olivLaw · US equity research
MiniMed Group, Inc. MMED
Surgical & Medical Instruments & Apparatus · SIC 3841 · Vertical: Surgical & Medical Instruments & Apparatus (SIC 3841)
MiniMed Group, Inc. develops, manufactures and sells diabetes management solutions, notably automated insulin delivery systems and smart multiple daily injection systems, with a presence in over 80 countries. In its first quarter of fiscal 2027 net sales reached 843 million USD, up 16.6% as reported, and the company raised its organic growth guidance to 10.5%, which makes it relevant to investors in medical technology as the MiniMed Flex platform expands.
At the close of 04 Nov 2026, MiniMed Group, Inc. (MMED) stock was 19.29 USD (+2.33% on the day), with market capitalisation 5.4 bn USD, beta 0.84, 52-week range 10.80–23.84 USD. Latest reported quarter (Q1 2027): revenue of 843.0 m USD (+16.6% YoY), net income of 0 USD, diluted EPS 0.00 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 52.5
- neutral
- Bollinger (20, 2)
- 16.98 – 20.03
- in the upper half of the band · %B 0.76 · band width 16.5%
- SMA 50 / 200
- 20.11 / unavailable
- MACD (12, 26, 9)
- -0.21 / -0.39
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −4.3% | −2.0% | −2.3 pp | — |
| 3 months | +3.9% | −2.2% | +6.1 pp | — |
| 6 months | +63.6% | +4.3% | +59.3 pp | — |
| Year to date | unavailable | +10.6% | unavailable | — |
| 1 year | unavailable | +10.5% | unavailable | −5.6% |
| 3 years | unavailable | +73.7% | unavailable | +6.7% |
| 5 years | unavailable | +61.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q1 2027 · 31 Jul 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | 687.0 m | 724.0 m | 723.0 m | — | 790.0 m | 837.0 m | 843.0 m |
| Cost of revenue | — | 292.0 m | 318.0 m | 314.0 m | — | 428.0 m | 357.0 m | 378.0 m |
| Gross profit | — | 395.0 m | 405.0 m | 409.0 m | — | 362.0 m | 480.0 m | 465.0 m |
| SG&A | — | 268.0 m | 276.0 m | 283.0 m | — | 309.0 m | 299.0 m | 312.0 m |
| Operating income | — | 21.0 m | -148.0 m | -13.0 m | — | -100.0 m | -93.0 m | 5.0 m |
| Depreciation & amortisation | — | — | 38.0 m | 39.0 m | — | — | 39.0 m | 41.0 m |
| Pre-tax income | — | 21.0 m | -148.0 m | -13.0 m | — | -99.0 m | -92.0 m | 4.0 m |
| Income tax | — | 28.0 m | 21.0 m | 3.0 m | — | 12.0 m | 93.0 m | 4.0 m |
| Net income | -5.0 m | -10.0 m | -172.0 m | -19.0 m | -5.0 m | -119.0 m | -185.0 m | 0 |
| Diluted EPS | — | -0.04 | -0.68 ≈ | -0.08 | — | -0.47 | -0.69 ≈ | 0.00 |
| Operating cash flow | — | — | 83.0 m | -141.0 m | — | — | -170.0 m | -49.0 m |
| Capex | — | — | 57.0 m | 53.0 m | — | — | 56.0 m | 41.0 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 2.5 bn | 2.7 bn | 3.1 bn |
| Revenue YoY | unavailable | +10.0% | +14.3% |
| Net income | -112.0 m | -213.0 m | -333.0 m |
| Net income YoY | unavailable | unavailable | unavailable |
| Diluted EPS | -0.44 | -0.84 | -1.30 |
| Diluted EPS YoY | unavailable | unavailable | unavailable |
| net % | -4.5% | -7.8% | -10.7% |
| Free cash flow | -107.0 m | -53.0 m | -420.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 24 Apr 2026
- Cash
- 298.0 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 3.6 bn USD
- Total assets
- 4.6 bn USD
- Debt / equity
- unavailable
- Current ratio
- 1.92x
- ROE
- -9.6%
- ROA
- -7.5%
- FCF margin
- -13.5%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|
| Revenue | 2.5 bn | 2.7 bn | 3.1 bn | SEC (XBRL)· 29 Jun 2026verified |
| Cost of revenue | 1.0 bn | 1.2 bn | 1.4 bn | SEC (XBRL)· 29 Jun 2026verified |
