| PODD |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$805M vs. cons $787.1M |
MEDIUM |
| PODD |
Report |
U.S. New Customer Starts (Q2 2026) |
BEAT |
pred ~30,500 vs. cons 29,693 |
MEDIUM |
| PODD |
Report |
International Omnipod Revenue (Q2 2026) |
BEAT |
pred ~$248M vs. cons $243.5M |
MEDIUM |
| PODD |
Guide |
Total Revenue — Q3 2026 |
LOWER |
guide ~$855M vs. cons $870.8M |
MEDIUM |
| PODD |
Guide |
Total Revenue — FY 2026 |
BETTER |
guide ~$3,357M vs. cons $3,325M |
MEDIUM |
| PODD |
Guide |
Adj. EPS — FY 2026 |
BETTER |
guide ~$6.65 vs. cons $6.47 |
MEDIUM |
| PODD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| PODD |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY raise + MDC clearing drives follow-through; Q3 guide miss causes 1-day dip mid-week before stabilization |
MEDIUM |