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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

Nov 5, 2026 (in 2 months)
Revenue estimate$833.3M
EPS estimate$1.59

Financials

Q4 2025

Income statement

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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

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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

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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

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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

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International$214.1M+50.8%
Drug Delivery$1.9M-83.9%

FAQ

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.