Insulet (US:PODD) ZACKSยท2025-06-11 14:56Core Insights - Insulet Corporation's Omnipod platform is experiencing rapid commercial expansion, with Omnipod 5 adoption presenting significant growth opportunities despite macroeconomic challenges and competition [1][9] Company Overview - Insulet Corporation has a market capitalization of $21.51 billion and has surpassed earnings estimates in three of the last four quarters, with an average surprise of 12.21% [2] Product Highlights - Omnipod 5 is the only FDA-cleared, fully disposable pod-based automated insulin delivery (AID) system, showing strong momentum in new customer starts in the U.S. [3] - Approximately 85% of new starts for Omnipod 5 came from individuals previously using multiple daily injections (MDI), with Type 2 diabetes users representing over 30% of new customer starts [4] Market Expansion Strategy - Insulet is strategically transitioning from Omnipod GO to Omnipod 5 for type 2 diabetes patients and has expanded Omnipod 5 into 11 new international markets in early 2025 [5][9] - The company plans further international launches in 2025, including Belgium, Switzerland, Canada, and five additional markets in the Middle East [7] Financial Projections - The Zacks Consensus Estimate for 2025 earnings per share (EPS) is $4.34, reflecting a 1.4% decrease, while revenue is projected at $2.52 billion, indicating a 21.8% increase from the previous year [12]