Insulet (NASDAQ:PODD) Issues Earnings Results

Insulet (NASDAQ:PODD) announced its quarterly earnings results on Wednesday. The medical instruments supplier reported $1.55 EPS for the quarter, beating the consensus estimate of $1.48 by $0.07, FiscalAI reports. Insulet had a return on equity of 24.36% and a net margin of 9.76%.The company had revenue of $783.80 million for the quarter, compared to the consensus estimate of $768.31 million. During the same quarter last year, the company posted $1.15 earnings per share. The company’s revenue for the quarter was up 31.2% compared to the same quarter last year.

Here are the key takeaways from Insulet’s conference call:

• Insulet finished 2025 with strong top-line momentum — Q4 revenue of $784M (29% constant-currency growth) and full-year revenue above $2.7B, marking the company’s 10th consecutive year of ≥20% constant-currency revenue growth.
• The company reported record new customer starts globally (with U.S. Type 2 representing >40% of Q4 starts and ~85% of U.S. starts coming from MDI conversions), while expanding prescriber reach to ~30,000 clinicians and maintaining pharmacy access in ~48,000 stores covering >90% of insured lives.
• Profitability and cash generation improved — 2025 gross margin was ~71.6% with ~270 bps of operating margin expansion year-over-year, adjusted EPS and free cash flow increased (>$375M), and the board authorized a $350M buyback with ~$300M expected to be deployed in Q1 2026.
• Insulet is investing heavily in its product roadmap — accelerating integrations (Dexcom G7, FreeStyle Libre 3 Plus), rolling out Omnipod Discover, advancing Omnipod Six (pivotal data at ADA) and a fully closed-loop program for Type 2 (pivotal planned in 2026; filing 2027; commercial 2028) — which supports long-term upside but entails elevated R&D spend.
• 2026 guidance implies some near-term deceleration (Omnipod revenue growth guidance 21%–23%, total company 20%–22%), driven by tougher comps and annualizing launches, with higher interest expense (~$40M) and free cash flow expected to be roughly flat versus 2025.

Insulet Stock Performance

Shares of PODD traded down $7.19 on Thursday, reaching $250.88. 28,348 shares of the stock traded hands, compared to its average volume of 962,923. The stock’s 50-day moving average price is $274.42 and its 200-day moving average price is $305.50. The company has a debt-to-equity ratio of 0.68, a current ratio of 2.87 and a quick ratio of 2.18. The firm has a market cap of $17.65 billion, a price-to-earnings ratio of 73.27, a P/E/G ratio of 1.39 and a beta of 1.41. Insulet has a 12 month low of $230.05 and a 12 month high of $354.88.

Hedge Funds Weigh In On Insulet

A number of hedge funds and other institutional investors have recently made changes to their positions in PODD. Glenmede Investment Management LP lifted its position in shares of Insulet by 1.6% during the 3rd quarter. Glenmede Investment Management LP now owns 2,292 shares of the medical instruments supplier’s stock worth $708,000 after buying an additional 35 shares during the period. Curi Capital LLC raised its stake in Insulet by 0.8% during the second quarter. Curi Capital LLC now owns 4,346 shares of the medical instruments supplier’s stock worth $1,365,000 after acquiring an additional 36 shares in the last quarter. Great Lakes Advisors LLC raised its stake in Insulet by 1.5% during the fourth quarter. Great Lakes Advisors LLC now owns 2,784 shares of the medical instruments supplier’s stock worth $791,000 after acquiring an additional 40 shares in the last quarter. Camarda Financial Advisors LLC lifted its holdings in shares of Insulet by 0.5% during the second quarter. Camarda Financial Advisors LLC now owns 7,332 shares of the medical instruments supplier’s stock valued at $2,304,000 after acquiring an additional 40 shares during the period. Finally, Hilltop Holdings Inc. boosted its stake in shares of Insulet by 1.6% in the 3rd quarter. Hilltop Holdings Inc. now owns 2,896 shares of the medical instruments supplier’s stock valued at $894,000 after purchasing an additional 47 shares in the last quarter.

Key Insulet News

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q4 results beat expectations — Insulet reported $1.55 EPS vs. consensus $1.48 and revenue of $783.8M (+31% Y/Y), driven by record Omnipod growth and margin expansion; this is the main bullish catalyst behind recent price strength. Insulet (PODD) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Strong FY‑2026 revenue outlook — management raised full‑year revenue guidance to roughly $3.3B (above prior consensus), supporting the longer‑term growth story around tubeless pumps. Insulet beats quarterly estimates on strong demand for wearable insulin pumps
• Positive Sentiment: Analyst bullishness persists — several firms (BTIG, William Blair) reaffirm Buy and high price targets following results, citing a sustained growth runway and underappreciated long‑term upside. Insulet: Sustained Growth Runway and Underappreciated Long‑Term Upside Support Buy Rating
• Neutral Sentiment: Market reaction and commentary — multiple earnings writeups, call transcript and slide deck provide color on product demand and margin drivers; useful for investors evaluating execution vs. guidance. Insulet Q4 2025 Earnings Call Transcript
• Negative Sentiment: Near-term guide/quarter mismatch — the company’s Q1 revenue guidance range (~$705.6M–$716.9M as reported) sits below the Street’s earlier quarter estimate, which can prompt short‑term disappointment despite a strong full‑year outlook. Insulet Q4 press release and materials
• Negative Sentiment: Analyst target adjustment — Leerink trimmed its price target from $386 to $360 (still an outperform), a modest negative signal that may cap upside for some momentum traders. Leerink lowed price target

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on PODD. UBS Group reiterated a “buy” rating on shares of Insulet in a research note on Thursday, December 18th. TD Cowen lowered Insulet from a “buy” rating to a “hold” rating and set a $294.00 price objective on the stock. in a research note on Monday, January 26th. Royal Bank Of Canada boosted their price objective on Insulet from $370.00 to $380.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Weiss Ratings restated a “hold (c)” rating on shares of Insulet in a research note on Thursday, January 22nd. Finally, Truist Financial dropped their price target on Insulet from $412.00 to $390.00 and set a “buy” rating on the stock in a research report on Thursday, December 18th. Twenty equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $365.95.

About Insulet

Insulet Corporation is a medical device company headquartered in Acton, Massachusetts, that develops, manufactures and sells insulin-delivery systems for people with diabetes. The company’s core business is the design and commercialization of its Omnipod family of tubeless, wearable insulin pumps and the consumable Pods that deliver insulin. Insulet’s products aim to simplify insulin delivery for people with type 1 diabetes and insulin-requiring type 2 diabetes by offering an alternative to traditional insulin pens and tethered pump systems.

The company’s product portfolio includes the Omnipod System line—disposable, waterproof Pods that adhere to the skin and deliver insulin—and the associated controllers and mobile applications used to program and monitor insulin delivery.