PODD Q2 Deep Dive: Omnipod 5 Adoption and International Expansion Drive Results

August 12, 2025 at 23:40 PM EDT

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Insulin delivery company Insulet Corporation (NASDAQ: PODD) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 32.9% year on year to $649.1 million. On top of that, next quarter’s revenue guidance ($671.7 million at the midpoint) was surprisingly good and 4.4% above what analysts were expecting. Its non-GAAP profit of $1.17 per share was 26.8% above analysts’ consensus estimates.

Is now the time to buy PODD? Find out in our full research report (it’s free).

Insulet (PODD) Q2 CY2025 Highlights:

Revenue: $649.1 million vs analyst estimates of $613.3 million (32.9% year-on-year growth, 5.8% beat)
Adjusted EPS: $1.17 vs analyst estimates of $0.92 (26.8% beat)
Adjusted EBITDA: $157.5 million vs analyst estimates of $135.6 million (24.3% margin, 16.1% beat)
Revenue Guidance for Q3 CY2025 is $671.7 million at the midpoint, above analyst estimates of $643.6 million
Operating Margin: 18.7%, up from 11.2% in the same quarter last year
Constant Currency Revenue rose 31.3% year on year (23.4% in the same quarter last year)
Market Capitalization: $21.8 billion

StockStory’s Take

Insulet’s second quarter delivered notable revenue and profit outperformance, with the company’s results exceeding Wall Street’s expectations and the stock responding with a significant positive move. Management credited the broad-based adoption of Omnipod 5, particularly among new users in both type 1 and type 2 diabetes segments, as well as ongoing international expansion. CEO Ashley McEvoy emphasized, “We grew both year-over-year and sequentially in new customer starts across all of our strategic growth areas: U.S. Type 1, U.S. Type 2, and international.” The integration of new clinical evidence and improved commercial execution were also cited as key contributors to the quarter’s momentum.

Looking ahead, Insulet’s raised guidance reflects confidence in continued Omnipod 5 uptake, further penetration into type 2 diabetes, and expanding market share outside the U.S. Management highlighted upcoming product enhancements and sensor integrations, with McEvoy stating the focus is on “enhancing commercial capabilities, building the power of our brand globally, and accelerating the pace of innovation.” CFO Ana Maria Chadwick noted increased investments in manufacturing and R&D to keep pace with growing demand, while also monitoring the potential impacts of tariffs and evolving reimbursement dynamics.

Key Insights from Management’s Remarks

Management attributed the quarter’s strong performance to Omnipod 5’s appeal, robust clinical outcomes, and strategic expansion in core and emerging markets.

Omnipod 5 clinical evidence: The SECURE-T2D study showed meaningful improvements for type 2 diabetes users, including lower A1c and reduced insulin needs, which supported physician adoption and patient demand.
Type 2 diabetes acceleration: New customer starts in the U.S. for type 2 diabetes grew rapidly, aided by 25,000 prescribers and expanded pharmacy access, with about one-third of U.S. new starts now in this segment.
International market growth: Nearly 40% year-over-year growth was reported internationally, led by established markets in the U.K., France, and Germany, where Omnipod 5 launches and upgrades from previous models boosted price/mix realization.
Manufacturing and supply chain investment: Insulet increased capital expenditures to expand production capacity and automation, ensuring the ability to meet rising global demand.
Platform innovation and app integration: The full launch of the iOS app compatible with the G7 sensor and ongoing development of closed-loop algorithms were highlighted as steps to further improve user experience and retention.

Drivers of Future Performance

Insulet expects continued Omnipod 5 adoption, international expansion, and new technology integration to drive growth, while monitoring industry risks.

Broader type 2 diabetes reach: Management plans to deepen penetration in type 2 diabetes by leveraging clinical data, expanding prescriber education, and targeting high-prescribing primary care physicians, aiming for further increases in new user growth.
Geographic and product expansion: International performance will depend on further adoption in established markets and successful launches in additional countries, alongside customer upgrades to Omnipod 5 and integration with next-generation sensors.
Margin and cost management: While increased investment in manufacturing and R&D is expected to support growth, Insulet is also monitoring external risks such as tariffs and potential regulatory changes in reimbursement, aiming to sustain high gross margins and operating leverage.

Catalysts in Upcoming Quarters

In upcoming quarters, our analysts will be tracking (1) the pace of Omnipod 5 adoption in both type 1 and type 2 diabetes segments, (2) progress on international market penetration and customer upgrades from older models, and (3) execution of manufacturing expansion to meet increased demand. The impact of new sensor integrations and evolving reimbursement models will also be closely monitored as potential drivers of future performance.

Insulet currently trades at $310.46, up from $277.32 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free).

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