PODD Insulet Corporation - Common Stock
$152,24
Prix · Aoû 19, 2026
Données fondamentales au Aoû 5, 2026
Fourchette 52 semaines
$126–$355
11% of range
Note des analystes
BUY
33 analysts
Objectif de cours
$172
+13% upside
P/E (TTM)
43.0
ROE
16.6%
Marge nette
9.1%
PODD Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$152.24
Capitalisation Boursière
$10.54B
P/E (TTM)
43.0
BPA (TTM)
$3.48
Revenus (TTM)
$2.71B
Rendement div.
—
ROE
16.6%
Dette/Capitaux propres
0.0
Fourchette 52 semaines
$126 – $355
PODD Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
$2.71B
2017-12-31
→
2025-12-31
BPA
$3.48
2017-12-31
→
2025-12-31
Flux de trésorerie libre
$378M
2017-12-31
→
2025-12-31
Marges
9.1%
2017-12-31
→
2025-12-31
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
PODD
Médiane des pairs
P/E (TTM)
43.0
33.1
P/S (TTM)
3.9
4.2
P/B
7.0
6.5
Price / FCF (Cours / FCF)
27.9
—
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
PODD
Médiane des pairs
Gross Margin (Marge Brute)
71.6%
55.9%
Operating Margin (Marge d'exploitation)
17.5%
—
Net Profit Margin (Marge nette)
9.1%
-0.56%
ROA
7.9%
-0.79%
ROE
16.6%
-9.2%
ROIC
22.5%
—
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
PODD
Médiane des pairs
Debt / Equity (Dette / Capitaux propres)
0.0
—
Current Ratio (Ratio de liquidité)
2.8
3.9
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Métrique
Tendance sur 5 ans
PODD
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
30.7%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
27.5%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
24.5%
—
EPS YoY (BPA Année/Année)
-39.8%
—
Net Income YoY (Bénéfice net YoY)
-40.9%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
PODD
Médiane des pairs
PODD Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
33 analystes
- Achat fort 12 36,4%
- Achat 15 45,5%
- Conserver 6 18,2%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
22 analystes · 2026-08-16
Médiane
$167.50
Maintenant
$152.24
Bas
$144.00
Haut
$275.00
Objectif médian
$167.50
+10,0%
Objectif moyen
$171.91
+12,9%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
0.16%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $1.66 | $1.48 | 0.18% |
| 31 mars 2026 | $1.42 | $1.22 | 0.20% |
| 31 décembre 2025 | $1.55 | $1.48 | 0.07% |
| 30 septembre 2025 | $1.24 | $1.16 | 0.08% |
| 30 juin 2025 | $1.17 | $0.95 | 0.22% |
| 31 mars 2025 | $1.01 | $0.81 | 0.20% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| PODD | $20.01B | 81.7 | 30.7% | 9.1% | 16.6% | 71.6% |
| BAX | $13.05B | -10.2 | 5.7% | -8.5% | -14.6% | 30.0% |
| PEN | $12.20B | 68.8 | 17.5% | 12.7% | 13.1% | 67.1% |
| GMED | — | 22.3 | 16.7% | 18.3% | 12.1% | — |
| GKOS | $6.49B | -34.4 | 32.3% | -37.0% | -26.4% | 55.7% |
| TFX | — | -6.0 | 17.2% | -45.5% | -24.6% | 56.2% |
| NVST | $3.56B | 77.5 | 8.3% | 1.7% | 1.5% | 54.7% |
| ITGR | $2.69B | 27.1 | 8.0% | 5.5% | 6.0% | 27.0% |
| IRTC | $5.73B | -127.7 | 26.2% | -6.0% | -34.8% | 70.6% |
| ABT | $250.18B | 33.7 | 5.7% | 14.7% | 13.1% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 18
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.71B | $2.07B | $1.70B | $1.31B | $1.10B | $904M | $738M | $564M | · | $367M | $264M | |
| Cost of Revenue | $768M | $626M | $537M | $500M | $347M | $322M | $258M | $194M | · | $156M | $131M | |
| Gross Profit | $1.94B | $1.45B | $1.16B | $806M | $752M | $582M | $480M | $370M | · | $211M | $133M | |
| R&D Expense | $301M | $220M | $205M | $180M | $160M | $147M | $132M | $95M | · | $56M | $43M | |
| SG&A Expense | $1.17B | $917M | $735M | $588M | $466M | $384M | $298M | $248M | · | $72M | $60M | |
| Operating Expenses | · | · | · | · | · | · | $430M | $343M | · | $222M | $182M | |
| Operating Income | $474M | $309M | $220M | $38M | $126M | $52M | $50M | $27M | · | $-11M | $-49M | |
| Interest Expense | · | · | $36M | $36M | $62M | $48M | $35M | $29M | · | $14M | $13M | |
| Interest Income | $35M | $40M | $29M | $9M | $500.0K | $3M | $7M | $8M | · | · | · | |
| Other Non-op | $14M | $-6M | $2M | $-1M | $-2M | $3M | $900.0K | $-900.0K | · | $825.0K | $58.0K | |
| Pretax Income | $340M | $300M | $215M | $10M | $20M | $10M | $14M | $5M | · | $-27M | $-61M | |
| Income Tax | $92M | $-118M | $8M | $5M | $4M | $3M | $3M | $2M | · | $392.0K | $212.0K | |
| Net Income | $247M | $418M | $206M | $5M | $17M | $7M | $12M | $3M | · | $-29M | $-74M | |
| EPS (Basic) | $3.51 | $5.97 | $2.96 | $0.07 | $0.25 | $0.11 | $0.19 | $0.06 | · | $-0.48 | · | |
| EPS (Diluted) | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 | $0.10 | $0.19 | $0.05 | · | $-0.48 | · | |
| Shares (Basic) | 70,348,000 | 70,076,000 | 69,751,000 | 69,375,000 | 67,698,000 | 64,735,000 | 60,594,000 | 58,860,000 | · | 57,251,377 | · | |
| Shares (Diluted) | 71,886,000 | 73,891,000 | 73,633,000 | 69,910,000 | 68,579,000 | 65,946,000 | 62,304,000 | 61,008,000 | · | 57,251,377 | · | |
| EBITDA | $564M | $390M | $293M | $101M | $183M | $107M | $78M | · | · | $3M | $-45M |
Bilan 30
