Sep 30, 2021

Insulet Q3 2021 Earnings Report

Reported an 18% year-over-year increase in revenue.

Key Takeaways

Insulet Corporation reported a strong third quarter with revenue reaching $275.6 million, an increase of 17.8% compared to the prior year. The company saw growth across its Omnipod product line, particularly in the U.S., and achieved record new customer starts. Insulet is on track for Omnipod 5 clearance later this year.

Third quarter revenue reached $275.6 million, up 17.8% year-over-year.

Total Omnipod revenue increased by 22.7% to $260.3 million.

U.S. Omnipod revenue grew by 26.4% to $167.2 million.

Operating income was $33.7 million, representing 12.2% of revenue.

Total Revenue
$276M
Previous year: $234M
+17.8%
EPS
$0.18
Previous year: $0.17
+5.9%
Gross Margin
68.5%
Previous year: 64.9%
+5.5%
Gross Profit
$189M
Previous year: $152M
+24.3%
Cash and Equivalents
$857M
Previous year: $897M
-4.4%
Free Cash Flow
-$53.1M
Previous year: $25.4M
-309.1%
Total Assets
$2B
Previous year: $1.71B
+16.9%

Insulet

Insulet

Insulet Revenue by Segment

Forward Guidance

The Company expects revenue growth of 19% to 25% for the quarter ending December 31, 2021. Revenue growth ranges by product line are: Total Omnipod of 17% to 22%, U.S. Omnipod of 22% to 27%, International Omnipod of 7% to 13%, and Drug Delivery of 45% to 65%.

Positive Outlook

  • Total Omnipod revenue growth of 17% to 22%
  • U.S. Omnipod revenue growth of 22% to 27%
  • International Omnipod revenue growth of 7% to 13%
  • Drug Delivery revenue growth of 45% to 65%

Revenue & Expenses

Visualization of income flow from segment revenue to net income