PODD Insulet Corporation - Common Stock
$145,58
Cena · Sie 18, 2026
Dane fundamentalne na dzień Sie 5, 2026
Zakres 52 tyg.
$126–$355
8% of range
Ocena Analityków
BUY
33 analysts
Cena Docelowa
$172
+18% upside
P/E (TTM)
41.2
ROE
16.6%
Marża Zysku Netto
9.1%
PODD Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$145.58
Kapitalizacja Rynkowa
$10.08B
P/E (TTM)
41.2
EPS (TTM)
$3.48
Przychody (TTM)
$2.71B
Stopa dywidendy
—
ROE
16.6%
D/E Dług/Kapitał
0.0
Zakres 52 tyg.
$126 – $355
PODD Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$2.71B
2017-12-31
→
2025-12-31
EPS
$3.48
2017-12-31
→
2025-12-31
Wolny przepływ pieniężny
$378M
2017-12-31
→
2025-12-31
Marże
9.1%
2017-12-31
→
2025-12-31
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
PODD
Mediana porównawcza
P/E (TTM)
41.2
33.1
P/S (TTM)
3.7
4.2
P/B
6.7
6.5
Price / FCF (Cena / FCF)
26.7
—
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
PODD
Mediana porównawcza
Gross Margin (Marża brutto)
71.6%
55.9%
Operating Margin (Marża Operacyjna)
17.5%
—
Net Profit Margin (Marża Zysku Netto)
9.1%
-0.56%
ROA
7.9%
-0.79%
ROE
16.6%
-9.2%
ROIC
22.5%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
PODD
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
0.0
—
Current Ratio (Wskaźnik bieżący)
2.8
3.9
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
PODD
Mediana porównawcza
Revenue YoY (Przychody R/R)
30.7%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
27.5%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
24.5%
—
EPS YoY
-39.8%
—
Net Income YoY (Zysk Netto R/R)
-40.9%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
PODD
Mediana porównawcza
PODD Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
33 analityków
- Mocne kupno 12 36,4%
- Kup 15 45,5%
- Trzymaj 6 18,2%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
22 analityków · 2026-08-16
Mediana
$167.50
Teraz
$145.58
Niski
$144.00
Wysoki
$275.00
Średni cel
$167.50
+15,1%
Średnia cel
$171.91
+18,1%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.16%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.66 | $1.48 | 0.18% |
| 31 marca 2026 | $1.42 | $1.22 | 0.20% |
| 31 grudnia 2025 | $1.55 | $1.48 | 0.07% |
| 30 września 2025 | $1.24 | $1.16 | 0.08% |
| 30 czerwca 2025 | $1.17 | $0.95 | 0.22% |
| 31 marca 2025 | $1.01 | $0.81 | 0.20% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 18
| Wskaźnik | Trend | 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 |
Bilans 30
| Wskaźnik | Trend | 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 |
Przepływy pieniężne 19
| Wskaźnik | Trend | 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 | · | · | · | · |
Rentowność 8
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 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 | · | · | · | · |
Efektywność 3
| Wskaźnik | Trend | 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 |
Stopy Wzrostu 9
| Wskaźnik | Trend | 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% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 14
| Wskaźnik | Trend | 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% | · |
Rachunek zysków i strat 17
| Wskaźnik | Trend | 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 |
Bilans 26
| Wskaźnik | Trend | 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 |
Przepływy pieniężne 13
| Wskaźnik | Trend | 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 | · | · |
Rentowność 8
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 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 |
Efektywność 3
| Wskaźnik | Trend | 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 |
Wycena (TTM) 10
| Wskaźnik | Trend | 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% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $2.71B | $2.07B | $1.70B | $1.31B | $1.10B |
| Marża Brutto % | 71.6% | 69.8% | 68.3% | 61.7% | 68.5% |
| Marża Operacyjna % | 17.5% | 14.9% | 13.0% | 2.9% | 11.5% |
| Zysk netto | $247M | $418M | $206M | $5M | $17M |
| Rozwodniony EPS | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.0 | 0.1 | 0.1 | 2.9 | 2.3 |
| Wskaźnik bieżący | 2.8 | 3.6 | 3.5 | 3.6 | 5.8 |
| Wskaźnik Szybkości | — | — | — | 0.4 | 0.7 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $378M | $305M | $70M | $-4M | $-180M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
- Monday 6/8 Insider Buying Report: PODD, ADC
- Czy analitycy z Wall Street są optymistycznie nastawieni do akcji Insulet?
