Insulet Corp. · PODD · Next earnings

Insulet Corp. reports Wednesday, Feb 17, 2027

PODD reports before market open with consensus EPS at $1.85 and revenue at $893.6M. Last quarter: Insulet raises 2026 growth outlook as customer base and international sales expand

Reports Before market open104 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.85 Calendar consensus
Consensus revenue $893.6M Calendar consensus
Report date Feb 17, 2027 Wednesday, date estimated
Session Before market open 104 days away

Where PODD left off: FY2026 Q3

Full report

Insulet raises 2026 growth outlook as customer base and international sales expand

EPS surprise — Reported — vs $1.59
Revenue surprise — Reported — vs $832.6M
Stock move +6.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised full-year 2026 revenue growth guidance to 21–22% constant currency. The supplied analysis does not state the prior numeric range.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Competition from new automated insulin-delivery products and potential pricing pressure.
  • Customer attrition, particularly among type 2 users.
  • Regulatory and launch-timing risk for pipeline products.
  • Manufacturing capacity investment and foreign-exchange headwinds.

Questions analysts left open

  • How conservative the 2027 guidance assumptions are relative to competitive conditions.
  • Whether type 2 retention improvements and sampling-program changes will persist.
  • The timing and potential contribution of Omnipod 6 and the fully closed-loop system.

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Recent PODD quarters

All PODD earnings
+6.6%FY2026 Q3-20.1%FY2026 Q2-9.7%FY2026 Q1+4.8%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.