| Gross profit | 1.4 bn | 1.5 bn | 1.7 bn | SEC (XBRL)· 29 Jun 2026verified |
| SG&A | 1.1 bn | 1.1 bn | 1.2 bn | SEC (XBRL)· 29 Jun 2026verified |
| Operating income | -69.0 m | -146.0 m | -190.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Depreciation & amortisation | 129.0 m | 143.0 m | 156.0 m | SEC (XBRL)· 29 Jun 2026verified |
| EBITDA | 60.0 m ≈ | -3.0 m ≈ | -34.0 m ≈ | SEC (XBRL)· 29 Jun 2026derived |
| Pre-tax income | -70.0 m | -147.0 m | -189.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Income tax | 38.0 m | 52.0 m | 128.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Net income | -112.0 m | -213.0 m | -333.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Diluted EPS | -0.44 | -0.84 | -1.30 | SEC (XBRL)· 29 Jun 2026verified |
| Weighted average diluted shares | 252.8 m | 252.8 m | 256.6 m | SEC (XBRL)· 29 Jun 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|
| Cash | 54.0 m | 11.0 m | 298.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Receivables | — | 570.0 m | 200.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Inventories | — | 311.0 m | 341.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Current assets | — | 939.0 m | 1.3 bn | SEC (XBRL)· 29 Jun 2026verified |
| Property, plant & equipment, net | — | 706.0 m | 711.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Goodwill | — | 2.3 bn | 2.3 bn | SEC (XBRL)· 29 Jun 2026verified |
| Intangibles (excl. goodwill) | — | 132.0 m | 107.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Total assets | — | 4.2 bn | 4.6 bn | SEC (XBRL)· 29 Jun 2026verified |
| Accounts payable | — | 205.0 m | 163.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Current liabilities | — | 710.0 m | 702.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Total liabilities | — | 871.0 m | 1.0 bn | SEC (XBRL)· 29 Jun 2026verified |
| Equity | 3.4 bn † | 3.3 bn | 3.6 bn | SEC (XBRL)· 29 Jun 2026verified |
| Shares outstanding at year end | — | — | 280.8 m | SEC (XBRL)· 17 Apr 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|
| Operating cash flow | 41.0 m | 140.0 m | -197.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Capex | 148.0 m | 193.0 m | 223.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Free cash flow | -107.0 m ≈ | -53.0 m ≈ | -420.0 m ≈ | SEC (XBRL)· 29 Jun 2026derived |
| Investing cash flow | -157.0 m | -193.0 m | -233.0 m | SEC (XBRL)· 29 Jun 2026verified |
| Financing cash flow | 112.0 m | 10.0 m | 716.0 m | SEC (XBRL)· 29 Jun 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 3 of at least 6
- score weight coverage: 18.8% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 5.4 bn USD
Key indicators
Coverage and freshness
Score by group
19% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 3 of at least 6; score weight coverage: 18.8% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -9.6% | 46 (vs peers) | 33% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.8x | 84 (on a fixed band) | 22% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | -5.8% | 0 (on a fixed band) | 44% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial84/100 · 1/3 factors with a value
- Growth· partialunavailable · 0/2 factors with a value
- Quality· partial46/100 · 1/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partial0/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
MiniMed Group, Inc. (MMED). Latest full fiscal year: 2026; data up to 2026-07-31.
