INSULET CORP
PODD · Surgical & Medical Instruments & Apparatus · 69.3M shares · +4%/yr ↑ shares · EDGAR filings ↗
Reference price $143.51 · est. market cap ~$9.9B — last insider purchase, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78Insulin-delivery (Omnipod) leader with strong growth, solid margins, and strong free cash flow.
Strengths
- Strong growth and FCF — revenue +31% (73rd), FCF $378M (92nd), FCF margin 14%
- Solid margins/returns — operating margin 17% (89th), ROE 16% (78th)
- High gross margin — 72%
Risks
- Earnings dip — net income -41%
- Competition (CGM-integrated pumps) — per 10-K
- Single-platform (Omnipod) concentration — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Auditor changeRecent 8-K item 4.01 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Insider buyingInsider buying — 4 open-market buy(s) by 4 insider(s) (cluster of 4 insiders, ~$2M, last 6mo) Form 4 ↗
- Notable holderHeld by 6 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +3 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
71.6%
Operating margin
17.5%
Net margin
9.1%
Return on equity
16.3%
Return on assets
7.7%
Revenue growth (QoQ)
-2.8%
Net-income growth
-40.9%
Current ratio
2.8×
Free cash flow
$378M
EBITDA
$564M
Tangible book value
$1.3B
Stock comp / revenue
2.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | WEATHERMAN ELIZABETH H | Buy | 3.5K | $144.20 |
| 2026-06-03 | STONESIFER TIMOTHY C. | Buy | 2.8K | $143.51 |
| 2026-06-03 | BORIO LUCIANA | Sell | 418 | $143.27 |
| 2026-05-20 | STONESIFER TIMOTHY C. | Grant | 1.7K | — |
| 2026-05-20 | Scannell Timothy J | Grant | 1.7K | — |
| 2026-05-20 | MINOGUE MICHAEL R | Grant | 1.7K | — |
| 2026-05-20 | Huffines Robert Luther | Grant | 1.7K | — |
| 2026-05-20 | Frederick Wayne A.I. | Grant | 1.7K | — |
| 2026-05-20 | BORIO LUCIANA | Grant | 1.7K | — |
| 2026-05-20 | WEATHERMAN ELIZABETH H | Grant | 1.7K | — |
| 2026-05-20 | Hopfield Jessica | Grant | 1.7K | — |
| 2026-05-13 | McEvoy Ashley | Tax withheld | 1.4K | $148.84 |
| 2026-04-01 | Panos Michael | Grant | 2.8K | — |
| 2026-03-31 | Huffines Robert Luther | Grant | 111 | $209.84 |
| 2026-02-27 | Singh Prem | Tax withheld | 62 | $246.61 |
| 2026-02-27 | Singh Prem | Tax withheld | 207 | $246.61 |
| 2026-02-27 | Cousin Laetitia | Tax withheld | 200 | $246.61 |
| 2026-02-27 | Cousin Laetitia | Tax withheld | 53 | $246.61 |
| 2026-02-27 | Budden Lauren | Tax withheld | 119 | $246.61 |
| 2026-02-27 | Budden Lauren | Tax withheld | 99 | $246.61 |
| 2026-02-27 | Kapples John W. | Tax withheld | 411 | $246.61 |
| 2026-02-27 | Kapples John W. | Tax withheld | 194 | $246.61 |
| 2026-02-27 | Benjamin Eric | Tax withheld | 644 | $246.61 |
| 2026-02-27 | Benjamin Eric | Tax withheld | 268 | $246.61 |
| 2026-02-25 | MINOGUE MICHAEL R | Buy | 2.0K | $246.23 |
| 2026-02-25 | Singh Prem | Tax withheld | 138 | $248.12 |
| 2026-02-25 | Benjamin Eric | Tax withheld | 395 | $248.12 |
| 2026-02-25 | Cousin Laetitia | Tax withheld | 111 | $248.12 |
| 2026-02-25 | Kapples John W. | Tax withheld | 263 | $248.12 |
| 2026-02-25 | Budden Lauren | Tax withheld | 55 | $248.12 |
| 2026-02-24 | Cousin Laetitia | Grant | 1.0K | — |
| 2026-02-24 | Singh Prem | Grant | 2.1K | — |
| 2026-02-24 | Budden Lauren | Grant | 611 | — |
| 2026-02-24 | Kapples John W. | Grant | 1.9K | — |
| 2026-02-24 | Benjamin Eric | Grant | 3.8K | — |
| 2026-02-24 | Davis Lisa Blair | Grant | 2.1K | — |
| 2026-02-24 | Pease Flavia | Grant | 3.8K | — |