- Dlaczego Goldman Sachs obniżył cenę docelową Insulet Corporation (PODD) pomimo silnych wyników za pierwszy kwartał
- BTIG Utrzymuje rekomendację Kupna dla Insulet (PODD)
- Analitycy widzą 75% potencjału wzrostu w Insulet Corporation (PODD) pomimo słabego impetu ceny akcji
- Czy akcje Insulet słabiej wypaść niż indeks Dow Jones?
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 795 emitentów · $6.7B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 100 (+8 vs poprzedni kw.) | 131 (+13 vs poprzedni kw.) | 310 (-1 vs poprzedni kw.) | 235 (-29 vs poprzedni kw.) | +9.4M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $688 981 949 | 4 525 333 | 10,30% | Akcje |
| STATE STREET CORP | $486 827 749 | 3 197 555 | 7,28% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $468 310 647 | 3 075 932 | 7,00% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $289 843 502 | 1 903 734 | 4,33% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $270 413 683 | 1 783 470 | 4,04% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $223 970 255 | 1 471 069 | 3,35% | Akcje |
| Clearbridge Investments, LLC | $200 875 774 | 1 319 381 | 3,00% | Akcje |
| Soleus Capital Management, L.P. | $159 710 250 | 1 049 000 | 2,39% | Akcje |
| NORGES BANK | $159 555 869 | 1 047 986 | 2,39% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $131 755 171 | 865 387 | 1,97% | Akcje |
| CITADEL ADVISORS LLC | $121 283 111 | 796 605 | 1,81% | Akcje |
| Vestal Point Capital, LP | $102 007 500 | 670 000 | 1,53% | Akcje |
| FMR LLC | $101 401 241 | 666 018 | 1,52% | Akcje |
| Qube Research & Technologies Ltd | $101 089 128 | 663 968 | 1,51% | Akcje |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $94 776 509 | 622 506 | 1,42% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $75 664 611 | 496 976 | 1,13% | Akcje |
| Man Group plc | $74 335 606 | 488 247 | 1,11% | Akcje |
| Alecta Tjanstepension Omsesidigt | $71 461 456 | 469 400 | 1,07% | Akcje |
| Vinva Investment Management Ltd | $68 542 735 | 430 460 | 1,02% | Akcje |
| GOLDMAN SACHS GROUP INC | $64 367 646 | 422 776 | 0,96% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $60 598 088 | 398 017 | 0,91% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $55 989 000 | 367 746 | 0,84% | Akcje |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $53 701 163 | 352 717 | 0,80% | Akcje |
| Stephens Investment Management Group LLC | $51 421 981 | 337 747 | 0,77% | Akcje |
| BAILLIE GIFFORD & CO | $50 465 546 | 331 465 | 0,75% | Akcje |
| Quantinno Capital Management LP | $48 251 490 | 316 922 | 0,72% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $47 318 208 | 307 301 | 0,71% | Akcje |
| VANGUARD GROUP INC | $43 777 508 | 154 016 | 0,65% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41 668 085 | 273 682 | 0,62% | Akcje |
| Squarepoint Ops LLC | $40 748 495 | 267 642 | 0,61% | Akcje |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $40 603 400 | 266 689 | 0,61% | Akcje |
| Artisan Partners Limited Partnership | $39 622 301 | 260 245 | 0,59% | Akcje |
| D. E. Shaw & Co., Inc. | $36 942 092 | 242 641 | 0,55% | Akcje |
| Chicago Capital, LLC | $36 814 507 | 241 803 | 0,55% | Akcje |