Figures computed from the financial statements: revenue 3.1 bn USD in 2026; YoY growth 14.3%; net margin -9.6%; ROE -8.6%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 3 of at least 6; score weight coverage: 18.8% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 1.8x
What contradicts it
- FCF yield: -5.8%
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, Revenue CAGR 3Y, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Surgical & Medical Instruments & Apparatus (SIC 3841) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| SYKStryker Corp | 118.2 bn | 33.1 | 16.0% | 13.8% | +11.2% | −16% / +5% |
| MMM3m Company | 91.5 bn | 26.4 | 80.8% | 14.0% | +1.5% | +3% / +114% |
| BSXBoston Scientific Corporation | 63.1 bn | 18.4 | 14.3% | 16.6% | +19.9% | −57% / −22% |
| BDXBecton, Dickinson And Company | 54.0 bn | 59.8 | 3.8% | 4.0% | +8.2% | +30% / +7% |
| RMDResMed Inc. | 31.9 bn | 20.7 | 26.4% | 27.8% | +9.9% | −11% / +44% |
| DXCMDexcom, Inc. | 30.9 bn | 32.7 | 37.7% | 19.4% | +15.6% | +31% / −28% |
| WSTWest Pharmaceutical Services, Inc. | 28.4 bn | 45.7 | 21.2% | 18.8% | +6.3% | +47% / +16% |
| SOLVSolventum Corporation | 15.2 bn | 10.9 | 34.0% | 17.3% | +0.9% | +5% / unavailable |
| PENPenumbra, Inc | 12.7 bn | 81.2 | 10.7% | 10.1% | +17.5% | +10% / +45% |
| GMEDGlobus Medical, Inc. | 11.7 bn | 22.3 | 11.8% | 17.0% | +16.7% | −4% / +94% |
| TFXTeleflex Incorporated | 6.4 bn | — | -28.9% | -45.8% | +17.2% | +31% / −34% |
| HAEHaemonetics Corporation | 5.8 bn | 62.3 | 11.2% | 7.1% | −2.0% | +57% / +58% |
| MMSIMerit Medical Systems Inc | 5.4 bn | 34.0 | 9.8% | 9.9% | +11.8% | +5% / +27% |
| MMEDMiniMed Group, Inc. | 5.4 bn | — | -8.6% | -9.6% | +14.3% | unavailable / unavailable |
| HTFLHeartflow, Inc. | 4.9 bn | — | — | -55.8% | +39.9% | +75% / unavailable |
| ICUIIcu Medical Inc | 4.3 bn | 144.2 | 1.4% | 1.4% | −6.3% | +16% / +97% |
| LMATLemaitre Vascular, Inc. | 2.0 bn | 30.9 | 16.8% | 25.0% | +13.5% | +6% / +67% |
| TNDMTandem Diabetes Care, Inc. | 1.3 bn | — | -48.0% | -6.1% | +7.9% | −9% / −6% |
| IARTIntegra Lifesciences Holdings Corp | 1.2 bn | 88.3 | 1.2% | 0.8% | +1.5% | +13% / −62% |
| BBNXBeta Bionics, Inc. | 921.5 m | — | -23.9% | -65.3% | +53.9% | −46% / unavailable |
| SSIISs Innovations International, Inc. | 454.9 m | — | -26.1% | -23.7% | +105.7% | −66% / unavailable |
| CARLCarlsmed, Inc. | 439.3 m | — | -6,196.9% | -57.4% | +85.9% | −1% / unavailable |
| BWAYBrainsway Ltd. | 439.0 m | 224.2 | 5.6% | 7.1% | +29.0% | +28% / +258% |
| EMBCEmbecta Corp. | 369.4 m | 4.4 | — | 8.6% | −3.8% | −49% / −64% |
| CLPTClearPoint Neuro, Inc. | 325.7 m | — | -167.5% | -79.4% | +17.8% | −30% / +76% |
1- and 3-year price returns: for MMED from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
MiniMed Group, Inc. develops, manufactures and sells diabetes management solutions, notably automated insulin delivery systems and smart multiple daily injection systems, with a presence in over 80 countries. In its first quarter of fiscal 2027 net sales reached 843 million USD, up 16.6% as reported, and the company raised its organic growth guidance to 10.5%, which makes it relevant to investors in medical technology as the MiniMed Flex platform expands 13.
SWOT
Strengths
- The company holds a strong position in integrated AID systems, being present in all components of the smart dosing ecosystem 1.
