Insulet (PODD) Investor presentation summary

Strategic vision and mission

• Aspires to make diabetes management less demanding and improve lives through empathy, ingenuity, and science.

• Focuses on transforming diabetes care with innovative technology and patient-centric solutions.

Market leadership and growth

• Holds the top position in automated insulin delivery (AID) systems in the U.S. and Europe, with over 600,000 active customers and presence in 25 global markets.

• Drove 66% of global AID market growth from 2020 to 2025, reaching nearly 50% global revenue share.

• Achieved $2.7B in 2025 revenue, with a 25% CAGR from 2021 to 2025.

• U.S. Omnipod revenue grew at a 31% CAGR, with over 65% of new customer starts in the AID category.

• International business accounts for 30% of revenue, expanding to 24 countries with a 20% CAGR.

Financial performance and outlook

• Adjusted operating margin expanded by ~610 bps from 2021 to 2025, reaching 17.6%.

• Adjusted EPS grew at a 55% CAGR, reaching $4.97 in 2025.

• Free cash flow increased by $558M over five years, totaling $378M in 2025.

• Targets 20% revenue CAGR and 25%+ adjusted EPS CAGR from 2025 to 2028.