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

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

Jabin Bastian

Tue, February 17, 2026 at 12:04 PM GMT+9 2 min read

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  PODD

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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.

Is Insulet a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

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.

Insulet Total Revenue

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%.

Read our full analysis of ResMed’s results here and DexCom’s results here.

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).

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