Insulet (PODD Quick QuotePODD - Free Report) reported $842 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 19.2%. EPS of $1.99 for the same period compares to $1.24 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $833.3 million, representing a surprise of +1.04%. The company delivered an EPS surprise of +25.16%, with the consensus EPS estimate being $1.59.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $266.2 million versus the five-analyst average estimate of $256.99 million. The reported number represents a year-over-year change of +31.7%.
• Revenue- U.S. Omnipod: $570.4 million versus the five-analyst average estimate of $571.64 million. The reported number represents a year-over-year change of +14.8%.
• Revenue- Total Omnipod: $836.6 million versus the five-analyst average estimate of $828.63 million. The reported number represents a year-over-year change of +19.7%.
• Revenue- Drug Delivery: $5.5 million versus the five-analyst average estimate of $5.43 million. The reported number represents a year-over-year change of -22.5%.

View all Key Company Metrics for Insulet here>>>

Shares of Insulet have returned +14.9% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.