| PODD |
Report |
Total revenue |
BEAT |
pred ~$800M vs. cons $790M |
MEDIUM |
| PODD |
Report |
U.S. Omnipod revenue |
IN-LINE |
pred ~$542M vs. cons $539M |
MEDIUM |
| PODD |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.48 vs. cons $1.41 |
MEDIUM |
| PODD |
Guide |
Total-company constant-currency revenue growth |
BETTER |
guide ~23% vs. cons 22% (FY2026) |
MEDIUM |
| PODD |
Guide |
U.S. Omnipod constant-currency revenue growth |
UNCHANGED |
guide ~21% vs. cons 21% (FY2026) |
MEDIUM |
| PODD |
Guide |
International Omnipod constant-currency revenue growth |
BETTER |
guide ~28% vs. cons 27% (FY2026) |
MEDIUM |
| PODD |
Guide |
Total-company constant-currency revenue growth |
UNCHANGED |
guide ~19% vs. cons 19% (Q3 2026) |
LOW |
| PODD |
Guide |
Adjusted operating-margin expansion |
UNCHANGED |
guide ~100 bps vs. cons 100 bps (FY2026) |
MEDIUM |
| PODD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| PODD |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A revenue/EPS beat plus a modest FY2026 growth raise should pull out-period revenue and EPS estimates higher; confirmation that U.S. starts recovered and correction costs remain contained would reduce the key thesis discount rather than leave a one-quarter timing beat. |
MEDIUM |