Insulet (PODD) Reports Next Week: Wall Street Expects Earnings Growth

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Insulet (PODD) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Insulet is expected to report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of +69.1% [3]. - Revenues are projected to be $615.49 million, representing a 26% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.2% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Insulet is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.78% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Insulet currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, Insulet exceeded the expected earnings of $0.81 per share, achieving actual earnings of $1.02, resulting in a surprise of +25.93% [13]. - Over the past four quarters, Insulet has beaten consensus EPS estimates three times [14]. Industry Comparison - AdaptHealth Corp. (AHCO), another player in the Zacks Medical - Products industry, is expected to report earnings of $0.15 per share, indicating a year-over-year decline of -28.6% [18]. - AdaptHealth's revenues are projected to be $804.53 million, down 0.2% from the previous year [18]. - The consensus EPS estimate for AdaptHealth has remained unchanged, but a higher Most Accurate Estimate gives it an Earnings ESP of +13.33%, suggesting a likely earnings beat [19].