تحليلات المنتج الاختيارية
بإذنك، نستخدم تحليلات محدودة تراعي الخصوصية لفهم مسارات البحث الفعالة. لا نستخدم أدوات تتبع إعلانية أو تسجيل الجلسات. يمكنك تغيير هذا الخيار في التفضيلات. اقرأ سياسة الخصوصية.
Insulet Corporation's published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $9.3B |
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| Revenue (ttm) | 3.1B |
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| Net income (ttm) | 375.3M |
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| EPS (ttm) | $5.30 |
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| Shares out | 69.4M |
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| P/E (trailing) | 28.1x |
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| P/E (forward) | 55.0x |
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| Volume | 686,221 |
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| Beta | 1.10 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $1.04B | $1.06B | $1.70B | $2.07B | $2.71B | +27.0% |
| Gross profit | $752.1M | $805.6M | $1.16B | $1.45B | $1.94B | +26.7% |
| Operating income | $126.0M | $37.6M | $220.1M | $308.9M | $473.8M | +39.3% |
| Net income | $16.8M | $4.6M | $206.3M | $418.3M | $247.1M | +95.8% |
| EPS (diluted) | $0.24 | $0.07 | $2.94 | $5.78 | $3.48 | +95.1% |
| EBITDA | $139.6M | $109.0M | $323.6M | $423.7M | $509.6M | +38.2% |
| R&D | $160.1M | $180.2M | $205.0M | $219.6M | $301.1M | +17.1% |
| SG&A | $466.0M | $587.8M | $734.8M | $917.2M | $1.17B | +25.7% |
Recent company headlines from major financial publishers.
The modal expected path reflects consensus-aligned execution: FY2026 revenue of $3,287.08M (21.38% growth) and FY2027 revenue of $3,735.00M (13.63% growth), guided by mid-teens exit growth. Operating margins expand ~100 basis points annually from 17.5% in FY2025 to 22.5% by FY2030, supporting diluted EPS of $6.51 in FY2026 and $7.73 in FY2027, yielding our house Fair value of $164.82.
Accelerated adoption of Omnipod 5 across intensive and basal Type 2 diabetes segments combines with rapid international expansion, driving consolidated top-line growth above 25% annually. Automated manufacturing lines achieve optimal yield efficiencies, expanding operating margins beyond 24% and compounding diluted EPS above 25% annually toward our high-case valuation of $210.43,.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 8.5% | $171 | $177 | $184 | $193 | $203 |
| 9.0% | $163 | $168 | $174 | $181 | $189 |
| 9.5% | $156 | $160 | $165 | $171 | $177 |
| 10.0% | $149 | $153 | $157 | $162 | $168 |
| 10.5% | $143 | $147 | $150 | $154 | $159 |
Upcoming earnings date and setup when available.
التصنيف الذي حملته نسخة البحث المنشورة في كل شهر. يقارن التصنيف السعر في تاريخ التحليل بالقيمة العادلة، وليس سجلاً لمدى صحة التقدير.
| السنة | يناير | فبراير | مارس | أبريل | مايو | يونيو | يوليو | أغسطس | سبتمبر | أكتوبر | نوفمبر | ديسمبر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
