For the quarter ended September 2025, Insulet (PODD) reported revenue of $706.3 million, up 29.9% over the same period last year. EPS came in at $1.24, compared to $0.90 in the year-ago quarter.
The reported revenue represents a surprise of +4.42% over the Zacks Consensus Estimate of $676.39 million. With the consensus EPS estimate being $1.13, the EPS surprise was +9.73%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $202.1 million compared to the $187.32 million average estimate based on six analysts. The reported number represents a change of +46.5% year over year.
- Revenue- U.S. Omnipod: $497.1 million compared to the $483.65 million average estimate based on six analysts. The reported number represents a change of +25.7% year over year.
- Revenue- Total Omnipod: $699.2 million versus $670.96 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +31% change.
- Revenue- Drug Delivery: $7.1 million versus $2.14 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -31.1% change.
View all Key Company Metrics for Insulet here>>>
Shares of Insulet have returned -0.3% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Insulet Corporation (PODD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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