Insulet (PODD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Insulet (PODD) reported revenue of $783.8 million, up 31.2% over the same period last year. EPS came in at $1.55, compared to $1.15 in the year-ago quarter.

The reported revenue represents a surprise of +2.15% over the Zacks Consensus Estimate of $767.33 million. With the consensus EPS estimate being $1.48, the EPS surprise was +4.87%.

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: $214 million compared to the $209.64 million average estimate based on six analysts. The reported number represents a change of +50.7% year over year.
• Revenue- U.S. Omnipod: $567.8 million versus $555.84 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +28% change.
• Revenue- Total Omnipod: $781.8 million versus the six-analyst average estimate of $765.48 million. The reported number represents a year-over-year change of +33.5%.
• Revenue- Drug Delivery: $2 million versus $0.97 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -83.1% change.

View all Key Company Metrics for Insulet here>>>

Shares of Insulet have returned -13.3% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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