Company Dossier · Health Care
Insulet Corporation
- S&P 500
- Russell 1000
What Insulet Corporation is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $3.05 billion, up 29% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.29 billion, down 28% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.22 billion, up 100% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.06 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.44 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment -0.20 on a −1 to +1 scale (negative), confidence 0.60 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 18, 2026): 1 risk factor added, 4 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $0.2 million on the open market.SEC Form 4
- 734 institutional managers reported a position at June 30, 2026 (−55 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 11 (11 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Insulet Corporation is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Hedging
Expanding ↔ Retrenching
Expanding
- Capital spending98th pct
- Debt raised—
- Buybacks vs capex65th pct
- Hiring filings37th pct
- Deals and private raises49th pct
- Patent publications91st pct
Confident ↔ Hedging
Hedging
- Call sentiment5th pct
- Call confidence7th pct
- Guidance changes37th pct
- Risk factors added48th pct
- Insider open-market trades87th pct
- − Call sentiment
- − Call confidence
- + Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver23rd pct
- Stress filings88th pct
Credit
How these are built →Insulet Corporation's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$0.9B
- Due within a year $0.0B
- Longer term $0.9B
- Default point $0.5B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (INSULET CORPORATION)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (TODD STRATEGY GROUP)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Sep 21, 20268-KMaterial agreement signedItem 1.01
- Sep 16, 20268-KDirector or officer changeItem 5.02
- Sep 10, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (INSULET CORPORATION)second_quarter 2026 · $0.2 million
- Jul 13, 2026LobbyingLobbying report (TODD STRATEGY GROUP)second_quarter 2026 · $0.1 million
- Jun 25, 20268-KDirector or officer changeItem 5.02
- May 21, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (TODD STRATEGY GROUP)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (INSULET CORPORATION)first_quarter 2026 · $0.1 million
- Mar 4, 20268-KDirector or officer changeItem 5.02
- Feb 24, 20268-KAuditor changeItem 4.01
- Feb 18, 202610-KAnnual report (10-K)1 risk factors added, 4 removed
- Feb 3, 20268-KMaterial agreement signedItem 1.01
- Jan 19, 2026LobbyingLobbying report (INSULET CORPORATION)fourth_quarter 2025 · $0.1 million
- Jan 17, 2026LobbyingLobbying report (TODD STRATEGY GROUP)fourth_quarter 2025 · $0.1 million
- Dec 19, 20258-KAuditor changeItem 4.01
- Dec 17, 20258-KDirector or officer changeItem 5.02
- Oct 23, 20258-KDirector or officer changeItem 5.02
- Sep 16, 20258-KDirector or officer changeItem 5.02
- Jun 9, 20258-KMaterial agreement signedItem 1.01
- Jun 9, 20258-KMaterial agreement terminatedItem 1.02
- May 28, 20258-KDirector or officer changeItem 5.02
- May 28, 20258-KShareholder vote resultsItem 5.07
- Apr 28, 20258-KDirector or officer changeItem 5.02
- Apr 9, 20258-KDirector or officer changeItem 5.02
- Mar 21, 20258-KMaterial agreement signedItem 1.01
- Mar 17, 20258-KDirector or officer changeItem 5.02
- Mar 10, 20258-KMaterial agreement signedItem 1.01
- Feb 21, 20258-KDirector or officer changeItem 5.02
- Feb 21, 202510-KAnnual report (10-K)3 risk factors added, 2 removed
- Feb 23, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Globus Medical GMED | $3.1B | $0.8B | Jun 30, 2026 |
| Revvity RVTY | $2.9B | $0.6B | Jul 5, 2026 |
| Bruker BRKR | $3.5B | $0.1B | Jun 30, 2026 |
| Teleflex TFX | $2.3B | $0.2B | Jun 30, 2026 |
| Idexx Laboratories IDXX | $4.5B | $1.3B | Jun 30, 2026 |
| Dexcom DXCM | $5.0B | $1.4B | Jun 30, 2026 |
| ResMed| RMD | $5.7B | $1.6B | Jun 30, 2026 |
| Steris STE | $6.0B | $0.9B | Jun 30, 2026 |
Identity
- SEC CIK
- 1145197
- SAM UEI
- HUBSA85LEYT7