Insulet (PODD)
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Insulet (PODD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Zacks Investment Research· 2024-02-23 08:01
营收情况 - Insulet (PODD)在2023年12月结束的季度报告显示,营收达到5.098亿美元,同比增长37.9%[1] - 营收超出Zacks Consensus Estimate的10.79%达到了5.6017亿美元[1] - Insulet在国际Omnipod营收方面表现良好,达到1.064亿美元,同比增长18%[4] Omnipod营收 - 美国Omnipod营收为3.946亿美元,同比增长42.9%[4] - 总Omnipod营收为5.01亿美元,同比增长36.7%[5] 药物递送部门表现 - 药物递送部门营收为0.88亿美元,同比增长166.7%[6] 股票表现 - Insulet股票过去一个月的回报率为-4.3%,略低于Zacks S&P 500综合指数的+3.1%[7]
Insulet (PODD) Surpasses Q4 Earnings and Revenue Estimates
Zacks Investment Research· 2024-02-23 07:20
Insulet (PODD) came out with quarterly earnings of $1.40 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 108.96%. A quarter ago, it was expected that this maker of insulin infusion systems would post earnings of $0.40 per share when it actually produced earnings of $0.71, delivering a surprise of 77.50%.Over the last four qua ...
Insulet Reports Full Year 2023 Revenue Increase of 30% (30% Constant Currency1) and Fourth Quarter 2023 Revenue Increase of 38% Year-Over-Year (37% Constant Currency)
Businesswire· 2024-02-23 05:07
公司财务表现 - Insulet Corporation宣布2023年全年营收达到17亿美元,同比增长30.0%[2] - Omnipod产品线全年营收达到17亿美元,同比增长33.1%[2] - 全年毛利率为68.3%,同比提高660个基点[2] - 调整后的毛利率为67.7%,同比提高150个基点[3] - 全年营业收入为2.2亿美元,占营收的13.0%,同比提高1,010个基点[3] - 调整后的营业收入为2.08亿美元,占营收的12.3%,同比提高280个基点[3] - 全年净收入为2.06亿美元,每股摊薄收益为2.94美元,同比增长显著[3] - 调整后的净收入为1.92亿美元,每股摊薄收益为2.75美元[3] - 调整后的EBITDA为3.29亿美元,占营收的19.4%[3] - 公司在2023年第四季度实现净收入103.3百万美元,同比增长20.3%[35] - 公司在2023年第四季度调整后的EBITDA为137.0百万美元,同比增长26.9%[35] 产品和市场表现 - 2023年是Insulet的第八个连续年度实现20%以上的恒定货币收入增长[5] - Omnipod产品线在2023年成为美国新客户启动量最高的产品[5] - 成功推出Omnipod 5与Dexcom G7传感器集成的有限市场版本[5] - 获得Omnipod 5与Abbott Freestyle Libre 2 Plus传感器集成的CE认证[5] - 公司在2024年预计美国Omnipod产品的收入增长为16%-21%[39] 风险和不确定性 - 公司面临的风险和不确定性包括但不限于对主要产品平台的依赖;竞争产品、技术变革和产品创新的影响;维持有效销售团队和扩大分销网络的能力;维持和扩大客户群的能力;支持收入增长的业务规模扩张能力;从第三方支付方获得足够的报销或补偿的能力;医疗保健改革法律的影响;设计、开发、制造和商业化未来产品的能力;临床研究不利结果,包括与第三方进行研究的问题,或糖尿病协会或其他组织发布的不利文章或立场;保护知识产权和其他专有权利的能力;与第三方知识产权可能存在的冲突;无法维持或达成关于连续葡萄糖监测仪、数据管理系统或其他必要权利以销售当前产品和/或商业化未来产品的许可或其他协议;全球宏观经济和地缘政治不确定性以及与公共卫生危机和大流行病相关的风险,包括政府采取的行动和应对措施、供应链中断、临床试验延迟以及对业务、客户、供应商和员工的其他影响;国际业务风险,包括监管、商业和物流风险;潜在违反反贿赂/反腐败法律;生产操作的集中和库存存放在有限数量的地点;对我们依赖的唯一来源或第三方供应商的供应问题或价格波动;无法保留关键供应商;未来发展非胰岛素药物递送产品线的挑战;我们的合同制造商或零部件供应商未能遵守美国食品和药物管理局的质量体系法规;适用于医疗器械的广泛政府监管以及复杂和不断发展的隐私和数据保护法律;与当前或未来Omnipod产品相关的不利监管或法律行动的潜在不利影响;由于召回、发现严重安全问题或与非标签使用相关的产品责任诉讼而导致的潜在不利影响;公司产品或信息技术系统的违规或故障,包括网络攻击;员工流失或无法识别和招聘新员工的风险;与潜在未来收购或投资新业务相关的能力;产生足够现金支付债务服务或筹集额外资金的能力的风险;公司普通股交易价格的波动性;与未偿还的可转换优先股票票据转换相关的风险;以及公司使用净经营亏损结转的潜在限制[21] - 公司在最近年度10-K文件中列出了可能影响公司未来运营的其他重要风险和不确定性,包括但不限于依赖的风险因素,公司可能会在此后的10-Q季度报告中更新[23]
Insulet (PODD) - 2023 Q4 - Annual Report
2024-02-23 00:00
Exhibit 99.1 Insulet Reports Full Year 2023 Revenue Increase of 30% (30% constant currency1) and Fourth Quarter 2023 Revenue Increase of 38% Year-Over-Year (37% constant currency) Represents 8th Consecutive Year of 20% or More Constant Currency Revenue Growth ACTON, Mass. - February 22, 2024 - Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced financial results for the three months and full y ...
