Insulet Corporation PODD
Revenue Intelligence Report • 38 quarters of SEC filing data • Updated 2026-03-15
Insulet Corporation has a forecasted full-year revenue of $1.0B, a +39.0% year-over-year change, based on 38 quarters of SEC filing data. Key revenue drivers include R&D ($3.58 per $1) and SG&A ($2.07 per $1). The ARDL model achieves strong accuracy at 3.8% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (3.8% MAPE), suggesting Insulet Corporation's revenue trajectory is well-characterized by its spending patterns. Every $1 of R&D investment is associated with $3.58 of revenue, indicating efficient capital deployment in innovation. Each $1 of SG&A spending generates $2.07 in revenue, reflecting strong commercial efficiency.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2019 | $223B | $209B | $215B – $231B | +35.2% | ✗ Outside range |
| Q2 2020 | $243B | $232B – $253B | +52.0% | ||
| Q3 2020 | $250B | $237B – $263B | +41.2% | ||
| Q4 2020 | $255B | $240B – $271B | +32.9% | ||
| Q1 2021 | $278B | $261B – $295B | +32.7% |
Seasonal Factors
| Fiscal Quarter | Seasonal Factor | vs Trend | Interpretation | Obs. |
|---|---|---|---|---|
| FQ1 (Sep–Nov) | 1.0137 | +1.4% | In line with trend | 9 |
| FQ2 (Dec–Feb) | 1.0012 | +0.1% | In line with trend | 9 |
| FQ3 (Mar–May) | 0.9999 | -0.0% | In line with trend | 8 |
| FQ4 (Jun–Aug) | 0.9998 | -0.0% | In line with trend | 8 |
How Spending Drives Revenue
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