Insulin Pump Maker Insulet's Growth Catalysts Set to Boost Revenue in 2025: Analyst
Insulin Pump Maker Insulet's Growth Catalysts Set to Boost Revenue in 2025: Analyst
Insulin device maker Insulet Corporation (NASDAQ:PODD) reported a second-quarter adjusted EPS of $0.55 on Thursday, missing the consensus estimate of $0.56. It reported an EPS of $0.38 a year ago.
胰岛素设备制造商银休特公司（NASDAQ:PODD）周四报告第二季度调整后每股收益为0.55美元，未达成预估的0.56美元。去年同期它报告了每股收益0.38美元。
The company reported sales of $488.5 million, beating the consensus of $463.31 million, which is in line with the preliminary earnings reported in July.
该公司报告销售额为4.885亿元，超过了46.331亿元的共识，这与7月初公布的初步盈利相吻合。
The sales increased 23.2% year over year, or 23.4% in constant currency, exceeding the company's guidance of 18% due to revenue outperformance for all product lines.
销售额同比增长23.2%，或者按不变的货币计算增长23.4%，超过了公司18%的指引，由于所有产品线的营收表现出色。
Omnipod revenue of $480.4 million, an increase of 26.3% (+26.5% in constant currency)
Omnipod营收为4.804亿元，同比增长26.3%（按不变的货币计算增长26.5%）
U.S. Omnipod revenue of $352.3 million, an increase of 27.3%
美国Omnipod收入为3.523亿元，同比增长27.3%
International Omnipod revenue of $128.1 million, an increase of 23.5%, or 24.4% in constant currency
国际Omnipod收入为1.281亿元，同比增长23.5%，或者按不变的货币计算增长24.4%
"We remain the clear leader in our industry, and in light of our first half results and our confidence in delivering an even stronger second half, we have increased our full year guidance for revenue, gross margin and operating margin. We are poised for continued profitable growth...," said Jim Hollingshead, President and CEO.
“我们仍然是行业的明显领导者。鉴于上半年的业绩和我们对下半年更强大表现的信心，我们已经提高了全年营收、毛利率和营业利润率的指引，我们已经为持续的盈利增长做好准备……”Jim Hollingshead，总裁兼首席执行官说。
Guidance: Insulet raised 2024 revenue growth from 14%-18% to 16%-19%, with Omnipod sales growth of 18%-21% (previously 15%-19%).
指引：Insulet将2024年的营收增长从14% -18%提高到16% -19%，其中Omnipod销售增长为18% -21%（之前为15% -19%）。
For the third quarter, the company expects revenue growth of 18%-21%, with Omnipod sales growth of 21%-24%.
第三季度，公司预计营收增长18% -21%，其中Omnipod销售增长为21% -24%。
For 2024, Insulet now expects to be closer to the high end of the guidance range of 68%- 69% (previously closer to the mid-point), with an operating margin of approximately 14.0% (previously approximately 13.5%).
Insulet现在预计将更接近68% - 69%的指引范围高端（之前更接近中点），营业利润率约为14.0%（之前约为13.5%）。
William Blair notes that the quarter's strong performance is driven by accelerating conversions to multiple daily injections (MDI) in the U.S. and globally, which is the key factor behind Insulet's current and future growth and value.
William Blair指出，本季度强劲业绩的原因是在美国和全球范围内加速转化为多次日常注射（MDI），这是Insulet当前和未来增长和价值的关键因素。
"Though there may be some focus on lower competitive conversions than previously expected in guidance (we believe this impact is small, in the low-single-digit thousands of patients), this has never been a key part of our thesis with Omnipod," William Blair's analyst writes.
“虽然可能会关注低于先前预期的竞争转化率（我们认为这种影响很小，单位病人数在低个位数），但这从来不是我们的Omnipod基本投资组合的关键部分，”William Blair的分析师写道。
William Blair anticipates that Insulet will experience a series of catalysts this year, driving accelerated new patient additions in the second half. This momentum is expected to increase revenue growth, especially in 2025. The analyst maintains the Outperform rating.
William Blair预计，Insulet将经历一系列催化剂，推动加快新患者的增加，特别是在2025年增加营收增长。分析师维持该股的跑赢大盘评级。
Price Action: PODD stock is down 7.35% at $185.11 at last check on Friday.
股票代码PODD，上周五最后交易时价值185.11美元，下跌7.35%。