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Why Is Insulet (PODD) Up 8.1% Since Last Earnings Report?
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A month has gone by since the last earnings report for Insulet (PODD - Free Report) . Shares have added about 8.1% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Insulet due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Insulet Corporation before we dive into how investors and analysts have reacted as of late.
Insulet Tops Q2 Earnings & Revenue Estimates
Insulet reported second-quarter 2026 adjusted earnings per share of $1.66, up 41.5% year over year. The bottom line beat the Zacks Consensus Estimate by 15.28%.
GAAP earnings per share came in at $1.37 compared with the year-ago quarter’s figure of 32 cents.
Revenues of $801.7 million rose 23.5% and surpassed the consensus mark by 1.89%, reflecting broad-based Omnipod demand and favorable price mix.
PODD's Omnipod Sales Stay Strong
Total Omnipod revenues advanced 24.6% to $795.9 million. U.S. Omnipod revenues increased 20.1% year over year to $544.1 million. Management cited continued demand across type 1 and type 2 customers, with more than 40% of U.S. new customer starts coming from people with type 2 diabetes.
International Omnipod revenues climbed 35.5% to $251.8 million, or 32.9% at constant currency. Growth was driven primarily by volume and continued favorable price and mix realization. Omnipod 5 also became the top insulin pump for new users in Australia, while the company recently launched in Spain.
PODD's Q2 Margins
Adjusted gross margin reached 72.9%, up 320 basis points (bps) year over year. The improvement reflected manufacturing productivity gains at the Acton and Malaysia facilities, positive pricing and higher volumes.
Adjusted operating margin expanded 140 bps to 19.3%. Research and development expenses rose 20% to $88.1 million, while selling, general and administrative expenses increased 33.8% to $344.8 million, reflecting investments in the U.S. sales force, customer support and market development.
Insulet’s Cash Position
Insulet exited the second quarter of 2026 with cash and cash equivalents of $534.9 million compared with $480.4 million at March-end.
Cumulative net cash provided by operating activities at the end of the second quarter was $202.2 million compared with $260.3 million in the year-ago period.
Insulet’s 2026 Outlook
Insulet now expects 2026 total company revenue growth of 20%-22% at constant currency, down from the prior 21%-23% range. Total Omnipod growth is projected at 21%-23% (previously, 22%-24%), while Drug Delivery revenues are expected to decline around 40% compared with the earlier expectation of a roughly 50% drop.
Adjusted earnings per share is now projected to grow at least 30%, up from the prior expectation of more than 25%. The Zacks Consensus Estimate for the same stands at $6.51, up 5%.
For the third quarter, total company revenues are expected to increase 17.5%-19.5% at constant currency. Total Omnipod growth is projected at 18%-20%, while Drug Delivery is expected to decline approximately 20% year over year.
How Have Estimates Been Moving Since Then?
Since the earnings release, investors have witnessed a downward trend in fresh estimates.
VGM Scores
At this time, Insulet has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Charting a somewhat similar path, the stock has a grade of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Insulet has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry Player
Insulet is part of the Zacks Medical - Products industry. Over the past month, Bio-Rad Laboratories (BIO - Free Report) , a stock from the same industry, has gained 13.3%. The company reported its results for the quarter ended June 2026 more than a month ago.
Bio-Rad reported revenues of $651 million in the last reported quarter, representing a year-over-year change of -0.1%. EPS of $2.62 for the same period compares with $2.61 a year ago.
Bio-Rad is expected to post earnings of $2.61 per share for the current quarter, representing a year-over-year change of +15.5%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Bio-Rad. Also, the stock has a VGM Score of D.
View the Zacks #1 Rank List
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Why Is Insulet (PODD) Up 8.1% Since Last Earnings Report?
A month has gone by since the last earnings report for Insulet (PODD - Free Report) . Shares have added about 8.1% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Insulet due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Insulet Corporation before we dive into how investors and analysts have reacted as of late.
Insulet Tops Q2 Earnings & Revenue Estimates
Insulet reported second-quarter 2026 adjusted earnings per share of $1.66, up 41.5% year over year. The bottom line beat the Zacks Consensus Estimate by 15.28%.
GAAP earnings per share came in at $1.37 compared with the year-ago quarter’s figure of 32 cents.
Revenues of $801.7 million rose 23.5% and surpassed the consensus mark by 1.89%, reflecting broad-based Omnipod demand and favorable price mix.
PODD's Omnipod Sales Stay Strong
Total Omnipod revenues advanced 24.6% to $795.9 million. U.S. Omnipod revenues increased 20.1% year over year to $544.1 million. Management cited continued demand across type 1 and type 2 customers, with more than 40% of U.S. new customer starts coming from people with type 2 diabetes.
International Omnipod revenues climbed 35.5% to $251.8 million, or 32.9% at constant currency. Growth was driven primarily by volume and continued favorable price and mix realization. Omnipod 5 also became the top insulin pump for new users in Australia, while the company recently launched in Spain.
PODD's Q2 Margins
Adjusted gross margin reached 72.9%, up 320 basis points (bps) year over year. The improvement reflected manufacturing productivity gains at the Acton and Malaysia facilities, positive pricing and higher volumes.
Adjusted operating margin expanded 140 bps to 19.3%. Research and development expenses rose 20% to $88.1 million, while selling, general and administrative expenses increased 33.8% to $344.8 million, reflecting investments in the U.S. sales force, customer support and market development.
Insulet’s Cash Position
Insulet exited the second quarter of 2026 with cash and cash equivalents of $534.9 million compared with $480.4 million at March-end.
Cumulative net cash provided by operating activities at the end of the second quarter was $202.2 million compared with $260.3 million in the year-ago period.
Insulet’s 2026 Outlook
Insulet now expects 2026 total company revenue growth of 20%-22% at constant currency, down from the prior 21%-23% range. Total Omnipod growth is projected at 21%-23% (previously, 22%-24%), while Drug Delivery revenues are expected to decline around 40% compared with the earlier expectation of a roughly 50% drop.
Adjusted earnings per share is now projected to grow at least 30%, up from the prior expectation of more than 25%. The Zacks Consensus Estimate for the same stands at $6.51, up 5%.
For the third quarter, total company revenues are expected to increase 17.5%-19.5% at constant currency. Total Omnipod growth is projected at 18%-20%, while Drug Delivery is expected to decline approximately 20% year over year.
How Have Estimates Been Moving Since Then?
Since the earnings release, investors have witnessed a downward trend in fresh estimates.
VGM Scores
At this time, Insulet has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Charting a somewhat similar path, the stock has a grade of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Insulet has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry Player
Insulet is part of the Zacks Medical - Products industry. Over the past month, Bio-Rad Laboratories (BIO - Free Report) , a stock from the same industry, has gained 13.3%. The company reported its results for the quarter ended June 2026 more than a month ago.
Bio-Rad reported revenues of $651 million in the last reported quarter, representing a year-over-year change of -0.1%. EPS of $2.62 for the same period compares with $2.61 a year ago.
Bio-Rad is expected to post earnings of $2.61 per share for the current quarter, representing a year-over-year change of +15.5%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Bio-Rad. Also, the stock has a VGM Score of D.