Insulet Q4 revenue beats on Omnipod strength

Insulet

18/02/2026 12:11

Overview

Insulin pump maker's Q4 revenue rose 31%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Net income for Q4 slightly missed analyst estimates

Outlook

Insulet expects Q1 2026 total revenue growth of 25% - 27% in constant currency

Company forecasts FY 2026 total revenue growth of 20% - 22% in constant currency

Insulet anticipates adjusted EPS growth of over 25% for FY 2026

Result Drivers

OMNIPOD REVENUE - Total Omnipod revenue rose 33.5%, driven by strong demand in both U.S. and international markets

INTERNATIONAL EXPANSION - International revenue increased 50.7%, supported by the launch of Omnipod 5 in nine new markets

GROSS MARGIN IMPROVEMENT - Gross margin improved by 40 basis points, reflecting operational efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$783.80 mln
$768.69 mln (22 Analysts)
Q4 Adjusted EPS
Beat
$1.55
$1.45 (20 Analysts)
Q4 EPS
$1.44
Q4 Net Income
Slight Miss*
$101.60 mln
$101.83 mln (15 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 25 "strong buy" or "buy", 2 "hold" and 1 "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 $375.00, about 52.2% above its February 17 closing price of $246.34

The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 56 three months ago

Press Release: ID:nBw9GkyJna

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)