Insulet Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
23.2%projected annual EPS growth
Analyst Coverage
22analysts covering
FY Revenue (est.)
$3.3Bnext fiscal year
FY EPS (est.)
$6.50next fiscal year
Monitoring Framework
Key Performance Indicators
Estimated Active Global Customers Quarterly500K
Omnipod 5 Global Customer Base Quarterly365K
Global Customer Base Year-over-Year Growth Quarterly25.0%
Watch Items
- Omnipod 5 Voluntary Medical Device Correction (Recall)Trigger: Warranty and correction costs exceeding $12 million in Q1 2026 or additional serious injuries reported beyond 29Action: Monitor FDA updates, warranty cost accruals in subsequent quarters, and impact on new customer starts in the U.S.
- Omnipod 6 Development and Regulatory ClearanceTrigger: FDA 510(k) submission or clearance delays beyond the planned 2027 launch timelineAction: Track clinical trial updates (such as STRIVE 2) and management commentary on regulatory filing milestones.
- International Expansion and Market PenetrationTrigger: International Omnipod constant currency revenue growth falling below the guided 26% to 28% range for FY 2026Action: Evaluate quarterly international revenue growth rates and progress of the Omnipod 5 rollout in new markets like Spain.
Research as of 2 Sep 2026