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $907M | $214M | $114M | · | $137M | $123M | |
| Short-term Investments | · | · | · | · | · | · | · | $175M | · | $161M | $0 | |
| Receivables | $517M | · | · | $141M | $135M | $95M | $69M | $63M | · | $29M | $43M | |
| Inventory | $453M | $430M | $403M | $347M | $303M | $154M | $101M | $71M | $33M | $36M | $12M | |
| Prepaid Expense | $228M | $142M | $116M | $87M | $74M | $52M | $45M | $24M | $16M | $7M | $4M | |
| Other Current Assets | · | $92M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $1.91B | $1.89B | $1.58B | $1.31B | $1.33B | $1.25B | $591M | $461M | $547M | $370M | $191M | |
| PP&E (Net) | · | · | · | $600M | $536M | $479M | $399M | $258M | · | $45M | $42M | |
| PP&E (Gross) | · | · | · | $835M | $716M | $607M | $490M | $324M | · | $84M | $70M | |
| Accum. Depreciation | · | · | · | $235M | $179M | $129M | $91M | $65M | · | $39M | $28M | |
| Goodwill | $52M | $52M | $52M | $52M | $40M | $40M | $40M | $40M | · | $40M | $40M | |
| Intangibles | $117M | $98M | $99M | $76M | $37M | $29M | $13M | $10M | · | $2M | $933.0K | |
| Other Non-current Assets | $288M | $182M | $188M | $210M | $106M | $77M | $41M | $2M | $15M | $216.0K | $76.0K | |
| Total Assets | $3.19B | $3.09B | $2.59B | $2.25B | $2.05B | $1.87B | $1.14B | $929M | $840M | $457M | $275M | |
| Accounts Payable | $75M | $20M | $19M | $31M | $38M | $54M | $54M | $26M | · | $13M | $15M | |
| Accrued Liabilities | $587M | · | · | $301M | $164M | $138M | $103M | $90M | · | $41M | $37M | |
| Current Liabilities | $680M | $528M | $451M | $365M | $229M | $208M | $158M | $116M | $89M | $56M | $65M | |
| Capital Leases | $49M | $40M | $30M | $27M | $8M | $12M | $14M | · | · | $0 | $269.0K | |
| Other Non-current Liabilities | $64M | $52M | $38M | $36M | $15M | $18M | $21M | $9M | $6M | $5M | $4M | |
| Total Liabilities | $1.68B | $1.88B | $1.86B | $1.77B | $1.49B | $1.27B | $1.07B | $717M | $661M | $393M | $241M | |
| Long-term Debt | · | · | · | $1.40B | $1.27B | $1.06B | $888M | $592M | · | $333M | $172M | |
| Total Debt | $18M | $84M | $49M | $1.40B | $1.27B | $1.06B | $888M | · | · | $333M | $172M | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | · | $57.0K | $57.0K | |
| Paid-in Capital | $1.27B | $1.18B | $1.10B | $1.04B | $1.21B | $1.26B | $749M | $898M | · | $744M | $686M | |
| Retained Earnings | $287M | $40M | $-378M | $-584M | $-650M | $-666M | $-672M | $-684M | $-687M | $-680M | $-652M | |
| Treasury Stock | $60M | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | $12M | $-13M | $8M | $20M | $-2M | $6M | $-1M | $-3M | · | $-726.0K | $-654.0K | |
| Stockholders' Equity | $1.52B | $1.21B | $733M | $476M | $556M | $604M | $76M | $212M | $179M | $63M | $34M | |
| Liabilities + Equity | $3.19B | $3.09B | $2.59B | $2.25B | $2.05B | $1.87B | $1.14B | $929M | $840M | $457M | $275M | |
| Shares Outstanding | 70,391,000 | 70,196,000 | 69,907,000 | 69,511,000 | 69,179,000 | 66,017,000 | 62,685,000 | 59,189,000 | · | 57,457,967 | 56,954,830 |
Flux de trésorerie 19
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $90M | $81M | $73M | $63M | $57M | $55M | $28M | $16M | · | $14M | $16M | |
| Stock-based Comp | $63M | $69M | $48M | $41M | $34M | $36M | $29M | $38M | · | $24M | $19M | |
| Deferred Tax | $62M | $-137M | $500.0K | $-900.0K | $1M | $-1M | $-700.0K | $-400.0K | · | $-199.0K | $-181.0K | |
| Amort. of Intangibles | $10M | $10M | $10M | $7M | $7M | $17M | $3M | $2M | · | $1M | $1M | |
| Restructuring | · | · | · | · | · | · | · | $1M | · | · | · | |
| Other Non-cash | $107M | $-1M | $-182M | $11M | $-178M | $-13M | $31M | · | · | $8M | $26M | |
| Operating Cash Flow | $569M | $430M | $146M | $119M | $-68M | $84M | $98M | $36M | · | $16M | $-13M | |
| CapEx | $192M | $125M | $76M | $123M | $112M | $129M | $164M | $157M | · | $22M | $11M | |
| Investing Cash Flow | $-223M | $-146M | $-119M | $-191M | $-83M | $14M | $-74M | $-184M | · | $-178M | $-15M | |
| Debt Issued | · | · | · | · | · | · | $780M | $0 | · | $334M | $0 | |
| Net Debt Issued | · | · | · | · | · | · | $780M | · | · | $334M | $0 | |
| Stock Issued | · | · | · | $0 | $0 | $478M | $0 | $0 | · | $5M | $8M | |
| Stock Repurchased | $60M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-60M | · | · | $0 | $0 | $478M | · | · | · | $5M | $8M | |
| Financing Cash Flow | $-595M | $-28M | $-14M | $-40M | $41M | $606M | $74M | $-9M | · | $177M | $-371.0K | |
| Net Change in Cash | $-237M | $249M | $14M | $-117M | $-116M | $708M | $100M | $-159M | · | $15M | $-29M | |
| Taxes Paid | $38M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $378M | $305M | $70M | $-4M | $-180M | $-45M | $-65M | · | · | $-6M | $-23M | |
| Levered FCF | · | · | $35M | $-21M | $-231M | $-79M | $-93M | · | · | · | · |
Rentabilité 8
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 71.6% | 69.8% | 68.3% | 61.7% | 68.5% | 64.4% | 65.1% | · | · | 57.5% | 45.7% | |
| Operating Margin | 17.5% | 14.9% | 13.0% | 2.9% | 11.5% | 5.7% | 6.8% | · | · | -2.9% | -18.7% | |
