Insulet (PODD) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Insulet reported $543.9 million in revenue for Q3 2024, a year-over-year increase of 25.7% and a surprise of +4.90% over the Zacks Consensus Estimate of $518.5 million [1] - The EPS for the same period was $0.90, compared to $0.71 a year ago, resulting in a surprise of +16.88% over the consensus estimate of $0.77 [1] Revenue Breakdown - International Omnipod revenue reached $138 million, exceeding the six-analyst average estimate of $123.11 million, with a year-over-year change of +36.1% [3] - U.S. Omnipod revenue was $395.60 million, surpassing the six-analyst average estimate of $391.62 million, reflecting a year-over-year change of +23.4% [3] - Total Omnipod revenue amounted to $533.60 million, exceeding the six-analyst average estimate of $514.73 million, with a year-over-year change of +26.5% [3] - Drug Delivery revenue was reported at $10.30 million, compared to the $3.28 million average estimate, showing a year-over-year change of -3.7% [3] Stock Performance - Insulet's shares have returned +3.2% over the past month, matching the Zacks S&P 500 composite's +3.2% change [4] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [4]