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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Insulet Corporation (PODD) is 8/10.
Insulet delivered $762 million in Q1 revenue, up 30% at constant currency, with Type 2 maintaining approximately 40% of US new starts despite seasonal headwinds. International growth reached 45% for the third consecutive quarter above 40%, and adjusted operating margin expanded 110 basis points to 17.5%. Management raised full-year total Omnipod revenue guidance to 22-24%, though gross margin was impacted by a $12 million medical device correction.
Scored from Insulet Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $598M | +17.2% | $1.39 | -6.1% | 72.1% | 18.3% | 16.9% | $92M |
| FY2025 Q1 | $569M | +28.8% | $0.50 | -31.5% | 71.9% | 15.6% | 6.2% | $52M |
| FY2025 Q2 | $649M | +32.9% | $0.32 |
| -87.6% |
| 69.7% |
| 18.7% |
| 3.5% |
| $173M |
| FY2025 Q3 | $706M | +29.9% | $1.24 | +14.8% | 72.2% | 16.7% | 12.4% | $105M |
| FY2025 Q4 | $784M | +31.2% | $1.44 | +3.6% | 72.5% | 18.7% | 13.0% | $48M |
| FY2026 Q1 | $762M | +33.9% | $1.30 | +160.0% | 69.5% | 16.0% | 12.0% | $86M |
| FY2026 Q2 | $802M | +23.5% | $1.37 | +328.1% | 70.2% | 16.2% | 11.8% | $59M |