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Insulet (PODD)
NASDAQ:PODD
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.94Last Year’s EPS
0.55Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 0.00%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance with significant revenue and gross margin growth. The company's expansion into the type 2 diabetes market and international markets is progressing well. While there are some challenges related to tariffs and increased interest expenses, these are being effectively managed. Overall, the company's positive achievements and strategic growth plans outweigh the lowlights.Company Guidance
During Insulet Corporation's First Quarter 2025 Earnings Call, the company reported a robust performance, showcasing a 30% year-over-year growth in total company revenue, which reached $569 million. This impressive growth was driven by a 29% increase in total Omnipod revenue. The company also achieved a gross margin of 71.9% and an adjusted operating margin of 16.4%. Insulet raised its guidance for the full year, now expecting total Omnipod revenue growth between 20% and 23%, with U.S. Omnipod revenue projected to rise by 18% to 21% and international Omnipod revenue by 27% to 30%. The guidance reflects strong demand for Omnipod 5, particularly in type 2 diabetes and international markets. Additionally, Insulet increased its full-year gross margin guidance to approximately 71%, even after accounting for an estimated 50 basis point impact from tariffs.Strong Revenue Growth
Total company revenue for Q1 2025 was $569 million, growing by 30% year-over-year. This was driven by Omnipod growth of 29%.
Impressive Gross Margin
Gross margin reached 71.9%, up 240 basis points from the previous year, driven by improved manufacturing and supply chain efficiencies.
Increased Guidance for 2025
Total Omnipod revenue growth guidance for 2025 was raised to 20% to 23%, with total company revenue growth guidance now at 19% to 22%.
Expansion in Type 2 Diabetes Market
Over 30% of U.S. new customer starts were type 2, showcasing the company's success in expanding into the type 2 diabetes market.
International Market Success
International revenue grew 36%, driven by Omnipod 5 launches in new markets such as Canada and Switzerland.
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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
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PODD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 08, 2025 | $257.00 | ― | ― |
| Feb 20, 2025 | $288.29 | $282.80 | -1.90% |
| Nov 07, 2024 | $244.98 | $268.00 | +9.40% |
| Aug 08, 2024 | $199.79 | $182.19 | -8.81% |
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.
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FAQ
When does Insulet (PODD) report earnings?
Insulet (PODD) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Insulet (PODD) earnings time?
Insulet (PODD) earnings time is at Aug 07, 2025, TBA Not 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 (Q2) is 0.94.
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