The earnings call highlighted strong revenue growth, particularly in international markets, and significant progress in expanding the Type 2 diabetes market. While there were some challenges with inventory charges and potential future impacts from Medicare changes, the company's overall performance and raised guidance indicate a positive outlook.

Company Guidance

During Insulet Corporation's second quarter earnings call for 2025, the company reported a 31% year-over-year revenue growth, reaching $649 million, and announced surpassing the $600 million revenue mark for the first time. The U.S. revenue grew 28.7%, with international revenue experiencing a 38.8% increase. The company highlighted strong performance in its Omnipod 5 system, which contributed to the increase in new customer starts, especially in type 2 diabetes. Insulet raised its full-year guidance, predicting a total Omnipod revenue growth of 25% to 28% and a total company revenue growth of 24% to 27%. The firm also plans to continue expanding its presence internationally and enhancing its product innovation, including sensor integration. The adjusted operating margin for the quarter was 17.8%, with adjusted EBITDA at 24.3%. Gross margin was 69.7%, and the full-year gross margin is expected to be approximately 71%. The company is looking forward to further growth and innovation, as well as its upcoming Investor Day on November 20, 2025.

Record Revenue Growth

Insulet Corporation reported $649 million in revenue for Q2 2025, marking a 31% increase from the previous year. This is the first time the company has surpassed the $600 million mark.

Strong International Growth

International revenue grew by 38.8%, driven by demand for Omnipod 5 and customer base growth, particularly in the U.K., Germany, and France.

Increased Prescriber Base

The number of healthcare providers prescribing Omnipod 5 in the U.S. grew by approximately 20% from the previous year, reaching over 25,000.

Full-Year Guidance Raised

Insulet raised the full-year guidance for revenue growth and adjusted operating margin, marking the tenth consecutive year of 20% or more growth on a constant currency basis.

Expansion of Type 2 Diabetes Market

Type 2 diabetes new customer starts accelerated, with over 30% of U.S. new customer starts being Type 2. The Omnipod 5 showed significant improvements in clinical outcomes for Type 2 patients.

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

Daily Earnings Calendar >

PODD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.15 / -	0.9	―	―	―
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)
Aug 08, 2023	2023 (Q2)	0.26 / 0.39	-0.5	178.00% (+0.89)

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
Aug 07, 2025	$303.55	$307.10	+1.17%
May 08, 2025	$257.00	$310.67	+20.88%
Feb 20, 2025	$288.29	$282.80	-1.90%
Nov 07, 2024	$244.98	$268.00	+9.40%

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 Oct 30, 2025, After Close (Confirmed).

What is Insulet (PODD) earnings time?

Insulet (PODD) earnings time is at Oct 30, 2025, 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 (Q3) is 1.15.

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