| PODD |
Report |
Q2 2026 total revenue |
BEAT |
pred ~$799M vs. cons $787.4M |
MEDIUM |
| PODD |
Report |
Q2 2026 U.S. Omnipod revenue |
IN-LINE |
pred ~$543M vs. cons $540M |
MEDIUM |
| PODD |
Report |
Q2 2026 adjusted diluted EPS |
BEAT |
pred ~$1.52 vs. cons $1.45 |
MEDIUM |
| PODD |
Guide |
Q3 2026 total revenue |
LOWER |
guide ~$842M vs. cons $845M (Q3 2026) |
LOW |
| PODD |
Guide |
FY2026 total revenue |
BETTER |
guide ~$3.35B vs. cons $3.32B (FY2026) |
MEDIUM |
| PODD |
Guide |
FY2026 adjusted diluted EPS |
LOWER |
guide >~$6.21 vs. cons $6.48 (FY2026) |
MEDIUM |
| PODD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+8.0% |
— |
MEDIUM |
| PODD |
Return |
5-day cumulative residual |
+4.5% (FADE) |
A clean demand-driven revenue beat and contained correction commentary should trigger an initial relief rally, but Q3 revenue near ~$842M versus ~$845M consensus and an unchanged >~$6.21 FY2026 EPS floor versus $6.48 consensus would limit upward revisions and cause part of the day-1 move to fade. |
MEDIUM |