Insulet Corporation (NASDAQ: PODD) is scheduled to report fourth-quarter earnings Wednesday morning, with investors watching closely to see whether its strong growth streak can continue amid broader healthcare sector weakness.

The insulin delivery specialist has been one of the stronger growth stories in the healthcare equipment and supplies segment, consistently exceeding Wall Street expectations and maintaining robust revenue expansion.

Growth Expectations Remain High

Last quarter, Insulet delivered revenues of $706.3 million, up nearly 30% year over year and 3.9% above analyst estimates. Management also issued upbeat forward guidance, reinforcing confidence in continued demand for its Omnipod insulin delivery systems.

For the upcoming Q4 report, analysts expect revenue of $768.2 million — representing 28.6% year-over-year growth and an acceleration from the 17.2% increase posted in the comparable quarter last year. Adjusted earnings per share are projected at $1.46.

Notably, analysts have largely maintained their estimates over the past month, suggesting limited negative revisions heading into the announcement. Over the past two years, Insulet has beaten revenue estimates every quarter, outperforming consensus by an average of 5.3%.

Peer Signals Offer Mixed Context

Recent earnings from peers provide partial insight into sector trends. ResMed reported 11% year-over-year revenue growth, beating expectations by 1.6%, while DexCom posted 13.1% revenue growth, exceeding estimates by 0.8%. DexCom shares rose following results, while ResMed traded largely unchanged.

Despite solid operational results across parts of the healthcare equipment segment, the group has faced macro pressure. Over the past month, healthcare equipment and supplies stocks have declined roughly 3.7% on average.

Insulet’s shares have underperformed that benchmark, falling 14.6% over the same period. The stock currently trades around $242.74, well below its average analyst price target of $369.64, indicating significant implied upside if execution remains strong.

What Investors Are Watching

Beyond headline revenue and EPS, investors will likely focus on:

Revenue growth in core Omnipod products
International expansion momentum
Gross margin trends amid supply chain normalization
Forward guidance for 2026

With broader market volatility influenced by tariff concerns and macro uncertainty, high-growth medical device companies must demonstrate both operational resilience and sustained demand to maintain premium valuations.

Outlook

Insulet enters earnings season with a strong track record but heightened investor scrutiny. If the company maintains its streak of beating expectations and offers confident forward guidance, shares could attempt a rebound from recent weakness. However, any slowdown in growth or margin compression may amplify volatility.

The upcoming report will help clarify whether Insulet’s long-term growth narrative remains intact in a more cautious market environment.