Insulet's accelerating revenue growth, up 23.5% YoY in 2026Q2 to $801.7M, is translating into robust margin expansion, with gross margin reaching 70.2% and operating margin at 16.2%, reflecting scale benefits and operational leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 23.5% YoY in 2026Q2, with gross margin expanding to 70.2% and operating margin to 16.2%, though net margin volatility (3.5% in 2025Q2 vs. 38.6% in 2024Q2) warrants attention.
The Wealth Dynasty Report's Substack highlights a bullish thesis on Insulet Corporation, indicating positive sentiment from analysts.
Insulet Corporation's trailing and forward P/E ratios suggest robust financial performance and growth potential.
Operating in the medical devices sector, Insulet benefits from the expanding healthcare industry.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $1.99+25.2% vs $1.59 | $842M+1.1% vs $833M |
Q3 2026 Aug 5, 2026 | $1.66+12.9% vs $1.47 | $802M+1.8% vs $787M |
Q2 2026 May 6, 2026 | $1.42+19.3% vs $1.19 | $762M+4.4% vs $730M |
Q1 2026 Feb 18, 2026 | $1.55+5.4% vs $1.47 | $784M+1.9% vs $769M |
Insulet NASDAQ: PODD reported third-quarter revenue of $842 million, up 19.2% on a reported basis and 19.6% on a constant-currency basis, as international growth outpaced the company's plans and U.S. performance landed within its guidance range.
Insulet Corporation (PODD) Q3 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Insulet (PODD) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Insulet (PODD) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.24 per share a year ago.
Benchmark PODD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Insulet Corp. (PODD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $146.51 | $10.15B | 23.74 | 30.73% | 13.45% | 29.48% | — | |
| $79.41 | $30.64B | 30.73 | 15.6% | 19.41% | 36.5% | — | |
| $16.91 | $1.16B | -23.92 | 7.93% | -4.58% | -35.61% | — | |
| $13.28 | $1.54B | -12.74 | 8.28% | -16.78% | -35.81% | — | |
| $126.56 | $4.3B | 42.23 | 7.57% | 5.68% | 6.02% | — | |
| $109.93 | $191.48B | 40.64 | 5.67% | 9.75% | 9% | 2.14% |
Insulet Corp. (PODD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Insulet Corp. (PODD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 25, 2026·SEC
May 26, 2026·SEC
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Insulet Corp. (PODD) stock FAQ — growth, dividends, profitability & financials explained
Insulet Corp. (PODD) reported $3.19B in revenue over the trailing twelve months. Revenue was $2.71B in fiscal year 2025.
Insulet Corp. (PODD) grew revenue by 26.5% over the trailing twelve months, compared with the twelve months before.
Yes. Insulet Corp. (PODD) earned $428.8M in net income over the trailing twelve months (a 13.4% net margin).
Insulet Corp. (PODD) had a return on equity (ROE) of 29.5% over the trailing twelve months. That is well above the market's typical 10-15%.
Insulet Corp. (PODD) generated $260.0M in free cash flow over the trailing twelve months.
