Insulet (PODD)
NASDAQ:PODD
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.46Last Year’s EPS
1.17Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: robust revenue growth (30% constant-currency company; 45% international), margin expansion, ~40% EPS growth, raised full-year guidance, product R&D progress (Libre 3 Plus integration, Omnipod 6, fully closed-loop type 2) and healthy cash generation and buybacks. Offsetting items were largely identifiable, management-described headwinds and investments — including a voluntary medical device correction with related costs (~$12M), excess & obsolescence charges during a product transition (impacting gross margin >150 bps), short-term seasonality affecting Q1 U.S. new customer starts, modest retention pressure as type 2 mix grows, and elevated interest/cost pressures. Overall, positives (strong growth, margin expansion, product pipeline, guidance raise and cash actions) materially outweigh the disclosed challenges, which management framed as manageable, partly one-time, or investments to support durable growth.Company Guidance
Strong Top-Line Growth
Q1 total revenues of $762M, up 34% reported and 30% constant currency year-over-year; total Omnipod revenue grew ~33% on a constant currency basis. U.S. Omnipod revenue grew 28% in Q1 (approximately 26% underlying after a ~$10M timing benefit). International Omnipod revenue grew 59% reported and 45% constant currency.
Margin and Profitability Expansion
Adjusted operating margin expanded 110 basis points year-over-year to 17.5%. Adjusted EPS was $1.42, up ~40% from $1.02 in the prior-year period. GAAP gross margin was 69.5% and adjusted gross margin was 71% (adjusted margin down 90 bps after one-time items).
Raised Full-Year Guidance
Raised full-year 2026 revenue guidance: total company revenue growth now expected 21%–23% (previously ~20%); total Omnipod revenue growth now expected 22%–24%. Q2 Omnipod revenue growth guide 21%–23% and total company 20%–22%.
Cash Generation and Capital Allocation
Generated approximately $90M of free cash flow in Q1. Repurchased ~1.25M shares for $300M during the quarter. Ended Q1 with $480M cash and the full $500M available under the credit facility.
Outstanding International Momentum and Market Development
International delivered a third consecutive quarter of >40% growth (45% constant currency). Strong new customer starts across established European markets (U.K., France, Germany) and record NCS in the U.K. Omnipod 5 is now available in 19 countries; secured reimbursement approval covering ~85% of the Canadian market and new coverage across four Canadian provinces.
Product and R&D Progress
Integration with Libre 3 Plus sensor planned this quarter to address ~450,000 Libre 3 Plus users; launching algorithm enhancements (including a new 100 mg/dL target option estimated to deliver ~5% improvement in time-in-range in simulations). Omnipod 6 (sixth generation device) and third-generation algorithm progressing for 2027; STRIVE pivotal data to be shared at ADA. Enrolled first participant in EVOLVE pivotal study for a fully closed-loop type 2 system (targeted FDA filing 2027, launch 2028).
Commercial and Brand Strength
Global customer base grew nearly 25% YoY; U.S. market leadership reinforced with >90% U.S. coverage and positive net pricing in the U.S. Expanded peer-to-peer education programs (doubled U.S. program size in 2025 and +50% YoY this quarter). Brand awareness initiatives (e.g., TV placement) drove re-engagement and demand.
Operational Scaling and Manufacturing Investments
Continuing capacity and automation investments in Acton, Malaysia and Costa Rica to support growth. Company emphasized manufacturing productivity gains as a driver of market-leading gross margins and plans further global manufacturing expansion.
PODD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PODD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $167.53 | $151.28 | -9.70% |
Feb 18, 2026 | $246.34 | $258.07 | +4.76% |
Nov 06, 2025 | $314.44 | $323.40 | +2.85% |
Aug 07, 2025 | $277.30 | $303.55 | +9.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Insulet (PODD) report earnings?
Insulet (PODD) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Insulet (PODD) earnings time?
Insulet (PODD) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PODD EPS forecast?
PODD EPS forecast for the fiscal quarter 2026 (Q2) is 1.46.