Insulet Corporation (PODD)
Health Care · Diabetes management devices and insulin delivery systems
Insulet makes wearable insulin delivery pods that automate and simplify diabetes management for people with insulin-dependent diabetes.
What Insulet Corporation does
Insulet Corporation develops, manufactures, and sells proprietary continuous insulin delivery systems under the Omnipod brand for people with insulin-dependent diabetes. The company's flagship platforms include the Omnipod 5 Automated Insulin Delivery System, Omnipod DASH, and Classic Omnipod. Additionally, Insulet manufactures drug delivery pods for Amgen's Neulasta OnPro kit. The company targets both type 1 diabetes and insulin-requiring type 2 diabetes populations globally, addressing a large market opportunity as only a small portion of eligible patients currently use insulin pump therapy.
Themes: ["Diabetes management","Insulin delivery automation","Type 1 diabetes","Wearable medical devices","Chronic disease treatment","Insulin pump therapy"]
Fundamentals
- Price$158.29 as of 2026-07-09 close
- Market cap$10.7B as of 2026-07-10
- 1-year return-46.8% as of 2026-07-09 close
- P/E35.34 as of 2026-07-10
- Net margin+10.4% as of 2026-07-10
- Gross margin+71.0% as of 2026-07-10
- ROE+17.4% as of 2026-07-10
- Debt / equity0.63 as of 2026-07-10
- Revenue growth (YoY)+31.9% as of 2026-07-10
- Revenue CAGR (3y)+27.5% SEC XBRL
- Beta1.10 as of 2026-07-10
Key risks (from latest filing)
["Market adoption and reimbursement challenges: Insulet faces competition from traditional insulin pump manufacturers and alternative diabetes management methods; widespread adoption depends on payer reimbursement and patient willingness to switch from existing therapies.","Regulatory and manufacturing risks: The company must maintain FDA approval and comply with strict medical device regulations; manufacturing disruptions or quality issues could impact product availability and revenue.","Market concentration and limited patient penetration: Only approximately 40% of type 1 diabetes patients in the US and 25% internationally use insulin pump therapy, indicating significant market penetration risk; the addressable market for pump therapy remains relatively small compared to total diabetes population."]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.