Insulet Corp. · PODD · Next earnings

Insulet Corp. reports Thursday, Nov 5, 2026

PODD reports before market open with consensus EPS at $1.59 and revenue at $833.3M. Last quarter: Insulet Q1: 30% Revenue Growth and Guidance Raise, but Stock Tumbles 11%

Reports Before market open46 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.59 Calendar consensus
Consensus revenue $833.3M Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 46 days away

Where PODD left off: FY2026 Q1

Full report

Insulet Q1: 30% Revenue Growth and Guidance Raise, but Stock Tumbles 11%

EPS surprise +19.3% Reported $1.42 vs $1.19
Revenue surprise +4.4% Reported $761.7M vs $729.9M
Stock move -9.7% Event window
Subsequent drift -3.2% Up to 20 sessions

Full-year 2026 revenue growth guidance raised from 20-22% to 21-23%. Adjusted operating margin expanded 110 basis points to 17.5%, consistent with the prior-quarter commitment to 100bp of annual operating margin expansion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Seasonality from deductible resets may create lumpiness in patient starts.
  • A voluntary medical device correction in March drew regulatory scrutiny despite quick resolution.
  • Raw material and shipping cost pressures from geopolitical conflict.
  • Potential competitive entry into the tubeless pump market.
  • Retention pressure in the type-2 diabetes segment.

Questions analysts left open

  • Sustainability of 20% long-run growth amid a decelerating base.
  • Impact of seasonality on new customer starts.
  • Type-2 retention and utilization trends.
  • Effect of competition in the pharmacy channel.
  • Details of the $10M revenue timing shift and implications for subsequent quarters.

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Recent PODD quarters

All PODD earnings
-9.7%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.