Compared to Estimates, Insulet (PODD) Q4 Earnings: A Look at Key Metrics

Core Insights - Insulet (PODD) reported revenue of $597.5 million for the quarter ended December 2024, marking a year-over-year increase of 17.2% [1] - The earnings per share (EPS) for the same period was $1.15, down from $1.40 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $581.65 million, resulting in a surprise of +2.73% [1] - The company also delivered an EPS surprise of +9.52%, with the consensus EPS estimate being $1.05 [1] Revenue Breakdown - International Omnipod revenue reached $142 million, surpassing the average estimate of $140.18 million, representing a year-over-year change of +33.5% [4] - U.S. Omnipod revenue was $443.70 million, compared to the estimated $434.94 million, reflecting a +12.4% change year-over-year [4] - Total Omnipod revenue amounted to $585.70 million, exceeding the average estimate of $575.12 million, with a +16.9% year-over-year change [4] - Drug Delivery revenue was reported at $11.80 million, significantly higher than the average estimate of $6.07 million, indicating a +34.1% year-over-year increase [4] Stock Performance - Insulet's shares have returned +1.7% over the past month, while the Zacks S&P 500 composite has changed by +2.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]