Sep 30, 2020

Insulet Q3 2020 Earnings Report

Insulet reported a revenue increase of 22% year-over-year, driven by Omnipod revenue growth of 20%.

Key Takeaways

Insulet Corporation reported strong financial results for the third quarter of 2020, with revenue reaching $234.0 million, a 21.8% increase compared to the previous year. The company's performance exceeded expectations, driven by innovation and a recurring revenue model. Insulet raised its full-year revenue outlook and anticipates delivering its fifth consecutive year of 20% growth.

Third quarter revenue reached $234.0 million, up 21.8% year-over-year.

Total Omnipod revenue was $212.1 million, a 19.7% increase.

Net income amounted to $11.6 million, or $0.17 per diluted share.

Adjusted EBITDA was $42.3 million, representing 18.1% of revenue.

Total Revenue
$234M
Previous year: $192M
+21.8%
EPS
$0.17
Previous year: $0.09
+88.9%
Gross Margin
64.9%
Gross Profit
$152M
Previous year: $123M
+23.3%
Cash and Equivalents
$897M
Previous year: $420M
+113.6%
Free Cash Flow
$25.4M
Previous year: $8.55M
+196.9%
Total Assets
$1.71B
Previous year: $1.27B
+34.9%

Insulet

Insulet

Insulet Revenue by Segment

Forward Guidance

For the quarter ending December 31, 2020, the Company expects revenue growth of 7% to 11%.

Positive Outlook

  • Total Omnipod revenue growth of 10% to 14%
  • U.S. Omnipod revenue growth of 10% to 14%
  • International Omnipod revenue growth of 10% to 14%

Challenges Ahead

  • Drug Delivery decline of 17% to 23%

Revenue & Expenses

Visualization of income flow from segment revenue to net income