Insulet (PODD) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.66
- Estimate
- $1.45
- Surprise
- +14.3%
- Revenue (period 2026-06-30)
- $801.7M
- Score today
- 6.4/10
Revenue source: xbrl.
How the report landed
Insulet (PODD) beat the $1.45 estimate with adjusted EPS of $1.66 — a large 14.3% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates PODD Hold at 6.4/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +14.3% surprise compares with a +16.2% four-quarter average. Next scheduled report: 2026-11-04.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.5 in RISK_OFF)
- Sector modifier (Healthcare): +0.5
What argues against it
- Concentration risk — Product: Omnipod product platform
- Concentration risk — Supplier: sole-sourced components
- Analyst target reached - limited upside remaining
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $155.82
- Stop
- $144.91
The stock trades at 27.0× trailing but 21.4× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-05 — shown for context, not personalized investment advice.
PODD at TrendMatrix's latest read
Healthcare earnings trade on pipeline and payer dynamics as much as the quarter itself; a beat or miss is weighed against trial and reimbursement news.
- Industry
- Medical Devices
- Market cap
- $11.44B
- P/E (fwd)
- 21.4
- P/E (ttm)
- 27.0
- 52-week range
- $126.40–$354.88
- Off 52-week high
- 56.1%
- RSI (14)
- 68
- Volume vs avg
- 0.33×
- Score today
- 6.4/10