Insulet Q4 revenue beats on Omnipod strength

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

*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

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