Latest Earnings Results: Q3 '26
Estimated EPS
$1.59
Reported EPS
$1.99
Surprise
+25.4%
Estimated Rev
$832.63M
Reported Rev
$842M
Surprise
+1.13%
• Reported GAAP EPS of $1.99 up 60.48% YoY • Reported revenue of $842M up 19.21% YoY • Insulets FY 2026 total revenue growth guidance is 21% - 22% in constant currency; adjusted operating margin guidance is ~150 bps YoY expansion, from ~100 bps, and adjusted EPS growth is >30%.
Bullish Takeaway
Insulet reported Omnipod revenue growth, completed Omnipod Discovers U.S. release with adoption by more than 35,000 users, extended Libre 3 Plus integration internationally, and completed enrollment in two clinical trials.
Bearish Takeaway
Insulet reported lower nine-month free cash flow and Drug Delivery revenue versus prior-year periods, and identifies dependence on a principal product platform and manufacturing concentration as risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.81 | -- | -- | N/A |
Q3 '26 | $1.59 | $1.99 | 25.40% | BEAT |
Q2 '26 | $1.45 | $1.66 | 14.26% | BEAT |
Q1 '26 | $1.20 | $1.42 | 18.46% | BEAT |
Q4 '25 | $1.46 | $1.55 | 6.04% | BEAT |