| Aberdeen Group plc | $36 598 921 | 240 387 | 0,55% | Akcje |
| AMERIPRISE FINANCIAL INC | $35 544 137 | 233 358 | 0,53% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $33 676 939 | 221 195 | 0,50% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $31 366 092 | 206 017 | 0,47% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $30 767 137 | 202 083 | 0,46% | Akcje |
| Swiss National Bank | $29 734 425 | 195 300 | 0,44% | Akcje |
| BANK OF AMERICA CORP /DE/ | $29 192 871 | 191 743 | 0,44% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $28 368 743 | 186 330 | 0,42% | Akcje |
| PARNASSUS INVESTMENTS, LLC | $27 072 943 | 177 819 | 0,40% | Akcje |
| Defilade Capital Management, L.P. | $26 937 897 | 176 932 | 0,40% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $26 412 330 | 173 480 | 0,39% | Akcje |
| Capital World Investors | $26 295 402 | 172 712 | 0,39% | Akcje |
| Robeco Institutional Asset Management B.V. | $26 267 547 | 172 529 | 0,39% | Akcje |
| Caisse de depot et placement du Quebec | $25 927 262 | 170 294 | 0,39% | Akcje |
| RHUMBLINE ADVISERS | $25 153 149 | 165 210 | 0,38% | Akcje |
| TWO SIGMA ADVISERS, LP | $24 836 891 | 87 380 | 0,37% | Akcje |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $24 421 666 | 160 405 | 0,37% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $24 359 543 | 159 997 | 0,36% | Akcje |
| BlackRock, Inc. | $24 338 990 | 159 862 | 0,36% | Akcje |
| Bridgewater Associates, LP | $23 813 879 | 156 413 | 0,36% | Akcje |
| TREMBLANT CAPITAL GROUP | $23 767 900 | 156 111 | 0,36% | Akcje |
| Capital Research Global Investors | $23 646 404 | 155 313 | 0,35% | Akcje |
| Hudson Bay Capital Management LP | $23 598 750 | 155 000 | 0,35% | Akcje |
| Candriam S.C.A. | $22 982 841 | 151 100 | 0,34% | Akcje |
| PFA Pension, Forsikringsaktieselskab | $22 735 848 | 149 332 | 0,34% | Akcje |
| Vanguard Global Advisers, LLC | $22 686 011 | 149 005 | 0,34% | Akcje |
| Eversept Partners, LP | $22 657 236 | 148 816 | 0,34% | Akcje |
| Korea Investment CORP | $22 175 365 | 145 651 | 0,33% | Akcje |
| ALGERT GLOBAL LLC | $22 012 914 | 144 584 | 0,33% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $21 970 131 | 144 303 | 0,33% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $21 823 780 | 104 002 | 0,33% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $21 337 990 | 140 151 | 0,32% | Akcje |
| Parkman Healthcare Partners LLC | $20 002 301 | 131 378 | 0,30% | Akcje |
| Bellevue Group AG | $19 411 571 | 127 498 | 0,29% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $19 353 868 | 127 119 | 0,29% | Akcje |
| TD Asset Management Inc | $18 903 969 | 124 164 | 0,28% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $18 900 918 | 90 073 | 0,28% | Akcje |
| SEB Asset Management AB | $18 595 936 | 122 141 | 0,28% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $18 171 190 | 119 351 | 0,27% | Akcje |
| SEGALL BRYANT & HAMILL, LLC | $17 584 418 | 115 497 | 0,26% | Akcje |
| MORGAN STANLEY | $16 915 409 | 111 102 | 0,25% | Akcje |
| Trexquant Investment LP | $16 667 417 | 109 474 | 0,25% | Akcje |
| Baird Financial Group, Inc. | $16 218 736 | 106 527 | 0,24% | Akcje |
