Insulet Corporation (PODD) reported second-quarter 2024 adjusted earnings per share (EPS) of 55 cents, up significantly 44.7% from the year-ago period's figure. The bottom line missed the Zacks Consensus Estimate by 3.5%. GAAP EPS was $2.59 compared with the year-ago figure of 39 cents. Q2 Revenues Revenues totaled $488.5 million, which beat the Zacks Consensus Estimate by 5.5%. The top line jumped 23.2% year over year (up 23.4% at the constant exchange rate or CER). CER growth exceeded the company's guidan ...

| --- | --- | --- | --- | --- | |------------------|-------|-------------------|-------|-------| | | | | | | | | | Mattie | | | | | | Podder since 2010 | | | | | | | | | | | | | | | | Insulet | | | | | | Corporation | | | | | | Q2'24 Earnings | | | | | | August 8, 2024 | | | | | This presentation contains forward-looking statements regarding, among other things, future operating and financial performance, product success and efficacy, the outcome of studies and trials and the approval of products by regulat ...

Insulet Corporation (NASDAQ:PODD) Q2 2024 Earnings Conference Call August 8, 2024 4:30 PM ET Company Participants Deborah Gordon - Vice President, Investor Relations Jim Hollingshead - President & Chief Executive Officer Ana Maria Chadwick - Executive Vice President & Chief Financial Officer Conference Call Participants Robbie Marcus - JPMorgan Jeff Johnson - Baird Larry Biegelsen - Wells Fargo Margaret Kaczor - William Blair Travis Steed - Bank of America Michael Polark - Wolfe Research Matt Taylor - Jeffe ...

Insulet (PODD) reported $488.5 million in revenue for the quarter ended June 2024, representing a year-overyear increase of 23.2%. EPS of $0.55 for the same period compares to $0.38 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $463.13 million, representing a surprise of +5.48%. The company delivered an EPS surprise of -3.51%, with the consensus EPS estimate being $0.57. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

Insulet (PODD) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of -3.51%. A quarter ago, it was expected that this maker of insulin infusion systems would post earnings of $0.39 per share when it actually produced earnings of $0.73, delivering a surprise of 87.18%. Over the last four qua ...

产品发展 - 公司主要从事开发、制造和销售自有的Omnipod连续胰岛素输送系统[98] - 公司于2022年在美国推出Omnipod 5，2023年6月和8月分别在英国和德国推出，2024年6月在荷兰和法国进行全面上市[98] - 公司于2024年6月向FDA提交Omnipod 5用于2型糖尿病的扩大适应症申请[98] - 公司在美国、法国和比利时完成了Omnipod 5与Libre 2连续血糖监测仪的RADIANT研究的参与者入组[98] - 公司于2024年6月在美国推出Omnipod 5与Dexcom G7连续血糖监测仪的全面上市，并在英国和荷兰推出Omnipod 5与Libre 2 Plus的全面上市[98] - 公司于2024年6月在美国推出Omnipod 5的iOS应用程序的有限市场发布[98] 生产能力提升 - 公司在马来西亚新建的制造工厂开始生产可销售产品，提高了产能并支持国际扩张战略[98] 财务表现 - 2024年上半年美国Omnipod收入同比增长25.0%，国际Omnipod收入同比增长19.7%[102] - 2024年上半年公司总收入同比增长23.1%，主要由于销量增长带动[104] - 2024年全年公司预计美国Omnipod收入将保持强劲增长，主要受益于Omnipod 5客户群增加和经常性收入模式[105] - 2024年第二季度收入成本增加1.98亿美元，同比增长19.8%，毛利率为67.7%，同比提升90个基点[109] - 2024年上半年收入成本增加4.33亿美元，同比增长17.4%，毛利率为68.6%，同比提升160个基点[110] - 预计2024年全年毛利率将在68%-69%之间，主要受益于平均售价上升和制造效率提升[110] - 2024年第二季度研发费用为5390万美元，占收入的11.0%，同比下降2.9个百分点[111] - 2024年上半年研发费用为1.041亿美元，占收入的11.2%，同比下降2.7个百分点[111] - 2024年销售及管理费用增加4.37亿美元，同比增长24.5%，主要由于人员增加和新组织架构投入[112] - 2024年上半年销售及管理费用增加8.07亿美元，同比增长23.6%，主要由于人员增加和新组织架构投入[112] - 2024年第二季度利息收入增加200万美元，同比增长27.4%，主要由于利率上升和现金余额增加[114] - 2024年上半年利息收入增加490万美元，同比增长35.5%，主要由于利率上升和现金余额增加[114] - 2024年第二季度和上半年所得税率分别为-269.2%和-126.6%，主要由于递延税资产估值准备释放[115] 资本支出和收购 - 公司资本支出预计将增加，主要用于新马来西亚制造工厂的机器设备和工具投资，以及支持其他制造地点的持续改进[128] - 公司在2023年6月30日支付了2500.1万美元收购Bigfoot Biomedical, Inc.的相关专利资产，并支付了300万美元的收购Dynalloy, Inc.的应付款[128] - 公司在2024年6月30日的6个月内偿还了1590万美元的设备融资、定期贷款和抵押贷款[129] - 公司在2024年6月30日的6个月内偿还了590万美元的融资租赁[129] - 公司在2024年6月30日的6个月内收到了1290万美元的期权行权和员工股票购买计划发行股票的收益[129]