| Net Margin | 9.1% | 20.2% | 12.2% | 0.35% | 1.5% | 0.75% | 1.6% | · | · | -7.9% | -22.7% | |
| Pretax Margin | 12.5% | 14.5% | 12.7% | 0.75% | 1.9% | 1.1% | 2.0% | · | · | -7.3% | -22.6% | |
| EBITDA Margin | 20.8% | 18.8% | 17.2% | 7.7% | 16.7% | 11.8% | 10.5% | · | · | 0.85% | -13.9% | |
| ROA | 7.9% | 14.7% | 8.5% | 0.21% | 0.86% | 0.45% | 1.1% | · | · | -7.9% | -25.7% | |
| ROE | 16.6% | 35.9% | 30.8% | 1.0% | 3.2% | 1.1% | 10.2% | · | · | -59.4% | -124.7% | |
| ROIC | 22.5% | 33.2% | 27.0% | 0.94% | 5.6% | 2.2% | 4.2% | · | · | -2.7% | -29.6% |
Liquidité et Solvabilité 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 3.6 | 3.5 | 3.6 | 5.8 | 6.0 | 3.7 | · | · | 6.6 | 2.9 | |
| Quick Ratio | · | · | · | 0.4 | 0.7 | 4.8 | 1.8 | · | · | 5.9 | 2.6 | |
| Debt / Equity | 0.0 | 0.1 | 0.1 | 2.9 | 2.3 | 1.8 | 11.7 | · | · | 5.3 | 5.0 | |
| LT Debt / Equity | · | · | · | 2.9 | 2.2 | 1.7 | 11.7 | · | · | 5.3 | 5.0 | |
| Interest Coverage | · | · | 6.1 | 1.0 | 2.0 | 1.1 | 1.4 | · | · | · | · |
Efficacité 3
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | · | · | 1.0 | 1.1 | |
| Inventory Turnover | 1.7 | 1.5 | 1.4 | 1.5 | 1.5 | 2.5 | 3.0 | · | · | 6.6 | 13.0 | |
| Receivables Turnover | · | · | · | 9.5 | 8.6 | 11.8 | 11.1 | · | · | 10.3 | 7.3 |
Taux de croissance 9
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 30.7% | 22.1% | 30.0% | 18.8% | 21.5% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 27.5% | 23.5% | 23.3% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 24.5% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -39.8% | 96.6% | 4100.0% | -70.8% | 140.0% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 267.7% | 188.8% | 208.6% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 103.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -40.9% | 102.8% | 4384.8% | -72.6% | 147.1% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 277.3% | 192.0% | 211.9% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 105.2% | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 14
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.71B | $2.07B | $1.70B | $1.31B | $1.10B | $904M | $738M | $564M | · | $367M | $264M | |
| Net Income TTM | $247M | $418M | $206M | $5M | $17M | $7M | $12M | $3M | · | $-29M | $-74M | |
| Market Cap | $20.01B | $18.33B | $15.17B | $20.46B | $18.41B | $16.88B | $10.73B | · | · | $2.17B | $2.15B | |
| Enterprise Value | · | · | · | · | · | $17.03B | $11.41B | · | · | $2.20B | $2.20B | |
| P/E | 81.7 | 45.2 | 73.8 | 4205.6 | 1108.6 | 2556.3 | 901.1 | 1586.4 | · | -78.5 | · | |
| P/S | 7.4 | 8.8 | 8.9 | 15.7 | 16.8 | 18.7 | 14.5 | · | · | 5.9 | 8.2 | |
| P/B | 13.2 | 15.1 | 20.7 | 43.0 | 33.1 | 28.0 | 141.4 | · | · | 34.3 | 63.2 | |
| P / Tangible Book | 14.9 | 17.3 | 26.0 | 58.6 | 38.4 | 31.5 | · | · | · | · | · | |
| P / Cash Flow | 35.1 | 42.6 | 104.1 | 172.0 | -270.3 | 200.9 | 109.1 | · | · | 136.1 | -171.4 | |
| P / FCF | 53.0 | 60.0 | 216.4 | -5247.0 | -102.3 | -375.0 | -164.3 | · | · | -349.0 | -92.9 | |
| EV / EBITDA | · | · | · | · | · | 159.3 | 146.4 | · | · | 702.8 | -49.0 | |
| EV / FCF | · | · | · | · | · | -378.4 | -174.7 | · | · | -354.5 | -95.0 | |
| EV / Revenue | · | · | · | · | · | 18.8 | 15.5 | · | · | 6.0 | 8.3 | |
| Earnings Yield | 1.2% | 2.2% | 1.4% | 0.02% | 0.09% | 0.04% | 0.11% | 0.06% | · | -1.3% | · |
Compte de résultat 17
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $802M | $762M | $784M | $706M | $649M | $569M | $598M | $544M | $488M | $442M | $510M | $433M | $396M | $358M | $370M | $341M | |
| Cost of Revenue | $239M | $233M | $215M | $196M | $197M | $160M | $167M | $167M | $158M | $135M | $149M | $139M | $132M | $118M | $152M | $152M | |
| Gross Profit | $563M | $529M | $569M | $510M | $452M | $409M | $431M | $377M | $331M | $307M | $361M | $293M | $265M | $240M | $217M | $188M | |
| R&D Expense | $88M | $90M | $91M | $77M | $73M | $60M | $61M | $55M | $54M | $50M | $42M | $58M | $55M | $50M | $50M | $45M | |
| SG&A Expense | $345M | $317M | $332M | $315M | $258M | $261M | $261M | $234M | $222M | $200M | $213M | $181M | $179M | $163M | $144M | $140M | |
| Operating Income | $130M | $122M | $146M | $118M | $121M | $89M | $109M | $88M | $54M | $57M | $106M | $55M | $31M | $28M | $24M | $3M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $10M | $10M | $9M | · | $9M | |
| Interest Income | $4M | $5M | $6M | $9M | $10M | $10M | $10M | $10M | $9M | $9M | $6M | $9M | $7M | $6M | $6M | $2M | |
| Other Non-op | $-1M | $700.0K | $3M | $12M | $1M | $-2M | $400.0K | $-3M | $-2M | $-700.0K | $2M | $700.0K | $-200.0K | $-200.0K | $2M | $-2M | |
| Pretax Income | $119M | $113M | $140M | $123M | $28M | $48M | $111M | $83M | $51M | $55M | $108M | $54M | $28M | $25M | $22M | $-6M | |
| Income Tax | $24M | $22M | $39M | $35M | $6M | $13M | $11M | $5M | $-138M | $3M | $4M | $2M | $1M | $800.0K | $5M | $-500.0K | |
| Net Income | $95M | $91M | $102M | $88M | $22M | $35M | $101M | $78M | $189M | $52M | $103M | $52M | $27M | $24M | $17M | $-5M | |
