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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Travis Steed | Bank of America | 8 | 13% |
| Jeff Johnson | Robert W. Baird | 7 | 14% |
| Robbie Marcus | JPMorgan | 6 | 33% |
| Joanne Wuensch | Citigroup | 5 | 0% |
| Dave Roman | Goldman Sachs | 5 | 20% |
| Mike Polark | Wolfe Research | 5 | 0% |
| Larry Biegelsen | Wells Fargo | 4 | 50% |
| Matt O'Brien | Piper Sandler | 4 | 0% |
| Issie Kirby | Redburn Atlantic | 3 | 0% |
| Danielle Antalffy | UBS | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 8 | 13% |
| Robert W. Baird | 1 | 7 | 14% |
| JPMorgan | 1 | 6 | 33% |
| Wells Fargo | 2 |
| 5 |
| 40% |
| Goldman Sachs | 1 | 5 | 20% |
| Citigroup | 1 | 5 | 0% |
| Wolfe Research | 1 | 5 | 0% |
| Piper Sandler | 1 | 4 | 0% |
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.
Subscriber Growth | Demand | Revenue Growth | Competitive Dynamics | Guidance Reliability | Geographic Expansion | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 5 | 3 | 3 | 3 | 2 | 1 |
| 2025Q1 | 5 | 5 | 2 | 2 | 1 | 1 | 4 | |
| 2025Q2 | 6 | 5 | 4 | 3 | 2 | 3 | 2 | |
| 2025Q3 | 7 | 6 | 3 | 4 | 1 | 1 | ||
| 2025Q4 | 2 | 4 | 3 | 4 | 1 | 2 | ||
| 2026Q1 | 5 | 5 | 7 | 5 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Subscriber Growth | 5 | 5 | 6 | 7 | 2 | 5 |
| Demand | 4 | 5 | 5 | 6 | 4 | 5 |
| Revenue Growth | 5 | 2 | 4 | 3 | 3 | 7 |
| Competitive Dynamics | 3 | 2 | 3 | 4 | 4 | 5 |
| Guidance Reliability | 3 | 1 | 2 | 1 | 1 | 2 |
| Geographic Expansion | 3 | 1 | 3 | 1 | 1 | |
| Margin | 2 | 4 | 2 | |||
| Innovation & R&D | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PODD Insulet Corporation | 8 | +33.9% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |