PODD
Insulet CorporationPrevious close
149.68
Change
−2.82 / −1.85%
P/E (TTM) ?
28.2
Market Cap
$10.5B
1M
+14.72%
S&P 500 −0.91% over same period
Volume / Avg Volume
1.1M / 1.3M
0.87× average
Latest earnings analysisFY2026 Q2Reported 2026-08-05
Insulet Q2 2026: revenue up 23.5% to $801.7 million, but FY outlook trimmed
Insulet's second quarter was strong on the income statement and softer on the outlook: revenue rose 23.5% to $801.7 million and adjusted earnings per share climbed 41.5%, while management trimmed full-year constant-currency revenue growth to 20%–22%. Read the scorecard for the growth and margin detail, then the guidance section, where the type 2 diabetes rollout is the story.
Read the full analysis →Revenue$0.80BYoY +23.50%
EPS (non-GAAP)$1.66Beatest. $1.48
Next-day move+4.53%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-05 | $802M | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-06 | $762M | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-18 | $2.7B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-06 | $706M | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-07 | $649M | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-08 | $569M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 6 of its 5-year rangeCheap
5-year range 27.7 – 172.2 · Median 56.5
Last 4 quarters: $330M in buybacks + $0 in dividends, 3.15% of market cap combined
P/E (TTM)
28.2
P/B
7.0
P/S
3.5
PEG
0.82
Earnings Reaction
Over the last 6 reports, the stock moved ±6.2% on average on the first trading day after, rising 4 times
Most recent +4.53%
Volatility & Correlation
1-year beta 0.25 · Correlation with S&P 500 0.07Low beta
Annualized volatility 45% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 1 · $0.16MSell 0 · $0.00MNet buying $0.16M
- 08-21McEvoy AshleyPresident and CEOBuy$0.16M1,100 shares · Avg price 147.47
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 0.80 | +23.5% | 70.2% | 0.10 | 1.37 |
| FY2026 Q1 | 0.76 | +33.9% | 69.4% | 0.09 | 1.30 |
| FY2025 Q4 | 0.78 | +31.2% | 72.5% | 0.10 | 1.42 |
| FY2025 Q3 | 0.71 | +29.9% | 72.2% | 0.09 | 1.24 |
| FY2025 Q2 | 0.65 | +32.9% | 69.7% | 0.02 | 0.32 |
| FY2025 Q1 | 0.57 | +28.8% | 71.9% | 0.04 | 0.50 |
| FY2024 Q4 | 0.60 | +17.2% | 72.1% | 0.10 | 1.38 |
| FY2024 Q3 | 0.54 | +25.7% | 69.3% | 0.08 | 1.08 |
| FY2024 Q2 | 0.49 | +23.2% | 67.7% | 0.19 | 2.59 |
| FY2024 Q1 | 0.44 | +23.3% | 69.5% | 0.05 | 0.73 |
| FY2023 Q4 | 0.51 | +21.9% | 70.9% | 0.10 | 1.47 |
| FY2023 Q3 | 0.43 | +27.0% | 67.8% | 0.05 | 0.74 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| PODD | 28.2 | +23.5% | 70.2% | +14.72% | Neutral |
| LLY | 50.2 | +38.6% | 83.9% | +22.51% | Bullish |
| JNJ | 41.3 | +5.9% | 68.1% | +3.20% | Bullish |
| ABBV | 81.4 | +10.2% | 74.7% | +12.73% | Bullish |
| UNH | 23.0 | +0.4% | 88.1% | +10.87% | Bullish |
| MRK | 117.2 | +5.1% | 73.5% | +2.90% | Neutral |
| TMO | 36.4 | +9.1% | — | +3.25% | Neutral |
| AMGN | 28.5 | +9.5% | 72.0% | +10.56% | Bullish |
| GILD | — | +6.8% | 81.1% | +14.51% | Neutral |