Here are the 10-Q quarterly reports from Insulet Corporation (PODD) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow PODD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PODD filings page.
Insulet Corporation (PODD) reported third-quarter revenue of $842.0 million, up 19.2% from $706.3 million, and net income of $141.1 million, versus $87.6 million. Omnipod revenue grew in the U.S. and internationally, mainly from higher sales volumes as the customer base grew. Gross margin was 75.1%, compared with 72.2%.
For the nine months ended September 30, 2026, operating cash flow was $325.7 million versus $386.0 million. Two voluntary medical device corrections related to tears in the cannula of certain Omnipod products generated a $38.5 million net charge; estimated total costs are approximately $50 million, most expected in 2026. In October 2026, the board authorized a $1 billion repurchase program through December 31, 2028; the company expects to allocate approximately $400 million to 2026 repurchases, funded with existing cash. In Insulet’s trade-secret case against EOFlow Co., Ltd., EOFlow, Inc., Nephria Bio, Inc. and CEO Jesse Kim, the Federal Circuit reversed the district court judgment on May 28, 2026, concluding Insulet’s claims were barred by the three-year statute of limitations, and denied rehearing on October 19, 2026. Because it had not previously recorded the damages awarded, Insulet said the reversal had no impact on its financial statements.
Insulet Corporation reported strong Q1 2026 results, with revenue of $761.7 million, up 33.9% from a year earlier, driven by 36.9% growth in Omnipod products and especially rapid international expansion.
Net income rose to $91.1 million and diluted EPS to $1.30, helped by higher volumes and pricing, partly offset by a lower gross margin of 69.5% due to increased inventory reserves and warranty costs from a voluntary Omnipod 5 medical device correction.
Operating cash flow was $113.8 million and free cash flow $89.5 million. Insulet ended the quarter with $480.4 million in cash and $948.1 million of net debt, and repurchased $300 million of stock under accelerated share repurchase agreements while extending and expanding its buyback authorization.
Insulet Corporation (PODD) reported strong Q3 2025 growth. Total revenue rose to $706.3 million from $543.9 million, driven by Omnipod sales in the U.S. at $497.1 million and International at $202.1 million. Gross profit reached $510.1 million with gross margin improving to 72.2%. Net income was $87.6 million, and diluted EPS was $1.24. Operating income increased to $117.7 million as the company continued to invest in R&D ($77.2 million) and SG&A ($315.2 million) to support Omnipod 5 expansion.
Year to date, operating cash flow was $386.0 million, cash and equivalents were $757.4 million, and net debt declined as Insulet retired its 0.375% Convertible Notes and issued $450 million 6.5% senior unsecured notes; total debt, net fell to $1,014.8 million from $1,379.8 million. The board authorized up to $125 million in share repurchases; $59.6 million was executed through Q3. In ongoing litigation, a final judgment included a permanent injunction and a monetary award reduced to $59.4 million; amounts were not recorded due to pending appeals and a partial stay for certain patients.