Insulet (PODD) to Report Q4 Earnings Wednesday: Revenue Guidance Up

Insulet Corporation (NASDAQ:PODD) will release fourth-quarter earnings Wednesday, February 23, 2026, following a strong prior quarter. Q3 revenue totaled $706.3 million, up 29.9% year-on-year, exceeding estimates by 3.9%. Analysts expect Q4 revenue of $768.2 million, a 28.6% increase, with EPS of $1.46. Over the past two years, Insulet has consistently beaten revenue estimates by an average of 5.3%. Recent peer results: ResMed grew revenue 11% vs. estimates (+1.6% beat), while DexCom rose 13.1% vs. estimates (+0.8% beat). In the choppy post-election market, healthcare equipment stocks are down 3.7% on average over one month, with Insulet off 14.6%.