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Key Results
Actual vs Consensus
EPS: $1.99 vs $1.59 estimate, beat+25.2%.Revenue: $842M vs $833M estimate, beat+1.1%.Profitability and Cash Flow
Period: 2026 Q3 period ended 2026-09-30Revenue: $842M; YoY: +19.2%; QoQ: +5.0%Gross profit: $632M; Gross margin: 75.1%Operating income: $190M; Operating margin: 22.5%; YoY: +61.3%; QoQ: +46.3%Net income: $141M; GAAP diluted EPS: $2.03; YoY: +61.1%; QoQ: +48.5%Cash: $584M; Total debt: $19M; Net cash: $565MOfficial release: Insulet Reports Third Quarter 2026 Results
核心结果
实际值与市场预期
EPS:$1.99 vs $1.59 预期,高于预期+25.2%。营收:$842M vs $833M 预期,高于预期+1.1%。财务指标
期间:2026 Q3(截至 2026-09-30)营收:$842M;同比:+19.2%;环比:+5.0%毛利润:$632M;毛利率:75.1%经营利润:$190M;经营利润率:22.5%;同比:+61.3%;环比:+46.3%净利润:$141M;GAAP 稀释 EPS:$2.03;同比:+61.1%;环比:+48.5%现金:$584M;总债务:$19M;净现金:$565M