| EPS (Basic) | $1.37 | $1.30 | $1.45 | $1.24 | $0.32 | $0.50 | $1.43 | $1.11 | $2.69 | $0.74 | $1.49 | $0.74 | $0.39 | $0.34 | $0.25 | $-0.08 | |
| EPS (Diluted) | $1.37 | $1.30 | $1.42 | $1.24 | $0.32 | $0.50 | $1.38 | $1.08 | $2.59 | $0.73 | $1.47 | $0.74 | $0.39 | $0.34 | $0.25 | $-0.08 | |
| Shares (Basic) | 69,298,000 | 69,986,000 | -140,680,000 | 70,367,000 | 70,389,000 | 70,272,000 | -140,066,000 | 70,123,000 | 70,062,000 | 69,957,000 | -139,396,000 | 69,823,000 | 69,741,000 | 69,583,000 | -138,653,000 | 69,418,000 | |
| Shares (Diluted) | 69,403,000 | 70,202,000 | -143,538,000 | 70,661,000 | 70,652,000 | 74,111,000 | -147,603,000 | 73,951,000 | 73,802,000 | 73,741,000 | -140,229,000 | 73,624,000 | 70,142,000 | 70,096,000 | -138,722,000 | 69,418,000 | |
| EBITDA | $130M | $148M | · | $118M | $121M | $110M | · | $88M | $55M | $76M | · | $55M | $31M | $45M | · | $3M |
Bilan 26
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $589M | $545M | · | · | · | · | · | · | · | · | · | · | · | $160M | · | $153M | |
| Inventory | $485M | $462M | $453M | $446M | $447M | $441M | $430M | $445M | $431M | $431M | · | $411M | $411M | $386M | · | $328M | |
| Prepaid Expense | $241M | $222M | $228M | $73M | $267M | $202M | $142M | $138M | $148M | $116M | · | $105M | $100M | $106M | · | $78M | |
| Other Current Assets | · | · | · | $121M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Assets | $1.85B | $1.71B | $1.91B | $1.86B | $2.28B | $2.33B | $1.89B | $1.86B | $1.75B | $1.62B | · | $1.47B | $1.42B | $1.33B | · | $1.33B | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | $602M | $597M | · | $553M | |
| Goodwill | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | |
| Intangibles | $115M | $115M | $117M | $105M | $102M | $100M | $98M | $100M | $98M | $98M | · | $100M | $100M | $100M | · | $54M | |
| Other Non-current Assets | $291M | $281M | $206M | $188M | $315M | $319M | $182M | $166M | $164M | $188M | · | $196M | $212M | $211M | · | $179M | |
| Total Assets | $3.17B | $2.99B | $3.19B | $3.03B | $3.47B | $3.52B | $3.09B | $3.03B | $2.88B | $2.62B | · | $2.47B | $2.39B | $2.29B | · | $2.17B | |
| Accounts Payable | $123M | $150M | $75M | $48M | $96M | $58M | $20M | $40M | $77M | $76M | · | $78M | $108M | $86M | · | $62M | |
| Accrued Liabilities | $602M | $519M | · | · | · | · | · | · | · | · | · | · | · | $264M | · | $242M | |
| Current Liabilities | $744M | $688M | $680M | $648M | $1.01B | $520M | $528M | $506M | $486M | $432M | · | $451M | $425M | $383M | · | $334M | |
| Capital Leases | · | · | $49M | · | · | · | $40M | · | · | · | · | $30M | · | · | · | · | |
| Other Non-current Liabilities | $69M | $68M | $64M | $63M | $57M | $54M | $52M | $45M | $37M | $38M | · | $38M | $38M | $34M | · | $24M | |
| Total Liabilities | $1.74B | $1.68B | $1.68B | $1.65B | $2.01B | $2.19B | $1.88B | $1.91B | $1.88B | $1.83B | · | $1.86B | $1.83B | $1.79B | · | $1.74B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | $1.40B | $1.40B | · | $1.41B | |
| Total Debt | $19M | $19M | · | $80M | $461M | $83M | · | $42M | $38M | $39M | · | $50M | $1.40B | $1.40B | · | $1.41B | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | · | $100.0K | $100.0K | $100.0K | · | $100.0K | |
| Paid-in Capital | $1.31B | $1.28B | $1.27B | $1.25B | $1.38B | $1.26B | $1.18B | $1.16B | $1.14B | $1.12B | · | $1.08B | $1.07B | $1.05B | · | $1.02B | |
| Retained Earnings | $474M | $378M | $287M | $186M | $98M | $76M | $40M | $-60M | $-138M | $-326M | · | $-481M | $-533M | $-560M | · | $-601M | |
| Treasury Stock | $364M | $363M | $60M | $60M | $31M | · | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | $2M | $6M | $12M | $12M | $15M | $-6M | $-13M | $20M | $-4M | $-500.0K | · | $8M | $16M | $16M | · | $7M | |
| Stockholders' Equity | $1.42B | $1.30B | $1.52B | $1.38B | $1.46B | $1.33B | $1.21B | $1.12B | $998M | $791M | $733M | $608M | $554M | $503M | $476M | $428M | |
| Liabilities + Equity | $3.17B | $2.99B | $3.19B | $3.03B | $3.47B | $3.52B | $3.09B | $3.03B | $2.88B | $2.62B | · | $2.47B | $2.39B | $2.29B | · | $2.17B | |
| Shares Outstanding | 69,351,000 | 69,264,000 | 70,390,816 | 70,346,000 | 70,391,000 | 70,361,846 | 70,196,031 | 70,141,692 | 70,112,039 | 70,020,202 | 69,907,000 | 69,825,875 | 69,804,489 | 69,694,363 | 69,511,000 | 69,431,159 |
Flux de trésorerie 13
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $27M | $26M | $24M | $22M | $22M | $22M | $22M | $21M | $19M | $19M | $19M | $19M | $18M | $17M | $16M | $16M | |
| Stock-based Comp | $20M | $21M | $20M | $17M | $8M | $18M | $20M | $18M | $17M | $14M | $13M | $10M | $13M | $12M | $11M | $9M | |
| Amort. of Intangibles | · | · | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | |
| Other Non-cash | · | $-25M | · | · | · | $-12M | · | · | · | $3M | · | · | · | $-53M | · | · | |
| Operating Cash Flow | $88M | $114M | $183M | $126M | $196M | $64M | $148M | $99M | $87M | $88M | $45M | $56M | $44M | $500.0K | $51M | $57M | |
