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Sep 30, 2025
Insulet Q3 2025 Earnings Report
Insulet reported strong third quarter 2025 results, exceeding revenue guidance and raising full-year outlook.
Key Takeaways
Insulet delivered robust third-quarter results, with revenue reaching $706.3 million, a 29.9% increase year-over-year, driven by strong Omnipod product growth. The company exceeded its revenue guidance and raised its full-year revenue and margin guidance, reflecting the strong performance of its Omnipod 5 system.
Revenue for Q3 2025 was $706.3 million, a 29.9% increase from the prior year, surpassing the company's guidance.
Total Omnipod revenue grew by 31.0% to $699.2 million, with significant growth in both U.S. and International markets.
Gross margin improved to 72.2%, up 290 basis points over the prior year, indicating enhanced profitability.
Diluted EPS was $1.24, consistent with adjusted diluted EPS, demonstrating solid earnings performance.
Revenue by Segment
Forward Guidance
Insulet raised its full-year 2025 revenue and margin guidance, anticipating continued strong growth for Omnipod products and improved profitability.
Positive Outlook
- Full-year 2025 total revenue growth guidance raised to 28% - 29% in constant currency.
- Full-year 2025 U.S. Omnipod revenue growth guidance raised to 26% - 27%.
- Full-year 2025 International Omnipod revenue growth guidance raised to 38% - 39% in constant currency.
- Full-year 2025 total Omnipod revenue growth guidance raised to 29% - 30% in constant currency.
- Full-year 2025 Adjusted Operating Margin guidance set at 17.0% - 17.5%.
Challenges Ahead
- Q4 2025 Drug Delivery revenue growth is projected to be between (95)% - (85)% in constant currency.
- Full-year 2025 Drug Delivery revenue growth is projected to be between (15)% - (10)% in constant currency.
- No specific negative guidance points were highlighted beyond the decline in Drug Delivery revenue.
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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