| PODD |
Report |
Total Company Revenue (Q2 2026) |
BEAT |
pred ~$815M vs. cons $803M |
MEDIUM |
| PODD |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.50 vs. cons $1.42 |
MEDIUM |
| PODD |
Report |
Adjusted Gross Margin (Q2 2026) |
MISS |
pred ~68.5% vs. cons ~69.5% |
MEDIUM |
| PODD |
Guide |
FY2026 Total Revenue Growth Guidance |
UNCHANGED |
guide ~22% (21-23% range) vs. cons ~22% (FY2026) |
MEDIUM |
| PODD |
Guide |
FY2026 Adjusted EPS Growth Guidance |
LOWER |
guide ~24% vs. cons ~28% (>25% prior guide) (FY2026) |
MEDIUM |
| PODD |
Guide |
FY2026 Adjusted Operating Margin Expansion |
LOWER |
guide ~+50bp vs. cons ~+100bp (FY2026) |
MEDIUM |
| PODD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| PODD |
Return |
5-day cumulative residual |
-6.5% (FADE) |
Even if Q2 headline revenue/EPS beat, gross margin miss from ongoing warranty/E&O costs tied to both 2026 device corrections plus an implicit trim to the FY EPS-growth (>25%) and operating-margin-expansion targets will force sell-side models to cut H2 estimates, echoing the May pattern where a beat-and-raise quarter still sold off; litigation overhang (lead plaintiff deadline Aug 31) and looming Tandem tubeless competition keep sentiment fragile, so any initial relief bounce likely fades as analysts revise 2H26/2027 numbers down. |
MEDIUM |