PODD · Insulet Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | 381.5M | Six Months Ended June 30, 2026 | — |
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| Adjusted Operating Income non-GAAP | 288M | Six Months Ended June 30, 2026 | — |
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| Constant Currency Revenue Growth non-GAAP | 22.7% | Three Months Ended June 30, 2026 | — |
| Drug Delivery revenue | $5.8M | FY2026 Q2 | -43.1% |
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| Free cash flow non-GAAP | 145.4M | Six Months Ended June 30, 2026 | — |
| International revenue | $251.8M | FY2026 Q2 | +35.5% |
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| Total Omnipod revenue | $795.9M | FY2026 Q2 | +24.6% |
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| U.S. revenue | $544.1M | FY2026 Q2 | +20.1% |
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| Adjusted net income non-GAAP | $354.4M | Full Year 2025 | — |
GAAP → non-GAAP reconciliationGAAP Net income $247.1M
-$2.7M CEO and CFO transition costs
+$5.8M Loss on investments
+$123.1M Loss on extinguishment of debt
-$12.3M Gain on derivative asset
-$6.5M Tax matters
= Adjusted net income $354.4M
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| Estimated active Omnipod users globally | 600,000 | as of December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Medical Devices — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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PODD
this stock
Insulet Corp
|
$10.18B | -46.7% | +30.7% | 27.5 | 5.5% |
|
ABT
Abbott Laboratories
|
$196.27B | -8.7% | +5.7% | 31.6 | 1.3% |
|
SYK
Stryker Corp
|
$127.34B | -3.3% | +11.2% | 34.4 | 2.2% |
|
MDT
Medtronic plc
|
$115.97B | -2.0% | +8.4% | 24.3 | 1.4% |
|
BSX
Boston Scientific Corp
|
$73.14B | -45.5% | +12.5% | 20.4 | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PODD | +4.5% | -4.7% | -39.8% | -8.4% | -46.7% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +4.9% | -7.6% | -51.3% | -11.3% | -59.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.