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Insulet — Nov 6, 2025 release

Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001145197-25-000067
Open on SEC.gov ↗
Showing in the filing
U.S. Omnipod
“26% - 27%”
Period
FY2025
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 11
U.S. Omnipod for Q4 FY2025
“24% - 27%”
International Omnipod for Q4 FY2025
“37% - 40%”
Total Omnipod for Q4 FY2025
“27% - 30%”
Total Omnipod for FY2025
“29% - 30%”
Drug Delivery for Q4 FY2025
“(95)% - (85)%”
Gross Margin for Q4 FY2025
“>71%”
Adjusted Operating Margin for Q4 FY2025
“17.3% - 17.5%”
Adjusted Operating Margin for FY2025
“17.0% - 17.5%”
U.S. Omnipod for FY2025
“26% - 27%”
International Omnipod for FY2025
“38% - 39%”
Drug Delivery for FY2025
“(15)% - (10)%”
Exhibit 99.1 · the passage around this item
… earlier in the release
Percentages have been calculated using actual, non-rounded figures and, therefore, may not recalculate precisely. 10 INSULET CORPORATION NON-GAAP RECONCILIATIONS (UNAUDITED) CONTINUED REVENUE GUIDANCE Year Ending December 31, 2025 Revenue Growth GAAP Currency Impact Constant Currency U.S. Omnipod 26% - 27% —% 26% - 27% International Omnipod 43% - 44% 5% 38% - 39% Total Omnipod 30% - 31% 1% 29% - 30% Drug Delivery (15)% - (10)% —% (15)% - (10)% Total 29% - 30% 1% 28% - 29% Three Months Ended December 31, 2025 Revenue Growth GAAP Currency Impact Constant Currency U.S. Omnipod 24% - 27% —% 24% - 27% International Omnipod 47% - 50% 10% 37% - 40% Total Omnipod 30% - 33% 3% 27% - 30% Drug Delivery (95)% - (85)% —% (95)% - (85)% Total 27% - 30% 2% 25% - 28% 11
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.