Want to see PODD full AI Analyst Report?
Revenue by Segment
Provides insight into which business segments are driving sales, highlighting areas of strength and potential growth within the company's operations.Omnipod is the clear growth engine—U.S. revenue shows strong multi‑year expansion but remains seasonally lumpy, while international Omnipod is accelerating faster and now meaningfully scales the business, underpinning the guidance raise. Drug Delivery is effectively immaterial and trending toward exit. Management confirms international momentum and manufacturing ramp to sustain share, but near‑term risks include seasonal timing shifts (~$10M Q1 timing impact into Q2), modest retention pressure from a growing Type‑2 mix, and one‑time correction/obsolescence costs that compress margins.
Date | US Omnipod | International Omnipod | Drug Delivery |
|---|---|---|---|
Jun 30, 2026 | $544.10M | $251.80M | $5.80M |
Mar 31, 2026 | $515.60M | $242.90M | $3.30M |
Dec 31, 2025 | $567.80M | $214.00M | $2.00M |
Sep 30, 2025 | $497.10M | $202.10M | $7.10M |
Jun 30, 2025 | $453.20M | $185.80M | $10.20M |
Mar 31, 2025 | $401.70M | $152.40M | $14.90M |
Dec 31, 2024 | $443.70M | $142.00M | $11.80M |
Sep 30, 2024 | $395.60M | $138.00M | $10.30M |
Jun 30, 2024 | $352.30M | $128.10M | $8.10M |
Mar 31, 2024 | $317.70M | $115.30M | $8.70M |