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Insulet PODD Stock-Based Comp

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Other financials

Income statement

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Revenue$801.7M+23.5%
Gross profit$562.6M+24.4%
Operating income$129.7M+7.1%
Net income$95.0M+322%
EPS (diluted)$1.37+328%

Balance sheet

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Cash & equivalents$534.9M-52.3%
Total debt$974.7M-47.6%
Total equity$1.4B-2.8%
Total assets$3.2B-8.8%

Cash flow

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Operating cash flow$88.4M-55.0%
CapEx$32.5M+74.7%
Free cash flow$55.9M-68.6%

Valuation

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Market cap$9.23B-52.7%
Enterprise value$9.67B-52.3%
P/E24.6×-58.1×
P/S-5.2×

Profitability

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Gross margin71.1%+0.3pp
Operating margin16.9%-0.4pp
Net margin12.3%+2.3pp
FCF margin9.6%-7.5pp

Returns & leverage

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Return on equity26%+6.8pp
Debt / equity0.7×-0.6×
Current ratio2.5×+0.2×

Where this comes from

Reported directly by Insulet in its filing.

Tagged under the XBRL concept us-gaap:ShareBasedCompensation.

The source filing: Insulet’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001145197-26-000169
(in millions)Six Months Ended / 2026Six Months Ended / 2025
Net income$186.1$57.9
Adjustments to reconcile net income to net cash provided by operating activities
Depreciation and amortization52.944.0
Stock-based compensation expense40.925.7
Non-cash interest expense1.44.6
Loss on extinguishment of debt123.9
Deferred income taxes15.27.0
Provision for credit losses0.75.1

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Insulet's stock-based comp?
Insulet (PODD) reported stock-based comp of $19.6M in Q2 2026.
How has Insulet's stock-based comp changed year-over-year?
Insulet's stock-based comp increased by 161.3% year-over-year, from $7.5M to $19.6M.
What is the long-term trend for Insulet's stock-based comp?
Over 4 years (2021 to 2025), Insulet's stock-based comp has grown at a 16.2% compound annual growth rate (CAGR), from $34.4M to $62.7M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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