Insulet’s (NASDAQ:PODD) Q1: Strong Sales, Stock Soars

Max Juang

Thu, May 8, 2025, 3:35 PM 5 min read

Insulin transportation institution Insulet Corporation (NASDAQ:PODD) reported Q1 CY2025 results beating Wall Street’s gross expectations , with income up 28.8% twelvemonth connected twelvemonth to $569 million. On apical of that, adjacent quarter’s gross guidance ($608.2 cardinal astatine the midpoint) was amazingly bully and 5.5% supra what analysts were expecting. Its non-GAAP nett of $1.02 per stock was 29.7% supra analysts’ statement estimates.

Is present the clip to bargain Insulet? Find retired successful our afloat probe report.

• Revenue: $569 cardinal vs expert estimates of $543 cardinal (28.8% year-on-year growth, 4.8% beat)

• Adjusted EPS: $1.02 vs expert estimates of $0.79 (29.7% beat)

• Adjusted EBITDA: $133.9 cardinal vs expert estimates of $113.4 cardinal (23.5% margin, 18.1% beat)

• Revenue Guidance for Q2 CY2025 is $608.2 cardinal astatine the midpoint, supra expert estimates of $576.3 million

• Operating Margin: 15.6%, up from 12.9% successful the aforesaid 4th past year

• Free Cash Flow Margin: 9.1%, down from 14.8% successful the aforesaid 4th past year

• Constant Currency Revenue roseate 29.8% twelvemonth connected twelvemonth (22.8% successful the aforesaid 4th past year)

• Market Capitalization: $18.08 billion

Revolutionizing diabetes attraction with its tubeless "Pod" technology, Insulet (NASDAQ:PODD) develops and manufactures innovative insulin transportation systems for radical with diabetes, chiefly done its Omnipod merchandise line.

A company’s semipermanent income show tin bespeak its wide quality. Any concern tin acquisition short-term success, but top-performing ones bask sustained maturation for years. Luckily, Insulet’s income grew astatine an fantabulous 23.1% compounded yearly maturation complaint implicit the past 5 years. Its maturation surpassed the mean healthcare institution and shows its offerings resonate with customers, a large starting constituent for our analysis.

Long-term maturation is the astir important, but wrong healthcare, a half-decade humanities presumption whitethorn miss caller innovations oregon request cycles. Insulet’s annualized gross maturation of 26.8% implicit the past 2 years is supra its five-year trend, suggesting its request was beardown and precocious accelerated.

We tin excavation further into the company’s income dynamics by analyzing its changeless currency revenue, which excludes currency movements that are extracurricular their power and not indicative of demand. Over the past 2 years, its changeless currency income averaged 26.6% year-on-year growth. Because this fig aligns with its mean gross growth, we tin spot that Insulet has decently hedged its overseas currency exposure.

This quarter, Insulet reported robust year-on-year gross maturation of 28.8%, and its $569 cardinal of gross topped Wall Street estimates by 4.8%. Company absorption is presently guiding for a 24.5% year-on-year summation successful income adjacent quarter.