| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 801.70 | 5.3% | 23.5% |
| Total Income | 801.70 | 5.3% | 23.5% |
| Expenditure | 672.00 | 5.1% | 27.3% |
| PBT | 118.70 | 5.0% | 318.0% |
| Net Profit | 95.00 | 4.3% | 322.2% |
| OPM | 16.18% | 0.15pp | 2.48pp |
| NPM | 11.85% | 0.11pp | 8.38pp |
| EPS | 1.37 | 5.4% | 328.1% |
Insulet Reports Q2 2026 Revenue of $802 Million, Up 23.5% YoY
05 Aug 2026 · 5 Aug, 4:37 pm
Summary
Insulet Corporation reported strong second quarter 2026 results, with revenue reaching $801.7 million, a 23.5% increase year-over-year. The Omnipod platform drove this growth, with total Omnipod revenue up 24.6%. Net income saw a substantial rise to $95.0 million, or $1.37 per diluted share. Management highlighted broad-based growth and positive free cash flow, while updating the outlook to reflect learnings from scaling in type 2 diabetes, maintaining conviction in the long-term opportunity.
Key Highlights
- 1
Second Quarter Revenue reached $801.7 million, an increase of 23.5% year-over-year, or 22.7% in constant currency.
- 2
Total Omnipod revenue grew by 24.6% year-over-year to $795.9 million, with International Omnipod revenue increasing by 35.5%.
- 3
Net income for the second quarter was $95.0 million, or $1.37 per diluted share, a significant increase from $22.5 million, or $0.32 per diluted share, in the prior year.
- 4
Adjusted operating income was $154.5 million, representing 19.3% of revenue, an increase of over 140 basis points compared to the prior year.
- 5
The company launched Omnipod 5 and Omnipod DiscoverTM in Spain, expanding its global reach to 26 countries.
- 6
Insulet expanded the Omnipod 5 ecosystem with a next-generation algorithm and broadened sensor choice through compatibility with Abbott's FreeStyle Libre 3 Plus.
Management Comments
Ashley McEvoy
We delivered another quarter of broad-based growth, robust margin expansion, and positive free cash flow, reflecting the strength of the Omnipod platform. While we are updating our outlook to reflect what we're learning as we scale in type 2, our conviction in the long-term opportunity remains unchanged. We remain focused on converting those insights into action, further strengthening execution and positioning the business for durable, profitable growth.
Informational and educational content only. Not investment advice.