NASDAQ$PODD
Insulet Corp. · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Insulet reported strong growth in Q4 2024, with revenue increasing by 17% year-over-year, driven by Omnipod sales and international expansion.
Insulet Corporation achieved solid financial results in Q4 2024, reporting revenue of $597.5 million, up 17.2% YoY. The company's Omnipod revenue saw strong growth both in the U.S. and internationally. Adjusted EPS was $1.15, and free cash flow improved significantly. Gross margin increased to 72.1%.
- Q4 2024 revenue grew 17.2% YoY to $597.5 million.
- Omnipod revenue rose 16.9%, with international Omnipod revenue up 33.5%.
- Adjusted EPS was $1.15, down from $1.40 in the prior year.
- Free cash flow increased to $305.4 million, compared to $70.1 million last year.
Headline financials
Revenue & EPS history
Insulet · Revenue · Quarterly
$598M
Revenue by segment
Insulet · $433M total across 3 segments · Q3 2023
- U.S. Omnipod$321M+34.6%74.1%
- International Omnipod$101M+15.2%23.4%
- Drug Delivery$10.7M-27.2%2.5%
Forward guidance
Insulet expects revenue growth of 16%-20% for FY 2025, driven by continued Omnipod expansion and international growth, despite anticipated declines in drug delivery revenue.
Tailwinds
- Expected total Omnipod revenue growth of 17%-21%.
- U.S. Omnipod revenue forecasted to grow by 16%-20%.
- International Omnipod revenue projected to increase by 22%-26%.
- Strong gross margin expected at approximately 70.5%.
- Continued innovation and expansion of Omnipod 5 in international markets.
Headwinds
- Drug delivery revenue expected to decline by 45%-55%.
- Operating margin projected at 16.5%, lower than current levels.
- Macroeconomic conditions may impact demand and pricing.
- Potential competitive pressure from alternative insulin delivery solutions.
- Foreign currency fluctuations could affect international revenue growth.
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 Q4 2024
+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
| Quarter | Report date | Reaction (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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