| CapEx | $32M | $24M | $135M | $26M | $19M | $12M | $54M | $27M | $22M | $22M | $29M | $20M | $16M | $10M | $64M | $31M | |
| Investing Cash Flow | $-37M | $-28M | $-153M | $-31M | $-23M | $-16M | $-68M | $-29M | $-25M | $-24M | $-32M | $-23M | $-23M | $-42M | $-88M | $-34M | |
| Stock Repurchased | $0 | $300M | $0 | $30M | $30M | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-300M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $4M | $-320M | $-72M | $-457M | $-344M | $278M | $-21M | $8M | $9M | $-14M | $2M | $-7M | $3M | $-12M | $-14M | $-4M | |
| Net Change in Cash | $54M | $-236M | $-41M | $-364M | $-162M | $330M | $51M | $82M | $70M | $47M | $19M | $25M | $24M | $-54M | $-47M | $13M | |
| Free Cash Flow | · | $90M | · | · | · | $52M | · | · | · | $66M | · | · | · | $-10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $55M | · | · | · | $-19M | · | · |
Rentabilité 8
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.2% | 69.5% | · | 72.2% | 69.7% | 71.9% | · | 69.3% | 67.7% | 69.5% | · | 67.8% | 66.8% | 67.2% | · | 55.2% | |
| Operating Margin | 16.2% | 16.0% | · | 16.7% | 18.7% | 15.6% | · | 16.2% | 11.2% | 12.9% | · | 12.7% | 7.8% | 7.7% | · | 0.85% | |
| Net Margin | 11.8% | 12.0% | · | 12.4% | 3.5% | 6.2% | · | 14.2% | 38.6% | 11.7% | · | 12.0% | 6.9% | 6.7% | · | -1.5% | |
| Pretax Margin | 14.8% | 14.8% | · | 17.4% | 4.4% | 8.5% | · | 15.2% | 10.5% | 12.4% | · | 12.4% | 7.2% | 6.9% | · | -1.7% | |
| EBITDA Margin | 16.2% | 19.5% | · | 16.7% | 18.7% | 19.4% | · | 16.2% | 11.2% | 17.1% | · | 12.7% | 7.8% | 12.5% | · | 0.85% | |
| ROA | 2.9% | 2.8% | · | 2.9% | 0.71% | 1.1% | · | 2.8% | 7.2% | 2.1% | · | 2.2% | 1.2% | 1.1% | · | -0.25% | |
| ROE | 6.6% | 6.9% | · | 7.0% | 1.8% | 3.3% | · | 9.0% | 24.3% | 8.0% | · | 10.0% | 5.6% | 5.0% | · | -1.1% | |
| ROIC | 7.2% | 7.4% | · | 5.7% | 5.0% | 4.6% | · | 7.1% | 19.4% | 6.4% | · | 8.1% | 1.5% | 1.4% | · | 0.14% |
Liquidité et Solvabilité 5
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.5 | · | 2.9 | 2.3 | 4.5 | · | 3.7 | 3.6 | 3.7 | · | 3.3 | 3.3 | 3.5 | · | 4.0 | |
| Quick Ratio | 0.8 | 0.8 | · | · | · | · | · | · | · | · | · | · | · | 0.4 | · | 0.5 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.1 | 0.3 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.1 | 2.5 | 2.8 | · | 3.3 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | 2.5 | 2.7 | · | 3.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 5.3 | · | 5.3 | 3.2 | 2.9 | · | 0.3 |
Efficacité 3
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | |
| Receivables Turnover | 2.2 | 2.2 | · | · | · | · | · | · | · | · | · | · | · | 2.3 | · | 2.5 |
Valorisation (TTM) 10
| Métrique | Tendance | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.92B | $2.69B | · | $2.47B | $2.25B | $2.04B | · | $1.91B | $1.76B | $1.63B | · | $1.53B | $1.39B | $1.29B | · | $1.21B | |
| Net Income TTM | $296M | $237M | · | $223M | $324M | $353M | · | $370M | $319M | $154M | · | $98M | $11M | $11M | · | $200.0K | |
| Market Cap | $10.56B | $14.53B | · | $21.72B | $22.12B | $18.48B | · | $16.33B | $14.15B | $12.00B | · | $11.14B | $20.13B | $22.23B | · | $15.93B | |
| P/E | 36.0 | 62.5 | · | 98.3 | 70.0 | 53.6 | · | 45.3 | 45.3 | 77.9 | · | 114.7 | 1922.3 | 1993.5 | · | · | |
| P/S | 3.6 | 5.4 | · | 8.8 | 9.8 | 9.0 | · | 8.6 | 8.0 | 7.4 | · | 7.3 | 14.4 | 17.2 | · | 13.2 | |
| P/B | 7.4 | 11.2 | · | 15.7 | 15.1 | 13.9 | · | 14.6 | 14.2 | 15.2 | · | 18.3 | 36.3 | 44.2 | · | 37.2 | |
| P / Tangible Book | 8.4 | 12.8 | · | 17.7 | 16.9 | 15.7 | · | 16.9 | 16.7 | 18.7 | · | 24.4 | 50.0 | 63.4 | · | 49.4 | |
| P / Cash Flow | · | 127.7 | · | · | · | 289.6 | · | · | · | 137.0 | · | · | · | 44459.4 | · | · | |
| P / FCF | · | 162.4 | · | · | · | 358.8 | · | · | · | 183.2 | · | · | · | -2223.0 | · | · | |
| Earnings Yield | 2.8% | 1.6% | · | 1.0% | 1.4% | 1.9% | · | 2.2% | 2.2% | 1.3% | · | 0.87% | 0.05% | 0.05% | · | 0.00% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenu | $2.71B | $2.07B | $1.70B | $1.31B | $1.10B |
| Marge Brute % | 71.6% | 69.8% | 68.3% | 61.7% | 68.5% |
| Marge d'exploitation % | 17.5% | 14.9% | 13.0% | 2.9% | 11.5% |
| Résultat net | $247M | $418M | $206M | $5M | $17M |
| BPA dilué | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.0 | 0.1 | 0.1 | 2.9 | 2.3 |
| Ratio de liquidité | 2.8 | 3.6 | 3.5 | 3.6 | 5.8 |
| Ratio de liquidité réduite | — | — | — | 0.4 | 0.7 |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $378M | $305M | $70M | $-4M | $-180M |
Dernières actualités Actualités récentes mentionnant cette entreprise
- Monday 6/8 Insider Buying Report: PODD, ADC
- Les analystes de Wall Street sont-ils optimistes sur l'action Insulet ?
- Pourquoi Goldman Sachs a réduit l'objectif de prix d'Insulet Corporation (PODD) malgré de solides résultats du T1
- BTIG Maintient une notation d'achat sur Insulet (PODD)
- Les analystes prévoient un potentiel de hausse de 75 % pour Insulet Corporation (PODD) malgré un faible élan du cours de l'action
- L'action Insulet est-elle sous-performante par rapport au Dow ?
