Education
About Us
Working with TipRanks
Follow Us
Insulet (PODD)
NASDAQ:PODD
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.2Last Year’s EPS
1.02Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call emphasized strong top-line growth, margin expansion, robust cash generation, broadening commercial reach (notably in type 2 and international markets), and a deep product and clinical pipeline — all supporting continued long-term growth. Near-term headwinds include tougher 2026 comps driving guidance deceleration, higher interest expense from refinancing, elevated capital spending for capacity expansion and some revenue recognition noise. Management presented these headwinds as largely explainable and addressable while reiterating significant investments in R&D, manufacturing and commercial scale to sustain leadership.Company Guidance
Sustained High Revenue Growth
Total company revenue of $784M in Q4 2025, up 29% year-over-year on a constant currency basis; full year revenue surpassed $2.7B, ~29.5%–30% YoY constant currency growth.
Strong U.S. and International Performance
Q4 U.S. revenue $568M (up 28% YoY) and Q4 international revenue $214M (up ~42% YoY constant currency); full year U.S. revenue ~$1.9B (27% YoY) and international ~$754M (39% YoY constant currency).
Record New Customer Starts and Conversion from MDI
Company reported record new customer starts in Q4 and full year across U.S. and international markets; during Q4 ~85% of new starts came from MDI and type 2 represented over 40% of all starts, indicating strong category expansion.
Expanding Prescriber and Type 2 Reach
U.S. prescriber base exceeded 30,000 clinicians (up ~28% YoY); U.S. type 2 prescriber base grew 62% to over 6,500 clinicians, supporting ramp of AID into primary care.
Margin Expansion and Profitability
Q4 gross margin 72.5% (40 bps YoY expansion) and full year gross margin 71.6% (180 bps YoY expansion); Q4 adjusted operating margin 18.7% and full year adjusted operating margin 17.6% (270 bps YoY expansion).
Strong Earnings and Cash Generation
Q4 adjusted EPS of $1.55 (up 35% YoY) and full year adjusted EPS $4.97 (up 53% YoY); 2025 free cash flow >$375M (up 24% YoY), cash balance $716M and full $500M available on credit facility.
Capital Allocation and Share Repurchase
Repurchased ~184,000 shares for $59.6M in 2025; Board approved additional $350M repurchase authorization with ~ $300M expected to be deployed in Q1 2026.
Product and Clinical Momentum
Omnipod 5 adoption and DASH-to-5 conversion driving positive price/mix (high single-digit contribution); launches and integrations (e.g., Dexcom G7, FreeStyle Libre 3 Plus planned) and Omnipod Discover data platform rolling out; STRIVE, RADIANT, SECURE-T2D and EVOLUTION clinical programs advanced.
International Expansion
Omnipod 5 available in 19 countries; launches in Canada and Australia drove robust growth (Canada: reimbursement in half of provinces and >60% growth in new starts; Australia: new starts >3x); nine new country launches in 2025.
Manufacturing Scale and Productivity
Acton and Malaysia facilities ramped ahead of plan; Malaysia became margin accretive 1 year after coming online; Q4 capex increased to $135M to add capacity and automation (Costa Rica facility planned for 2029).
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 |
|---|---|---|---|
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% |
May 08, 2025 | $257.00 | $310.67 | +20.88% |
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 Apr 30, 2026, After Close (Confirmed).
What is Insulet (PODD) earnings time?
Insulet (PODD) earnings time is at Apr 30, 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 2026 (Q1) is 1.2.