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Insulet (PODD) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | August 07, 2025, 9:30 AM

Insulet (PODD) reported $649.1 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 32.9%. EPS of $1.17 for the same period compares to $0.55 a year ago.

The reported revenue represents a surprise of +5.46% over the Zacks Consensus Estimate of $615.49 million. With the consensus EPS estimate being $0.93, the EPS surprise was +25.81%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Insulet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- International Omnipod: $185.8 million compared to the $171.85 million average estimate based on six analysts. The reported number represents a change of +45% year over year.
  • Revenue- U.S. Omnipod: $453.2 million versus $433.99 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +28.6% change.
  • Revenue- Total Omnipod: $639 million versus the six-analyst average estimate of $605.82 million. The reported number represents a year-over-year change of +33%.
  • Revenue- Drug Delivery: $10.2 million versus the six-analyst average estimate of $9.07 million. The reported number represents a year-over-year change of +25.9%.

View all Key Company Metrics for Insulet here>>>

Shares of Insulet have returned -6.8% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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