secwatch.observer — SEC 8-K summary
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Issuer:     INSULET CORP (PODD)
CIK:        0001145197
Form:       8-K
Filed at:   2026-02-18T23:59:59+00:00
Accession:  0001145197-26-000026
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Insulet Q4 revenue $783.8M (+31%), full year $2.7B (+31%); Board ups buyback by $350M
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- Q4 revenue $783.8M (+31.2% YoY) exceeded constant-currency guidance of 25-28%.
- Q4 diluted EPS $1.44 GAAP; adjusted EPS $1.55 (+34.8% YoY).
- Full year 2025 revenue $2.7B (+30.7%); gross margin 71.6% (+180 bps), operating margin 17.5% (+260 bps).
- Operating cash flow $569.3M; free cash flow $377.7M, both up vs prior year.
- Board increased share repurchase authorization by $350M (total $475M); plans ~$300M repurchases in Q1 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1145197/000114519726000026/0001145197-26-000026-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1145197/000114519726000026/podd-20260218.htm
  HTML page:      https://secwatch.observer/filing/0001145197-26-000026

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer