Insulet (US:PODD) ZACKSยท2025-05-08 22:31Core Insights - Insulet reported $569 million in revenue for Q1 2025, marking a year-over-year increase of 28.8% and exceeding the Zacks Consensus Estimate by 4.96% [1] - The company's EPS for the same period was $1.02, up from $0.73 a year ago, resulting in an EPS surprise of 25.93% compared to the consensus estimate of $0.81 [1] Revenue Breakdown - International Omnipod revenue reached $152.40 million, surpassing the average estimate of $144.78 million, with a year-over-year change of +32.2% [4] - U.S. Omnipod revenue was $401.70 million, exceeding the estimated $389.50 million, reflecting a +26.4% change from the previous year [4] - Total Omnipod revenue amounted to $554.10 million, compared to the average estimate of $534.28 million, indicating a +28% year-over-year change [4] - Drug Delivery revenue was reported at $14.90 million, significantly above the average estimate of $7.37 million, with a year-over-year increase of +71.3% [4] Stock Performance - Insulet's shares have returned -0.2% over the past month, contrasting with the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]