- Reported clinical results and user satisfaction support the brand's reputation within the diabetes community 1.
- A broad patent portfolio and a global manufacturing and distribution network give operational advantages 1.
Weaknesses
- The company reported a net loss in fiscal 2026, and the costs of operating as a standalone listed company are still rising 12.
- Reliance on markets outside the U.S. for most revenue exposes the company to currency swings and varying reimbursement policies 1.
- Product launches have been delayed in the past, which limited U.S. growth early in fiscal 2026 2.
Opportunities
- The still low penetration of advanced dosing systems offers room for growth in existing and emerging markets 1.
- The MiniMed Flex, MiniMed Fit and Vivera launches could widen the user base if they stay on schedule 23.
- The Abbott partnership for combined sensors could open new segments once the planned launch takes place 2.
Threats
- CGM price pressure and rising competition from rivals with broad pharmacy coverage could reduce revenue per patient 1.
- Emerging technologies such as cellular therapies could alter the diabetes treatment market 1.
- EU approval requirements may be more burdensome than those in the U.S., potentially delaying launches 1.
Risks
- Intense competitionhigh
Competition from companies with greater resources and from specialised manufacturers could reduce market share if new products are not launched on time 1.
- Price pressurehigh
Lower prices for CGM sensors and consumables could affect margins if volumes do not offset the reductions 12.
- Regulatory approvals and delaysmedium
FDA and EMA requirements may postpone launches in the portfolio, and delays have affected the company in the past 12.
- Dependence on Medtronicmedium
Medtronic holds most of the shares, and any future sale or distribution of these shares could affect demand for the stock and its liquidity 12.
- Supply chain disruptionsmedium
Shortages of components such as semiconductors and resins, along with sterilisation capacity limits, could interrupt production 1.
Investment thesis
What would need to be true (bull case)
- U.S. sales growth accelerated in the first quarter of fiscal 2027, and the launch of MiniMed Flex appears to be bringing new patients into the company's ecosystem 3.
- The organic growth guidance was raised, which could signal execution ahead of expectations if the trend continues 3.
- A full stack from pump to sensor and algorithm could strengthen the company's leadership in automated insulin delivery 1.
What would break the thesis
- The company reported a net loss in fiscal 2026, and profitability depends on the success of launches and cost control 1.
- CGM price pressure and rising competition could compress margins over the medium term 12.
- Medtronic holds most of the shares, and a future distribution of them could weigh on the share price if the market absorbs a large volume of stock 12.
What to watch
- Delivery of the 10.5% organic growth guidance and the 16% adjusted EBITDA margin guidancefiscal 2027
- Pump sales and CGM attachment rate after the U.S. launch of MiniMed FlexQ2 2027
- Commercial launch of MiniMed Fit in the U.S. after FDA reviewSummer 2027
- Launch of the glucose-ketone sensors with Abbott and of the Vivera algorithm in the U.S.2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
MiniMed presents itself as a global medical technology company offering an integrated diabetes ecosystem of insulin pumps, CGM sensors, dosing algorithms and software applications 1. Its AID system combines the pump, infusion sets, sensor and Smart Dosing algorithm, while its Smart MDI system, called MiniMed Go, targets patients who prefer manual injections or want to avoid on-body devices 1. The company was separated from Medtronic and listed in March 2026, with Medtronic keeping about 90% of the shares, and revenue reached 3.1 billion USD in fiscal 2026 12.
The business is heavily oriented to markets outside the United States, which represented about 70% of fiscal 2026 revenue, and the company reported a net loss of 317 million USD in the same year 1. Recent activity includes the MiniMed Flex platform, launched in the U.S. in June 2026 and granted CE Mark in September 2026, as well as the Vivera algorithm and the MiniMed Fit patch pump under FDA review 123.
Operations are anchored in a headquarters in Northridge, California, with two main manufacturing facilities in California and Puerto Rico and more than 2,000 patents and patent applications as of the annual report date 1. A newer strategic element is the extended partnership with Abbott for dual glucose-ketone sensors integrated with the smart dosing systems, expected to be available in calendar 2027 2.
