PODDINSULET CORP
Surgical & Medical Instruments & Apparatus
- Revenue
- $2.7B
- 31% YoY
- Operating margin
- 17.5%
- 17% YoY
- EBITDA
- $564M
- 45% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.1×
- $73M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear230% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear10% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.0B | $1.1B | $1.7B | $2.1B | $2.7B | 31% |
| Operating income | $126M | $38M | $220M | $309M | $474M | 53% |
| Net income | $17M | $5M | $206M | $418M | $247M | 41% |
| Operating cash flow | −$68M | $119M | $146M | $430M | $569M | 32% |
| Capex | $112M | $123M | $76M | $125M | $192M | 53% |
| Stock-based comp | $34M | $41M | $48M | $69M | $63M | 9.5% |
| Buybacks | — | — | $0 | $0 | $60M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 111 | 99 |
| FY2024 | — | — | 102 | 81 |
| FY2023 | — | — | 85 | 82 |
| FY2022 | — | — | 115 | 77 |
| FY2021 | — | — | 104 | 96 |