PODDInsulet Corporation
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A rare clean sweep: double-check what the checks can't see
Quality strong, no red flags, undemanding price, growing in the filings, the market undecided.
Diabetes is a chronic, life-threatening disease for which there is no known cure. It is caused by the body’s inability to produce or effectively utilize the hormone insulin, which prevents the body from adequately regulating blood glucose levels. Glucose, the primary source of energy for cells, must be maintained at certain concentrations in the blood in order to permit optimal cell function and health. In people with diabetes, blood glucose levels fluctuate between very high levels, a condition known as hyperglycemia, and very low levels, a condition called hypoglycemia.
In the company’s own words · 10-K filed Feb 18, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Insulet Corporation (PODD) reported revenue of $802M in Q2 2026 (quarter ended Jun 30, 2026), up 24% from the same quarter a year earlier. That came with a gross margin of 70% and net income of $95M (12% of revenue). For the full year FY2025, revenue was $2.71B (+31% year on year) and net income $247M. Its largest product in Q2 2026 was U.S.Omnipod at $544M, 68% of the disclosed total, well ahead of International Omnipod at 31%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 21, 2026On September 21, 2026, Insulet Corporation (the “Company”) entered into the Ninth Amendment to Credit Agreement (the “Amendment”) with the lenders and other parties thereto and Morgan Stanley Senior Funding, Inc., as administrative agent (the “Agent”), amending that certain Credit Agreement, dated as of May 4, 2021 …Material agreement entered · Form 8-K
- Sep 16, 2026Adoption of Nonqualified Deferred Compensation Plan On September 14, 2026, the Talent and Compensation Committee (the "Committee") of the Board of Directors (the "Board") of Insulet Corporation (the "Company") approved and adopted the Insulet Nonqualified Deferred Compensation Plan (the "Plan"), with such Plan to be …Director or officer change · Form 8-K
- Sep 10, 2026On September 3, 2026, Timothy J. Scannell, a member of the Board of Directors (the "Board") of Insulet Corporation (the "Company"), notified the Company of his decision to step down from the Board for health reasons, effective September 3, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $801.7MThe company’s own SEC segment disclosure.
- U.S.Omnipod$544.1M68%
- International Omnipod$251.8M31%
- Drug Delivery$5.8M1%
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Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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