Quarterly ResultAug 5, 2026, 07:08 AM
Insulet Q2 Revenue $801.7M, Adj. EPS $1.66
AI Summary
Insulet Corporation reported strong second-quarter 2026 financial results, with revenue reaching $801.7 million, a 23.5% increase, surpassing its guidance. Adjusted diluted earnings per share rose significantly to $1.66, up 41.5% year-over-year. The company also expanded its global footprint by launching Omnipod 5 in Spain and enhanced its ecosystem with broader sensor compatibility. While Insulet updated its full-year 2026 revenue guidance slightly lower to 20%-22% growth, it raised its adjusted EPS growth outlook to over 30%.
Key Highlights
- Q2 2026 Revenue: $801.7 million, up 23.5% (22.7% in constant currency), exceeding guidance.
- Total Omnipod revenue: $795.9 million, increased 24.6% (23.8% in constant currency).
- U.S. Omnipod revenue: $544.1 million, increased 20.1%.
- International Omnipod revenue: $251.8 million, increased 35.5% (32.9% in constant currency).
- Adjusted operating income: $154.5 million (19.3% of revenue), up 140 basis points year-over-year.
- Adjusted net income: $115.0 million, or $1.66 per diluted share, up 37.4% and 41.5% respectively.
- Launched Omnipod 5 and Omnipod Discover in Spain, expanding global access.
- Updated FY 2026 total revenue guidance to 20%-22% (constant currency) from 21%-23%.
- Updated FY 2026 adjusted EPS growth guidance to >30% from >25%.
Price Impact
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