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10-Q quarterly report · filed Nov 6, 2025

Insulet Corporation (PODD) Q3 2025 10-Q Quarterly Report

PODD overviewOriginal on SEC EDGAR
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Insulet Corporation (PODD) filed its Q3 2025 10-Q quarterly report on Nov 6, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $706M (up 29.8% year over year) with net income of $88M.

Q3 2025 key financials · XBRL

Revenue
$706M
+29.8% YoY · +8.8% QoQ
Net income
$88M
+13.0% YoY · +289.3% QoQ
Operating margin
16.7%
Gross margin
72.2%
EPS (diluted)
$1.23
+13.9% YoY · +284.4% QoQ

Source: XBRL data from the Insulet Corporation (PODD) Q3 2025 10-Q on SEC EDGAR. USD.

Insulet Corporation Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $706.3M for Q3 FY2025, up 29.9% YoY from $543.9M in Q3 FY2024; Omnipod Products revenue up 31.0% to $699.2M
  • Gross margin improved to 72.2% in Q3 FY2025 from 69.3% YoY; Cost of revenue 27.8% vs 30.7% of revenue
  • Best segment: International Omnipod Products revenue up 46.5% YoY to $202.1M; Worst: Drug Delivery down 31.4% to $7.1M in Q3
  • Cash and cash equivalents decreased to $757.4M from $953.4M at year-end 2024; Operating cash flow $386.0M YTD, free cash flow $329.5M YTD
  • Management expects full-year 2025 gross margin >71%, revenue growth from Omnipod 5 U.S. and international expansion, with increased R&D and SG&A investments

Risk Factors

  • New risk: Potential U.S. tariff expansion under Section 232 investigation on medical devices triggered September 24, 2025 BIS probe
  • No material updates to previously disclosed risks from 2024 10-K reported
  • Most impactful compliance risk: Possible removal of tariff exemption for insulin pumps threatening increased import costs
  • Operational risk: Tariff changes may disrupt supply chain and increase production costs in future years
  • No new financial risks disclosed; prior liquidity and debt conditions unchanged since 2024 10-K

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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