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Dec 31, 2025
Insulet Q4 2025 Earnings Report
Insulet reported strong fourth quarter 2025 results with over 30% revenue growth and margin expansion driven by Omnipod performance.
Key Takeaways
Insulet generated fourth quarter revenue of 783800000, up 31.2% year-over-year, led by 33.5% growth in Total Omnipod revenue. Gross margin expanded to 72.5% and operating income reached 146300000, representing 18.7% of revenue. Net income was 101600000 with diluted EPS of 1.44.
Total revenue increased 31.2% year-over-year, exceeding guidance.
Total Omnipod revenue grew 33.5%, driven by strong U.S. and international demand.
Gross margin improved to 72.5%, up 40 basis points year-over-year.
Operating income margin expanded to 18.7% with adjusted EBITDA of 194000000.
Revenue by Segment
Forward Guidance
For full year 2026, Insulet expects total constant currency revenue growth of 20% to 22%, with Total Omnipod Products growth of 21% to 23%, and adjusted EPS growth greater than 25%. For Q1 2026, total constant currency revenue growth is expected between 25% and 27%, with adjusted operating margin expansion of approximately 100 basis points year-over-year.
Positive Outlook
- Full year 2026 total constant currency revenue growth expected at 20% to 22%.
- Total Omnipod Products growth projected at 21% to 23%.
- Adjusted EPS growth expected to exceed 25%.
- Q1 2026 total revenue growth expected between 25% and 27%.
- Adjusted operating margin expected to expand approximately 100 basis points year-over-year.
Challenges Ahead
- Drug Delivery revenue expected to decline approximately 50% in 2026.
- Q1 2026 Drug Delivery revenue expected to decline approximately 80%.
- International growth partially impacted by currency headwinds.
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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