Earnings To Watch: Insulet (PODD) Reports Q4 Results Tomorrow

Insulin delivery company Insulet Corporation (NASDAQ:PODD) will be reporting earnings this Wednesday morning. Here’s what to look for.

Insulet beat analysts’ revenue expectations by 3.9% last quarter, reporting revenues of $706.3 million, up 29.9% year on year. It was an exceptional quarter for the company, with revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

This quarter, analysts are expecting Insulet’s revenue to grow 28.6% year on year to $768.2 million, improving from the 17.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.46 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Insulet has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 5.3% on average.

Looking at Insulet’s peers in the healthcare equipment and supplies segment, some have already reported their Q4 results, giving us a hint as to what we can expect. ResMed delivered year-on-year revenue growth of 11%, beating analysts’ expectations by 1.6%, and DexCom reported revenues up 13.1%, topping estimates by 0.8%. ResMed’s stock price was unchanged after the resultswhile DexCom was up 7.6%.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the healthcare equipment and supplies stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.7% on average over the last month. Insulet is down 14.6% during the same time and is heading into earnings with an average analyst price target of $369.64 (compared to the current share price of $242.74).