Filing Flows › Insulet (PODD) › Guidance history
Insulet (PODD) guidance history: what it guided and what it reported
Insulet gave guidance in 13 earnings releases on file since May 9, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +17.0% against the guided midpoint. Its releases raised guidance 9 times and lowered it 0 times.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q3 2026 | $802M (Aug 5, 2026) | $842M | above the range | +5.0% |
| FY2025 | $2.1B (Feb 20, 2025) | $2.7B | above the range | +29.0% |
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | 70.5% (Feb 20, 2025) → raised 71.0% (May 8, 2025) → reaffirmed 71.0% (Aug 7, 2025) → reaffirmed 71.0% (Nov 6, 2025) | — | — | — |
| FY2024 | 68.0%–69.0% (May 9, 2024) | — | — | — |
Operating margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | 16.5% (Feb 20, 2025) | — | — | — |
| FY2024 | 14.5% (Nov 7, 2024) | — | — | — |
Adjusted operating margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | 16.5% (May 8, 2025) → raised 17.0%–17.5% (Aug 7, 2025) → raised 17.3%–17.5% (Nov 6, 2025) | — | — | — |
Interest expense
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $40.0M (Nov 4, 2026) | — | to be reported | — |
Adjusted EPS
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $1.00 (May 6, 2026) → reaffirmed $1.00 (Aug 5, 2026) → reaffirmed $1.00 (Nov 4, 2026) | — | to be reported | — |
The latest quarter
Insulet, Q3 2026: revenue $842M (+19% year over year), operating margin 22.5%, net earnings $141M, operating cash flow $124M. The chart follows the revenue to costs, profit and cash.
Questions
Does Insulet beat its guidance?
Insulet gave guidance in 13 earnings releases on file since May 9, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +17.0% against the guided midpoint.
How often does Insulet raise guidance?
Its earnings releases raised guidance 9 times and lowered it 0 times since May 9, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.