Symbols

PODD

Insulet·NASDAQ

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PODD fundamentals

PODD Q4 2025 Earnings

Insulet (PODD) released its earnings on Feb 18, 2026: revenue was 783.80M (YoY +31.18%), beat estimates; EPS was 1.55 (YoY +34.78%), beat estimates.

Revenue / YoY

783.80M

+31.18%

EPS / YoY

1.55

+34.78%

Report date

Feb 18, 2026

PODD Earnings Call Summary for Q4,2025

Revenue Growth: Q4 2025 revenue up 31.2% YoY to $784 million; full-year $2.7 billion (+30.7% YoY). U.S. type 2 diabetes adoption drove 40% of new starts.
Margin Expansion: Gross margin 72.5% (Q4), operating margin 17.6% (full-year, +270bps YoY). Free cash flow $375 million (+24% YoY).
Pipeline Innovations: Omnipod 6 launch in 2027 with 100-step algorithm; fully closed-loop system for type 2 in 2028. DexCom G7 and Libre 3 integrations enhance CGM compatibility.
Market Leadership: 30,000+ prescribers, 70% brand request rate, and highest NPS in AID category. 2026 guidance: 20-22% revenue growth, 100bps margin expansion.

Earnings

EPS

Revenue

Revenue & Expenses

PODD has released its 2025 Q4 earnings report, with revenue of 783.80M, reflecting a YoY change of 31.18%, and net profit of 101.60M, showing a YoY change of 0.89%. The Sankey diagram below clearly presents PODD's revenue sources and cost distribution.

Key Indicators

Insulet (PODD) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Insulet (PODD)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Insulet (PODD)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Insulet (PODD)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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