| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 706.30 | 8.8% | 29.9% |
| Total Income | 706.30 | 8.8% | 29.9% |
| Expenditure | 588.60 | 11.5% | 29.1% |
| PBT | 122.80 | 332.4% | 48.1% |
| Net Profit | 87.60 | 289.3% | 13.0% |
| OPM | 16.66% | 1.99pp | 0.47pp |
| NPM | 12.40% | 8.94pp | 1.85pp |
| EPS | 1.24 | 287.5% | 11.7% |
Insulet Reports Q3 2025 Revenue of $706.3M, Up 29.9% YoY
04 May 2026 · 4 May, 7:39 am
Summary
Insulet Corporation announced strong third-quarter results, with revenue reaching $706.3 million, a 29.9% increase year-over-year. Total Omnipod revenue rose by 31.0%, driven by growth in both U.S. and international markets. The company's gross margin improved significantly, and net income increased to $87.6 million. Insulet is providing guidance for Q4 2025 and FY 2025, expecting continued growth in U.S. and International Omnipod revenue.
Key Highlights
- 1
Insulet's revenue for the third quarter of 2025 reached $706.3 million, reflecting a 29.9% increase year-over-year.
- 2
Total Omnipod revenue increased by 31.0% to $699.2 million.
- 3
U.S. Omnipod revenue grew by 25.6% to $497.1 million.
- 4
International Omnipod revenue advanced by 46.5% to $202.1 million.
- 5
The company's gross margin improved to 72.2%, up 290 basis points over the prior year.
- 6
Net income for the quarter was $87.6 million, or $1.24 per diluted share, compared to $77.5 million, or $1.08 per diluted share, in the prior year.
- 7
Adjusted EBITDA reached $160.0 million, representing 22.7% of revenue.
Management Comments
Ashley McEvoy
“We delivered strong third quarter results, a testament to our team’s exceptional performance and the transformative power of Omnipod 5 for people living with diabetes. Our continued meaningful engagement with physicians, partners, investors, and our incredible Podder community further reinforces our unique role at the nexus of consumer health, healthcare, and medtech. We’re not just advancing diabetes care—we’re reshaping it. As we continue to grow, I’m energized by our potential to expand access, accelerate growth, and deliver lasting value for all our stakeholders.”
Informational and educational content only. Not investment advice.