Insulet (US:PODD) ZACKS·2025-08-07 13:16Core Insights - Insulet (PODD) reported quarterly earnings of $1.17 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and showing a significant increase from $0.55 per share a year ago, resulting in an earnings surprise of +25.81% [1] - The company achieved revenues of $649.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.46%, and up from $488.5 million year-over-year [2] Financial Performance - Insulet has consistently surpassed consensus EPS estimates over the last four quarters, with the latest earnings surprise being +25.93% compared to the previous quarter's expectation of $0.81 per share [1][2] - The current consensus EPS estimate for the upcoming quarter is $1.12, with projected revenues of $644.04 million, and for the current fiscal year, the estimate is $4.33 on $2.53 billion in revenues [7] Market Position - Insulet shares have increased by approximately 6.2% since the beginning of the year, while the S&P 500 has gained 7.9%, indicating a slight underperformance relative to the broader market [3] - The Zacks Industry Rank places the Medical - Products sector in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] Future Outlook - The sustainability of Insulet's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Insulet was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6]