Insulet posted second-quarter constant-currency revenue growth of 23% and an operating margin of 16%, down 330 basis points from the prior-year period, largely due to rising SG&A expense. Management trimmed its 2026 outlook on a softer expected second half, with weakness concentrated in the US.
Rumblings that Medicare's competitive bidding program for durable medical equipment distributors will include insulin pumps could boost Insulet, as its pumps are distributed through the pharmacy channel.
With only one product and low switching costs for customers, Insulet is vulnerable if larger competitors produce similar or superior tubeless insulin pumps.
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Metric
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PODD
|
ABT
|
DXCM
|
|---|---|---|---|
Price/Earnings (Normalized) | 23.50 | 20.00 | 32.88 |
Price/Book Value | 6.73 | 3.56 | 12.08 |
Price/Sales | 3.23 | 3.94 | 6.71 |
Price/Cash Flow | 15.98 | 16.81 | 21.49 |
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Metric
|
PODD
|
ABT
|
DXCM
|
|---|---|---|---|
Quick Ratio | 1.51 | 0.97 | 1.37 |
Current Ratio | 2.48 | 1.38 | 1.73 |
Interest Coverage | 9.04 | 10.40 | 80.16 |
|
Metric
|
PODD
|
ABT
|
DXCM
|
|---|---|---|---|
Return on Assets (Normalized) | 13.00% | 9.71% | 14.49% |
Return on Equity (Normalized) | 29.07% | 17.95% | 36.44% |
Return on Invested Capital (Normalized) | 17.78% | 13.03% | 20.31% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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United States