Insulet Q2 Earnings & Revenues Beat Estimates, Stock Up, Margins Rise

Insulet Corporation PODD reported second-quarter 2025 adjusted earnings per share (EPS) of $1.17, up 112.7% from the year-ago period’s figure. The bottom line surpassed the Zacks Consensus Estimate by 25.81%.GAAP EPS was 32 cents compared with $2.59 in the prior-year period.PODD’s Q2 RevenuesRevenues totaled $649.1 million, which beat the Zacks Consensus Estimate by 5.46%. The top line jumped 33% year over year and 31.4% at constant exchange rate or CER. CER growth exceeded the company’s high end of the guidance range of 26%.Following the announcement on Aug. 7, PODD shares gained 1.2% to close at $307.10 on the Aug. 8 session.PODD’s Q2 Segmental RevenuesInsulet’s total Omnipod revenues of $639 million reflected an increase of 33% year over year and 31.4% at CER. International Omnipod revenues of $185.8 million rose 45% (up 38.8% at CER). U.S. Omnipod revenues grew 28.7% year over year to $453.2 million.Insulet Corporation Price, Consensus and EPS Surprise Insulet Corporation price-consensus-eps-surprise-chart | Insulet Corporation QuoteThe Drug Delivery business revenues totaled $10.2 million, highlighting an increase of 25.9% year over year.Insulet’s Q2 Margin PerformanceThe gross profit in the reported quarter was $452.2 million, up 36.7% from the prior-year quarter’s figure. The gross margin of 69.7% expanded 193 basis points year over year.Selling, general & administrative expenses rose 15.8% year over year to $257.7 million.Research and development expenses jumped 36.2% year over year to $73.4 million.The operating profit in the quarter totaled $121.1 million, up 122.2% from the year-ago reported actuals. The operating margin of 18.7% expanded 750 basis points year over year.Insulet’s Cash PositionInsulet exited the second quarter of 2025 with cash and cash equivalents of $1.12 billion compared with $1.28 billion at the end of the first quarter. Cumulative net cash provided by operating activities at the end of the second quarter was $260.3 million.PODD’s 2025 Revenue GuidanceFor 2025, the company now expects CER revenue growth to be 24%-27% (earlier 19%-22%). Insulet’s total Omnipod revenue growth is expected in the range of 25%-28% (previously 20% to 23%). The company expects Drug Delivery revenues to decline 30%-25% (earlier 35%-25%). The Zacks Consensus Estimate for the company’s 2025 revenues currently stands at $2.54 billion.For the third quarter, Insulet projects revenue growth of 22%-25%. Total Omnipod revenues are also anticipated to grow 24-27%. Drug Delivery revenues are expected to decline 80%-75%. The consensus mark for the company’s third-quarter revenues currently stands at $666 million.Our Take on Insulet’s Q2 ResultsInsulet exited the second quarter of 2025 on a solid note, with both earnings and revenues beating estimates. The company grew new customer starts on a year-over-year and sequential basis in the United States for both type 1 and type 2, and internationally. U.S. Omnipod revenues benefited from a prior-year stocking dynamic and timing of rebates.Internationally, growth in the U.K., Germany and France was particularly strong, in addition to other countries where Omnipod 5 was launched. The expansion of both margins in the quarter is highly encouraging. Insulet raised its full-year revenue guidance, making 2025 its tenth straight year of 20% or more growth on a constant-currency basis.PODD’s Zacks Rank & Key PicksPODD currently carries a Zacks Rank #3 (Hold).Some better-ranked stocks from the broader medical space are Medpace Holdings MEDP, GeneDx Holdings WGS and Boston Scientific BSX.Medpace Holdings, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2025 EPS of $3.1, which beat the Zacks Consensus Estimate by 3.33%. Revenues of $603.3 million topped the consensus mark by 11.48%. You can see the complete list of today’s Zacks #1 Rank stocks here.MEDP has a historical five-year earnings growth rate of 30.9% compared with the S&P 500 composite’s 10.1% growth. The company surpassed earnings estimates in each of the trailing four quarters, with the average surprise being 13.87%.GeneDx Holdings, carrying a Zacks Rank #2 (Buy) at present, posted a second-quarter 2025 adjusted EPS of 50 cents, exceeding the Zacks Consensus Estimate by a remarkable 400%. Revenues of $102.7 million surpassed the Zacks Consensus Estimate by 21.24%.WGS has an estimated earnings growth rate of 79.6% for 2026 compared with the industry’s 18.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 231.40%.Boston Scientific, currently carrying a Zacks Rank #2, reported a second-quarter 2025 adjusted EPS of 75 cents, which topped the Zacks Consensus Estimate by 4.2%.BSX has a historical five-year earnings growth rate of 13.3% compared with the industry’s 2.7% growth. The company’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 8.11%.Research Chief Names "Single Best Pick to Double"From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Boston Scientific Corporation (BSX): Free Stock Analysis Report Insulet Corporation (PODD): Free Stock Analysis Report Medpace Holdings, Inc. (MEDP): Free Stock Analysis Report GeneDx Holdings Corp. (WGS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks