Insulin delivery company Insulet Corporation (NASDAQ:PODD) will be reporting earnings this Thursday before the bell. Here’s what you need to know.
Insulet beat analysts’ revenue expectations by 4.8% last quarter, reporting revenues of $569 million, up 28.8% year on year. It was an exceptional quarter for the company, with an impressive beat of analysts’ constant currency revenue estimates and an impressive beat of analysts’ EPS estimates.
Is Insulet a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Insulet’s revenue to grow 25.6% year on year to $613.3 million, improving from the 23.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.92 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Insulet has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 4.6% on average.
Looking at Insulet’s peers in the patient monitoring segment, some have already reported their Q2 results, giving us a hint as to what we can expect. iRhythm delivered year-on-year revenue growth of 26.1%, beating analysts’ expectations by 7.3%, and Masimo reported revenues up 7.9%, topping estimates by 0.6%. iRhythm traded up 17.6% following the results.
Read our full analysis of iRhythm’s results here and Masimo’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the patient monitoring stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.1% on average over the last month. Insulet is down 5.8% during the same time and is heading into earnings with an average analyst price target of $340.13 (compared to the current share price of $283.20).
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