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Sep 30
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.
Insulet
Insulet
Insulet Revenue by Segment
Revenue by Segment
U.S. Omnipod Revenue
CapyFin.comInternational Omnipod Revenue
CapyFin.comDrug Delivery Revenue
CapyFin.comTotal Omnipod Products Revenue
CapyFin.com 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