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PODD FLAG

Score 5 of 5 as of 2026-10-06. Here is what the checks say, straight from the latest filings.

PODD daily close ▮ PODD close
3531312026-09-232023-10-30

The checks

Gross margin trendgross margin averaged 71.1% over the last 4 quarters vs 70.7% over the 4 before that (+0.4 pp)
YoY revenue growthlatest quarter YoY revenue growth +23.5% (end 2026-06)
Margin levellast-4-quarter average gross margin 71.1% (high-margin threshold 40%)
Growth durabilitygrew revenue in 8 of the last 8 quarters (100%; durable-grower threshold 75%)
Margin stabilitygross-margin variability 1.8% of the mean over the last 8 quarters (stable threshold 15%; higher = cyclical profile)
SG&A intensitySG&A is 42.9% of revenue (last 4 qtrs) vs 43.1% before (-0.2 pp; rising = defending a weakening moat)

Operating margin +16.9% · YoY +23.5%. Back to the scoreboard · Methodology · How We Got Here