Insulet Corporation
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+ FollowMarket Cap$10.38B
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Earnings Call Q3 2025
November 6, 2025 - AI Summary
Strong Revenue Performance: Insulet Corporation reported a record quarterly revenue surpassing $700 million, achieving a 28% year-over-year growth at constant currency rates. U.S. Omnipod revenue grew 25.6%, driven primarily by the successful adoption of the Omnipod 5 system, with notable contributions from Type 2 diabetes patients where new customer starts more than doubled year-over-year.
Positive Guidance Adjustments: The company raised its revenue growth forecast for both total Omnipod and total company revenues. Total Omnipod revenue growth is now estimated at 29-30%, up from 25-28%. Similarly, total company revenue guidance increased to 28-29% from a prior forecast of 24-27%, reflecting strong momentum and market demand.
Focus on Innovation and Market Expansion: Insulet emphasizes expanding its reach in the Type 2 diabetes market, where they have observed a 100% year-over-year increase in new customer starts. The launch of new integrations, such as the Dexcom sensor and Libre 3, is expected to drive further growth. The company's strategic focus on direct-to-consumer campaigns has already yielded record levels of qualified leads.
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$27.54
83.3% downside
Current Fair Value
83.3% downsideOvervalued by 83.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $10.38 Billion |
|---|---|
| Enterprise Value | $10.79 Billion |
| Earnings per Share | $3.51 |
| Beta | 1.1 |
| Outstanding Shares | 69,298,000 |
Return
| Return on Equity | 26.39% |
|---|---|
| Return on Assets | 11.86% |
| Return on Invested Capital | 21.41% |
Valuation & Multiples
| P/E Ratio | 27.93 |
|---|---|
| PEG | 47.23 |
| Price to Sales | 3.75 |
| Price to Book Ratio | 8.25 |
| Enterprise Value to Revenue | 3.54 |
| Enterprise Value to EBIT | 20.83 |
| Enterprise Value to Net Income | 28 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 0.67 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$1.59
Consensus analyst estimateRevenue Estimate
$832.63 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 95.46% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.43%▼ 100.94% |
|---|---|
| Total Invested | $215.63M▼ 98.04% |
| Investors Holding | 208▼ 545.00% |
About Insulet Corporation
CEO: Shacey Petrovic
