When did Insulet report Q4 2025 earnings?

Insulet (PODD) reported Q4 2025 earnings on February 18, 2026 before market open.

What were Insulet's Q4 2025 revenue and EPS?

Insulet reported revenue of $783.8M and eps of $1.55 for Q4 2025.

Did Insulet beat estimates in Q4 2025?

Revenue beat the consensus estimate of $769.0M by $14.8M. EPS beat the consensus estimate of $1.47 by $0.08.

How did Insulet's Q4 2025 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 31.2% from $597.5M a year earlier and eps grew 34.8% from $1.15.

Where can I find Insulet's Q4 2025 SEC filings?

You can read the 8-K earnings release (0001145197-26-000026) and the 10-K periodic report (0001145197-26-000028) directly on SEC EDGAR. The filing index links above go to sec.gov.

Insulet PODD Q4 2025 Annual earnings

Reported February 18, 2026 · Before market open

Revenue$783.8MBeat by $14.8M

EPS$1.55Beat by $0.08

Revenue estimate$769.0M

EPS estimate$1.47

Next report

Aug 5, 2026 (In 1 week)

Revenue estimate$787.4M

EPS estimate$1.45

Financials

Q4 2025

Income statement

See full

Revenue$783.8M+31.2%

Gross profit$568.6M+32.0%

Operating income$146.3M+33.9%

Net income$101.6M+0.9%

EPS (diluted)$1.43+3.6%

Balance sheet

See full

Cash & equivalents$716.1M-24.9%

Total debt$1.0B-34.1%

Total equity$1.5B+25.1%

Total assets$3.2B+3.3%

Cash flow

See full

Operating cash flow$183.3M+24.3%

CapEx$135.1M+152%

Free cash flow$48.2M-48.7%

Valuation & ratios

Valuation

as of 12/31/25

See full

Market cap$20B+9.2%

Enterprise value$20.3B+7.4%

P/E80.9×+37.1×

P/S7.4×-1.5×

Profitability

See full

Gross margin71.6%+1.8pp

Operating margin17.5%+2.6pp

Net margin9.1%-11.1pp

FCF margin13.9%-0.8pp

Returns & leverage

See full

Return on equity18.1%-24.9pp

Debt / equity0.7×-0.6×

Current ratio2.8×-0.8×

Segments

By product

See full

Total Omnipod products$781.8M+33.5%

International$214.1M+50.8%

Drug Delivery$1.9M-83.9%

Versus estimates

Revenue

Q1 2026$761.7MBeat by $31.8M

Q4 2025$783.8MBeat by $14.8M

Q3 2025$706.3MBeat by $27.9M Q2 2025$649.1MBeat by $34.9M Q1 2025$569.0MBeat by $25.7M Q4 2024$597.5MBeat by $15.0M

Diluted EPS

Q1 2026$1.42Beat by $0.23

Q4 2025$1.55Beat by $0.08

Q3 2025$1.24Beat by $0.10 Q2 2025$1.17Beat by $0.25 Q1 2025$1.02Beat by $0.23 Q4 2024$1.15Beat by $0.15

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Questions, answered.

When did Insulet report Q4 2025 earnings?: Insulet (PODD) reported Q4 2025 earnings on February 18, 2026 before market open.
What were Insulet's Q4 2025 revenue and EPS?: Insulet reported revenue of $783.8M and eps of $1.55 for Q4 2025.
Did Insulet beat estimates in Q4 2025?: Revenue beat the consensus estimate of $769.0M by $14.8M. EPS beat the consensus estimate of $1.47 by $0.08.
How did Insulet's Q4 2025 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 31.2% from $597.5M a year earlier and eps grew 34.8% from $1.15.
Where can I find Insulet's Q4 2025 SEC filings?: You can read the 8-K earnings release (0001145197-26-000026) and the 10-K periodic report (0001145197-26-000028) directly on SEC EDGAR. The filing index links above go to sec.gov.