Dec 31, 2020

Insulet Q4 2020 Earnings Report

Insulet reported an 18% increase in revenue for Q4 2020, marking the 5th consecutive year of over 20% revenue growth.

Key Takeaways

Insulet Corporation reported a strong finish to 2020 with an 18% increase in revenue for the fourth quarter, reaching a record quarterly revenue of $246.1 million. The company also celebrated a milestone of 250,000 global customers using the Omnipod System.

Q4 2020 revenue increased by 17.5% to $246.1 million.

Total Omnipod revenue increased by 20.1% to $231.1 million.

U.S. Omnipod revenue increased by 17.8% to $149.2 million.

International Omnipod revenue increased by 24.5% to $81.9 million.

Total Revenue
$246M
Previous year: $209M
+17.5%
EPS
-$0.26
Previous year: $0.08
-425.0%
Gross Margin
65.5%
Previous year: 64%
+2.3%
Gross Profit
$161M
Previous year: $134M
+20.1%
Cash and Equivalents
$948M
Previous year: $376M
+152.0%
Free Cash Flow
-$41.5M
Previous year: -$2.18M
+1801.9%
Total Assets
$1.87B
Previous year: $1.14B
+63.9%

Insulet

Insulet

Insulet Revenue by Segment

Forward Guidance

For the year ending December 31, 2021, the Company expects revenue growth in the range of 15% to 20%. For the quarter ending March 31, 2021, the Company expects revenue growth of 20% to 24%.

Positive Outlook

  • Total Omnipod of 17% to 21%
  • U.S. Omnipod of 21% to 25%
  • International Omnipod of 10% to 15%
  • Drug Delivery of (11)% to 4%
  • Operating margin in the low double digits range.

Revenue & Expenses

Visualization of income flow from segment revenue to net income