filings.
Is Insulet Corporation profitable?
Yes. PODD earned net income of $247.10M in fiscal 2025, a net margin of 9.1%.
What is PODD's P/E ratio?
Insulet Corporation trades at a price-to-earnings ratio of about 38.6 based on the latest data in our nightly-refreshed cache.
How fast is Insulet Corporation growing?
PODD's revenue grew at roughly 24.5% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Insulet Corporation have?
As of fiscal year 2025, PODD carried roughly $0 in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Insulet Corporation's gross margin?
PODD's gross margin was 71.6% in fiscal 2025 — gross profit of $1.94B on revenue of $2.71B.
What is Insulet Corporation's market cap?
Insulet Corporation (PODD) has a market capitalization of about $11.45B, based on the latest data in our nightly-refreshed cache.
When does Insulet Corporation's fiscal year end?
PODD's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
What growth is priced into PODD stock?
At today's market cap of $11.45B, Insulet Corporation is priced for free-cash-flow growth of about 13.4% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $377.70M from the FY ending 2025-12-31). For comparison, revenue 24.5%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Insulet Corporation's official SEC filings (10-K and 10-Q), covering 17 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.