PODD Stock — Insulet Corp

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Feb 17, 2027 Est · unconfirmed · in 13 wks

Q3 2026 earnings call transcript

call held Nov 4, 2026

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Latest documents

what the company just published, in one sentence each

2026

Nov 4

Quarterly report 10-Q FY2026 Q3, ended Sep 30

Revenue rises 25.0% as device corrections cost $38.5 million

Insulet Corp reported nine-month revenue up 25.0% to $2.4 billion, with international Omnipod growth of 40.8%, while two voluntary medical device corrections caused a $38.5 million net charge. A $1 billion stock repurchase program was authorized through December 31, 2028.

Revenue $842M ▲ 19.2% Net income $141.1M ▲ 61.1% Diluted EPS $2.03 ▲ 63.7%

Read from the MD&A section

4 source passages

Total revenue for the nine months ended September 30, 2026 increased $481.1 million, or 25.0%, to $2.4 billion, compared with $1.9 billion for the nine months ended September 30, 2025. Revenue from the sale of Omnipod products in our international markets increased $220.6 million, or 40.8%, to $760.8 million for the nine months ended September 30, 2026, compared with $540.2 million for the nine months ended September 30, 2025. During the nine months ended September 30, 2026, we issued two voluntary medical device corrections (“the MDCs”), one in March and one in May, related to separate manufacturing issues that caused a tear in the cannula of certain Omnipod products. We recorded a net charge of $38.5 million associated with the MDCs during the nine months ended September 30, 2026. In October 2026, the Board of Directors authorized a $1 billion common stock repurchase program, effective through December 31, 2028. Open the document at this passage

Nov 4

Earnings call

Q3 2026 earnings call AI summary on its way

Nov 4

Current report 8-K

Revenue rises 19.2%; board authorizes $1 billion repurchase

Insulet Corporation reported third-quarter revenue of $842.0 million, up 19.2%, and net income of $141.1 million. Its board authorized up to $1 billion in stock repurchases through December 31, 2028, with approximately $400 million planned for fourth-quarter 2026.

Financial results, Regulation FD disclosure

5 source passages

Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced its financial results for the three months ended September 30, 2026. Revenue of $842.0 million, up 19.2%, or 19.6% in constant currency, slightly above the high end of the Company’s guidance range of 17.5% - 19.5% at constant currency rates Net income of $141.1 million, or $2.03 per diluted share, compared to $87.6 million, or $1.24 per diluted share, in the prior year On October 30, 2026, the Board of Directors of Insulet Corporation (the “Company”) authorized a stock repurchase program, pursuant to which the Company may purchase up to $1 billion of its outstanding common stock through December 31, 2028. The Company plans to allocate approximately $400 million of this program toward repurchases in the fourth quarter of 2026, using existing cash. Open the document at this passage

Sep 21

Current report 8-K

Entered into a material agreement, New debt or off-balance-sheet obligation

Insulet Corporation refinanced $475 million in term loans with a 0.25% lower interest rate margin on September 21, 2026, and increased revolving commitments by $250 million to $750 million; the facility was undrawn.

Read from the first part of this long document

Sep 16

Current report 8-K Events of Sep 14

Director or officer change, or executive pay AI summary on its way

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

View all 125 metrics

Revenue (TTM)

$3.19B

Trailing 12 months

Net income (TTM)

$428.80M

Trailing 12 months

Revenue growth YoY

+19.2%

Year over year

Operating margin

18.4%

Trailing 12 months

P / E (TTM)

24.9

Trailing earnings · reciprocal yield 4.0%

FCF yield

2.5%

TTM · current market cap

Return on invested capital

23.5%

Trailing 12 months

Net cash

−$377.70M

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-1.7%

Year over year · fewer shares

Price change (1Y)

