Insulet Corporation filings document the financial, regulatory, governance, and operating disclosures of a medical device company built around the Omnipod tubeless insulin delivery platform. Current reports record quarterly and annual results, Omnipod revenue categories, U.S. and international performance, drug delivery revenue, and related financial-condition disclosures.
Insulet’s SEC filings also cover Regulation FD updates on product-quality and medical device correction matters, material supply agreements, stock repurchase authorizations, executive severance arrangements, auditor changes, and proxy governance. Its definitive proxy materials describe board oversight, executive compensation, leadership structure, and other shareholder-voting matters tied to the company’s public-company governance.
Insulet Corporation filed its annual report describing how it develops and sells the tubeless Omnipod insulin delivery platform for people with insulin‑dependent diabetes. The company highlights Omnipod 5’s automated insulin delivery, broad CGM integrations, and smartphone control, along with expansion into insulin‑requiring type 2 diabetes and 25 countries.
Insulet reports heavy reliance on Omnipod products and intermediary distributors, ongoing investments in new algorithms and next‑generation systems, and a global manufacturing footprint in the U.S., Malaysia, China, and a planned facility in Costa Rica. As of December 31, 2025, the company had about 5,400 employees and extensive patent protection through 2047, while outlining detailed regulatory, reimbursement, competition, and supply‑chain risks.
Insulet Corporation reported strong fourth quarter and full-year 2025 results and expanded its share repurchase program. Revenue for Q4 2025 was $783.8 million, up 31.2% year over year, with total Omnipod revenue of $781.8 million and international revenue up 50.7%. Gross margin improved to 72.5%, and operating income reached $146.3 million, or 18.7% of revenue. Full-year 2025 revenue rose to $2.7 billion, a 30.7% increase, with gross margin of 71.6% and operating income of $473.8 million. Adjusted net income grew to $354.4 million, or $4.97 per diluted share, and free cash flow increased to $377.7 million. The Board approved a $350 million increase to the stock repurchase authorization, bringing the total program to $475 million, of which $60 million had been used as of February 16, 2026. The Company plans to allocate approximately $300 million toward repurchases in the first quarter of 2026 and issued 2026 guidance calling for total constant-currency revenue growth of 20% to 22% and adjusted EPS growth of more than 25%.
Insulet Corporation executive Prem Singh reported equity compensation activity in company stock. On February 12, 2026, Singh acquired 2,532 shares of common stock at $0 per share through the vesting of Performance Share Units, which were settled one-for-one in common shares.
On the same date, 861 shares were disposed of at $240.82 per share to cover tax obligations associated with the PSU vesting, leaving Singh with 5,158 shares of Insulet common stock held directly after these transactions.
Insulet Corp executive John W. Kapples reported equity award activity in company stock. On February 12, 2026, he acquired 5,246 shares of common stock at $0 upon satisfaction of performance criteria for Performance Share Units, which were settled one-for-one in shares. On the same date, 1,929 shares at $240.82 were disposed of as a tax-withholding transaction tied to the PSU vesting. After these transactions, Kapples directly owned 26,497 shares of Insulet common stock.
Insulet Corporation executive Laetitia Cousin reported equity award activity involving company common stock. On February 12, 2026, she acquired 1,808 shares at $0.00 per share from the vesting of performance share units that settled one-for-one in stock. On the same date, 564 shares were disposed of at $240.82 per share to cover associated tax obligations through share withholding. After these transactions, she directly owned 4,994 shares of Insulet common stock.
Insulet Corporation executive Lauren Budden reported equity compensation activity involving company common stock. On February 12, 2026, Budden acquired 1,808 shares of Insulet common stock at $0 per share through the settlement of performance share units that vested based on performance criteria.
Upon completion of these awards, 622 shares were withheld at a price of $240.82 per share to cover related tax obligations, a non‑market, tax-withholding disposition. After these transactions, Budden directly beneficially owned 8,188 shares of Insulet common stock.
Insulet Corporation’s EVP and COO, Benjamin Eric, reported equity compensation activity in company stock. On February 12, 2026, he acquired 7,236 shares of common stock at $0 per share, issued upon satisfaction of performance criteria for Performance Share Units settled one-for-one in stock. On the same date, 2,887 shares were disposed of in a tax-withholding transaction at $240.82 per share to cover obligations arising from the PSU vesting. After these transactions, he directly owned 21,085 shares of Insulet common stock.
FMR LLC filed an amended Schedule 13G reporting its beneficial ownership of Insulet Corp common stock as of 12/31/2025. FMR LLC and Abigail P. Johnson each report beneficial ownership of 6,306,853.90 Insulet shares, representing 9.0% of the outstanding common stock.
The filing shows FMR LLC with sole voting power over about 6.14 million shares and sole dispositive power over about 6.31 million shares, with no shared voting or dispositive power. The reporting persons certify the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Insulet.
Insulet Corporation has updated a key supply relationship with NXP USA, Inc.. The companies signed a 2026 Addendum to their existing 2017 Purchase Agreement, effective January 1, 2026. This addendum extends the agreement’s term and revises important commercial terms.
The changes cover pricing, product volume commitments, and product order flexibility, along with other contractual details. These updates are designed to reset how Insulet buys components from NXP under the long‑standing agreement, which remains in place under the amended structure.
Insulet Corporation reported that its board committee approved an amended and restated Annual Incentive Plan on December 11, 2025, with changes effective January 1, 2026, except as otherwise noted. The plan governs cash or incentive awards for eligible employees.
The revisions clarify what qualifies as a termination "for Cause," expand eligibility for prorated annual awards following retirement when certain age and service requirements are met, and broaden eligibility for awards in some terminations "without Cause." The plan also enhances language around compensation recoupment and increases the maximum award available to participants, while making additional clarifying edits.