Insulet (PODD) - 2023 Q4 - Annual Results
2024-02-22 00:00
Exhibit 99.1 Insulet Reports Full Year 2023 Revenue Increase of 30% (30% constant currency1) and Fourth Quarter 2023 Revenue Increase of 38% Year-Over-Year (37% constant currency) Represents 8th Consecutive Year of 20% or More Constant Currency Revenue Growth ACTON, Mass. - February 22, 2024 - Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced financial results for the three months and full y ...
Here's Why You Should Retain Insulet (PODD) Stock for Now
Zacks Investment Research· 2024-02-16 22:30
公司业绩 - Insulet公司因其革命性产品Omnipod 5自动胰岛素输送系统的强劲表现而在未来季度有望获得增长[1] - Insulet公司的2023年营收预期为165亿美元,较去年同期增长26.2%[17] 财务状况 - Insulet公司的强劲资产负债表令人鼓舞,现金及现金等价物高达6.854亿美元,短期债务低至5000万美元[8] 全球扩张 - Insulet公司在全球范围内不断扩张,进入了欧洲、中东和亚太地区的七个新国家,同时进入澳大利亚和土耳其[10]
Insulet to Present at The Raymond James & Associates 45th Annual Institutional Investors Conference
Businesswire· 2024-02-14 05:01
公司介绍 - Insulet Corporation是一家全球领先的无管胰岛素泵技术公司,其Omnipod®产品品牌备受认可[1] - 公司总部位于马萨诸塞州,致力于通过其Omnipod产品平台简化糖尿病患者等人群的生活[3] 演讲活动 - 公司将在2024年3月5日在奥兰多举行的雷蒙德詹姆斯与联合会45届年度机构投资者大会上进行演讲[1]
Insulet's (PODD) Omnipod 5 Gets CE Mark for Added Compatibility
Zacks Investment Research· 2024-02-08 23:55
Insulet Corporation (PODD)新产品发布 - Insulet Corporation最近获得了欧洲医疗器械法规下的CE标志批准,用于Abbott Laboratories的FreeStyle Libre 2 Plus传感器与其Omnipod 5自动胰岛素输送系统的兼容性[1] - Omnipod 5系统由不带管的Pod与SmartAdjust技术增强版以及带有集成Smartbolus计算器的Omnipod 5控制器组成[2] - Insulet预计Omnipod 5与Abbott FreeStyle Libre 2 Plus传感器的集成将首先在2024年上半年分阶段在英国和荷兰推出,预计其他市场将随后推出[3] 全球连续葡萄糖监测(CGM)业务发展 - Insulet预计通过最新的监管批准,将巩固其在全球连续葡萄糖监测(CGM)业务中的立足点[4]
Insulet Announces CE Mark Approval of Omnipod® 5 Integration with Abbott FreeStyle Libre 2 Plus Sensor
Businesswire· 2024-02-07 19:00
ACTON, Mass.--(BUSINESS WIRE)--Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced it has received CE mark approval under the European Medical Device Regulation for the added compatibility of the Abbott FreeStyle Libre 2 Plus sensor with Insulet’s Omnipod 5 Automated Insulin Delivery System for individuals aged two years and older with type 1 diabetes. “The addition of the Abbott FreeStyle ...
Insulet (PODD) is an Incredible Growth Stock: 3 Reasons Why
Zacks Investment Research· 2024-02-06 02:46
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...