earnings
confidence high
sentiment positive
materiality 0.80
Insulet Q1 revenue up 29% YoY to $569M, raises guidance; new CEO
INSULET CORP
2025-Q1 EPS reported
$0.50
revenue$569,000,000
- Revenue $569M (+28.8% YoY) exceeds high end of guidance; Omnipod revenue $554.1M (+28%).
- Gross margin 71.9% (+240 bps); adjusted operating margin 16.4% (+350 bps).
- Adjusted EPS $1.02; GAAP EPS $0.50; adjusted EBITDA $133.9M (23.5% of revenue).
- Raised full-year revenue and gross margin guidance.
- New CEO Ashley McEvoy; Omnipod 5 launched in Australia, Belgium, Canada, Switzerland.