-54.2%

Trailing year

Short interest

7.7%

Latest settlement · 4.3 days to cover

View all 125 metrics

Quarterly results

Revenue Net income Net loss

▲17.2% $597.50M $100.70M '24 Q4* ▲28.8% $569.00M $35.40M '25 Q1 ▲32.9% $649.10M $22.50M '25 Q2 ▲29.9% $706.30M $87.60M '25 Q3 ▲31.2% $783.70M $101.60M '25 Q4* ▲33.9% $761.70M $91.10M '26 Q1 ▲23.5% $801.70M $95.00M '26 Q2 LATEST ▲19.2% $842.00M $141.10M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Sell Momentum Neutral Sentiment Neutral Fundamentals Excellent Quant / Vol Very High

Market backdrop VIX 19.3 · elevated Equity put/call 0.63

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg −12%

below

Price vs 50-day avg +7%

above

RSI (14) 56

neutral

MACD trend Negative

52-week position 10%

near low

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Neutral

1-month return +8%

trailing

6-month return −1%

trailing

YTD return −46%

this year

Relative strength −1%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $142 › 200d $173 — 200d above 50d

Institutional flow Distributing

680 of 740 funds reported for Sep 30 · net -4.4M sh shares · +101 new

Insider flow Accumulating

Net +$162.2K over 90 days · 0% sells

Short interest Falling

7.68% of shares out · ▼ -5.4% MoM · 4.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

740 holders — mid 3-yr range

Squeeze score 60

elevated · 0–100

Fundamentals

Excellent

Revenue growth +31%

Y/Y

Gross margin 72%

expanding

EPS growth −40%

Y/Y

Free cash flow $377.7M

Valuation P/E 24.9

below peers

Buyback $1.5B

authorized

Balance sheet $233.1M

net debt

Quant / Vol

risk profile

Very High

Volatility 46%

annualized · 1-yr

Max drawdown −62%

past year

ATR 4.1%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the Earnings Call filed Aug 5, 2026

Total company constant currency revenue growth · full-year Non-GAAP 20% – 22%

Total Omnipod constant currency revenue growth · full-year Non-GAAP 21% – 23%

International Omnipod revenue growth on a constant currency basi · full-year Non-GAAP 30% – 32%

Net interest expense · full-year Maintained $40M

May 6, 2026 $40M Aug 5, 2026 $40M

Non-GAAP tax rate · full-year Non-GAAP Lowered 20% – 21%

May 6, 2026 21% – 22% Aug 5, 2026 20% – 21%

Adjusted EPS growth · full-year Non-GAAP at least 30%

Previous outlook earlier release · from the 8-K filed May 6, 2026

Still-open targets the latest release did not restate under the same label.

Total · FY 2026 Guidance (as of 5/6/2026) 21% – 23%

U.S. Omnipod · FY 2026 Guidance (as of 5/6/2026) 20% – 22%

International Omnipod · FY 2026 Guidance (as of 5/6/2026) 26% – 28%

Total Omnipod · FY 2026 Guidance (as of 5/6/2026) 22% – 24%

Drug Delivery · FY 2026 Guidance (as of 5/6/2026) -50%

Adjusted EPS Growth · FY 2026 Guidance (as of 5/6/2026) at least 25%

Prior guidance period ended · from the Earnings Call filed Aug 5, 2026

U.S. Omnipod revenue growth · third quarter 14% – 16%

Guided vs delivered · last 1 settled

Revenue full year 2021

guided $1B

guided $1B $1.1B Beat +9.9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell

3 · 3 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−12% Bearish

Price vs 50-day avg

+7% Bullish

RSI (14)

56 Neutral

MACD trend

Negative Bearish

52-week position

10% Bearish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 2 of 6

Trend (MA cross) No cross

50d $142 › 200d $173 — 200d above 50d

Institutional flow Distributing

680 of 740 funds reported for Sep 30 · net -4.4M sh shares · +101 new

Insider flow Accumulating

Net +$162.2K over 90 days · 0% sells

Short interest Falling

7.68% of shares out · ▼ -5.4% MoM · 4.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

