NASDAQ$PODD
Insulet Corp. · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Insulet reported Q4 2025 revenue of $783.8M with net income of $101.6M as Omnipod grew 31% in constant currency.
Fourth-quarter revenue rose 31.2% to $783.8 million, above guidance, with U.S. Omnipod revenue up 28%. Net income was $101.6 million. The company cited its 10th consecutive year of at least 20% constant-currency revenue growth.
- Q4 revenue $783.8M (+31% YoY reported).
- U.S. Omnipod revenue $567.8M (+28%).
- Net income $101.6M.
- 10th straight year of 20%+ constant-currency growth.
Headline financials
Revenue & EPS history
Insulet · Revenue · Quarterly
$784M
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
The release discusses Insulet's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- Insulet cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
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 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
| 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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