Insulet — May 8, 2025 release
Fiscal 2025 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001145197-25-000021
Showing in the filing
U.S. Omnipod
“18% - 21%”
Period
FY2025
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 13
Share repurchase program for FY2026
“up to $125 million”
Stock repurchase program authorization for FY2026
“up to $125 million”
U.S. Omnipod for Q2 FY2025
“22% - 25%”
International Omnipod for Q2 FY2025
“27% - 30%”
International Omnipod for FY2025
“22% - 26%”
Total Omnipod for Q2 FY2025
“23% - 26%”
Total Omnipod for FY2025
“20% - 23%”
Drug Delivery for Q2 FY2025
“10% - 15%”
Gross Margin for Q2 FY2025
“~71%”
Gross Margin for FY2025
“~70.5%”
Adjusted Operating Margin for Q2 FY2025
“~16.5%”
U.S. Omnipod for FY2025
“18% - 21%”
Drug Delivery for FY2025
“(35)% - (25)%”
Exhibit 99.1 · the passage around this item
… earlier in the release
FREE CASH FLOW Three Months Ended March 31, (dollars in millions) 2025 2024 Net cash provided by operating activities $ 63.8 $ 87.6 Capital expenditures (12.3) (22.1) Free cash flow $ 51.5 $ 65.5 9 INSULET CORPORATION NON-GAAP RECONCILIATIONS (UNAUDITED) CONTINUED REVENUE GUIDANCE Year Ending December 31, 2025 Revenue Growth GAAP Currency Impact Constant Currency U.S. Omnipod 18% - 21% —% 18% - 21% International Omnipod 29% - 32% 2% 27% - 30% Total Omnipod 21% - 24% 1% 20% - 23% Drug Delivery (35)% - (25)% —% (35)% - (25)% Total 20% - 23% 1% 19% - 22% Three Months Ended June 30, 2025 Revenue Growth GAAP Currency Impact Constant Currency U.S. Omnipod 22% - 25% —% 22% - 25% International Omnipod 32% - 35% 5% 27% - 30% Total Omnipod 24% - 27% 1% 23% - 26% Drug Delivery 10% - 15% —% 10% - 15% Total 24% - 27% 1% 23% - 26% 10
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.