PODD

INSULET CORP

Ticker: PODDHealthcareSurgical & Medical InstrumentsS&P 500
HQ ACTON, MACIK 1145197FY end 12-31Book / share $20.37Shares 70M
Revenue (FY)
$2.71B+30.73%
TTM $3.05B
Op. margin
17.50%+2.58%
TTM 16.89%
Net income
$247.10M-40.93%
TTM $375.30M
Operating cash
$569.30M+32.30%
TTM $511.20M
Free cash flow
$358.50M+20.99%
TTM $274.20M
Return on equity
16.31%-18.22%
TTM 26.39%
Debt / equity
0.63-0.51%
TTM 0.67
Shares outstanding
71.9M-2.71%
TTM 69.8M

The business

Insulet Corporation (NASDAQ: PODD) develops, manufactures, and sells proprietary continuous insulin delivery systems for people with insulin-dependent diabetes. The company's website is www.insulet.com.

The Omnipod platform represents the core of Insulet's business and includes three primary products: Omnipod 5 Automated Insulin Delivery System, Omnipod DASH Insulin Management System, and Classic Omnipod. Omnipod 5, cleared by the FDA in 2022 and available in 19 countries, features a proprietary automated insulin delivery algorithm embedded in a small, disposable pod that integrates with continuous glucose monitors from Dexcom and Abbott to automatically adjust insulin dosing. Omnipod DASH offers wireless Bluetooth-enabled pod technology controlled through a personal diabetes manager device with touchscreen interface. The company also manufactures pods for Amgen used in the Neulasta Onpro kit for chemotherapy patients.

Insulet's tubeless, waterproof pod design can be worn for up to three days in multiple body locations and eliminates the need for external tubing required by conventional insulin pumps. The company markets its products as offering unprecedented freedom and convenience for diabetes management compared to multiple daily injections or traditional pump therapy.

Omnipod products are currently available in 25 countries across North America, Europe, the Middle East, and Asia-Pacific regions. For the year ended December 31, 2025, approximately 86 percent of Omnipod product sales globally were through intermediaries, with three major distributors accounting for 78 percent of total revenue. The company maintains manufacturing facilities in Acton, Massachusetts and Johor, Malaysia, with a third facility under development in Costa Rica. As of December 31, 2025, Insulet employed approximately 5,400 full-time employees, representing a 38 percent increase from the prior year, with approximately 60 percent located in the United States and the remainder across 17 other countries.

The company holds over 1,000 patents in the United States and other countries with expiration dates through 2047, covering the Omnipod drive system, cannula insertion system, software algorithms, and various delivery mechanisms. Insulet maintains registered trademarks including Omnipod, Omnipod DASH, and Omnipod Discover.

Sector
Healthcare
Industry
Surgical & Medical Instruments
HQ
ACTON, MA
FY end
12-31
CIK
1145197
SIC
3841
Financial performance · annual
20132025
$-386.21M$551.86M$1.49B$2.43B$3.37B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds INSULET CORP — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

644
funds hold it
0 of 35
superinvestors hold it
$4.00B
fund-held value
37.1%
of shares held by funds
1
bond issues held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%$334.86M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.02%$272.97M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.13%$241.93M
Fidelity OTC Portfolio
FOCPX · Fidelity Securities Fund
0.38%$153.10M
iShares Core S&P 500 ETF
IVV · iShares Trust
0.02%$145.01M

Bonds held by funds

Funds report holding 1 issues of INSULET CORP's debt, $171.01M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 6.50%, maturing 20332033.

IssueCouponMaturesFundsFund-held
Insulet Corp.6.500%2033-04-01128$171.01M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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