PODD · Q4 FY25 · Oct 1 – Dec 31, 2025
Insulet Q4 FY25: where the revenue came from and where it went
Insulet Q4 FY25: revenue $0.8B (+31% year over year). Net profit $0.1B. Largest cohort U.S.Omnipod $0.6B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 18, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$0.8B
+31% year over year
Gross profit$0.6B
73% margin
Operating profit$0.1B
19% margin
Net profit$0.1B
13% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 0.8 | 100% | +31% |
| U.S.Omnipod | 0.6 | 75% | +28% |
| International Omnipod | 0.2 | 25% | +51% |
| Cost of revenue | −0.2 | 25% | |
| Gross profit | 0.6 | 73% margin | +0pp |
| Research & development | −0.1 | 12% | +1pp |
| SG&A | −0.3 | 42% | −1pp |
| Operating profit | 0.1 | 19% margin | +0pp |
| Net profit | 0.1 | 13% | −4pp |
Older quarters
-
Q1 FY26 3/2026Revenue $0.8B Net margin 12%
-
Q3 FY25 9/2025Revenue $0.7B Net margin 12%
-
Q2 FY25 6/2025Revenue $0.6B Net margin 3%
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