Filings monitor · PODD

What INSULET CORP's SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance and Outlook90 · importance in its document · 8-K exhibit · 4 Nov 2026
   For 2026, the company forecasts total revenue growth of 21%–22% in constant currency, compared with prior guidance of 20%–22%. International Omnipod growth guidance increased to 32%–33% from 30%–32%, while U.S. Omnipod guidance is…
2. Share Repurchase Program89 · importance in its document · 10-Q · 2026Q3
   The company repurchased common stock for $300.0 million during the nine months ended September 30, 2026, compared with $59.6 million in the prior-year period. In February 2026, the board extended the existing $125 million program through…
3. Operating Income and Margins78 · importance in its document · 8-K exhibit · 4 Nov 2026
   Third-quarter operating income increased to $189.8 million from $117.7 million, and operating margin expanded to 22.5% from 16.7%, a 590-basis-point improvement. Adjusted operating income was $185.2 million, or 22.0% of revenue, up 490…
4. International Omnipod Demand70 · importance in its document · 10-Q · 2026Q3
   International Omnipod revenue increased 40.8% to $760.8 million for the nine months ended September 30, 2026, including 36.4% growth excluding favorable foreign-exchange effects. Higher sales volumes from a growing customer base were the…
5. Revenue Performance and Mix59 · importance in its document · 10-Q · 2026Q3
   Total revenue for the nine months ended September 30, 2026 increased 25.0% to $2,405.4 million from $1,924.3 million, primarily on higher sales volume from customer-base growth. U.S. Omnipod revenue rose 20.6% to $1,630.1 million, while…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

• Share Repurchase ProgramImportance 89
  The company repurchased common stock for $300.0 million during the nine months ended September 30, 2026, compared with $59.6 million in the prior-year period. In February 2026, the board extended the existing $125…
• International Omnipod DemandImportance 70
  International Omnipod revenue increased 40.8% to $760.8 million for the nine months ended September 30, 2026, including 36.4% growth excluding favorable foreign-exchange effects. Higher sales volumes from a growing…
• Operating Income and MarginsImportance 69 · +1 more on this subject
  Third-quarter operating income increased 61.3% year over year to $189.8 million, and operating margin expanded to 22.5% from 16.7%. Nine-month operating income grew 34.8% to $441.5 million, with operating margin of…
• Revenue Performance and MixImportance 59 · +1 more on this subject
  Total revenue for the nine months ended September 30, 2026 increased 25.0% to $2,405.4 million from $1,924.3 million, primarily on higher sales volume from customer-base growth. U.S. Omnipod revenue rose 20.6% to…
• Free Cash FlowImportance 52 · +1 more on this subject
  Free cash flow was $211.7 million for the nine months ended September 30, 2026, down $117.8 million from $329.5 million in the prior-year period. The decrease primarily reflected higher cash used for working capital…
• Interest Income TrendsImportance 51
  Interest income fell $4.5 million to $4.1 million in the three months ended September 30, 2026, from $8.6 million a year earlier. For the nine months ended September 30, interest income decreased $16.3 million to $12.6…
• Omnipod Quality CorrectionsImportance 46
  Insulet issued two voluntary medical device corrections in March and May 2026 for separate manufacturing issues that caused cannula tears in certain Omnipod products. The company recorded a $38.5 million net charge for…
• Gross Margin DriversImportance 42
  Gross margin for the three months ended September 30, 2026 rose to 75.1% from 72.2%, an increase of 280 basis points. Improved manufacturing efficiencies drove the improvement, with a further 90-basis-point benefit…
• Trade Secret LitigationImportance 41 · +1 more on this subject
  Insulet’s trade-secret case against EOFlow concerned alleged misappropriation of proprietary Omnipod design and manufacturing information; the district court had entered a permanent injunction and reduced the damages…
• Income Tax Rate ChangesImportance 41
  The effective tax rate was 20.4% for the third quarter of 2026 and 20.0% for the first nine months, down from 28.7% and 27.0%, respectively, in 2025. Nine-month income tax expense increased to $81.7 million from $53.9…
• Liquidity and Debt PositionImportance 41
  Cash and cash equivalents were $584.4 million at September 30, 2026, down from $716.1 million at December 31, 2025; total debt, net, was $962.2 million. The company reported $325.7 million of operating cash flow,…
• Capital Expenditures ProgramImportance 38
  Insulet spent $113.9 million on capital expenditures during the nine months ended September 30, 2026, including purchases of machinery, equipment, and tooling for existing manufacturing facilities and investments in…

Capital spending check: Capital spending up sharply (Flagged, rule score 55).

8-K filings last 12 months

• Guidance issued4 Nov 2026 · 8-K Item 2.02 · Routine · rule score 25
  “The share repurchase we are announcing today demonstrates our confidence in the strength of the Omnipod platform and Insulet's long-term trajectory.” 2026 Outlook: For the year ending December 31, 2026, the Company is providing the…”
  Read from the attached exhibit: Guidance and Outlook · Operating Income and Margins · Share Repurchase Program
• New debt21 Sept 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
• Management change (filing not read)16 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
• Management change (filing not read)10 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)5 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Guidance and Outlook · Net Income and Profitability · Gross Margin Drivers
• Management change (filing not read)25 Jun 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)6 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)4 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)18 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Auditor change19 Dec 2025 · 8-K Item 4.01 · Flagged · rule score 60
• Management change (filing not read)17 Dec 2025 · 8-K Item 5.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  Share Repurchase Program · Capital Expenditures Program · Liquidity and Debt Position

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.