Global Payments, Insulet, and SolarEdge Report Q4 2025 Earnings

In the latest earnings season, a diverse range of companies have reported their financial results, providing insights into their performance and future outlooks. Each company, with its unique challenges and opportunities, has delivered results that reflect both their strategic initiatives and the broader economic environment. This article delves into the earnings reports of Global Payments Inc. (GPN), Insulet Corporation (PODD), and SolarEdge Technologies Inc. (SEDG), offering a comprehensive look at their financial health and strategic direction.

Global Payments Inc. (GPN) reported a slight beat on earnings per share (EPS) expectations, while revenue aligned with forecasts. Insulet Corporation (PODD) exceeded revenue expectations but fell slightly short on EPS. Meanwhile, SolarEdge Technologies Inc. (SEDG) delivered results that showed substantial year-over-year growth but faced challenges impacting their bottom line. These varied outcomes highlight the dynamic nature of the market and the specific factors influencing each company’s performance.

How GPN, PODD, and SEDG Performed in the Latest Quarter

Global Payments Inc. (GPN) reported an adjusted EPS of $3.18 for the fourth quarter of 2025, slightly surpassing the consensus expectation of $3.16. The company’s revenue stood at $2.32 billion, matching the forecast.

This performance was underpinned by the successful integration of Worldpay and the divestiture of Issuer Solutions, positioning GPN as a leading merchant solutions provider. The company also announced a $2.5 billion share repurchase authorization, reflecting confidence in its strategic direction and financial health.

Insulet Corporation (PODD) experienced a robust quarter, with revenues of $783.8 million, exceeding expectations by $15.21 million. However, the company reported an EPS of $1.44, falling short of the anticipated $1.46.

The revenue growth was driven by the strong performance of its Omnipod products, particularly in international markets, which saw a 50.7% increase. Despite the EPS miss, Insulet’s operational execution and market expansion efforts have positioned it well for future growth.

SolarEdge Technologies Inc. (SEDG) faced a challenging quarter, with revenues of $335.4 million, slightly down from the previous quarter. The company reported a GAAP net loss of $132.1 million, impacted by a significant one-time finance expense due to exchange rate fluctuations.

Despite these challenges, SolarEdge achieved a 70% year-over-year revenue growth, marking its fourth consecutive quarter of such growth, driven by strong demand for its smart energy solutions.

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Forward Outlook: What Each Company Is Expecting Next

Looking ahead, Global Payments Inc. (GPN) has set a positive outlook for 2026, with expectations of a 5% growth in constant currency adjusted net revenue, excluding dispositions. The company aims to expand its adjusted operating margin by approximately 150 basis points and projects an adjusted EPS growth of 13% to 15%.

These targets reflect GPN’s strategic focus on enhancing its financial profile and delivering long-term shareholder value through disciplined capital allocation and operational excellence.

Insulet Corporation (PODD) has provided optimistic guidance for 2026, projecting a 20% to 22% revenue growth in the U.S. and a 24% to 26% increase internationally. The company anticipates an adjusted operating margin expansion of approximately 100 basis points year-over-year and an adjusted EPS growth of over 25%. I

nsulet’s focus on innovation and market expansion, particularly with the Omnipod 5 launch in new markets, underpins its growth strategy and commitment to enhancing shareholder value.

SolarEdge Technologies Inc. (SEDG) has outlined its guidance for the first quarter of 2026, expecting revenues between $290 million and $320 million. The company aims to achieve a non-GAAP gross margin of 20% to 24% and non-GAAP operating expenses between $88 million and $93 million.

SolarEdge is focused on leveraging its DC expertise and expanding into high-growth areas like AI data center power, aiming to drive profitable growth and capture global market share through its SolarEdge Nexis platform.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.