NASDAQ$PODD

Insulet Corp. · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Insulet reported Q1 2025 revenue of $597M with net income of $92M and diluted EPS of $1.32.

Revenue grew to $597 million on Omnipod volume and international expansion. Net income was $92 million; diluted EPS was $1.32. New patient starts and recurring pod revenue underpin the insulin delivery franchise.

  • Q1 revenue $597M.
  • Net income $92M; diluted EPS $1.32.
  • Omnipod adoption and type 2 label expansion.
  • Competition from automated insulin delivery systems.

Headline financials

Total Revenue

$569M

Previous: $442M+28.8%
EPS (adj)

$1.32

Previous: $0.73+80.8%
Gross Margin

71.9%

Previous: 69.5%+3.5%
Adjusted Operating Margin

16.4%

Previous: 12.9%+27.1%
Adjusted EBITDA

$134M

Previous: $89.2M+50.1%
Adjusted EBITDA Margin

23.5%

Previous: 20.2%+16.3%
Capital Expenditures

-$12.3M

Previous: -$22.1M+44.3%
Net Income

$35.4M

Previous: $51.5M-31.3%
Operating Income

$88.8M

Previous: $56.9M+56.1%
Gross Profit

$409M

Previous: $307M+33.3%

Revenue & EPS history

Insulet · Revenue · Quarterly

$569M

Q1 2025+28.8%vs Q1 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Insulet · $433M total across 3 segments · Q3 2023

  • U.S. Omnipod
    $321M+34.6%
  • International Omnipod
    $101M+15.2%
  • Drug Delivery
    $10.7M-27.2%

Forward guidance

Life-sciences outlook focuses on clinical milestones, R&D spend, and cash runway.

Tailwinds

  • Pipeline readouts and partnership potential.
  • Cash resources to fund development.

Headwinds

  • Trial and regulatory risk.
  • Operating losses until commercialization.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.0%

Avg return

Earnings day

+4.0%

Avg return

5 days after

+5.2%

Avg return

30 days after

65%

41 / 63 earnings

Positive

+20.7%

Q1 2025

Best reaction

-16.8%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.1%+3.8%+1.4%
Q4 2025+3.5%+1.2%-7.8%
Q3 2025+2.8%+3.8%-3.2%
Q1 2025+20.7%+25.1%+21.3%
Q4 2024-1.9%-6.1%-6.9%
Q3 2024+12.0%+15.0%+10.9%
Q2 2024-4.3%+2.2%+12.8%
Q1 2024-5.5%-1.9%+9.0%
Q4 2023-4.3%-13.4%-14.6%
Q3 2023+18.1%+17.5%+39.6%
Q2 2023-11.9%-13.6%-31.6%
Q1 2023+2.4%-0.4%-12.4%
Q4 2022+2.3%-4.0%+7.8%
Q3 2022+19.6%+16.3%+17.7%
Q2 2022+2.4%-0.8%-2.5%
Q1 2022-16.8%-23.0%-13.9%
Q4 2021+8.9%+12.9%+7.4%
Q3 2021-1.3%+2.0%-15.6%
Q2 2021-1.3%+0.1%+8.4%
Q1 2021-11.4%-13.0%+2.8%
Q4 2020+2.3%+1.0%+1.0%
Q3 2020+14.6%+14.4%+16.0%
Q2 2020+1.1%-7.7%-4.9%
Q1 2020+5.4%+6.8%-13.3%
Q4 2019-13.2%-8.4%-14.2%
Q3 2019+9.9%+16.4%+26.5%
Q2 2019+18.4%+26.0%+30.0%
Q1 2019+14.0%+20.9%+29.4%
Q4 2018+5.1%+7.7%+6.6%
Q3 2018+0.4%-2.4%-4.9%
Q2 2018+2.4%+2.6%+24.3%
Q1 2018-3.6%-4.3%+9.0%
Q4 2017+3.6%-1.1%+8.6%
Q3 2017+18.9%+22.7%+21.0%
Q2 2017+6.5%+8.6%+15.5%
Q1 2017-5.8%-4.6%+0.9%
Q4 2016-5.2%+0.7%-7.2%
Q3 2016+9.9%+10.3%+3.9%
Q2 2016+18.5%+23.3%+22.2%
Q1 2016-4.0%
Q4 2015+9.0%
Q3 2015+13.2%
Q2 2015+10.0%
Q1 2015-11.0%
Q4 2014-4.5%
Q3 2014+5.1%
Q2 2014-2.2%
Q1 2014-14.0%
Q3 2013-3.4%
Q2 2013+10.2%
Q1 2013+12.0%
Q4 2012+9.3%
Q3 2012+4.2%
Q2 2012+4.8%
Q1 2012+2.1%
Q4 2011-3.5%
Q3 2011+0.5%
Q2 2011+2.9%
Q1 2011+0.6%
Q4 2010-2.0%
Q3 2010+2.5%
Q2 2010+0.3%
Q1 2010+11.1%

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