Insulet Q3 revenue, profit beat expectations on Omnipod demand

Insulet

06/11/2025 11:41

Overview

Insulet Q3 revenue rises 29.9%, beating analyst expectations and company guidance

Adjusted EPS for Q3 beats analyst expectations, reflecting strong financial performance

Company raises full-year revenue and margin guidance, indicating growth confidence

Outlook

Insulet raises FY 2025 revenue growth guidance to 28% - 29%

Company expects Q4 2025 total revenue growth of 25% - 28%

Insulet sees FY 2025 gross margin above 71%

Result Drivers

OMNIPOD REVENUE - Total Omnipod revenue increased 31%, driven by international growth and product integration

INTERNATIONAL EXPANSION - Integration with Dexcom's CGM sensors in Europe boosted international Omnipod revenue

REIMBURSEMENT AGREEMENTS - Secured reimbursement for Omnipod 5 in Norway, enhancing market access

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$706.30 mln
$676.73 mln (22 Analysts)
Q3 Adjusted EPS
Beat
$1.24
$1.14 (21 Analysts)
Q3 EPS
$1.24
Q3 Net Income
Beat
$87.60 mln
$80.43 mln (16 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

Wall Street's median 12-month price target for Insulet Corp is $365.00, about 13.9% above its November 5 closing price of $314.44

The stock recently traded at 56 times the next 12-month earnings vs. a P/E of 59 three months ago

Press Release: ID:nBw97m4BLa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)