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Détenteurs institutionnels (13F) 797 déclarants · $6.7B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 102 (+4 vs T. préc.) | 131 (+14 vs T. préc.) | 311 (-1 vs T. préc.) | 235 (-30 vs T. préc.) | +701K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $688 981 949 | 4 525 333 | 10,30% | Actions |
| STATE STREET CORP | $486 827 749 | 3 197 555 | 7,28% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $468 310 647 | 3 075 932 | 7,00% | Actions |
| TWO SIGMA INVESTMENTS, LP | $289 843 502 | 1 903 734 | 4,33% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $270 413 683 | 1 783 470 | 4,04% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $223 970 255 | 1 471 069 | 3,35% | Actions |
| Clearbridge Investments, LLC | $200 875 774 | 1 319 381 | 3,00% | Actions |
| Soleus Capital Management, L.P. | $159 710 250 | 1 049 000 | 2,39% | Actions |
| NORGES BANK | $159 555 869 | 1 047 986 | 2,39% | Actions |
| MILLENNIUM MANAGEMENT LLC | $131 755 171 | 865 387 | 1,97% | Actions |
| CITADEL ADVISORS LLC | $121 283 111 | 796 605 | 1,81% | Actions |
| Vestal Point Capital, LP | $102 007 500 | 670 000 | 1,52% | Actions |
| FMR LLC | $101 401 241 | 666 018 | 1,52% | Actions |
| Qube Research & Technologies Ltd | $101 089 128 | 663 968 | 1,51% | Actions |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $94 776 509 | 622 506 | 1,42% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $75 664 611 | 496 976 | 1,13% | Actions |
| Man Group plc | $74 335 606 | 488 247 | 1,11% | Actions |
| Alecta Tjanstepension Omsesidigt | $71 461 456 | 469 400 | 1,07% | Actions |
| Vinva Investment Management Ltd | $68 542 735 | 430 460 | 1,02% | Actions |
| GOLDMAN SACHS GROUP INC | $64 367 646 | 422 776 | 0,96% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $60 598 088 | 398 017 | 0,91% | Actions |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $55 989 000 | 367 746 | 0,84% | Actions |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $53 701 163 | 352 717 | 0,80% | Actions |
| Stephens Investment Management Group LLC | $51 421 981 | 337 747 | 0,77% | Actions |
| BAILLIE GIFFORD & CO | $50 465 546 | 331 465 | 0,75% | Actions |
| Quantinno Capital Management LP | $48 251 490 | 316 922 | 0,72% | Actions |
| NORDEA INVESTMENT MANAGEMENT AB | $47 318 208 | 307 301 | 0,71% | Actions |
| VANGUARD GROUP INC | $43 777 508 | 154 016 | 0,65% | Actions |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41 668 085 | 273 682 | 0,62% | Actions |
| Squarepoint Ops LLC | $40 748 495 | 267 642 | 0,61% | Actions |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $40 603 400 | 266 689 | 0,61% | Actions |
| Artisan Partners Limited Partnership | $39 622 301 | 260 245 | 0,59% | Actions |
| D. E. Shaw & Co., Inc. | $36 942 092 | 242 641 | 0,55% | Actions |
| Chicago Capital, LLC | $36 814 507 | 241 803 | 0,55% | Actions |
| Aberdeen Group plc | $36 598 921 | 240 387 | 0,55% | Actions |
| AMERIPRISE FINANCIAL INC | $35 544 137 | 233 358 | 0,53% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $33 676 939 | 221 195 | 0,50% | Actions |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $31 366 092 | 206 017 | 0,47% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $30 767 137 | 202 083 | 0,46% | Actions |
| Swiss National Bank | $29 734 425 | 195 300 | 0,44% | Actions |
| BANK OF AMERICA CORP /DE/ | $29 192 871 | 191 743 | 0,44% | Actions |
| CANADA PENSION PLAN INVESTMENT BOARD | $28 368 743 | 186 330 | 0,42% | Actions |
| PARNASSUS INVESTMENTS, LLC | $27 072 943 | 177 819 | 0,40% | Actions |
| Defilade Capital Management, L.P. | $26 937 897 | 176 932 | 0,40% | Actions |
| Mitsubishi UFJ Asset Management Co., Ltd. | $26 412 330 | 173 480 | 0,39% | Actions |
| Capital World Investors | $26 295 402 | 172 712 | 0,39% | Actions |
| Robeco Institutional Asset Management B.V. | $26 267 547 | 172 529 | 0,39% | Actions |
| Caisse de depot et placement du Quebec | $25 927 262 | 170 294 | 0,39% | Actions |
| RHUMBLINE ADVISERS | $25 153 149 | 165 210 | 0,38% | Actions |
| TWO SIGMA ADVISERS, LP | $24 836 891 | 87 380 | 0,37% | Actions |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $24 421 666 | 160 405 | 0,37% | Actions |
| Sumitomo Mitsui Trust Group, Inc. | $24 359 543 | 159 997 | 0,36% | Actions |
| BlackRock, Inc. | $24 338 990 | 159 862 | 0,36% | Actions |
| Bridgewater Associates, LP | $23 813 879 | 156 413 | 0,36% | Actions |
| TREMBLANT CAPITAL GROUP | $23 767 900 | 156 111 | 0,36% | Actions |
| Capital Research Global Investors | $23 646 404 | 155 313 | 0,35% | Actions |
| Hudson Bay Capital Management LP | $23 598 750 | 155 000 | 0,35% | Actions |
| Candriam S.C.A. | $22 982 841 | 151 100 | 0,34% | Actions |
| PFA Pension, Forsikringsaktieselskab | $22 735 848 | 149 332 | 0,34% | Actions |
| Vanguard Global Advisers, LLC | $22 686 011 | 149 005 | 0,34% | Actions |
| Eversept Partners, LP | $22 657 236 | 148 816 | 0,34% | Actions |
| Korea Investment CORP | $22 175 365 | 145 651 | 0,33% | Actions |
| ALGERT GLOBAL LLC | $22 012 914 | 144 584 | 0,33% | Actions |
| CAPITAL FUND MANAGEMENT S.A. | $21 970 131 | 144 303 | 0,33% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $21 823 780 | 104 002 | 0,33% | Actions |
| TUDOR INVESTMENT CORP ET AL | $21 337 990 | 140 151 | 0,32% | Actions |
| Parkman Healthcare Partners LLC | $20 002 301 | 131 378 | 0,30% | Actions |
