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.)