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Jun 30, 2025
Insulet Q2 2025 Earnings Report
Insulet reported strong second quarter 2025 financial results, with significant revenue growth across its Omnipod product lines and improved profitability metrics, exceeding guidance.
Key Takeaways
Insulet delivered robust second quarter 2025 results, with total revenue increasing by 32.9% year-over-year to $649.1 million, driven by strong performance in both U.S. and International Omnipod segments. The company also saw significant improvements in gross margin, operating income, and adjusted EBITDA, while raising its full-year revenue and adjusted operating margin guidance.
Total revenue for Q2 2025 reached $649.1 million, marking a 32.9% increase year-over-year, surpassing the company's guidance.
Omnipod revenue grew by 33.0% to $639.0 million, with strong contributions from both U.S. Omnipod (up 28.7%) and International Omnipod (up 45.0%).
Gross margin improved by 190 basis points to 69.7%, and operating income increased by 750 basis points to 18.7% of revenue.
The company raised its full-year 2025 revenue guidance to 24%-27% constant currency growth and adjusted operating margin guidance to approximately 16.5%.
Revenue by Segment
Forward Guidance
Insulet raised its full-year 2025 revenue and adjusted operating margin guidance, reflecting strong confidence in continued growth and profitability.
Positive Outlook
- Full-year 2025 total revenue growth guidance increased to 24%-27% in constant currency, up from 19%-22%.
- Full-year 2025 U.S. Omnipod revenue growth guidance increased to 22%-25%, up from 18%-21%.
- Full-year 2025 International Omnipod revenue growth guidance increased to 34%-37%, up from 27%-30%.
- Full-year 2025 Total Omnipod revenue growth guidance increased to 25%-28%, up from 20%-23%.
- Full-year 2025 Adjusted Operating Margin guidance set at approximately 16.5%.
Challenges Ahead
- Q3 2025 Drug Delivery revenue growth guidance is significantly negative at (80)% - (75)%.
- Full-year 2025 Drug Delivery revenue growth guidance is also negative at (30)% - (25)%.
- No specific negative financial guidance was provided for other segments or overall profitability beyond the Drug Delivery segment.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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