| DNB Asset Management AS | $15 959 606 | 104 825 | 0,24% | Akcje |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $15 343 275 | 53 980 | 0,23% | Akcje |
| PRIMECAP MANAGEMENT CO/CA/ | $15 119 948 | 99 310 | 0,23% | Akcje |
| JUPITER ASSET MANAGEMENT LTD | $14 463 293 | 94 997 | 0,22% | Akcje |
| California Public Employees Retirement System | $14 092 717 | 92 563 | 0,21% | Akcje |
| Nearwater Capital Markets, Ltd | $13 702 500 | 90 000 | 0,20% | Akcje |
| Corient Private Wealth LP | $13 686 030 | 89 892 | 0,20% | Akcje |
| Schonfeld Strategic Advisors LLC | $13 344 558 | 87 649 | 0,20% | Akcje |
| BARCLAYS PLC | $13 040 214 | 85 650 | 0,19% | Akcje |
| Gotham Asset Management, LLC | $12 896 336 | 84 705 | 0,19% | Akcje |
| Assenagon Asset Management S.A. | $12 885 374 | 84 633 | 0,19% | Akcje |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $12 575 850 | 82 600 | 0,19% | Akcje |
| SEI INVESTMENTS CO | $12 486 480 | 82 013 | 0,19% | Akcje |
| IEQ CAPITAL, LLC | $12 451 859 | 81 786 | 0,19% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $12 295 253 | 80 757 | 0,18% | Akcje |
| NATIXIS | $12 057 743 | 79 197 | 0,18% | Akcje |
| Andra AP-fonden | $11 780 418 | 56 140 | 0,18% | Akcje |
| Pictet Asset Management Holding SA | $11 485 131 | 75 436 | 0,17% | Akcje |
| Legal & General Group Plc | $11 086 390 | 72 817 | 0,17% | Akcje |
| PANAGORA ASSET MANAGEMENT INC | $10 980 118 | 72 119 | 0,16% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $10 969 156 | 72 047 | 0,16% | Akcje |
| Balyasny Asset Management L.P. | $10 309 457 | 67 714 | 0,15% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10 002 825 | 65 700 | 0,15% | Akcje |
Insiderzy spółki 78 insiderów · 44 dyrektorzy generalni · 27 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Ashley Mcevoy | President and CEO | 13 maja 2026 F | 22 551 | 1 | 0 | $1 029 205 |
| James Hollingshead | Former President and CEO | 28 kwietnia 2025 F | 61 247 | 0 | 0 | $0 |
| SULLIVAN PATRICK J | CEO and Chairman of the Board | 29 marca 2018 F | 322 752 | 0 | 0 | $0 |
| Duane Desisto | President and CEO | 2 września 2014 M | 257 184 | 0 | 0 | $0 |
| Flavia Pease | EVP & CFO | 24 lutego 2026 A | 19 159 | 0 | 0 | $0 |
| Ana Maria Chadwick | EVP, CFO & Treasurer | 1 maja 2025 F | 14 263 | 0 | 0 | $0 |
| Wayde D. Mcmillan | EVP, CFO | 3 lipca 2023 S | 21 477 | 0 | 0 | $0 |
| Michael L Levitz | SVP and CFO | 27 lutego 2019 S | 56 651 | 0 | 0 | $0 |
| Allison Dorval | Chief Financial Officer | 1 kwietnia 2015 F | 37 415 | 0 | 0 | $0 |
| Brian K Roberts | Chief Financial Officer | 1 kwietnia 2014 F | 120 050 | 0 | 0 | $0 |
| Eric Benjamin | EVP and COO | 27 lutego 2026 F | 23 600 | 0 | 1 | $-1 416 296 |
| William Patrick Ryan | Chief Operating Officer | 5 maja 2015 P | 47 990 | 0 | 0 | $0 |
| Luis Malave | Chief Operating Officer | 1 marca 2010 A | 195 857 | 0 | 0 | $0 |
| Lisa Blair Davis | SVP, Chief HR Officer | 1 sierpnia 2026 F | 4 453 | 0 | 0 | $0 |
| Michael Panos | EVP and CCO | 1 kwietnia 2026 A | 2 782 | 0 | 0 | $0 |
| Prem Singh | SVP, Global Operations | 27 lutego 2026 F | 6 891 | 0 | 1 | $-238 726 |
