Insulet CorporationPODDNASDAQ

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Revenue (LTM)

$2.7B

+30.7% YoY

Net Income (LTM)

$247M

-40.9% YoY

Free Cash Flow

$378M

Revenue CAGR (5Y)

+24.5%

Marginsimproving

FCF$0.4B

Profitable

Watch on earnings:Total active Omnipod users globally (base for recurring revenue)Omnipod 5 adoption rate and average selling price premiumGross margin percentage and year-over-year expansionInternational revenue growth and geographic mixOperating margin progression toward 20% targetFree cash flow conversion and manufacturing capex intensity

Key metrics:Quarterly new Omnipod user net additions (leading indicator of revenue growth) · Omnipod 5 mix as percentage of total users (drives ASP and margin expansion) · International revenue growth rate and geographic contribution · Gross margin percentage and manufacturing yield improvements

Income Statement

Metric	Dec 21	Dec 22	Dec 23	Dec 24	Dec 25
Revenue	1,099	1,305↑18.8%	1,697↑30.0%	2,072↑22.1%	2,708↑30.7%
Gross Profit	752	806↑7.1%	1,160↑44.0%	1,446↑24.6%	1,940↑34.2%
Operating Income	126	38↓70.2%	220↑485.1%	309↑40.4%	474↑53.4%
Net Income	17	5↓72.6%	206↑4384.8%	418↑102.8%	247↓40.9%
EBITDA	140	109↓21.9%	324↑196.9%	424↑30.9%	587↑38.5%
EPS Diluted	0.25	0.07↓73.7%	2.94↑4368.1%	5.78↑96.6%	3.48↓39.8%

Balance Sheet

⚠ Manufacturing concentration risk with two primary facilities (Massachusetts and China) creates supply chain vulnerability

Metric	Dec 21	Dec 22	Dec 23	Dec 24	Dec 25
Cash & Equivalents	792	624↓21.2%	651↑4.3%	953↑46.5%	716↓24.9%
Total Current Assets	1,317	1,299↓1.3%	1,566↑20.6%	1,871↑19.5%	1,889↑0.9%
Total Assets	2,049	2,251↑9.9%	2,588↑15.0%	3,088↑19.3%	3,190↑3.3%
Total Current Liabilities	229	365↑59.4%	451↑23.7%	528↑17.1%	680↑28.7%
Total Liabilities	1,493	1,775↑18.9%	1,856↑4.6%	1,876↑1.1%	1,675↓10.7%
Total Equity	556	476↓14.4%	733↑53.8%	1,212↑65.4%	1,515↑25.1%
Total Debt	1,287	1,433↑11.4%	1,449↑1.1%	1,422↓1.8%	1,051↓26.1%
Net Debt	495	809↑63.4%	798↓1.3%	469↓41.3%	335↓28.6%

Cash Flow Statement

Metric	Dec 21	Dec 22	Dec 23	Dec 24	Dec 25
Operating Cash Flow	-68	119↑274.7%	146↑22.4%	430↑195.3%	569↑32.3%
Capital Expenditure	-123	-157↓28.2%	-76↑51.9%	-125↓65.2%	-192↓53.4%
Free Cash Flow	-191	-38↑79.9%	70↑283.0%	305↑335.7%	378↑23.7%
Stock-Based Comp	34	41↑18.9%	48↑18.1%	69↑43.5%	63↓9.5%
Net Change in Cash	-116	-117↓1.0%	15↑112.4%	249↑1618.6%	-237↓195.2%

Values in millions except EPS · Ratios shown as percentages · Click any metric to drill down

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