Loading
Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Johnson | Robert W. Baird | 9 (11%) |
| Travis Steed | Bank of America | 9 (22%) |
| Robbie Marcus | JPMorgan | 7 (43%) |
| Joanne Wuensch | Citigroup | 5 (0%) |
| David Roman | Goldman Sachs | 5 (20%) |
| Mike Polark | Wolfe Research | 5 (0%) |
| Larry Biegelsen | Wells Fargo | 5 (40%) |
| Matt O'Brien | Piper Sandler | 4 (0%) |
| Matt Taylor | Jefferies | 3 (0%) |
| Marie Thibault | BTIG | 3 (33%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 9 (22%) |
| Robert W. Baird | 1 | 9 (11%) |
| JPMorgan | 1 | 7 (43%) |
| Wells Fargo | 2 |
| 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 |
| 6 (33%) |
| Goldman Sachs | 1 | 5 (20%) |
| Citigroup | 1 | 5 (0%) |
| UBS | 2 | 5 (0%) |
| Wolfe Research | 1 | 5 (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 |
| -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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What PODD and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“It's really about being first in line to integrate day 1 with sensors like we're doing with the Dexcom 15 day, and we will do with Abbott's upcoming dual analyte sensor.”
Insulet plans day-one integration with Abbott's upcoming dual-analyte sensor, supporting Abbott's diabetes-care sensor franchise via the Omnipod platform.
“It's really about being first in line to integrate day 1 with sensors like we're doing with the Dexcom 15 day, and we will do with Abbott's upcoming dual analyte sensor.”
Insulet is integrating Dexcom's 15-day CGM sensor with Omnipod, a read-through supporting Dexcom's sensor placement in the AID ecosystem.
| 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% |