| Bellevue Group AG | $19 411 571 | 127 498 | 0,29% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $19 353 868 | 127 119 | 0,29% | Actions |
| TD Asset Management Inc | $18 903 969 | 124 164 | 0,28% | Actions |
| ALLIANCEBERNSTEIN L.P. | $18 900 918 | 90 073 | 0,28% | Actions |
| SEB Asset Management AB | $18 595 936 | 122 141 | 0,28% | Actions |
| AMERICAN CENTURY COMPANIES INC | $18 171 190 | 119 351 | 0,27% | Actions |
| SEGALL BRYANT & HAMILL, LLC | $17 584 418 | 115 497 | 0,26% | Actions |
| MORGAN STANLEY | $16 915 409 | 111 102 | 0,25% | Actions |
| Trexquant Investment LP | $16 667 417 | 109 474 | 0,25% | Actions |
| Baird Financial Group, Inc. | $16 218 736 | 106 527 | 0,24% | Actions |
| DNB Asset Management AS | $15 959 606 | 104 825 | 0,24% | Actions |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $15 343 275 | 53 980 | 0,23% | Actions |
| PRIMECAP MANAGEMENT CO/CA/ | $15 119 948 | 99 310 | 0,23% | Actions |
| JUPITER ASSET MANAGEMENT LTD | $14 463 293 | 94 997 | 0,22% | Actions |
| California Public Employees Retirement System | $14 092 717 | 92 563 | 0,21% | Actions |
| Nearwater Capital Markets, Ltd | $13 702 500 | 90 000 | 0,20% | Actions |
| Corient Private Wealth LP | $13 686 030 | 89 892 | 0,20% | Actions |
| Schonfeld Strategic Advisors LLC | $13 344 558 | 87 649 | 0,20% | Actions |
| BARCLAYS PLC | $13 040 214 | 85 650 | 0,19% | Actions |
| Gotham Asset Management, LLC | $12 896 336 | 84 705 | 0,19% | Actions |
| Assenagon Asset Management S.A. | $12 885 374 | 84 633 | 0,19% | Actions |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $12 575 850 | 82 600 | 0,19% | Actions |
| SEI INVESTMENTS CO | $12 486 480 | 82 013 | 0,19% | Actions |
| IEQ CAPITAL, LLC | $12 451 859 | 81 786 | 0,19% | Actions |
| PRINCIPAL FINANCIAL GROUP INC | $12 295 253 | 80 757 | 0,18% | Actions |
| NATIXIS | $12 057 743 | 79 197 | 0,18% | Actions |
| Andra AP-fonden | $11 780 418 | 56 140 | 0,18% | Actions |
| Pictet Asset Management Holding SA | $11 485 131 | 75 436 | 0,17% | Actions |
| Legal & General Group Plc | $11 086 390 | 72 817 | 0,17% | Actions |
| PANAGORA ASSET MANAGEMENT INC | $10 980 118 | 72 119 | 0,16% | Actions |
| RAYMOND JAMES FINANCIAL INC | $10 969 156 | 72 047 | 0,16% | Actions |
| Balyasny Asset Management L.P. | $10 309 457 | 67 714 | 0,15% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10 002 825 | 65 700 | 0,15% | Actions |
Initiés de la société 78 initiés · 44 dirigeants · 27 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ashley Mcevoy | President and CEO | 13 mai 2026 F | 22 551 | 1 | 0 | $1 029 205 |
| James Hollingshead | Former President and CEO | 28 avril 2025 F | 61 247 | 0 | 0 | $0 |
| SULLIVAN PATRICK J | CEO and Chairman of the Board | 29 mars 2018 F | 322 752 | 0 | 0 | $0 |
| Duane Desisto | President and CEO | 2 septembre 2014 M | 257 184 | 0 | 0 | $0 |
| Flavia Pease | EVP & CFO | 24 février 2026 A | 19 159 | 0 | 0 | $0 |
| Ana Maria Chadwick | EVP, CFO & Treasurer | 1 mai 2025 F | 14 263 | 0 | 0 | $0 |
| Wayde D. Mcmillan | EVP, CFO | 3 juillet 2023 S | 21 477 | 0 | 0 | $0 |
| Michael L Levitz | SVP and CFO | 27 février 2019 S | 56 651 | 0 | 0 | $0 |
| Allison Dorval | Chief Financial Officer | 1 avril 2015 F | 37 415 | 0 | 0 | $0 |
| Brian K Roberts | Chief Financial Officer | 1 avril 2014 F | 120 050 | 0 | 0 | $0 |
| Eric Benjamin | EVP and COO | 27 février 2026 F | 23 600 | 0 | 1 | $-1 416 296 |
| William Patrick Ryan | Chief Operating Officer | 5 mai 2015 P | 47 990 | 0 | 0 | $0 |
| Luis Malave | Chief Operating Officer | 1 mars 2010 A | 195 857 | 0 | 0 | $0 |
| Lisa Blair Davis | SVP, Chief HR Officer | 1 août 2026 F | 4 453 | 0 | 0 | $0 |
| Michael Panos | EVP and CCO | 1 avril 2026 A | 2 782 | 0 | 0 | $0 |
| Prem Singh | SVP, Global Operations | 27 février 2026 F | 6 891 | 0 | 1 | $-238 726 |
| Laetitia Cousin | SVP, Reg, Quality & Compliance | 27 février 2026 F | 5 674 | 0 | 1 | $-278 002 |
| Lauren Budden | Group VP, CAO and Controller | 27 février 2026 F | 8 526 | 0 | 0 | $0 |
| John W. Kapples | SVP and General Counsel | 27 février 2026 F | 27 514 | 0 | 0 | $0 |
| Dan Manea | SVP, Chief HR Officer | 13 juin 2025 S | 9 090 | 0 | 0 | $0 |
| Mark N Field | SVP & Chief Technology Officer | 28 février 2025 F | 13 411 | 0 | 0 | $0 |
| Charles Alpuche | Advisor | 14 mars 2023 M | 56 954 | 0 | 0 | $0 |
| Spears Michael P | Advisor | 9 mars 2023 M | 13 645 | 0 | 0 | $0 |
| Bret Christensen | EVP and CCO | 28 février 2023 A | 20 178 | 0 | 0 | $0 |
| David Colleran | SVP, Secretary and GC | 2 avril 2019 M | 30 433 | 0 | 0 | $0 |
| Aiman Abdel-Malek | EVP & Chief Technology Officer | 28 mars 2019 F | 19 687 | 0 | 0 | $0 |
| Bradley A Thomas | EVP Human Resources | 29 mars 2018 F | 65 818 | 0 | 0 | $0 |
| Daniel J Levangie | EVP & President, Drug Delivery | 30 avril 2016 F | 21 122 | 0 | 0 | $0 |
| Anthony R Diehl | Secretary and General Counsel | 11 mai 2015 M | 40 854 | 0 | 0 | $0 |
| Peter Devlin | Chief Commercial Officer | 9 juin 2014 S | 67 354 | 0 | 0 | $0 |
| Tracey Haas Wielinski | VP, Global Regulatory, CA, QA | 6 mars 2014 M | 24 000 | 0 | 0 | $0 |
| Ruthann Depietro | Vice President of Quality | 4 septembre 2012 M | 18 351 | 0 | 0 | $0 |
| Carsten Boess | Vice President, International | 25 avril 2011 M | 18 941 | 0 | 0 | $0 |
| Robert Campbell | Vice President for Clinical | 25 janvier 2010 M | 63 633 | 0 | 0 | $0 |
| David A Howe | VP of Human Resources | 26 février 2009 A | — | 0 | 0 | $0 |
