Jun 30, 2021

Insulet Q2 2021 Earnings Report

Insulet reported a revenue increase of 16% year-over-year.

Key Takeaways

Insulet Corporation reported second quarter 2021 revenue of $263.2 million, up 16.3% compared to the prior year. Total Omnipod revenue increased by 19.9%, driven by growth in both U.S. and International markets. The company is reaffirming its revenue guidance range of 16% to 20% for the year ending December 31, 2021.

Second quarter 2021 revenue increased by 16.3% to $263.2 million.

Total Omnipod revenue grew by 19.9% to $242.1 million.

Gross margin increased to 69.4%, up 640 basis points.

Adjusted EBITDA reached $52.3 million, representing 19.9% of revenue.

Total Revenue
$263M
Previous year: $226M
+16.3%
EPS
$0.23
Previous year: $0.22
+4.5%
Gross Margin
69.4%
Previous year: 63%
+10.2%
Gross Profit
$183M
Previous year: $143M
+28.2%
Cash and Equivalents
$872M
Previous year: $844M
+3.3%
Free Cash Flow
-$1.6M
Previous year: $1.6M
-200.0%
Total Assets
$1.92B
Previous year: $1.63B
+18.3%

Insulet

Insulet

Insulet Revenue by Segment

Forward Guidance

The Company expects revenue growth of 11% to 18% for the quarter ending September 30, 2021.

Positive Outlook

  • Total Omnipod revenue growth of 17% to 23%
  • U.S. Omnipod revenue growth of 23% to 28%
  • International Omnipod revenue growth of 8% to 14%

Challenges Ahead

  • Drug Delivery revenue decline of (40)% to (28)%

Revenue & Expenses

Visualization of income flow from segment revenue to net income