PODD
Insulet Corporation288.73
-2.78-0.95%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms growth, touts moat
Q&A largely reaffirmed prepared remarks on blowout 2025 results and 20-22% 2026 revenue growth despite tougher comps, but management hammered underappreciated commercial moat against competition worries. They detailed script data pitfalls—favor total Pods over NBRx due to samples, longer fills, and Q4 specialty pharma surges—while declining new starts growth rates. Type 2 claimed 40% of Q4 U.S. starts, accelerating from low penetration; Dexcom G7 15-day was ready day one. Performance trumps rivals. Upcoming ADA/ATTD data on Omnipod 6, closed-loop, and superior A1c will draw scrutiny; tone stays bullish on MDI conversions.
Key Stats
Market Cap
20.32BP/E (TTM)
84.18Basic EPS (TTM)
3.43Dividend Yield
0%Recent Filings
8-K
CFO severance finalized
Insulet Corporation finalized a severance agreement with former CFO Ana M. Chadwick on February 27, 2026. Terms match prior disclosures from its September 2025 8-K and April 2025 Executive Severance Plan—no material changes. It enforces release of claims, non-disparagement, and her 2024 restrictive covenants. No surprises here.
8-K
Q4 revenue up 31%
Insulet crushed Q4 and full-year 2025 with revenue up 31% to $783.8M and $2.7B, respectively, fueled by 34% Omnipod growth and 51% international surge. Board boosted share repurchases by $350M to $475M total, eyeing $300M in Q1 2026 from cash. Strong balance sheet shines. Guides 20-22% revenue growth in 2026.
10-K
FY2025 results
Insulet Corporation delivered FY2025 revenue of $2.7B, up 30.7% y/y (29.5% constant currency), with U.S. Omnipod sales surging 27.2% to $1.9B and international up 44.1% (39.3% constant currency) to $754M from Omnipod 5 launches in nine new countries. Gross margin expanded 180bps to 71.6% via manufacturing efficiencies and higher ASPs, while Adjusted EBITDA climbed to $646M from $457M. Q4 drove the momentum with accelerated customer growth, though quarterly breakdowns not disclosed. Cash hit $716M with $378M free cash flow; $125M buyback executed, $350M authorized. Debt fell to $949M post-convertible note repurchase. Supply chain disruptions from sole-source components pose quarterly risks.
8-K
Extends NXP supply deal
8-K
Switches auditors to PwC
Insulet Corporation's Audit Committee dismissed Grant Thornton and appointed PwC as its independent auditor for the fiscal year ending December 31, 2026, effective December 15, 2025, after a competitive process. No disagreements or new reportable events arose; a prior IT material weakness was remediated. Clean switch. Grant Thornton concurs.
BBNX
Beta Bionics, Inc.
29.63-0.09
DXCM
DexCom, Inc.
66.37+0.64
GCTK
GlucoTrack, Inc.
5.18+0.03
INGN
Inogen, Inc
6.81-0.02
MASI
Masimo Corporation
134.52-2.88
MDT
Medtronic plc.
97.72-0.85
MODD
Modular Medical, Inc.
0.34-0.03
OWLT
Owlet, Inc.
12.72-0.19
SENS
Senseonics Holdings, Inc.
6.62-0.17
TNDM
Tandem Diabetes Care, Inc.
22.60+0.49