PODD at a glance
Insulet Corporation (PODD, SEC CIK 1145197) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Insulet Corporation (PODD) reported revenue of $2.7 billion (up 30.7% from FY2024) and net income of $247.1 million. Diluted EPS was $3.48.
- As of June 30, 2025, 12 institutional investment managers tracked by SignalX reported holding Insulet Corporation (PODD) shares worth $155.2 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by McEvoy Ashley on August 21, 2026 of 1,100 shares at $147.47 per share.
- In the last 90 days, PODD insiders reported 1 open-market purchase ($162K) and 0 open-market sales ($0) on Form 4, a net purchase of $162K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.7B
- +30.7% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$162K
- 13F holders
- 12 funds
- $155.2M · +3 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
AI summary of the PODD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $801.7M, up 23.5% YoY from $649.1M, driven by Omnipod Products revenue up 24.6% to $795.9M
- International Omnipod revenue $251.8M, up 35.5%; worst line Drug Delivery $5.8M, down 43.1%
- Gross margin 70.2% vs 69.7% YoY; net income $95.0M vs $22.5M
- Cash $534.9M vs $716.1M at December 31; operating cash flow $202.2M vs $260.3M
- Capital deployment: $300.0M share repurchases and $56.8M capital expenditures; 2026 capital spending expected to increase
- Outlook: strong 2026 U.S. growth; MDC costs estimated at $60M–$70M, with tariffs a potential future headwind
Risk Factors
- No material changes to risk factors disclosed in the December 31, 2025 Form 10-K
- No newly added risk factor or quarter-specific trigger disclosed
- No material regulatory, legal, or compliance risk updates disclosed
- No operational, competitive, or market risk updates disclosed
- No liquidity, debt maturity, currency, or concentration risk updates disclosed
AI summary of the PODD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $475 million existing term loans refinanced at par, with 0.25% lower interest-rate margins
- New term-loan margins: 0.75% base rate and 1.75% term SOFR, with 0.00% SOFR floor
Item 5.02: Departure/Appointment of Directors or Principal Officers
- New nonqualified deferred compensation plan effective January 1, 2027 for selected executives and highly compensated employees
- Participants may defer up to 60% of base salary, annual incentive bonuses, and approved cash compensation
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Timothy J. Scannell resigned September 3, 2026 for health reasons after 12 years on the Board
- Scannell’s departure removes a former seven-year Chairman and significant institutional leadership
AI summaries of PODD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PODD
Don't miss the next PODD filing
- Alerts as it files. A push when PODD files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PODD, by share count.
- Ask anything. An AI agent that reads every PODD filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pease Flavia | F | Oct 1, 2026 | 1,882 | $130.79 |
| MAZELSKY JONATHAN JAY | A | Sep 30, 2026 | 141 | $130.47 |
| Huffines Robert Luther | A | Sep 30, 2026 | 178 | $130.47 |
| McEvoy Ashley | Buy | Aug 21, 2026 | 1,100 | $147.47 |
| Davis Lisa Blair | F | Aug 1, 2026 | 244 | $165.35 |
| Davis Lisa Blair | F | Aug 1, 2026 | 244 | $165.35 |
| Huffines Robert Luther | A | Jun 30, 2026 | 151 | $152.25 |
| Huffines Robert Luther | A | Jun 30, 2026 | 151 | $152.25 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.1B | $2.7B |
| Gross Profit | - | $1.4B | $1.9B |
| Operating Income | - | $308.9M | $473.8M |
| Net Income | - | $418.3M | $247.1M |
| Gross Margin | - | 69.8% | 71.6% |
| Op. Margin | - | 14.9% | 17.5% |
| Net Margin | - | 20.2% | 9.1% |
| Balance Sheet | |||
| Total Assets | $2.6B | $3.1B | $3.2B |
| Equity | $732.7M | $1.2B | $1.5B |
| ROE | - | 34.5% | 16.3% |
| Per Share | |||
| EPS | - | $5.78 | $3.48 |
| Cash Flow | |||
| Operating CF | - | $430.3M | $569.3M |
| CapEx | - | $124.9M | $191.6M |
Source: XBRL data in Insulet Corporation (PODD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2025Aggregate PODD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2025 | 12 | $155.2M |
| Q1 2025 | 9 | $132.0M |
| Q4 2024 | 8 | $182.0M |
| Q3 2024 | 7 | $128.3M |
- FMR LLC (Fidelity)+1.81M (+60%)
- Franklin Resources−11.07M (-17%)
- State Street Corp−8.85M (-54%)
- Morgan Stanley−2.03M (-40%)
- JPMorgan Chase & Co−611.0K (-11%)
- D.E. Shaw & Co+18.96M
- Citigroup+8.65M
- BlackRock+3.81M
- T. Rowe Price Group+1.41M
- Raymond James Financial+3.0K
- Ameriprise Financial−4.50M
- BNY Mellon−1.50M
Source: 13F-HR filings on SEC EDGAR (aggregated from 36 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PODD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 15, 2026 | - | - |
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PODD SEC filings: frequently asked questions
Are PODD insiders buying or selling?
In the last 90 days, Insulet Corporation (PODD) officers, directors and 10% owners reported 1 open-market purchase worth $162,217 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PODD stock?
As of June 30, 2025, the largest Insulet Corporation (PODD) holders among the 13F filers tracked by SignalX were Franklin Resources ($73.9 million), D.E. Shaw & Co ($26.8 million), Citigroup ($12.2 million), State Street Corp ($10.5 million), JPMorgan Chase & Co ($7.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PODD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Insulet Corporation (PODD) reported revenue of $2.7 billion (up 30.7% from FY2024) and net income of $247.1 million. Diluted EPS was $3.48. The figures come from the XBRL data in the 10-K.
What are the main risks in PODD's latest 10-K?
In the 10-K filed February 18, 2026, Insulet Corporation (PODD) flagged: 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. (AI summary of the Risk Factors section.)
What did PODD report in its latest 8-K?
Insulet Corporation (PODD) filed an 8-K on September 21, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $475 million existing term loans refinanced at par, with 0.25% lower interest-rate margins.
What are the latest PODD SEC filings?
Insulet Corporation (PODD) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on October 5, 2026.
What is PODD's SEC CIK number?
Insulet Corporation (PODD)'s SEC Central Index Key (CIK) is 1145197. EDGAR lists every PODD filing under that number.
Ask anything about PODD
The research agent reads PODD's filings, financials, insider trades and 13F holders, then answers with sources.