Insulet(NASDAQ) PODD

Insulet helps people with diabetes manage their condition without using daily needles. It makes a small, wearable device that gives the body a steady flow of insulin. This tubeless tool lets patients move freely and live more active lives.

What Insulet Makes

• Omnipod 5: Automated system that talks to glucose monitors to adjust insulin dosing; available in 19 countries.
• Omnipod DASH: Bluetooth-enabled device controlled by a smartphone-style manager for continuous insulin delivery.
• Drug Delivery: Custom pods used in the Amgen Neulasta Onpro kit to help patients after chemotherapy.
• Omnipod Discover: Data analytics platform launched in 2026 to provide users and doctors with health insights.

Growth and Partnerships

• Launched integration between Omnipod 5 and the Dexcom G7 sensor in the United States and several European markets during 2025.
• Partnered with Abbott to integrate the FreeStyle Libre 2 Plus sensor with Omnipod 5 in various international markets.
• Expanded the use of Omnipod 5 in 2024 after receiving FDA clearance for adults with type 2 diabetes in the United States.
• Started building a third automated manufacturing plant in Costa Rica to support global product demand.
• Completed the STRIVE clinical study in 2025 for its next-generation hybrid closed-loop insulin system.

What Makes the Company Different

Insulet stands out by offering the only tubeless insulin pump that users can wear while swimming or showering. The company sells its products through pharmacies, which reduces the upfront cost for patients compared to traditional medical equipment.

The Recent Numbers

• Revenue reached $784 million in Q4 2025, a 31% increase from the same period in 2024.
• Operating income grew to $146 million in Q4 2025, up 34% compared to the previous year.
• Gross profit rose to $569 million in Q4 2025, representing 32% growth year-over-year.
• Operating cash flow increased to $183 million in Q4 2025, up 24% from Q4 2024.
• Total employees grew by 38% in 2025 to reach a global workforce of 5,400 people.

Bottom Line

Insulet has transitioned from a single-product company into a global provider of automated health technology. Its expansion into the type 2 diabetes market and integration with various glucose sensors has broadened its reach across the healthcare sector.