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    Insulet Corporation (PODD)

    Official site

    HEALTHCARE • MEDICAL DEVICES • NASDAQ

    $146.51
    -9.61 (-6.16%)

    Market Cap: $10.83B

    Last updated: Nov 06, 2026 at 4:20 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    73%(29/40)
    Avg Surprise
    +84.07%
    Streak
    9 Q

    Upcoming Estimates

    Period ending Dec 31, 2026
    EPS Consensus$2.28
    Range$2.18 - $2.38
    24 analysts
    Revenue Consensus
    $937M
    Range$841M - $952M
    25 analysts
    Last 12 of 40 reported quarters and 1 upcoming estimate
    PeriodReportedEst.RangeSurpriseB/MAnalystsRevisionsYoY
    Dec 26EST
    		-$2.28$2.18 - $2.38--24--
    Sep 26
    Reported Nov 4
    		$1.99$1.59$1.50 - $1.66+25.16%Beat23
    1
    1
    30d
    		+60.5%
    Jun 26
    Reported Aug 5
    		$1.66$1.44$1.36 - $1.55+15.28%Beat22
    0
    1
    30d
    		+41.9%
    Mar 26
    Reported May 6
    		$1.42$1.19$1.06 - $1.29+19.33%Beat21
    0
    2
    30d
    		+39.2%
    Dec 25
    Reported Feb 18
    		$1.55$1.48$1.32 - $1.86+4.73%Beat20
    0
    1
    30d
    		+34.8%
    Sep 25
    Reported Nov 6
    		$1.24$1.15$1.01 - $1.28+7.83%Beat20
    1
    1
    30d
    		+37.8%
    Jun 25
    Reported Aug 7
    		$1.17$0.93$0.78 - $1.13+25.81%Beat20
    0
    1
    30d
    		+112.7%
    Mar 25
    Reported May 8
    		$1.02$0.79$0.63 - $1.16+29.11%Beat18
    2
    0
    30d
    		+39.7%
    Dec 24
    Reported Feb 20
    		$1.15$1.02$0.93 - $1.17+12.63%Beat15
    7
    4
    30d
    		-17.9%
    Sep 24
    Reported Nov 7
    		$0.90$0.76$0.70 - $0.86+18.42%Beat17
    No revisions (30d)
    		+26.8%
    Jun 24
    Reported Aug 8
    		$0.55$0.56$0.46 - $0.73-1.79%Miss19
    1
    0
    30d
    		+44.7%
    Mar 24
    Reported May 9
    		$0.73$0.39$0.28 - $0.61+87.18%Beat16
    1
    0
    30d
    		+217.4%
    Dec 23
    Reported Feb 22
    		$1.40$0.66$0.50 - $0.82+112.12%Beat16
    No revisions (30d)
    		+483.3%

    Key Metrics

    Valuation
    P/E Ratio22.13EV/EBITDA15.08x
    Price/FCF42.13xFCF Yield2.37%
    Profitability
    Profit Margin12.30%Operating Margin16.20%
    ROE26.00%ROIC18.14%
    Financial Health
    Debt/Equity0.61xInterest Coverage9.89x
    Current Ratio2.51xQuick Ratio1.83x
    Trading Statistics
    Beta1.05Avg Volume1.45M
    52-Week High$354.8852-Week Low$126.40

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$152.63
    SMA 20$147.08
    SMA 50$141.97
    SMA 200$175.56
    EMA 10$151.90
    EMA 20$148.38
    EMA 50$145.66
    EMA 200$177.93

    MACD

    Line: 4.12Signal: 3.55Hist: 0.57

    ADX

    ADX: 33.0+DI: 24.9-DI: 14.0

    Aroon & PSAR

    Aroon Up96.0
    Aroon DownN/A
    PSAR$168.47

    Bollinger Bands

    Upper Band$161.93
    Lower Band$132.24
    %B Position2019%(Upper)
    Band Width0.48

    RSI (14-Day)

    Neutral
    49.6

    Momentum Oscillators

    Stoch %K58.8
    Stoch %D78.2
    Williams %R-79.4
    ROC (10d)-1.7%
    Momentum-2.50
    CCI (20d)18.4
    MFI (14d)68.3

    Volatility Measures

    ATR (14d)$6.72(4.6%)
    StdDev (20d)7.42
    Hist Vol49.1%(High)

    Volume Flow

    VWAP$148.46
    OBV2.6M
    AD Line7.4M
    CMF (20d)0.144

    Volume Metrics

    Avg Vol (20d)1.5M
    Vol Ratio1.1x
    VWMA (20d)$147.23

    Pivot Points

    R3$181.89
    R2$175.18
    R1$165.65
    Pivot Point$158.94
    S1$149.41
    S2$142.70
    S3$133.17

