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Insulet (PODD)
NASDAQ:PODD
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.78Last Year’s EPS
0.73Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 20, 2025
|% Change Since: 0.00%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in revenue and significant milestones for Omnipod 5, including expansion into the type 2 diabetes market and international markets. However, challenges such as a projected decline in the Drug Delivery segment and currency impacts on international revenue were noted.Company Guidance
In its 2025 guidance, Insulet Corporation anticipates another robust year, projecting total Omnipod revenue growth between 17% and 21% and overall company revenue growth from 16% to 20%, using constant currency metrics. U.S. Omnipod revenue is expected to grow by 16% to 20%, driven by strong adoption of Omnipod 5, particularly in the type 2 diabetes market following recent FDA clearance. Internationally, Insulet forecasts revenue growth from 22% to 26% despite a 300 basis point foreign currency headwind, with significant early adoption in new markets in the UK, Germany, France, and the Netherlands. The company also predicts its gross margin will slightly improve to approximately 70.5% for the year, supported by the Malaysia facility becoming accretive in the second half and continued operational efficiencies. Operating margin is projected to expand by 160 basis points to about 16.5%, reflecting ongoing investment in R&D, sales, and marketing to support growth initiatives.Record Revenue Achievement
Insulet Corporation reported over $2 billion in revenue for the first time in its history, marking the ninth consecutive year of 20% or more constant currency revenue growth.
Omnipod 5 Success
Omnipod 5 now available in the U.S. for both type 1 and type 2 diabetes patients, with 365,000 active global users and 500,000 total global customers using Omnipod.
International Expansion
Strong international revenue growth of 33.1% driven by the adoption of Omnipod 5, with recent launches in Italy and the Nordics and planned launches in five additional countries.
Type 2 Diabetes Market Growth
Type 2 users represented over 30% of U.S. new customer starts in the fourth quarter, with a significant opportunity in the type 2 market as Omnipod 5 is the first AID system approved for this population.
Gross Margin Improvement
Fourth quarter gross margin was 72.1%, up 120 basis points over the prior year, driven by U.S. volume and international pricing.
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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 |
|---|---|---|---|
| Feb 20, 2025 | $288.29 | ― | ― |
| Nov 07, 2024 | $244.98 | $268.00 | +9.40% |
| Aug 08, 2024 | $199.79 | $182.19 | -8.81% |
| May 09, 2024 | $177.53 | $165.90 | -6.55% |
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 May 01, 2025, TBA Not Confirmed.
What is Insulet (PODD) earnings time?
Insulet (PODD) earnings time is at May 01, 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 (Q1) is 0.78.
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