Insulet Corp Stock Price, News & Analysis

Insulet (NASDAQ: PODD) expanded its U.S. Omnipod Pod recycling program nationwide on December 15, 2025, following multi-year pilot programs in Massachusetts (2022) and California (2024) and existing takeback programs in Europe, Canada, and Australia.

U.S. customers can request a free Pod recycling kit online; returned Pods are decontaminated and sent to a specialist recycler for electronics and medical products. The company said the program aims to reduce landfill waste and “divert millions more Pods” from U.S. landfills as part of its sustainability and circular‑solutions efforts.

Insulet (NASDAQ: PODD) received FDA 510(k) clearance for major Omnipod 5 algorithm enhancements on December 4, 2025, introducing a new 100 mg/dL Target Glucose and improved Automated Mode continuity.

The Target range now spans six settings from 100–150 mg/dL in 10 mg/dL steps. Real-world data showed median Time in Range improvements of +11.8% for 403 people with type 1 diabetes and +10.4% for 58 people with type 2, with minimal change in Time Below Range. The updates are expected to launch in the U.S. in first half of 2026 and apply to people aged 2+ with type 1 and 18+ with type 2 diabetes.

Insulet (NASDAQ: PODD) outlined a multi-year growth plan at its 2025 Investor Day, forecasting ~20% revenue CAGR (2025–2028), adjusted diluted EPS CAGR of 25%+, annual adjusted operating margin expansion of ~100 bps, and continued strong free cash flow to fund innovation.

The company disclosed a next‑generation pipeline: Omnipod 5 enhancements (2026, pending FDA clearance), Omnipod 6 (2027), and a Fully Closed Loop for Type 2 (2028), plus a new data platform, Omnipod Discover.

Insulet (NASDAQ: PODD) reported Q3 2025 results on November 6, 2025: revenue $706.3M (+29.9% / +28.2% constant currency) and Total Omnipod $699.2M (+31.0% / +29.3% constant currency). Gross margin rose to 72.2% (up 290 bps). Operating income was $117.7M (16.7% of revenue); adjusted EBITDA was $160.0M (22.7% of revenue). Net income was $87.6M or $1.24 diluted EPS. Strategic items: integrated Omnipod 5 with Dexcom G7 in several European markets, secured additional CGM reimbursement in Norway, redeemed remaining $380M principal of convertible notes, and updated FY 2025 revenue guidance higher (Total revenue growth now 28%–29% constant currency).

Insulet (NASDAQ:PODD) launched the “The Day Diabetes Showed Up to Work” campaign for Diabetes Awareness Month beginning November 1, 2025, sharing a global survey of 9,656 workers and new workplace resources.

Key findings: >1 in 3 respondents report mental strain from diabetes; 42% of people with diabetes (PWD) reported workplace-related anxiety; 79% of PWD faced bias; 27% fear diabetes limits opportunities; 21% conceal their condition; 61% of colleagues cannot identify type 1 symptoms. Insulet will publish a whitepaper, infographics, checklists, personal stories, and donate via its Insulet for Good program to ADA and IDF.

Insulet (NASDAQ: PODD) announced the appointment of Robert L. Huffines to its board of directors, effective October 31, 2025.

Mr. Huffines, a former Global Chair of Investment Banking at JP Morgan Chase & Co., joins as an independent director and will serve on the board's Audit Committee. The company highlighted his more than three decades advising healthcare companies and said his strategic insight will support Insulet's growth and shareholder value.

Insulet (NASDAQ: PODD) will host an Investor Day on November 20, 2025 at its Acton, Massachusetts headquarters. Presentations begin at 9:00 a.m. ET and are expected to conclude around 12:30 p.m. ET. Management will discuss the company’s longer-term strategic priorities, market opportunities, innovation roadmap, and longer-term financial outlook. Manufacturing tours will be offered after the formal program. The event is in-person by invitation with required registration and will be available via live webcast at the company’s Investor Relations site. A replay and slide deck will be posted on the website after the event.

Insulet Corporation (NASDAQ: PODD) has partnered with Pantone® to create a unique color called Omnipod Mango, a vibrant orange-yellow hue specifically designed for their tubeless insulin pump products. This first-of-its-kind collaboration breaks away from traditional medical device aesthetics, symbolizing the freedom and pride of Omnipod users, known as Podders.

The initiative aims to differentiate the brand and celebrate the diabetes community through color. The Omnipod device is notable as the only waterproof, tubeless, and wearable insulin pump for type 1 and type 2 diabetes patients, providing up to three days of continuous insulin delivery without needles.

Insulet Corporation (NASDAQ: PODD), the global leader in tubeless insulin pump technology, has announced a significant leadership change with Flavia Pease appointed as Executive Vice President and Chief Financial Officer, effective September 30, 2025. Pease will succeed Ana Maria Chadwick, who will transition to a Senior Advisor role.

Pease brings extensive healthcare and medical technology experience, most recently serving as CFO at Charles River Laboratories and spending over 20 years at Johnson & Johnson, where she managed a $27 billion global Medical Devices portfolio. As a current Insulet Board member since January 2024, she will resign from the Board upon assuming her new role.

The company also announced it expects to exceed its previously issued Q3 2025 revenue growth guidance, driven by strong new customer acquisition in both U.S. and international markets.