PODDInsulet Corporation

Health care · Medical Instruments · Nasdaq

Insulet Corporation (“we” or the “Company”) is primarily engaged in the development, manufacture, and sale of its proprietary continuous insulin delivery systems for people with insulin-dependent diabetes. 10-K, Item 1

Employees: 5,400
Headquarters: Acton, MA
CEO: Ashley McEvoy
Next results: around Feb 17, 2027

Compare with peers → Embed

RevenueFY2016–25 $2.7B+30.7% Highest in 10 years 10-K FY2025 · XBRL Net incomeFY2016–25 $247.1M−40.9% FY2024: $418.3M 10-K FY2025 · XBRL Free cash flowFY2016–25 $377.7M+23.7% Highest in 10 years 10-K FY2025 · XBRL Operating marginFY2016–25 17.5%+2.6 pts -2.9% in FY2016 10-K FY2025 · XBRL

What changed

10-K filed Feb 18, 2026 against Feb 21, 2025

Area	What changed	Source
Risk factors	13 new paragraphs, nothing like them in the previous 10-K	10-K Item 1A
Auditor change	8-K item 4.01 (change in certifying accountant) filed 2025-12-19	10-K · XBRL
Accounting checks	8 other checks clear, 1 worth a look	10-K · XBRL
Insiders	1 open-market buy in the last 90 days	Form 4
Filings	2 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 18, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-21. Quoted as filed.

Moreover, compliance with administrative procedures or requirements of third-party payors may result in delays in the payor processing approvals for coverage of Omnipod products. Coverage decisions and rates of reimbursement increasingly require clinical evidence showing an improvement in user outcomes. Generating this clinical evidence…
10-K, Item 1A

All 13 new paragraphs →

Accounting checks

latest 10-K

8 of 9 clear 1 worth a look. Checks, not verdicts.

!
Auditor change8-K item 4.01 (change in certifying accountant) filed 2025-12-19
✓
Cash from operations $569.3M vs net income $247.1M (FY ending 2025-12-31)
✓
Inventory +5.2% vs revenue +30.7% (-25.6 pts)
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Nov 4, 20268-K Quarterly results, Regulation FD disclosure 8-K items 2.02, 7.01
Nov 4, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026

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