earnings
confidence high
sentiment positive
materiality 0.85
Insulet Q4 revenue $783.8M (+31%), full year $2.7B (+31%); Board ups buyback by $350M
INSULET CORP
2025-FY EPS reported
$3.48
revenue$2,708,100,000
- Q4 revenue $783.8M (+31.2% YoY) exceeded constant-currency guidance of 25-28%.
- Q4 diluted EPS $1.44 GAAP; adjusted EPS $1.55 (+34.8% YoY).
- Full year 2025 revenue $2.7B (+30.7%); gross margin 71.6% (+180 bps), operating margin 17.5% (+260 bps).
- Operating cash flow $569.3M; free cash flow $377.7M, both up vs prior year.
- Board increased share repurchase authorization by $350M (total $475M); plans ~$300M repurchases in Q1 2026.