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PODD INSULET CORP

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Healthcare

Scale

Market cap
$9.9bn
Revenue TTM
$3.1bn
Net income TTM
$375m
Free cash flow
$294m
Composite score
74.1
Sector rank
#722

Valuation

P / E
26.3
EV / EBITDA
16.1
EV / sales
3.2
FCF yield
2.97%
Earnings yield vs 10-yr
-0.93pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
12.3%
EBITDA margin
20.1%
ROE
26.4%
ROIC
36.3%
Revenue growth
29.4%

Insider activity, last 90 days

Net open-market
$1.00m
Buyers
3
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

See “Management’s Use of Non-GAAP Measures.” Total revenue for the three months ended June 30, 2026 increased $152.6 million, or 23.5%, to $801.7 million, compared with $649.1 million for the three months ended June 30, 2025. Total revenue for the six months ended June 30, 2026 increased $345.3 million, or 28.4%, to $1.6 billion, compared with $1.2 billion for the six months ended June 30, 2025. Constant currency revenue growth of 22.7% and 26.2% for the three and six months ended June 30, 2026, respectively, was primarily driven by higher sales volume largely attributable to our growing customer base and, to a lesser extent, higher price. …INSULET CORP, 10-Q, period ended 2026-06-30, filed 2026-08-05

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