Insulet shares surge as Q4 sales top estimates

Insulet (NASDAQ:PODD), the Acton, Massachusetts-based maker of the Omnipod insulin delivery systems, reported stronger-than-expected fourth-quarter 2025 results.

The company posted fourth-quarter net income of $101.6 million, or $1.44 per diluted share.

On an adjusted basis, excluding one-time gains and costs, earnings per share reached $1.55, surpassing the consensus estimate of $1.48 per share compiled from 10 analysts surveyed by Zacks Investment Research.

Revenue for the quarter totaled $783.8 million, exceeding the Street forecast of $767.3 million from 10 analysts surveyed by Zacks.

The revenue outperformance reflected strong U.S. and international Omnipod 5 system sales, higher average selling prices, and growing penetration of the company's wearable insulin delivery platform amid increasing awareness of automated insulin delivery and favorable reimbursement trends.

For the full year 2025, Insulet reported net income of $247.1 million, or $3.48 per diluted share, on revenue of $2.71 billion.