INSULET CORP
PODDHealthcare
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Nov 4, 2026
Next reportFebruary 16, 2027after close · forecast 1.888 $/share
Revenue
$842.00M
▲ +19.2% vs prior year YoY
Net income
$141.10M
▲ +61.1% vs prior year YoY
EPS
2.03$
▲ +63.7% vs prior year YoY
Net margin
16.8%
▲ +4.4 pp vs prior year YoY
Revenue▲ +19.2%
Margins (% of revenue)GrossOperatingNet
Net income▲ +61.1%
EPS▲ +63.7%
Financial statements
View 10-Q filed November 4, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $597.50M | $569.00M | $649.10M | $706.30M | $783.70M | $761.70M | $801.70M | $842.00M | ▲ +19.2% |
| Gross profit | $430.90M | $409.00M | $452.20M | $510.10M | $568.60M | $529.10M | $562.60M | $632.10M | ▲ +23.9% |
| Operating income | $109.30M | $88.80M | $121.10M | $117.70M | $146.20M | $122.10M | $129.70M | $189.80M | ▲ +61.3% |
| Net income | $100.70M | $35.40M | $22.50M | $87.60M | $101.60M | $91.10M | $95.00M | $141.10M | ▲ +61.1% |
| R&D | $60.60M | $59.60M | $73.40M | $77.20M | $90.90M | $89.70M | $88.10M | $91.60M | ▲ +18.7% |
| EPS (diluted) | — | 0.50 $ | 0.32 $ | 1.24 $ | — | 1.30 $ | 1.37 $ | 2.03 $ | ▲ +63.7% |
| Margins (% of revenue) | |||||||||
| Gross | 72.1 % | 71.9 % | 69.7 % | 72.2 % | 72.6 % | 69.5 % | 70.2 % | 75.1 % | ▲ +2.8 pt |
| Operating | 18.3 % | 15.6 % | 18.7 % | 16.7 % | 18.7 % | 16.0 % | 16.2 % | 22.5 % | ▲ +5.9 pt |
| Net | 16.9 % | 6.2 % | 3.5 % | 12.4 % | 13.0 % | 12.0 % | 11.8 % | 16.8 % | ▲ +4.4 pt |
| Balance sheet | |||||||||
| Assets | $3.09B | $3.52B | $3.47B | $3.03B | $3.19B | $2.99B | $3.17B | $3.42B | ▲ +12.7% |
| Liabilities | $1.88B | $2.19B | $2.01B | $1.65B | $1.68B | $1.68B | $1.74B | $1.84B | ▲ +11.6% |
| Equity | $1.21B | $1.33B | $1.46B | $1.38B | $1.52B | $1.30B | $1.42B | $1.58B | ▲ +14.1% |
| Cash | — | — | — | — | — | — | — | — | — |
| Capital | |||||||||
| Shares outstanding | 70.23M | 70.37M | 70.39M | 70.35M | 70.40M | 69.26M | 69.35M | 69.37M | ▼ -1.4% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.