| 2026-02-24 | McEvoy Ashley | Grant | 10K | — |
| 2026-02-20 | McEvoy Ashley | Buy | 4.3K | $239.35 |
| 2026-02-12 | Singh Prem | Grant | 2.5K | — |
| 2026-02-12 | Singh Prem | Tax withheld | 861 | $240.82 |
| 2026-02-12 | Kapples John W. | Grant | 5.2K | — |
| 2026-02-12 | Kapples John W. | Tax withheld | 1.9K | $240.82 |
| 2026-02-12 | Cousin Laetitia | Grant | 1.8K | — |
| 2026-02-12 | Cousin Laetitia | Tax withheld | 564 | $240.82 |
| 2026-02-12 | Budden Lauren | Grant | 1.8K | — |
| 2026-02-12 | Budden Lauren | Tax withheld | 622 | $240.82 |
| 2026-02-12 | Benjamin Eric | Grant | 7.2K | — |
| 2026-02-12 | Benjamin Eric | Tax withheld | 2.9K | $240.82 |
| 2026-01-02 | Cousin Laetitia | Tax withheld | 140 | $282.92 |
| 2025-12-31 | Huffines Robert Luther | Grant | 51 | $284.24 |
| 2025-12-15 | Frederick Wayne A.I. | Sell | 1.9K | $293.09 |
| 2025-12-05 | STONESIFER TIMOTHY C. | Buy | 962 | $311.73 |
| 2025-10-31 | Huffines Robert Luther | Grant | 477 | — |
| 2025-10-01 | Pease Flavia | Grant | 12K | — |
| 2025-09-08 | Cousin Laetitia | Option exercise | 256 | $166.60 |
| 2025-09-08 | Cousin Laetitia | Sell | 797 | $348.81 |
| 2025-09-08 | Cousin Laetitia | Option exercise | 541 | $276.36 |
| 2025-09-08 | Singh Prem | Sell | 687 | $347.49 |
| 2025-08-21 | Benjamin Eric | Sell | 4.3K | $332.23 |
| 2025-08-21 | MINOGUE MICHAEL R | Gift | 1.4K | — |
| 2025-08-21 | MINOGUE MICHAEL R | Gift | 1.4K | — |
| 2025-08-19 | MINOGUE MICHAEL R | Gift | 9.5K | — |
| 2025-08-19 | MINOGUE MICHAEL R | Gift | 9.5K | — |
| 2025-08-19 | MINOGUE MICHAEL R | Gift | 9.5K | — |
| 2025-08-19 | MINOGUE MICHAEL R | Gift | 9.5K | — |
| 2025-08-07 | Singh Prem | Option exercise | 585 | $264.69 |
| 2025-08-07 | Singh Prem | Option exercise | 758 | $276.36 |
| 2025-08-07 | Singh Prem | Sell | 1.3K | $320.00 |
| 2025-08-01 | Davis Lisa Blair | Grant | 2.5K | — |
| 2025-06-13 | Manea Dan | Sell | 1.3K | $300.05 |
| 2025-06-13 | Singh Prem | Option exercise | 1.3K | $166.62 |
| 2025-06-13 | Singh Prem | Sell | 2.3K | $300.05 |
| 2025-06-09 | BORIO LUCIANA | Sell | 481 | $305.73 |
| 2025-05-22 | WEATHERMAN ELIZABETH H | Grant | 778 | — |
| 2025-05-22 | STONESIFER TIMOTHY C. | Grant | 778 | — |
| 2025-05-22 | Scannell Timothy J | Grant | 778 | — |
| 2025-05-22 | Pease Flavia | Grant | 778 | — |
| 2025-05-22 | MINOGUE MICHAEL R | Grant | 778 | — |
| 2025-05-22 | Hopfield Jessica | Grant | 778 | — |
| 2025-05-22 | Frederick Wayne A.I. | Grant | 778 | — |
| 2025-05-22 | BORIO LUCIANA | Grant | 778 | — |
| 2025-05-14 | Kapples John W. | Option exercise | 5.3K | $95.43 |
| 2025-05-14 | Kapples John W. | Sell | 5.3K | $318.47 |
| 2025-05-13 | Hopfield Jessica | Sell | 5.2K | $317.54 |
| 2025-05-13 | McEvoy Ashley | Grant | 9.5K | — |
| 2025-05-13 | Hopfield Jessica | Option exercise | 5.2K | $28.87 |
| 2025-05-13 | Benjamin Eric | Option exercise | 3.0K | $92.11 |
| 2025-05-13 | Benjamin Eric | Sell | 3.0K | $320.00 |
| 2025-05-01 | Chadwick Ana Maria | Tax withheld | 1.8K | $250.25 |
| 2025-04-28 | Hollingshead James | Tax withheld | 3.6K | $259.52 |
| 2025-03-25 | Frederick Wayne A.I. | Sell | 1.8K | $275.00 |
| 2025-03-03 | Benjamin Eric | Option exercise | 1.9K | $74.50 |
| 2025-03-03 | Benjamin Eric | Option exercise | 3.3K | $46.22 |
| 2025-02-28 | Kapples John W. | Tax withheld | 397 | $272.27 |
| 2025-02-28 | Hollingshead James | Tax withheld | 1.2K | $272.27 |
| 2025-02-28 | Field Mark N | Tax withheld | 136 | $272.27 |
