The earnings call was predominantly positive, highlighted by significant revenue growth, expansion in international markets, and an increase in the prescriber base. The company also raised its full-year guidance, reflecting strong performance and confidence in future growth. However, there were some financial challenges, such as inventory-related charges and increased interest expenses. Overall, positive aspects significantly outweighed the negatives.

Company Guidance -

Q3 2025

During the Insulet Corporation 2025 second quarter earnings call, the company reported robust financial results with a 31% year-over-year revenue growth, reaching $649 million. This marked the first time Insulet surpassed the $600 million revenue milestone. The company also reported significant growth in new customer starts across all strategic areas, including U.S. Type 1, U.S. Type 2, and international markets. This growth was driven by the strong consumer appeal and clinical outcomes of Omnipod 5, resulting in a 20% increase in the prescriber base to over 25,000 healthcare providers in the U.S. Insulet raised its full-year guidance for revenue growth and adjusted operating margin, with the latter expanding to 17.8% for the quarter. The international segment saw a remarkable 38.8% revenue growth, mainly due to Omnipod 5's demand and customer base expansion. The company also highlighted strong adjusted EBITDA margin at 24.3% and maintained a stable global retention rate. Looking ahead, Insulet expects full-year revenue growth between 24% and 27%, with gross margins around 71%, and plans to continue investing in R&D, market development, and sales and marketing efforts.

Record Revenue Growth

Insulet Corporation achieved a revenue of $649 million, marking a 31% year-over-year growth, surpassing the $600 million mark for the first time.

Expansion in International Markets

International revenue grew by 38.8%, with strong growth in the U.K., Germany, and France, accounting for approximately 30% of the company's revenue.

Increase in Prescriber Base

More than 25,000 healthcare providers are prescribing Omnipod 5 in the U.S., a 20% increase from the previous year.

Strong Performance in Type 2 Diabetes Market

Type 2 diabetes new customer starts accelerated, with approximately 30% of U.S. new customer starts being Type 2 patients.

Raised Full-Year Guidance

Insulet raised its guidance for full-year revenue growth to 24% to 27% and adjusted operating margin to 17% to 17.5%.

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)	1.14 / -	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	―	―
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 1.14.

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