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Insulet (PODD) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2026, Insulet (PODD - Free Report) reported revenue of $801.7 million, up 23.5% over the same period last year. EPS came in at $1.66, compared to $1.17 in the year-ago quarter.

The reported revenue represents a surprise of +1.89% over the Zacks Consensus Estimate of $786.82 million. With the consensus EPS estimate being $1.44, the EPS surprise was +15.28%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Insulet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- International Omnipod: $251.8 million versus $243.13 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +35.5% change.
  • Revenue- U.S. Omnipod: $544.1 million versus the five-analyst average estimate of $539.37 million. The reported number represents a year-over-year change of +20.1%.
  • Revenue- Total Omnipod: $795.9 million compared to the $782.49 million average estimate based on five analysts. The reported number represents a change of +24.6% year over year.
  • Revenue- Drug Delivery: $5.8 million compared to the $5.06 million average estimate based on five analysts. The reported number represents a change of -43.1% year over year.

View all Key Company Metrics for Insulet here>>>

Shares of Insulet have returned +3.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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