财务业绩 - 第二季度收入达4.88亿美元，同比增长23%，超出了15%至18%的指引范围[3] - 公司预计将把全年Omnipod总收入增长目标从15%-19%上调至18%-21%[5] - 公司表示第二季度收入超出预期,主要得益于Omnipod 5的强劲需求,带动了美国和国际市场的新客户增长[4] - 公司表示这些初步业绩结果增强了其实现2024年持续盈利增长的信心[4] Omnipod业务 - 全球Omnipod收入达4.8亿美元，增长26%[3] - 美国Omnipod收入达3.52亿美元，增长27%[3] - 国际Omnipod收入达1.28亿美元，增长23%，按固定汇率计算增长24%[3] 非公认会计准则指标 - 公司使用非公认会计准则的"固定汇率收入增长"指标来评估业绩,以消除汇率波动的影响[10][11][12] - 公司表示这一指标是管理层激励考核的指标之一[10] - 公司强烈鼓励投资者查看公司的完整财务报表和公开报告,以了解非公认会计准则指标的局限性[12]

文章核心观点 - 公司Insulet最近被评级为Zacks Rank 1(强烈买入),这表明其盈利前景有所改善 [1][4][6] - 盈利预测的变化是影响股价的最强大力量之一,Insulet的盈利预测有所上升 [2][5][7][9][10] - Zacks评级系统能有效利用盈利预测变化来预测股价短期走势 [3][7][8][11][12] 根据相关目录分别进行总结 公司情况 - Insulet是一家制造胰岛素输注系统的公司 [9] - 公司2024财年预计每股收益为3.11美元,同比增长13.1% [9] - 过去3个月内,公司的Zacks共识预测有所上升1.1% [10] Zacks评级系统 - Zacks评级系统有4个与盈利预测相关的因素,将股票划分为5个等级 [8] - Zacks Rank 1(强烈买入)的股票自1988年以来年均收益为25% [8] - Zacks评级系统保持买入和卖出评级的平衡,只有top 20%的股票获得买入评级 [11] - Insulet被评为Zacks Rank 1,位于前5%,预示其股价或将在短期内上涨 [12]

Medical Device Leaders Shlomi Nachman and Timothy Scannell to join Board of Directors BOSTON, July 16, 2024 /PRNewswire/ -- CereVasc, Inc., a clinical-stage, medical device company developing novel treatments for neurological diseases, today announced the following appointments to the Company's Board of Directors, effective July 11, 2024: Shlomi Nachman, former Company Group Chairman of Cardiovascular and Specialty Solutions and Vision Groups within Johnson & Johnson's Medical Devices sector Timothy Scan ...

Insulet Corp. (PODD) recently announced that its Omnipod 5 Automated Insulin Delivery (“AID”) system is now available in France with Dexcom’s (DXCM) G6 sensor integration. Additionally, the company made the full commercial launch of the system with G7 compatibility in the United States and rolled out the Omnipod 5 App through a limited market release for iPhone.These significant developments reflect Insulet’s efforts to make its ground-breaking diabetes technology available to more people globally.More on t ...