The earnings call reflects a strong performance with record revenue growth, particularly in international markets and the U.S. Type 2 segment. Operating margins have improved, and the company has successfully managed its debt. However, there are increased R&D expenses and higher interest expenses due to debt restructuring.

Company Guidance

During Insulet Corporation's third-quarter 2025 earnings call, the guidance for the fourth quarter and full year 2025 was provided, reflecting strong growth expectations. Total Omnipod revenue growth is anticipated to be between 27% and 30% for Q4, with total company growth ranging from 25% to 28%. For the full year 2025, Insulet raised its total Omnipod revenue growth forecast to 29% to 30%, up from the previous 25% to 28%, and total company revenue growth to 28% to 29%. U.S. Omnipod sales are expected to grow 24% to 27% in Q4 and 26% to 27% for the full year. International Omnipod growth is projected at 37% to 40% for Q4, with year-end revenue growth revised to 38% to 39%. The company also anticipates a gross margin surpassing 71% for 2025, with operating margins estimated between 17.3% and 17.5%. Additionally, Insulet expects a favorable impact from foreign currency of approximately 200 basis points for Q4 and 100 basis points for the year.

Record Quarterly Revenue

Insulet surpassed $700 million in quarterly revenue for the first time with 28% year-over-year growth at constant currency rates.

Strong Growth in International Markets

International revenue grew 40% year-over-year on a constant currency basis, driven by the continued rollout of Omnipod 5.

U.S. Type 2 Market Expansion

New customer starts in the U.S. Type 2 market more than doubled year-over-year and grew sequentially by 26%.

Improved Operating Margins

Operating margins expanded 90 basis points year-over-year to 17.1%, driven by operating leverage and strategic investments.

Successful Debt Management

Insulet eliminated all convertible debt from its capital structure, improving financial flexibility.

Insulet (PODD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PODD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2026	2025 (Q4)	1.45 / -	1.15	―	―	―
Nov 06, 2025	2025 (Q3)	1.14 / 1.24	0.9	37.78% (+0.34)
Aug 07, 2025	2025 (Q2)	0.92 / 1.17	0.55	112.73% (+0.62)
May 08, 2025	2025 (Q1)	0.79 / 1.02	0.73	39.73% (+0.29)
Feb 20, 2025	2024 (Q4)	1.00 / 1.15	1.44	-20.14% (-0.29)
Nov 07, 2024	2024 (Q3)	0.78 / 0.90	0.74	21.62% (+0.16)
Aug 08, 2024	2024 (Q2)	0.56 / 0.55	0.39	41.03% (+0.16)
May 09, 2024	2024 (Q1)	0.40 / 0.73	0.34	114.71% (+0.39)
Feb 22, 2024	2023 (Q4)	0.65 / 1.44	0.24	500.00% (+1.20)
Nov 02, 2023	2023 (Q3)	0.40 / 0.74	-0.08	1025.00% (+0.82)

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
Nov 06, 2025	$314.44	$323.40	+2.85%
Aug 07, 2025	$277.30	$303.55	+9.47%
May 08, 2025	$257.00	$310.67	+20.88%
Feb 20, 2025	$288.29	$282.80	-1.90%

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 Feb 19, 2026, After Close (Confirmed).

What is Insulet (PODD) earnings time?

Insulet (PODD) earnings time is at Feb 19, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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 2025 (Q4) is 1.45.

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