Segments
Insulin pumps and AID systems
Insulin pumps, including the MiniMed 780G and MiniMed Flex, form the core of the automated insulin delivery systems. In the first quarter of fiscal 2027 pump revenue reached 144 million USD, up 21.5%, supported by the U.S. launch of MiniMed Flex 3.
Market context
The company estimates its addressable market for diabetes technologies and related offerings at over 19 billion USD, based on revenue of the leading manufacturers over the twelve months to February 2026, with expected annual growth above 10% through 2030 1. Demand is supported by broader adoption of advanced diabetes management, as an estimated 589 million people with diabetes live worldwide 1.
The market is highly competitive and fragmented, with increasing price pressure, and the penetration of advanced solutions remains limited, which could accelerate growth if adoption keeps rising 12.
Trends
- Rising adoption of AID systemstailwind
Automated insulin delivery systems are becoming the standard of care and their still low penetration leaves room for growth for the company 1.
- CGM price pressureheadwind
CGM prices are falling on the back of competition and broader pharmacy coverage, which could compress margins if volumes do not offset the reductions 12.
- MiniMed Flex launchmixed
The launch of the MiniMed Flex platform in the U.S. and Europe has returned pump sales to growth, although an earlier clearance temporarily reduced sales 23.
- Extended partnership with Abbottmixed
The collaboration with Abbott on glucose-ketone sensors and the Instinct sensor could broaden the portfolio, but the combined products are not yet commercially available 23.
Competitive position
The company competes with large firms with diversified business lines as well as specialised manufacturers across insulin pumps, CGM sensors and smart insulin pens 1. Competition turns on product performance, innovation, price, reimbursement coverage and customer support 1.
Some rivals enjoy greater financial resources, established relationships with clinicians and broader distribution networks, which could limit the company's market share if launches are delayed 1.
- Insulet CorporationPODD
Main competitor in insulin pumps, named as a direct rival in insulin delivery systems 1.
- Dexcom, Inc.DXCM
Competitor in real-time glucose sensors, a segment where MiniMed holds an important share through its Simplera and Instinct sensors 1.
- Tandem Diabetes Care, Inc.TNDM
Competitor in insulin pumps and automated dosing solutions, named among the direct rivals 1.
- Beta Bionics, Inc.
Competitor in automated insulin systems, named in the list of the company's main rivals 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- MiniMed (MMED): Nine Analysts Raised Targets, But Cash Flow Still Has a CatchYahoo Finance — News · 22 Sept 2026 · EN
- MiniMed’s (MMED) New Pump Lineup Is Finally Winning Patients OverYahoo Finance — News · 11 Sept 2026 · EN
- MiniMed (MMED) Q1 2027 Earnings Call TranscriptYahoo Finance — News · 08 Sept 2026 · EN
- Why MiniMed Stock Was Soaring This WeekYahoo Finance — News · 04 Sept 2026 · EN
- MiniMed (MMED) Soars on Revenue Growth, Price Target Hike; Hedge Fund Conviction WeakensYahoo Finance — News · 02 Sept 2026 · EN
- MiniMed Group Q1 Earnings Call HighlightsYahoo Finance — News · 01 Sept 2026 · EN
The latest news item in our archive is from 22 Sept 2026; the newest SEC filing is from 16 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report16 Oct 2026Item 5.01 · Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Current report13 Oct 2026Shareholder vote · Financial statements and exhibits
- Quarterly report08 Sept 2026
- Current report01 Sept 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Proxy statement21 Aug 2026
- Current report05 Aug 2026Departure or appointment of officers · Financial statements and exhibits
- Annual report29 Jun 2026
- Current report29 Jun 2026Departure or appointment of officers · Item 5.08 · Other events · Financial statements and exhibits
- Current report03 Jun 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report18 May 2026Departure or appointment of officers · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-04-24 · SEC / MiniMed Group, Inc. · 29 Jun 2026
- [2] Form 10-Q, quarter ended 2026-07-31 · SEC / MiniMed Group, Inc. · 08 Sept 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / MiniMed Group, Inc. · 01 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.