Insulet Corporation (PODD): financials, SEC filings and peers

Insulet Corporation (PODD) is a health care equipment company in the Health Care sector of the S&P 500, headquartered in Acton, Massachusetts.

It was founded in 2000 and joined the S&P 500 on March 15, 2023.

Its fiscal year ends in December, and its shares trade on the Nasdaq.

In its SEC filings it is classified as “Surgical & Medical Instruments & Apparatus”.

Insulet Corporation at a glance

Revenue (12 months): $3.2B
Revenue growth: +26.5%
Operating margin: 18.4%
Net income (12 months): $429M
Free cash flow (12 months): $260M
Cash: $584M
Debt: $962M
Diluted EPS (12 months): $6.13

Twelve months to September 30, 2026, from the 10-Q filed November 4, 2026.

Latest twelve months

Over the twelve months to September 30, 2026, Insulet Corporation reported revenue of $3.2 billion, up a strong 26.5% from $2.5 billion a year earlier.

Its operating margin was 18.4%, up 1.1 percentage points from a year earlier: for every $100 of sales, about $18 was left as operating profit.

Net income was $429 million (13.4% of revenue), 74.2% higher than a year earlier.

Operating cash flow was $509 million and capital spending $249 million, leaving free cash flow of $260 million (8.2% of revenue).

At the end of the period it held $584 million in cash and $962 million in debt, a net debt position of $378 million.

The diluted share count fell 1.7% in a year, typically the result of buybacks.

Five-year trend

Revenue went from $904 million in fiscal 2020 to $2.7 billion in fiscal 2025, about 24.5% a year.
Revenue has grown for 5 fiscal years in a row.
Operating margin widened from 5.7% to 17.5% over the same years.
Free cash flow was negative in 3 of the last 6 fiscal years.

Fiscal year	2021	2022	2023	2024	2025
Revenue	$1.1B	$1.3B	$1.7B	$2.1B	$2.7B
Revenue growth	21.5%	18.8%	30.0%	22.1%	30.7%
Operating margin	11.5%	2.9%	13.0%	14.9%	17.5%
Net income	$17M	$5M	$206M	$418M	$247M
Free cash flow	−$180M	−$4M	$70M	$305M	$378M
Diluted EPS	$0.24	$0.07	$2.94	$5.78	$3.48

Fiscal years as reported in Insulet Corporation’s 10-K filings. Free cash flow is operating cash flow minus capital spending.

Recent SEC filings

10-Q filed November 4, 2026 — quarterly report
8-K filed November 4, 2026 — Earnings results; Regulation FD disclosure
8-K filed September 21, 2026 — Material agreement; New debt obligation
8-K filed September 16, 2026 — Executive or director change
8-K filed September 10, 2026 — Executive or director change
10-Q filed August 5, 2026 — quarterly report
8-K filed August 5, 2026 — Earnings results
8-K filed June 25, 2026 — Executive or director change; Regulation FD disclosure

All Insulet Corporation filings on SEC EDGAR

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Questions about Insulet Corporation

Is Insulet Corporation's revenue growing?

Yes. Revenue for the twelve months to September 30, 2026 was $3.2 billion, up 26.5% from a year earlier, according to its SEC filings.

Is Insulet Corporation profitable?

Yes. It earned $429 million in net income over the twelve months to September 30, 2026, a net margin of 13.4%.

Does Insulet Corporation have more cash or more debt?

At September 30, 2026 it had $584 million in cash and $962 million in debt, so more debt than cash.

When did Insulet Corporation last file financial results?

Its latest quarterly report (10-Q) was filed with the SEC on November 4, 2026.

Which companies are similar to Insulet Corporation?

In the S&P 500, Insulet Corporation is grouped in Health Care Equipment within the Health Care sector. Abbott Laboratories (ABT), Baxter International (BAX), Becton Dickinson (BDX), Boston Scientific (BSX), Dexcom (DXCM) are in the same group.

Understand the numbers

Source: Insulet Corporation’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved November 11, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.