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Dec 31, 2024
Insulet Q4 2024 Earnings Report
Insulet reported strong growth in Q4 2024, with revenue increasing by 17% year-over-year, driven by Omnipod sales and international expansion.
Key Takeaways
Insulet Corporation achieved solid financial results in Q4 2024, reporting revenue of $597.5 million, up 17.2% YoY. The company's Omnipod revenue saw strong growth both in the U.S. and internationally. Adjusted EPS was $1.15, and free cash flow improved significantly. Gross margin increased to 72.1%.
Q4 2024 revenue grew 17.2% YoY to $597.5 million.
Omnipod revenue rose 16.9%, with international Omnipod revenue up 33.5%.
Adjusted EPS was $1.15, down from $1.40 in the prior year.
Free cash flow increased to $305.4 million, compared to $70.1 million last year.
Revenue by Segment
Forward Guidance
Insulet expects revenue growth of 16%-20% for FY 2025, driven by continued Omnipod expansion and international growth, despite anticipated declines in drug delivery revenue.
Positive Outlook
- Expected total Omnipod revenue growth of 17%-21%.
- U.S. Omnipod revenue forecasted to grow by 16%-20%.
- International Omnipod revenue projected to increase by 22%-26%.
- Strong gross margin expected at approximately 70.5%.
- Continued innovation and expansion of Omnipod 5 in international markets.
Challenges Ahead
- Drug delivery revenue expected to decline by 45%-55%.
- Operating margin projected at 16.5%, lower than current levels.
- Macroeconomic conditions may impact demand and pricing.
- Potential competitive pressure from alternative insulin delivery solutions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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