Insulet — Feb 18, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001145197-26-000026
Showing in the filing
Planned share repurchases
“approximately $300 million”
Period
Q1 FY2026
Measure
Declared action
Source
Prose
All guidance in this release · 11
Share repurchase authorization increase
“$350 million”
Planned share repurchases for Q1 FY2026
“approximately $300 million”
Repurchases for Q1 FY2026
“approximately $300 million”
International for Q1 FY2026
“37% - 39%”
Total Omnipod Products for Q1 FY2026
“28% - 30%”
Total Omnipod Products for FY2026
“21% - 23%”
Drug Delivery for Q1 FY2026
“~(80)%”
Adjusted Operating Margin for FY2026
“~100 bps YoY expansion”
Adjusted EPS Growth for FY2026
“>25%”
Drug Delivery for FY2026
“~(50)%”
International for FY2026
“24% -26%”
Exhibit 99.1 · the passage around this item
… earlier in the release
recycling program, diverting millions of Pods from landfills and creating a more sustainable future. Received approval from the Board of Directors for a $350 million increase in our share repurchase authorization. The Company expects to fund these repurchases with existing cash and plans to allocate approximately $300 million toward repurchases in the first quarter of 2026. This expanded authorization reflects Insulet’s strong balance sheet, financial flexibility, and disciplined approach to capital deployment, and reinforces our commitment to delivering long‑term value for shareholders. “We ended the year with another excellent quarter, demonstrating the power of our business model, the strength of our technology, and the disciplined execution of our team,” said Ashley McEvoy, President and CEO. “Our performance shows that Insulet continues to lead with innovation, scale, and customer trust — and that our competitive position has never been stronger. As we move into 2026, we are confident in our ability to grow the global AID market, expand adoption across type 1 and type 2 diabetes, and deliver on the strategic and financial commitments we have laid out. Insulet has the talent, the technology, and the momentum to lead this category for the long term.” 2 Sources: Seagrove Partners Research, Global View December 2025, dQ&A EU H2 2025 Patient Voice p.62 H1 2025, n=398, H2 2025 n=425 and Insulet data on file as of Q4’25 earnings call on February 18, 2026 3 Omnipod 5 product specific; Source: dQ&A HCP AID
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.