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
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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.)