Analyse produit facultative
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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 | |
|---|---|---|
| Revenue (ttm) | 3.1B | |
| Net income (ttm) | 375.3M | |
| EPS (ttm) | $5.30 | |
| Shares out | 69.4M | |
| P/E (trailing) | 28.1x | |
| P/E (forward) | 55.0x | |
| Volume | 686,221 | |
| Beta | 1.10 |
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.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