| Laetitia Cousin | SVP, Reg, Quality & Compliance | 27 lutego 2026 F | 5 674 | 0 | 1 | $-278 002 |
| Lauren Budden | Group VP, CAO and Controller | 27 lutego 2026 F | 8 526 | 0 | 0 | $0 |
| John W. Kapples | SVP and General Counsel | 27 lutego 2026 F | 27 514 | 0 | 0 | $0 |
| Dan Manea | SVP, Chief HR Officer | 13 czerwca 2025 S | 9 090 | 0 | 0 | $0 |
| Mark N Field | SVP & Chief Technology Officer | 28 lutego 2025 F | 13 411 | 0 | 0 | $0 |
| Charles Alpuche | Advisor | 14 marca 2023 M | 56 954 | 0 | 0 | $0 |
| Spears Michael P | Advisor | 9 marca 2023 M | 13 645 | 0 | 0 | $0 |
| Bret Christensen | EVP and CCO | 28 lutego 2023 A | 20 178 | 0 | 0 | $0 |
| David Colleran | SVP, Secretary and GC | 2 kwietnia 2019 M | 30 433 | 0 | 0 | $0 |
| Aiman Abdel-Malek | EVP & Chief Technology Officer | 28 marca 2019 F | 19 687 | 0 | 0 | $0 |
| Bradley A Thomas | EVP Human Resources | 29 marca 2018 F | 65 818 | 0 | 0 | $0 |
| Daniel J Levangie | EVP & President, Drug Delivery | 30 kwietnia 2016 F | 21 122 | 0 | 0 | $0 |
| Anthony R Diehl | Secretary and General Counsel | 11 maja 2015 M | 40 854 | 0 | 0 | $0 |
| Peter Devlin | Chief Commercial Officer | 9 czerwca 2014 S | 67 354 | 0 | 0 | $0 |
| Tracey Haas Wielinski | VP, Global Regulatory, CA, QA | 6 marca 2014 M | 24 000 | 0 | 0 | $0 |
| Ruthann Depietro | Vice President of Quality | 4 września 2012 M | 18 351 | 0 | 0 | $0 |
| Carsten Boess | Vice President, International | 25 kwietnia 2011 M | 18 941 | 0 | 0 | $0 |
| Robert Campbell | Vice President for Clinical | 25 stycznia 2010 M | 63 633 | 0 | 0 | $0 |
| David A Howe | VP of Human Resources | 26 lutego 2009 A | — | 0 | 0 | $0 |
| Jason Ng | Vice President of Asian Operat | 26 lutego 2009 A | — | 0 | 0 | $0 |
| Lars Boesgaard | Vice President of Finance | 26 lutego 2009 A | — | 0 | 0 | $0 |
| Shawna Gvazdauskas | Senior Vice President of Sales | 26 lutego 2009 A | 0 | 0 | 0 | $0 |
| John Garibotto | Vice President of Research | 26 lutego 2009 A | — | 0 | 0 | $0 |
| Kevin Schmid | VP of Operations & Engineering | 26 lutego 2009 A | 17 500 | 0 | 0 | $0 |
| William D Arthur III | V.P. of Business Development | 26 lutego 2009 A | — | 0 | 0 | $0 |
| Andrew Suchoff | Chief Human Resources Officer | 27 marca 2008 A | — | 0 | 0 | $0 |
| Jefferey Smith | Vice President of Marketing | 12 marca 2008 A | — | 0 | 0 | $0 |
| Stephen Bubrick | Vice President of Customer | 9 sierpnia 2007 A | — | 0 | 0 | $0 |
| Jonathan Jay Mazelsky | Dyrektor | 1 lipca 2026 A | 1 355 | 0 | 0 | $0 |
| Robert Luther Huffines | Dyrektor | 30 czerwca 2026 A | 2 449 | 0 | 0 | $0 |
| Luciana Borio | Dyrektor | 3 czerwca 2026 S | 4 329 | 0 | 1 | $-59 887 |
| Timothy C. Stonesifer | Dyrektor | 3 czerwca 2026 P | 9 041 | 2 | 0 | $700 277 |
| Elizabeth H Weatherman | Dyrektor | 3 czerwca 2026 P | 10 352 | 1 | 0 | $497 490 |
| Wayne A.I. Frederick | Dyrektor | 20 maja 2026 A | 3 818 | 0 | 1 | $-542 510 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 1 akcja
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| OrbiMed Advisors LLC, OrbiMed Capital GP II LLC, Samuel D. Isaly ×3 zgłoszenia | 10 kwietnia 2008 | — | Pierwotne zgłoszenie | — | 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.
