earnings
confidence high
sentiment positive
materiality 0.75
Insulet Q2 revenue $802M (+23.5% YoY), beats guidance; EPS $1.37 vs $0.32
INSULET CORP
- Revenue $801.7M, up 23.5% (22.7% constant currency), exceeding guidance of 20-22% constant currency growth.
- U.S. Omnipod revenue $544.1M (+20.1%); International Omnipod revenue $251.8M (+35.5%, +32.9% constant currency).
- GAAP net income $95.0M ($1.37 diluted EPS) vs $22.5M ($0.32) prior year; adjusted net income $115.0M ($1.66 diluted EPS) up 37.4%.
- Operating income $129.7M (16.2% of revenue); adjusted operating income $154.5M (19.3% of revenue), up 140 bps YoY.
- Launched Omnipod 5 in Spain (26th country); expanded sensor compatibility with Abbott FreeStyle Libre 3 Plus.