P PODD

Insulet Corporation

$204.31

-1.32% ($2.73)

Volume 886,803

52W High $354.88

52W Low $202.44

Market Cap $17.34B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.20

Whisper EPS

$1.30

8.6% above consensus

Last Quarter

$1.44

Current Streak

1 Miss

Avg Surprise (4Q)

+3.70%

Next Earnings Report

Reports in 23 days

Report Date Apr 30, 2026

Whisper Spread +8.61%

Consensus Estimate

$1.20

Official analyst average

Whisper Number

$1.30

What traders expect

Bullish Sentiment: The whisper number is 8.6% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 18, 2026

1-Day: -3.48%

5-Day: -3.37%

Q3 2025 Nov 6, 2025

1-Day: -1.11%

5-Day: +0.89%

Q2 2025 Aug 7, 2025

1-Day: +1.17%

5-Day: +2.00%

Q1 2025 May 8, 2025

1-Day: +20.88%

5-Day: +22.36%

Revenue & Financial Performance

Revenue Whisper

$756.0M

TWN Proprietary Estimate

Last Quarter Revenue

$783.8M

+31.2% YoY

Gross Margin

72.5%

Net Margin: 13.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$783.8M	+31.2%	72.5%	18.7%	$101.6M
Q3'25	$706.3M	+29.9%	72.2%	16.7%	$87.6M
Q2'25	$649.1M	+32.9%	69.7%	18.7%	$22.5M
Q1'25	$569.0M	+28.8%	71.9%	15.6%	$35.4M
Q4'24	$597.5M	+17.2%	72.1%	18.3%	$100.7M
Q3'24	$543.9M	+25.7%	69.3%	16.2%	$77.5M
Q2'24	$488.5M	+23.2%	67.7%	11.2%	$188.6M
Q1'24	$441.7M	+23.4%	69.5%	12.9%	$51.5M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 18, 2026	$1.46	$1.60	$1.44	-1.37%	Missed
Q3 2025	Nov 6, 2025	$1.14	$1.26	$1.24	+8.77%	Missed
Q2 2025	Aug 7, 2025	$0.92	$0.99	$1.17	+27.17%	Beat
Q1 2025	May 8, 2025	$0.79	$0.90	$1.02	+29.11%	Beat
Q4 2024	Feb 20, 2025	$1.02	$1.17	$1.15	+12.63%	Missed
Q3 2024	Nov 7, 2024	$0.76	$0.87	$0.90	+18.42%	Beat
Q2 2024	Aug 8, 2024	$0.56	$0.64	$0.55	-1.79%	Missed
Q1 2024	May 9, 2024	$0.39	$0.45	$0.73	+87.18%	Beat
Q4 2023	Feb 22, 2024	$0.66	$0.76	$1.40	--	Beat
Q3 2023	Nov 2, 2023	$0.40	$0.46	$0.71	+77.50%	Beat
Q2 2023	Aug 8, 2023	$0.26	$0.25	$0.38	+46.15%	Beat
Q1 2023	May 4, 2023	$0.11	$0.10	$0.23	--	Beat