Posiadanie ETF-ów Posiadane przez 150 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| HEAL · Global X Funds | 3,38% | 5 843 NS | 31 maja 2026 | N-PORT |
| CSMD · Professionally Managed Portfolios | 1,51% | 38 048 NS | 30 kwietnia 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,42% | 78 705 SH | 8 sierpnia 2026 | Dziennie |
| IHI · iShares Trust | 1,37% | 328 217 SH | 8 sierpnia 2026 | Dziennie |
| FMED · Fidelity Covington Trust | 1,10% | 3 112 NS | 31 maja 2026 | N-PORT |
| HRTS · Tema ETF Trust | 0,79% | 2 835 NS | 31 maja 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,78% | 118 866 NS | 31 maja 2026 | N-PORT |
| AGNG · Global X Funds | 0,72% | 4 082 NS | 31 maja 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 0,60% | 86 359 SH | 8 sierpnia 2026 | Dziennie |
| MEDI · Harbor ETF Trust | 0,57% | 913 NS | 30 kwietnia 2026 | N-PORT |
| DTEC · ALPS ETF Trust | 0,55% | 2 829 NS | 31 maja 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,49% | 1 077 NS | 31 maja 2026 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,47% | 39 477 SH | 8 sierpnia 2026 | Dziennie |
| SDG · iShares Trust | 0,36% | 4 476 SH | 8 sierpnia 2026 | Dziennie |
| OASC · Unified Series Trust | 0,34% | 1 993 NS | 31 maja 2026 | N-PORT |
| ISCG · iShares Trust | 0,31% | 21 964 SH | 8 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,29% | 917 724 SH | 8 sierpnia 2026 | Dziennie |
| GDOC · Goldman Sachs ETF Trust | 0,29% | 398 NS | 31 maja 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,28% | 8 788 SH | 8 sierpnia 2026 | Dziennie |
| IWP · iShares Trust | 0,27% | 399 413 SH | 8 sierpnia 2026 | Dziennie |
| CSM · ProShares Trust | 0,23% | 8 465 NS | 31 maja 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,23% | 7 932 NS | 30 kwietnia 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,22% | 1 017 NS | 31 maja 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,20% | 32 471 NS | 30 kwietnia 2026 | N-PORT |
| LGDX · Tidal Trust III | 0,18% | 1 448 NS | 30 kwietnia 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,18% | 1 231 700 SH | 8 sierpnia 2026 | Dziennie |
| CURE · Direxion Shares ETF Trust | 0,17% | 1 402 NS | 30 kwietnia 2026 | N-PORT |
| SIZE · iShares Trust | 0,17% | 5 358 SH | 8 sierpnia 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,16% | 22 077 SH | 8 sierpnia 2026 | Dziennie |
| VHT · VANGUARD WORLD FUND | 0,16% | 208 067 SH | 8 sierpnia 2026 | Dziennie |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,16% | 571 NS | 31 maja 2026 | N-PORT |
| IYH · iShares Trust | 0,16% | 41 388 SH | 8 sierpnia 2026 | Dziennie |
| GINN · Goldman Sachs ETF Trust | 0,15% | 2 241 NS | 31 maja 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,15% | 2 238 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,15% | 3 114 SH | 8 sierpnia 2026 | Dziennie |
| RXL · ProShares Trust | 0,15% | 734 NS | 31 maja 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,14% | 813 NS | 31 maja 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,13% | 1 588 917 SH | 8 sierpnia 2026 | Dziennie |
| SMMD · iShares Trust | 0,13% | 34 505 SH | 8 sierpnia 2026 | Dziennie |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 16 220 NS | 30 kwietnia 2026 | N-PORT |
| IXJ · iShares Trust | 0,12% | 36 601 SH | 8 sierpnia 2026 | Dziennie |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,11% | 2 941 NS | 31 maja 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,09% | 18 521 SH | 8 sierpnia 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,09% | 5 177 SH | 8 sierpnia 2026 | Dziennie |
| ACGR · AMERICAN CENTURY ETF TRUST | 0,08% | 63 NS | 31 maja 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,07% | 1 169 NS | 30 kwietnia 2026 | N-PORT |
| CAPE · DoubleLine ETF Trust | 0,07% | 866 NS | 31 marca 2026 | N-PORT |
| IWR · iShares Trust | 0,07% | 281 225 SH | 8 sierpnia 2026 | Dziennie |
| CATH · Global X Funds | 0,06% | 3 963 NS | 30 kwietnia 2026 | N-PORT |
| XOEF · iShares Trust | 0,05% | 90 SH | 8 sierpnia 2026 | Dziennie |