| Jason Ng | Vice President of Asian Operat | 26 février 2009 A | — | 0 | 0 | $0 |
| Lars Boesgaard | Vice President of Finance | 26 février 2009 A | — | 0 | 0 | $0 |
| Shawna Gvazdauskas | Senior Vice President of Sales | 26 février 2009 A | 0 | 0 | 0 | $0 |
| John Garibotto | Vice President of Research | 26 février 2009 A | — | 0 | 0 | $0 |
| Kevin Schmid | VP of Operations & Engineering | 26 février 2009 A | 17 500 | 0 | 0 | $0 |
| William D Arthur III | V.P. of Business Development | 26 février 2009 A | — | 0 | 0 | $0 |
| Andrew Suchoff | Chief Human Resources Officer | 27 mars 2008 A | — | 0 | 0 | $0 |
| Jefferey Smith | Vice President of Marketing | 12 mars 2008 A | — | 0 | 0 | $0 |
| Stephen Bubrick | Vice President of Customer | 9 août 2007 A | — | 0 | 0 | $0 |
| Jonathan Jay Mazelsky | Administrateur | 1 juillet 2026 A | 1 355 | 0 | 0 | $0 |
| Robert Luther Huffines | Administrateur | 30 juin 2026 A | 2 449 | 0 | 0 | $0 |
| Luciana Borio | Administrateur | 3 juin 2026 S | 4 329 | 0 | 1 | $-59 887 |
| Timothy C. Stonesifer | Administrateur | 3 juin 2026 P | 9 041 | 2 | 0 | $700 277 |
| Elizabeth H Weatherman | Administrateur | 3 juin 2026 P | 10 352 | 1 | 0 | $497 490 |
| Wayne A.I. Frederick | Administrateur | 20 mai 2026 A | 3 818 | 0 | 1 | $-542 510 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 1 participation
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| OrbiMed Advisors LLC, OrbiMed Capital GP II LLC, Samuel D. Isaly ×3 dépôts | 10 avril 2008 | — | Dépôt initial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Détention d'ETF Détenu par 149 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| HEAL · Global X Funds | 3,38% | 5 843 NS | 31 mai 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 1,51% | 38 048 NS | 30 avril 2026 | N-PORT |
| FMED · Fidelity Covington Trust | 1,10% | 3 112 NS | 31 mai 2026 | N-PORT |
| HRTS · Tema ETF Trust | 0,79% | 2 835 NS | 31 mai 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,78% | 118 866 NS | 31 mai 2026 | N-PORT |
| AGNG · Global X Funds | 0,72% | 4 082 NS | 31 mai 2026 | N-PORT |
| MEDI · Harbor ETF Trust | 0,57% | 913 NS | 30 avril 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 0,55% | 2 829 NS | 31 mai 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,49% | 1 077 NS | 31 mai 2026 | N-PORT |
| OASC · Unified Series Trust | 0,34% | 1 993 NS | 31 mai 2026 | N-PORT |
| GDOC · Goldman Sachs ETF Trust | 0,29% | 398 NS | 31 mai 2026 | N-PORT |
| CSM · ProShares Trust | 0,23% | 8 465 NS | 31 mai 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,23% | 7 932 NS | 30 avril 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,22% | 1 017 NS | 31 mai 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,20% | 32 471 NS | 30 avril 2026 | N-PORT |
| LGDX · Tidal Trust III | 0,18% | 1 448 NS | 30 avril 2026 | N-PORT |
| CURE · Direxion Shares ETF Trust | 0,17% | 1 402 NS | 30 avril 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,16% | 571 NS | 31 mai 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,15% | 2 241 NS | 31 mai 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,15% | 2 238 NS | 31 mai 2026 | N-PORT |
| RXL · ProShares Trust | 0,15% | 734 NS | 31 mai 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,14% | 813 NS | 31 mai 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 16 220 NS | 30 avril 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,11% | 2 941 NS | 31 mai 2026 | N-PORT |
| ACGR · AMERICAN CENTURY ETF TRUST | 0,08% | 63 NS | 31 mai 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,07% | 1 169 NS | 30 avril 2026 | N-PORT |
| CATH · Global X Funds | 0,06% | 3 963 NS | 30 avril 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,04% | 5 361 NS | 30 avril 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0,04% | 19 NS | 31 mai 2026 | N-PORT |
| GGUS · Goldman Sachs ETF Trust | 0,04% | 1 235 NS | 31 mai 2026 | N-PORT |
| CHRI · Global X Funds | 0,04% | 11 NS | 30 avril 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,04% | 92 460 NS | 30 avril 2026 | N-PORT |
| SCHG · SCHWAB STRATEGIC TRUST | 0,04% | 150 714 NS | 31 mai 2026 | N-PORT |
| EGLE · Global X Funds | 0,03% | 4 NS | 30 avril 2026 | N-PORT |
| HAPI · Harbor ETF Trust | 0,03% | 895 NS | 30 avril 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,03% | 2 NS | 30 avril 2026 | N-PORT |
| USSG · DBX ETF Trust | 0,03% | 1 200 NS | 29 mai 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 5 172 NS | 30 avril 2026 | N-PORT |
| HLAL · Listed Funds Trust | 0,03% | 1 829 NS | 31 mai 2026 | N-PORT |
| WRND · New York Life Investments ETF Trust | 0,03% | 17 NS | 30 avril 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0,03% | 240 NS | 31 mai 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,03% | 17 053 NS | 31 mai 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,03% | 1 187 NS | 31 mai 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 695 NS | 30 avril 2026 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 0,03% | 1 035 NS | 31 mai 2026 | N-PORT |
| SPXT · ProShares Trust | 0,03% | 472 NS | 31 mai 2026 | N-PORT |
| SPUS · Tidal Trust I | 0,02% | 4 673 NS | 31 mai 2026 | N-PORT |
| XMAG · Tidal Trust II | 0,02% | 228 NS | 31 mai 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,02% | 412 NS | 29 mai 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,02% | 16 026 NS | 31 mai 2026 | N-PORT |