    Advanced Oscillators

    TSI23.76
    Ultimate Osc54.4
    KST107.49

    Financial Data

    QuarterSep 2026Jun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023
    Total Revenue$842.00M$801.70M$761.70M$783.70M$706.30M$649.10M$569.00M$597.50M$543.90M$488.50M$441.70M$509.80M
    Cost of Revenue$209.90M$239.10M$232.70M$215.10M$196.20M$196.90M$159.90M$166.60M$166.80M$157.60M$134.90M$148.60M
    Gross Profit$632.10M$562.60M$529.10M$568.60M$510.10M$452.20M$409.00M$430.90M$377.10M$330.90M$306.80M$361.20M
    Operating Expenses$442.30M$432.90M$406.90M$422.40M$392.40M$331.10M$320.30M$321.50M$289.00M$276.40M$249.90M$254.70M
    R&D$91.60M$88.10M$89.70M$90.90M$77.20M$73.40M$59.60M$60.60M$54.90M$53.90M$50.20M$42.00M
    SG&A$350.70M$344.80M$317.20M$331.50M$315.20M$257.70M$260.70M$260.90M$234.10M$222.50M$199.70M$212.70M
    Operating Income$189.80M$129.70M$122.10M$146.20M$117.70M$121.10M$88.80M$109.40M$88.10M$54.50M$56.90M$106.50M
    Interest Income$4.10M$3.60M$4.90M$5.70M$8.60M$10.10M$10.30M$10.30M$10.50M$9.30M$9.40M$6.20M
    Interest Expense$16.50M$13.50M$14.70M$15.00M$15.60M$104.00M$48.70M$8.60M$12.40M$11.00M$10.70M$6.70M
    Income Before Tax$177.20M$118.70M$113.00M$140.20M$122.80M$28.40M$48.20M$111.30M$82.90M$51.10M$54.90M$107.90M
    Income Tax Expense$36.10M$23.70M$21.90M$38.60M$35.20M$5.90M$12.70M$10.60M$5.40M$-137,500,000$3.40M$4.50M
    Net Income$141.10M$95.00M$91.10M$101.60M$87.60M$22.50M$35.40M$100.70M$77.50M$188.60M$51.50M$103.30M
    EBITDA$218.50M$156.00M$149.70M$174.60M$152.60M$146.80M$110.80M$133.20M$107.60M$73.70M$77.00M$129.30M
    EBIT$189.60M$128.60M$122.80M$149.40M$129.80M$122.40M$86.60M$109.80M$84.70M$52.70M$56.20M$108.40M
    * Some calculated fields are derived from available data when not provided by source

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    Insulet Q3 revenue rises 19% to $842 million as it lifts its margin outlook and authorizes a $1 billion buyback

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    PODD Valuation and Fair Value

    P/E
    22.1x
    Forward P/E
    21.3x
    EV/EBITDA
    15.1x
    P/FCF
    42.1x
    PEG
    1.3x
    P/B
    6.4x
    See GNG's fair value

    PODD Profitability: Margins, ROIC and FCF

    Gross margin
    71.9%
    Operating margin
    16.2%
    Net margin
    12.3%
    ROIC
    18.1%
    ROE
    26.0%
    FCF margin
    7.6%
    FCF yield
    2.4%

    PODD Competitors

    CompanyTicker
    Globus MedicalGMED
    Repligen CorporationRGEN
    Kymera Therapeutics IncKYMR
    The Ensign Group IncENSG
    Molina Healthcare IncMOH
    Qiagen NVQGEN
    Align Technology IncALGN
    Oscar Health IncOSCR

    Sector: Healthcare

    PODD Analyst Ratings

    Consensus
    Buy
    Analysts
    25
    Strong Buy
    4
    Buy
    11
    Hold
    10
    Sell
    0
    Strong Sell
    0

    PODD Bull Case vs Bear Case

    Bull case

    • PODD earns an 18.1% return on invested capital.
    • PODD beat EPS estimates in 100.0% of its last 8 reported quarters.
    • PODD grew quarterly revenue 23.5% year over year.

    PODD Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    17.5%
    EPS estimate (fiscal period ending Dec 31, 2026)
    $2.28

    PODD Earnings Date

    PODD reports Feb 16, 2027, after the close. The date is estimated.

    PODD Earnings Call

    The latest PODD earnings call transcript on file is labeled 2026Q2.

    Read the 2026Q2 transcript

    PODD ETF Holders

    GNG tracks 36 ETFs that hold PODD. The largest weights:

    1. State Street SPDR S&P Health Care Equipment ETF (XHE), 1.66% of the fund
    2. Invesco S&P 500 Equal Weight Health Care ETF (RSPH), 1.58% of the fund
    3. iShares U.S. Medical Devices ETF (IHI), 1.37% of the fund
    4. abrdn Healthcare Investors (HQH), 0.88% of the fund
    5. Fidelity OTC Portfolio (FOCPX), 0.81% of the fund
    Open the ETF Stock Exposure tool for PODD

    See insider activity

    Frequently Asked Questions About PODD

    When does PODD report earnings?

    Insulet Corporation (PODD) is expected to report earnings on Feb 16, 2027.

    Does PODD pay dividends?

    Insulet Corporation (PODD) does not currently pay a regular dividend.

    What is PODD's P/E ratio?

    Insulet Corporation has a price-to-earnings (P/E) ratio of 22.13.

    What is PODD's market cap?

    Insulet Corporation (PODD) has a market capitalization of $10.83B with a current stock price of $146.51.

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