PODD

Insulet CorporationNASDAQ · Health Care Equipment · Health Care

Previous close

140.60

Change

+1.36 / +0.98%

FinDog View

Neutral

52-Week Range

126.40 – 354.88

P/E (TTM)

26.3

Forward P/E

22.6

Based on consensus earnings for the next 12 months

Market Cap

$9.8B

+0.64%

S&P 500 −2.41% over same period

Volume / Avg Volume

1.3M / 1.6M

0.82× average

Price History

Closing price · USD1M 6M 1Y 5Y

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 37.11M 6M 1Y 5Y

Recent Earnings

Click to read the FinDog analysis

Period	Reported	Revenue	EPS Actual / Est.	Next-Day Move	Analysis
FY2026 Q2 Quarter ended 2026-06	2026-08-05	$802M	1.66 / 1.48	+4.53%	Read analysis →
FY2026 Q1 Quarter ended 2026-03	2026-05-06	$762M	1.42 / 1.22	+6.03%	Pending
FY2025 Q4 Quarter ended 2025-12	2026-02-18	—	— / —	−3.48%	Pending
FY2025 Q3 Quarter ended 2025-09	2025-11-06	—	— / —	−1.11%	Pending
FY2025 Q2 Quarter ended 2025-06	2025-08-07	—	— / —	+1.17%	Pending
FY2025 Q1 Quarter ended 2025-03	2025-05-08	—	— / —	+20.88%	Pending

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data

Valuation

P/E is at percentile 1 of its 5-year rangeCheap

5-year range 33.8 – 173.0 · Median 57.3

Last 4 quarters: $330M in buybacks + $0 in dividends, 3.38% of market cap combined

P/E (TTM)

26.3

P/B

6.5

P/S

3.2

PEG

0.83

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 0.28 · Correlation with S&P 500 0.08Low 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 ($B)	YoY	Gross Margin	Operating Income ($B)	Net Income ($B)	Free Cash Flow ($B)	EPS
FY2026 Q2	0.80	+23.5%	70.2%	0.13	0.10	0.06	1.37
FY2026 Q1	0.76	+33.9%	69.4%	0.12	0.09	0.09	1.30
FY2025 Q4	0.78	+31.2%	72.5%	0.15	0.10	0.05	1.42
FY2025 Q3	0.71	+29.9%	72.2%	0.12	0.09	0.10	1.24
FY2025 Q2	0.65	+32.9%	69.7%	0.12	0.02	0.18	0.32
FY2025 Q1	0.57	+28.8%	71.9%	0.09	0.04	0.05	0.50
FY2024 Q4	0.60	+17.2%	72.1%	0.11	0.10	0.09	1.38
FY2024 Q3	0.54	+25.7%	69.3%	0.09	0.08	0.08	1.08
FY2024 Q2	0.49	+23.2%	67.7%	0.05	0.19	0.06	2.59
FY2024 Q1	0.44	+23.3%	69.5%	0.06	0.05	0.07	0.73
FY2023 Q4	0.51	+21.9%	70.9%	0.11	0.10	0.02	1.47
FY2023 Q3	0.43	+27.0%	67.8%	0.05	0.05	0.04	0.74

Peers

Largest by market cap in the sector · Latest quarterView Health Care sector →

Ticker	Company	Market Cap	P/E	Revenue YoY	Gross Margin	1M	View
PODD	Insulet Corporation	$9.8B	26.3	+23.5%	70.2%	+0.64%	Neutral
LLY	Lilly (Eli)	$1.07T	39.9	+47.7%	85.8%	−3.83%	Bullish	Compare
JNJ	Johnson & Johnson	$644B	30.6	+6.6%	68.2%	+1.87%	Bullish	Compare
ABBV	AbbVie	$464B	73.7	+10.2%	74.7%	+4.87%	Neutral	Compare
MRK	Merck & Co.	$358B	112.2	+5.1%	73.5%	+6.57%	Neutral	Compare
UNH	UnitedHealth Group	$337B	23.9	+0.4%	88.1%	−5.15%	Neutral	Compare
TMO	Thermo Fisher Scientific	$240B	34.4	+10.5%	—	+10.75%	Bullish	Compare
AMGN	Amgen	$203B	23.3	+9.5%	72.0%	−10.26%	Neutral	Compare
GILD	Gilead Sciences	$183B	—	+10.2%	79.8%	+6.31%	Neutral	Compare

The View in One Line

Financial data is from FY2023 Q1, revenue 260 million yuan, gross margin 55%, not timely and missing YoY and EPS; stock up slightly 0.64% for the month, no new information.

Updated 2026-09-16

Notable Institutional Holders

Citadel Advisors · Ken Griffin$121MAdded +419%
Renaissance Technologies$30.8MReduced −53%
Bridgewater Associates · Ray Dalio$23.8MAdded +343%

As of 2026-06-30

Key Events

09-16Governance
Insulet Adopts Executive Deferred Compensation Plan
On September 14, 2026, Insulet's board compensation committee adopted a nonqualified deferred compensation plan, effective January 1, 2027, allowing executives to defer up to 60% of cash compensation.Source ↗
09-10Management Change
Two Directors Depart in Succession, Neither Due to Disagreement
Timothy J. Scannell resigned as a director on September 3 for health reasons, and Michael R. Minogue resigned on September 15 to run for Governor of Massachusetts.Source ↗
06-25Management Change
Insulet Appoints Jonathan Mazelsky to Board
On June 24, 2026, Insulet's board appointed Jonathan J. Mazelsky as a Class II director effective July 1, with an initial equity award valued at approximately $216,500.Source ↗
05-21Governance
Insulet Amends Bylaws and Completes Annual Meeting Votes
On May 20, 2026, Insulet adopted bylaw amendments designating the Delaware Court of Chancery as the exclusive forum, and at its annual meeting elected three directors, approved advisory executive compensation, and reappointed PricewaterhouseCoopers.Source ↗

Key Financial Trends

Quarterly Revenue ($B)0.8

Gross Margin70.2%

Free Cash Flow ($B)0.1