Insulet (PODD)
Builds tubeless Omnipod insulin-delivery systems with automated dosing and glucose-sensor integration.
$138.05
After hours−1.32 (−0.95%)
At close$139.37(−0.83%)
In millions of USD, except per-share figures
| In millions | Q3 FY23Sep 2023 | Q4 FY23Dec 2023 | Q1 FY24Mar 2024 | Q2 FY24Jun 2024 | Q3 FY24Sep 2024 | Q4 FY24Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 433 | 510 | 442 | 489 | 544 | 598 | 569 | 649 | 706 | 784 | 762 | 802 |
| Cost of revenue | 139 | 149 | 135 | 158 | 167 | 167 | 160 | 197 | 196 | 215 | 233 | 239 |
| Gross profit | 293 | 361 | 307 | 331 | 377 | 431 | 409 | 452 | 510 | 569 | 529 | 563 |
| 239 | 255 | 250 | 276 | 289 | 322 | 320 | 331 | 392 | 422 | 407 | 433 | |
| Research & development | 58 | 42 | 50 | 54 | 55 | 61 | 60 | 73 | 77 | 91 | 90 | 88 |
| 181 | 213 | 200 | 223 | 234 | 261 | 261 | 258 | 315 | 331 | 317 | 345 | |
| Selling & marketing | 0 | 0 | 0 | 0 | 0 | 24 | 0 | 0 | 0 | 0 | 0 | 0 |
| General & administrative | 0 | 0 | 0 | 0 | 0 | 237 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating income | 55 | 106 | 57 | 55 | 88 | 109 | 89 | 121 | 118 | 146 | 122 | 130 |
| −1 | 1 | −2 | −3 | −5 | 2 | −41 | −93 | 5 | −6 | −9 | −11 | |
| Interest income | 9 | 6 | 9 | 9 | 11 | 10 | 10 | 10 | 9 | 6 | 5 | 4 |
| Interest expense | 10 | 7 | 11 | 11 | 12 | 9 | 9 | 20 | 16 | 20 | 15 | 14 |
| Other non-operating income | −9 | −8 | −9 | −8 | −7 | −11 | 32 | 73 | −21 | −14 | −6 | −3 |
| Income before tax | 54 | 108 | 55 | 51 | 83 | 111 | 48 | 28 | 123 | 140 | 113 | 119 |
| Income tax expense | 2 | 5 | 3 | −138 | 5 | 11 | 13 | 6 | 35 | 39 | 22 | 24 |
| Net income from continuing operations | 52 | 103 | 52 | 189 | 78 | 101 | 35 | 23 | 88 | 102 | 91 | 95 |
| Net income | 52 | 103 | 52 | 189 | 78 | 101 | 35 | 23 | 88 | 102 | 91 | 95 |
| EPS, basic | $0.74 | $1.48 | $0.74 | $2.69 | $1.11 | $1.44 | $0.50 | $0.32 | $1.24 | $1.45 | $1.30 | $1.37 |
| EPS, diluted | $0.70 | $1.48 | $0.73 | $2.59 | $1.08 | $1.39 | $0.50 | $0.32 | $1.24 | $1.44 | $1.30 | $1.37 |
| Weighted average shares, basic | 70 | 70 | 70 | 70 | 70 | 70 | 70 | 70 | 71 | 70 | 70 | 69 |
| Weighted average shares, diluted | 74 | 70 | 74 | 74 | 74 | 74 | 74 | 71 | 71 | 71 | 70 | 69 |
| EBITDA | 83 | 133 | 84 | 81 | 117 | 142 | 79 | 70 | 160 | 190 | 154 | 132 |
| Depreciation & amortization | 19 | 19 | 19 | 19 | 21 | 22 | 22 | 22 | 22 | 31 | 26 | 0 |
| EBIT | 64 | 115 | 66 | 62 | 95 | 120 | 57 | 48 | 138 | 160 | 128 | 132 |
