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
Total Omnipod Products
“21% - 23%”
Period
FY2026
Measure
Company-defined measure
Source
Guidance table
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
p.40 n=414 4 Omnipod 5 product specific; Sources: Definitive Health and Komodo Claims data as of November 2025, and Insulet data on file as of Q4’25 earnings call on February 18, 2026 5 Represents estimated global customer base as of December 31, 2025 2 2026 Outlook: For the quarter ending March 31, 2026 and year ending December 31, 2026, the Company is providing the following guidance (revenue in constant currency): Q1 2026 Guidance FY 2026 Guidance U.S. 24% - 26% 20% - 22% International 37% - 39% 24% -26% Total Omnipod Products 28% - 30% 21% - 23% Drug Delivery ~(80)% ~(50)% Total 25% - 27% 20% - 22% Adjusted Operating Margin 1 ~100 bps YoY expansion Adjusted EPS Growth 1 >25% Conference Call: Insulet will host a conference call at 8:00 a.m. (Eastern Time) on February 18, 2026, to discuss the financial results and outlook. The link to the live call will be available on the Investor Relations section of the Company’s website at investors.insulet.com, “Events and Presentations,” and will be archived for future reference. The live call may also be accessed by dialing (888) 770-7129 for domestic callers or (929) 203-2109 for international callers, passcode 5904836. About Insulet Corporation: Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship innovation, the Omnipod ® 5 Automa
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.