PODD Earnings Predictions — 2026-08-05

Ticker Report or Guide KPI Prediction Answer Confidence
PODD Report Total revenue BEAT pred ~$795M vs. cons $787.1M MEDIUM
PODD Report International Omnipod revenue BEAT pred ~$246M vs. cons $243.5M MEDIUM
PODD Report Adjusted diluted EPS BEAT pred ~$1.49 vs. cons $1.457 MEDIUM
PODD Guide FY 2026 total-company revenue growth (FY 2026) UNCHANGED guide ~21%-23% vs. cons ~$3.325B MEDIUM
PODD Guide FY 2026 Omnipod revenue growth (FY 2026) UNCHANGED guide ~22%-24% vs. cons ~$3.308B MEDIUM
PODD Guide Q3 total revenue (Q3 2026) UNCHANGED guide ~$845M vs. cons $846.8M LOW
PODD Return Day-1 residual (stock − beta × S&P 500) -3.0% LOW
PODD Return 5-day cumulative residual -5.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — implicit out-period pressure LOW