Stock AnalizInsulet (PODD) earnings for the quarter ended September 2026: EPS beats estimates
Insulet reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $1.99 against the analysts’ average forecast of $1.59, a beat of 25.4%.
Revenue for the quarter was $842 million, up 19.2% from $706 million in the same quarter a year earlier.
The market’s verdict: the stock rose 0.8% on the first trading day after the report.
The last four quarters
Insulet has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.99 | $1.59 | +25.4% | +19% | +0.8% |
| Jun 2026 | $1.66 | $1.45 | +14.3% | +24% | −16.5% |
| Mar 2026 | $1.42 | $1.19 | +19.3% | +34% | −4.3% |
| Dec 2025 | $1.55 | $1.46 | +6.0% | +31% | +1.1% |
What comes next
Analysts expect EPS of $1.75 for the next quarter on average and $6.77 for the fiscal year ending December 31, 2026.
The average analyst price target is $178.57, 17% above the current price of $152.48.
Valuation and score
Insulet scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 24.9, and its intrinsic value under moderate assumptions is about 47% below the current market value. Full Insulet analysis with 10 years of financials
Frequently asked questions
What was Insulet’s EPS for the quarter ended September 2026?
$1.99 adjusted per share, against an analyst consensus of $1.59.
How much revenue did Insulet report?
$842 million, up 19.2% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.