740 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $130 Now $152 · 10% Range high $346

vs 200-day avg -12% vs 50-day avg +7%

Illustrative 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
Adjusted EBITDA non-GAAP	$381.5M	Six Months Ended June 30, 2026	—
Adjusted net income non-GAAP	$115M	Second Quarter 2026	—
GAAP → non-GAAP reconciliation GAAP Net Income 95M +20M Voluntary MDCs and related costs -0.1M CFO transition costs +0.2M Tax matters = Adjusted Net Income 115M
Free cash flow non-GAAP	$145.4M	Six Months Ended June 30, 2026	—
International Omnipod Constant Currency Revenue Growth non-GAAP	38.4%	Six Months Ended June 30, 2026	—
Non-GAAP Diluted Earnings per Share non-GAAP	$3.08	Six Months Ended June 30, 2026	—
Non-GAAP Gross Profit non-GAAP	$1.13B	Six Months Ended June 30, 2026	—
Non-GAAP Operating Income non-GAAP	$288M	Six Months Ended June 30, 2026	—
Total Constant Currency Revenue Growth non-GAAP	22.7%	Three Months Ended June 30, 2026	—
Total Omnipod Constant Currency Revenue Growth non-GAAP	28.1%	Six Months Ended June 30, 2026	—
U.S. Omnipod Constant Currency Revenue Growth non-GAAP	24%	Six Months Ended June 30, 2026	—

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

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
PODD Insulet Corp this stock	$10.58B	-46.4%	+30.7%	24.9	7.7%
ABT Abbott Laboratories	$187.95B	-13.4%	+5.7%	40.5	1.1%
MDT Medtronic plc	$131.57B	+7.1%	+8.4%	25.3	1.8%
SYK Stryker Corp	$117.88B	-11.9%	+11.2%	33.0	1.7%
BSX Boston Scientific Corp	$64.27B	-53.5%	+12.5%	18.8	2.4%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

719

% held: 97.5%
Reported: 680 of 740
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

675

View

Short & Settlement

Short Interest Falling

Shares short

5.3M

Days to cover: 4.3d
Change: -303.4K sh

View

Short Volume

Short vol %

60%

As of: Nov 13, 2026

Short Total

View

Fails to Deliver

FTD shares

446

Value: $66.0K
As of: Aug 19, 2026

View

Off-Exchange

Off-exchange %

50.4%

Week of: Oct 5, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net buying

Net (90d)

+$162.2K

Buyers / Sellers: 1 / 0

Buyers Sellers

View

Congressional Trades Buy

Member

Gilbert Cisneros

Amount: $1.0K–$15.0K
Traded: Oct 20, 2026

View

Financials

Revenue (FY)

$2.7B

Net income (FY): $247.1M
EPS diluted: $3.48

View

Buybacks

Authorized · 3 programs

$1.5B

View

Filings

SEC Filings

Latest

10-Q

Filed: Nov 4, 2026
This year: 24

Insulet Corp reported nine-month revenue up 25.0% to $2.4 billion, with international Omnipod growth of 40.8%, while two voluntary medical device corrections caused a $38.5 million net charge. A $1 billion stock repurchase program was authorized through December 31, 2028.

View

Proposed Sales

Value

$59.9K

Shares: 418
Filed: Jun 3, 2026

View

Earnings & Events

Webcasts Upcoming

Next webcast

Nov 18, 2026

Last webcast: Nov 4, 2026

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Investor Relations

	5D	20D	120D	MTD	YTD
PODD	+4.1%	+8.1%	-0.9%	+1.9%	-46.4%
SPY	+2.6%	-1.2%	+0.5%	-0.2%	+10.6%
vs SPY	+1.5%	+9.2%	-1.4%	+2.1%	-57.0%

PODD · Insulet Corp

Price & Indicators

Up next

Latest documents

Metrics snapshot

Quarterly results

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns