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Insulet PODD Allowance for credit losses

Allowance for credit losses at other companies

Avery Dennison logo
Avery DennisonAVY
$11.6M-2.5%
Ally Financial logo
Ally FinancialALLY
$467M+145%
Waste Management logo
Waste ManagementWM
$29M+52.6%
Global Payments logo
Global PaymentsGPN
$34.65M+73.7%
C.H. Robinson Worldwide logo
C.H. Robinson WorldwideCHRW
$1.73M+31.2%
PNC Financial Services logo
PNC Financial ServicesPNC
$210M-4.1%

Other financials

Income statement

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Revenue$761.7M+33.9%
Gross profit$529.0M+29.3%
Operating income$122.1M+37.5%
Net income$91.1M+157%
EPS (diluted)$1.30+160%

Balance sheet

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Cash & equivalents$480.4M-62.6%
Total debt$969.7M-45.5%
Total equity$1.3B-2.1%
Total assets$3.0B-15.1%

Cash flow

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Operating cash flow$113.8M+78.4%
CapEx$24.3M+97.6%
Free cash flow$89.5M+73.8%

Valuation

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Market cap$10.1B-19.9%
Enterprise value$10.59B-19.4%
P/E33.3×+2.0×
P/S3.5×-2.3×

Profitability

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Gross margin71%+0.6pp
Operating margin17.5%+2.0pp
Net margin10.4%-7.9pp
FCF margin14.3%+1.1pp

Returns & leverage

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Return on equity23%-14.9pp
Debt / equity0.7×-0.6×
Current ratio2.5×-2.0×

Where this comes from

Reported directly by Insulet in its filing.

Tagged under the XBRL concept us-gaap:ProvisionForOtherCreditLosses.

The official record: Insulet’s 10-K, filed February 18, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Insulet's allowance for credit losses?
Insulet (PODD) reported allowance for credit losses of $1.35M in Q4 2025.
How has Insulet's allowance for credit losses changed year-over-year?
Insulet's allowance for credit losses increased by 2800.0% year-over-year, from -$50K to $1.35M.
What is the long-term trend for Insulet's allowance for credit losses?
Over 2 years (2023 to 2025), Insulet's allowance for credit losses has grown at a 53.2% compound annual growth rate (CAGR), from $2.3M to $5.4M.
What does allowance for credit losses mean?
The estimated cost of customers failing to pay their debts.
How do you interpret allowance for credit losses?
An increase suggests deteriorating credit quality among customers or a more conservative accounting approach.
How does allowance for credit losses compare across companies?
Standard across all industries; levels depend on the creditworthiness of the customer base.