| 2025-02-28 | Cousin Laetitia | Tax withheld | 54 | $272.27 |
| 2025-02-28 | Budden Lauren | Tax withheld | 234 | $272.27 |
| 2025-02-28 | Benjamin Eric | Tax withheld | 492 | $272.27 |
| 2025-02-28 | Singh Prem | Tax withheld | 90 | $272.27 |
| 2025-02-28 | Manea Dan | Tax withheld | 168 | $272.27 |
| 2025-02-27 | Kapples John W. | Tax withheld | 426 | $267.09 |
| 2025-02-27 | Singh Prem | Tax withheld | 207 | $267.09 |
| 2025-02-27 | Manea Dan | Tax withheld | 238 | $267.09 |
| 2025-02-27 | Hollingshead James | Tax withheld | 2.1K | $267.09 |
| 2025-02-27 | Field Mark N | Tax withheld | 368 | $267.09 |
| 2025-02-27 | Cousin Laetitia | Tax withheld | 205 | $267.09 |
| 2025-02-27 | Budden Lauren | Tax withheld | 138 | $267.09 |
| 2025-02-27 | Benjamin Eric | Tax withheld | 644 | $267.09 |
| 2025-02-25 | Budden Lauren | Grant | 562 | — |
| 2025-02-25 | Singh Prem | Grant | 1.4K | — |
| 2025-02-25 | Manea Dan | Grant | 1.4K | — |
| 2025-02-25 | Kapples John W. | Grant | 1.8K | — |
| 2025-02-25 | Hollingshead James | Grant | 7.7K | — |
| 2025-02-25 | Field Mark N | Grant | 2.1K | — |
| 2025-02-25 | Cousin Laetitia | Grant | 960 | — |
| 2025-02-25 | Chadwick Ana Maria | Grant | 2.6K | — |
| 2025-02-25 | Benjamin Eric | Grant | 2.7K | — |
| 2025-02-17 | Singh Prem | Grant | 956 | — |
| 2025-02-17 | Singh Prem | Tax withheld | 281 | $280.56 |
| 2025-02-17 | Manea Dan | Grant | 2.4K | — |
| 2025-02-17 | Manea Dan | Tax withheld | 722 | $280.56 |
| 2025-02-17 | Kapples John W. | Grant | 4.6K | — |
| 2025-02-17 | Kapples John W. | Tax withheld | 1.5K | $280.56 |
| 2025-02-17 | Hollingshead James | Grant | 37K | — |
| 2025-02-17 | Hollingshead James | Tax withheld | 18K | $280.56 |
| 2025-02-17 | Field Mark N | Grant | 2.8K | — |
| 2025-02-17 | Field Mark N | Tax withheld | 699 | $280.56 |
| 2025-02-17 | Budden Lauren | Grant | 1.4K | — |
| 2025-02-17 | Budden Lauren | Tax withheld | 443 | $280.56 |
| 2025-02-17 | Benjamin Eric | Grant | 5.1K | — |
| 2025-02-17 | Benjamin Eric | Tax withheld | 2.3K | $280.56 |
| 2025-01-21 | Benjamin Eric | Option exercise | 1.7K | $46.22 |
| 2025-01-21 | Benjamin Eric | Option exercise | 3.4K | $74.50 |
| 2025-01-21 | Benjamin Eric | Sell | 12K | $280.00 |
| 2025-01-10 | Singh Prem | Tax withheld | 336 | $271.83 |
| 2025-01-03 | Cousin Laetitia | Tax withheld | 143 | $266.30 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-26 | Reg FDExhibits | filing ↗ |
| 2026-05-21 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-04-29 | Reg FDExhibits | filing ↗ |
| 2026-03-12 | Reg FDExhibits | filing ↗ |
| 2026-03-04 | Exec/director change | filing ↗ |
| 2026-02-24 | Auditor changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-24 | 0001145197-26-000148 ↗ |
| 8-K | 2026-05-26 | 2026-05-26 | 0001145197-26-000132 ↗ |
| 8-K | 2026-05-21 | 2026-05-20 | 0001145197-26-000121 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001145197-26-000100 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001145197-26-000102 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001145197-26-000095 ↗ |
| 8-K | 2026-03-12 | 2026-03-12 | 0001145197-26-000081 ↗ |
| 8-K | 2026-03-04 | 2026-02-27 | 0001145197-26-000078 ↗ |
| 8-K/A | 2026-02-24 | 2025-12-15 | 0001145197-26-000033 ↗ |
| 10-K | 2026-02-18 | 2025-12-31 | 0001145197-26-000028 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0001145197-26-000026 ↗ |
| 8-K | 2026-02-03 | 2026-01-29 | 0001145197-26-000007 ↗ |