
Insulet Corporation (PODD)
Insulet makes the Omnipod, a clever, tubeless wearable device that automatically delivers insulin to people living with diabetes.
Is Insulet Corporation a good stock for a UK beginner?
The honest version: There's no rating here and nothing for sale. In its favour: High profit margins on each pod sold. Worth weighing: No dividend payments for shareholders.
Is this normal for this company?
Each figure against the range this same company has produced recently. Neither end of a range is the good end.
Share price divided by the earnings actually reported over the four most recent quarters. The range is the same calculation at each of this company's last few results, so roughly the past year.
Profit as a share of sales, from the company's own quarterly statements. The range covers the 5 quarters we hold, and the figure shown is its most recent one.
How these ranges are built
Every number here is the company's own reported figure, not a comparison with other companies. The ranges come from this company's own results and its share price. Where it reports in a different currency from the one its shares trade in, the price-to-earnings range is left out rather than mixing the two.
What does Insulet Corporation do?
Insulet simplifies life for people with diabetes by replacing traditional, bulky insulin pumps with a small, waterproof pod that sticks to the skin and is controlled by a smartphone. Those disposable pods, which need replacing every few days, are what pay the bills and keep customers coming back. What really matters here is whether they can keep expanding their user base while fending off competition from other medical tech giants.
On our factor screen it looks strongest on growth and quality, and weakest on momentum.
- !Pays no dividend - the whole return rides on the share price
- ✓Growing - revenue up about 24% over the year
- ✓Strong return on shareholder money (ROE 26%)
- Growth screens high
- Momentum screens low
- Income screens low
Does Insulet Corporation pay a dividend?
No - Insulet Corporation doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.
Does Insulet Corporation have more cash or more debt?
It holds about $534.90M in cash against about $948.40M of debt - so it has net debt of about $413.50M. Debt is not automatically a problem - it funds growth - but it has to be serviced and repaid, which matters more when profits wobble.
From the latest reported balance sheet. Cash and debt levels change, and some borrowing is normal - this is context, not a judgment.
What do Insulet Corporation's numbers mean?
How has it performed?
Growth of £1,000, the worst fall, and year by year
Over about 2 years to 2026-09-10. This is the share price only; any dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
How much has Insulet Corporation actually fallen?
Over the last 2 years of daily prices, Insulet Corporation fell as much as −62% from a high to a later low. Falls like this are normal when you own a share.
Past falls are not a forecast - it can fall further, or recover.
How has it done year by year?
Calendar-year total return - the share price with dividends reinvested - from adjusted closing prices. The current year is only part-complete. Past returns are not a guide to the future.
A closer look at the numbers
Ownership, earnings history, where the money goes, and the outlook range
Does the share price tell you if it's cheap or expensive?
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
How much money does Insulet Corporation make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Where does each £100 of Insulet Corporation's sales go?
A rough split of the latest full-year figures: of every £100 of sales, about £29 covers making the product or service, £59 goes on running costs, tax and interest, and about £12 is left as profit. Margins vary a lot by industry, and one-off items can distort a single year.
When does Insulet Corporation report earnings, and how did recent quarters go?
Insulet Corporation is next scheduled to report on about 2026-11-05 - dates can move, and we don't predict results; this just tells you when to look.
‘Beat’ and ‘missed’ are against what analysts expected, not whether the business is doing well.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-05-06 | $1.19 | $1.42 | Beat +19% |
| 2026-02-18 | $1.46 | $1.55 | Beat +6% |
| 2025-11-06 | $1.15 | $1.24 | Beat +8% |
| 2025-08-07 | $0.92 | $1.17 | Beat +27% |
| 2025-05-08 | $0.79 | $1.02 | Beat +30% |
| 2025-02-20 | $1.02 | $1.15 | Beat +13% |
Across the last 6 quarters here, Insulet Corporation came in ahead of what analysts expected 6 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Where these figures come from
Each quarter a company reports its results against a consensus of analyst forecasts. The figures here are reported versus expected earnings per share from published results; the expectation is that analyst consensus, not our view. Report dates are estimates and can move.
What are the scenarios for Insulet Corporation?
An illustrative range for the year ahead — not a prediction or a price target.
What are the pros, cons and common questions?
The case each way, and the questions people ask
Becoming the standard of care for insulin delivery globally
Technological disruption making pods obsolete
What are the pros and cons of Insulet Corporation?
A balance check, not a score or verdict.
- High profit margins on each pod sold
- Strong, recurring revenue from repeat pod purchases
- Innovative technology that improves quality of life for patients
- No dividend payments for shareholders
- High valuation compared to traditional companies
- Significant share price volatility over the last year
- Heavy reliance on a single core product line
- Intense competition from established medical device companies
- Potential changes to healthcare reimbursement policies
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained drop in revenue growth rates
- A major safety recall of the pod devices
Common questions about Insulet Corporation
Does Insulet Corporation pay a dividend?
No - Insulet Corporation does not currently pay a dividend, so the return would rest on the share price. Many growing companies reinvest profits instead of paying them out.
When does Insulet Corporation report earnings next?
Insulet Corporation is next scheduled to report results on about 2026-11-05. Report dates are estimates and can move; this is a diary note for when to look, not a forecast of the outcome.
More in Healthcare
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-02 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.