PODD Insulet Corporation

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue $2,708.1M in 2025, up 30.7% YoY (+$636.6M); U.S. revenue $1,919.8M (+27.2%), International $754.3M (+44.1%)
• • Gross margin 71.6% in 2025 vs 69.8% in 2024; R&D expense 11.1% of revenue vs 10.6%; SG&A 43.0% vs 44.3%
• • Best segment: International Omnipod Products up $230.9M (44.1%); worst: Drug Delivery down 12.3% or $4.8M to $34.1M
• • Free cash flow $377.7M, up $72.4M; Capex $191.6M (+53%), share repurchase $59.6M in 2025, $300M planned in Q1 2026
• • 2026 outlook: Expected strong U.S. and International revenue growth from recurring sales and Omnipod 5 adoption; tariff risk if medical device exemptions eliminated

Business Overview

• • Core business in marketing and product training within healthcare, focusing on compliance with complex healthcare laws like Medicare, Medicaid, and anti-bribery statutes
• • Emphasis on advanced AI tool deployment and adherence to evolving global privacy, data protection, and AI regulations including EU AI Act by August 2026
• • Strategic focus on managing cybersecurity risks and potential data breaches amid increased reliance on cloud-hosted systems and AI infrastructure
• • Notable leadership changes in 2025 including new CEO and CFO, impacting talent retention and operational continuity
• • Elevated regulatory and compliance risks due to expanded data privacy laws (e.g., CCPA, CPRA), complex IT security challenges, and credit agreement restrictions affecting capital flexibility

Risk Factors

• • Cybersecurity risk oversight primarily by NGR Committee with regular updates from CISO and strategic roadmap reviews
• • CISO reports to CTO, leading cybersecurity program including risk detection and continuous improvement in medical device manufacturing
• • CTO with 15+ years experience co-chairs Technology Risk Committee ensuring cybersecurity governance and remediation actions
• • No specific regulatory, geopolitical, operational, competitive, or financial risks detailed beyond cybersecurity governance

What are the latest PODD SEC filings in 2026?

Insulet Corporation (PODD) has filed a 10-K annual report on February 18, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did PODD file its most recent 10-K annual report?

Insulet Corporation (PODD) filed its most recent 10-K annual report on February 18, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view PODD 10-Q quarterly reports?

Insulet Corporation (PODD)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every PODD 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has PODD filed recently?

Insulet Corporation (PODD)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find PODD insider trading activity (Form 4)?

SignalX aggregates every PODD Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does PODD file with the SEC?

Insulet Corporation (PODD) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new PODD filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Insulet Corporation (PODD).

What is PODD's SEC CIK number?

Insulet Corporation (PODD)'s SEC CIK (Central Index Key) number is 1145197. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1145197 to look up all PODD filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find PODD return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Insulet Corporation (PODD) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.