Insulet Corporation (PODD) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$152.50 +2.40% NASDAQ • Public Delayed / 60s Snapshot

Insulet Corporation (PODD) earns a Roarable Rating of B (Buy) with 73/100 RQD Confidence. High-quality cash engine (72% profit margin, 20% return on capital) with steady institutional support. Even if the broader market gets choppy, the company’s underlying cash engine and big-money support put the odds in buyers’ favor.

ROARABLE B • BUY Cap $10.58B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERBUY • B
025507510073
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C+ · Rk B+
Cash (19)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+6.7% Base Target
$373 Bull$163 Base$125 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:63% Call Buyers ($2.8M)
37% PutsMax Pain: $149.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How PODD Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$377.7M (13.9% FCF Margin)
Revenue$2.71BGross Profit $1.94B (71.6%)Cost of Sales $768.2MOp Profit $473.8M (17.5%)OpEx (R&D/SG&A) $1.47BNet Profit$247.1M (9.1%)Tax/Other $226.7M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.70B
FY24
Rev $2.07B
FY25
Rev $2.71B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$2.71B71.6%17.5%$247.1M$377.7M19.5%
FY 2024$2.07B69.8%14.9%$418.3M$305.3M14.2%
FY 2023$1.70B44%13%$206.3M$69.3M4.9%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring PODD)

  • ✓Live walkthrough of PODD's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
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PODD // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -13.05%▲ ASCENDING CHANNEL
2026-10-30O $154.6H $155.0L $149.5C $149.7VOL 1.09M
RES: $197.1SUP: $128.8SMA50: $140.9SMA200: $178.8
$293.5$248.2$202.9$157.6$112.3RES $197.1SUP $128.8$149.72026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

PODD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
32.2%/yr Implied 5Y Growth

vs. +30.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on PODD today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for PODD. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for PODD today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

PODD Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Insulet Corporation (PODD)?

In FY 2025 (10-K), PODD converted $2.7B of revenue into a 71.6% gross margin, 17.5% operating margin, and $377.7M in free cash flow (13.9% FCF margin).