PODD Insulet Corporation

Q3 2025 10-Q

Filed: Nov 6, 2025Period ending Sep 30, 2025

Health Care

Surgical & Medical Instruments & ApparatusSEC EDGAR

Insulet Corporation (PODD) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 6, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

Management Discussion & Analysis

• Revenue $706.3M for Q3 FY2025, up 29.9% YoY from $543.9M in Q3 FY2024; Omnipod Products revenue up 31.0% to $699.2M
• Gross margin improved to 72.2% in Q3 FY2025 from 69.3% YoY; Cost of revenue 27.8% vs 30.7% of revenue

+3 more insights

Risk Factors

• New risk: Potential U.S. tariff expansion under Section 232 investigation on medical devices triggered September 24, 2025 BIS probe
• No material updates to previously disclosed risks from 2024 10-K reported

+3 more insights

Quarterly Financial Summary
XBRL

Revenue

$706M

▲ +29.8% YoY▲ +8.8% QoQ

Net Income

$88M

▲ +13.0% YoY▲ +289.3% QoQ

Gross Margin

72.2%

▲ +288bp YoY▲ +254bp QoQ

Operating Margin

16.7%

▲ +45bp YoY▼ -200bp QoQ

Net Margin

12.4%

▼ -184bp YoY▲ +894bp QoQ

ROE

6.3%

Total Assets

$3.0B

EPS (Diluted)

$1.23

▲ +13.9% YoY▲ +284.4% QoQ

Operating Cash Flow

$126M

▲ +27.6% YoY▼ -36.0% QoQ

Source: XBRL data from Insulet Corporation Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Other Insulet Corporation Quarterly Reports

Q2 2025 10-Q

Q1 2025 10-Q

Get deeper insights on Insulet Corporation

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.