Why did Insulet Corporation (PODD) stock move recently?

On 8/5/2026, Insulet Corporation moved -17.0% — Insulet fell after it cut its full-year revenue-growth outlook to about 20-22% (from 21-23%) and guided Q3 revenue below expectations, even though Q2 sales and EPS beat estimates. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Insulet Corporation (PODD) overvalued or fairly valued?

MarketChacha shows Insulet Corporation's valuation in context — a trailing P/E of about 33.7, a forward P/E of about 18.5, a price-to-book of about 7.0 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Insulet Corporation's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.31×) from reported figures — education, not a rating.

What is Insulet Corporation's revenue?

Insulet Corporation reported revenue of $2.7B for FY2025, with net profit of $247.1M, per official filings.

What is the share price of Insulet Corporation (PODD)?

Insulet Corporation last traded at $142.64 (+0.5% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Insulet Corporation

PODD · NASDAQ · Healthcare · United States

Snapshot

TickerPODD

ExchangeNASDAQ

SectorHealthcare

IndustryMedical Devices

CountryUnited States

Employees5,400

HeadquartersActon, United States

Websitewww.insulet.com

Filings tracked23

About Insulet Corporation

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

Who owns it

Insiders0.3%
Institutions99.7%
Public & other0.0%

1,086 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.9.65%
Vanguard Capital Management LLC6.52%
State Street Corporation4.61%
Vanguard Portfolio Management LLC4.44%
AQR Capital Management, LLC3.54%
BAILLIE GIFFORD & CO2.94%
Geode Capital Management, LLC2.89%
Two Sigma Investments, LP2.74%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 3.0 points over the period — profitability is trending down.

Cash conversion1.31×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend12.2% → 9.1%

Margin has compressed by about 3.0 points over the period — profitability is trending down.

Return on equity16.3%

Latest ROE of 16.3% — capital is generating a healthy return.

Growth qualityrev 26% · PAT 9%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $893.7M · EPS 1.85

Est. earnings growth +19.1%

Next fiscal year

Rev $3.7B · EPS 7.72

Est. earnings growth +18.7%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$2.7B

Net margin

9.1%

ROE

16.3%

Revenue CAGR (2y)

+26.3%

Profit CAGR (2y)

+9.4%

EPS (FY2025)

3.48

Net profit (FY2025)

$247.1M

Ask MarketChacha about PODD

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 5, 2026
Insulet fell after it cut its full-year revenue-growth outlook to about 20-22% (from 21-23%) and guided Q3 revenue below expectations, even though Q2 sales and EPS beat estimates.
source 1 ↗source 2 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

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Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$2.7B	$247.1M	3.48	9.1%	16.3%
FY2024	$2.1B	$418.3M	5.78	20.2%	34.5%
FY2023	$1.7B	$206.3M	2.94	12.2%	28.2%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$801.7M	$95.0M	1.37	11.8%
2026Q1	$761.7M	$91.1M	1.30	12.0%
2025Q3	$706.3M	$87.6M	1.24	12.4%
2025Q2	$649.1M	$22.5M	0.32	3.5%
2025Q1	$569.0M	$35.4M	0.50	6.2%
2024Q3	$543.9M	$77.5M	1.08	14.2%
2024Q2	$488.5M	$188.6M	2.59	38.6%
2024Q1	$441.7M	$51.5M	0.73	11.7%
2023Q3	$432.7M	$51.9M	0.74	12.0%
2023Q2	$396.5M	$27.3M	0.39	6.9%
2023Q1	$261.3M	$23.8M	0.34	9.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change
SEC9/10/2026material
10-Q filing
SEC8/5/2026
8-K — Results of operations, Exhibits
SEC8/5/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC6/25/2026material
8-K — Reg FD disclosure, Exhibits
SEC5/26/2026material
8-K — Bylaw/charter change, Shareholder vote results, Exhibits
SEC5/21/2026material
8-K — Results of operations, Exhibits
SEC5/6/2026material
10-Q filing
SEC5/6/2026
8-K — Reg FD disclosure, Exhibits
SEC4/29/2026material
8-K — Reg FD disclosure, Exhibits
SEC3/12/2026material
8-K — Executive/director change
SEC3/4/2026material
8-K/A — Auditor change, Exhibits
SEC2/24/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/18/2026material
10-K filing
SEC2/18/2026
8-K — Material agreement, Exhibits
SEC2/3/2026material

2025

8-K — Auditor change, Exhibits
SEC12/19/2025material
8-K — Executive/director change, Exhibits
SEC12/17/2025material
8-K — Results of operations, Exhibits
SEC11/6/2025material
10-Q filing
SEC11/6/2025
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC10/23/2025material
8-K — Executive/director change, Other events, Exhibits
SEC9/16/2025material
8-K — Results of operations, Exhibits
SEC8/7/2025material
10-Q filing
SEC8/7/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.