Insulet — May 6, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001145197-26-000100
Showing in the filing
International Omnipod Revenue Growth - Currency Impact
“3%”
Period
FY2026
Measure
GAAP-tied
Source
Guidance table
All guidance in this release · 25
International Omnipod Revenue Growth - Curre… for FY2026
“3%”
U.S. Omnipod Revenue Growth (Constant Curren… for Q2 FY2026
“18% - 20%”
International Omnipod Revenue Growth (Curren… for Q2 FY2026
“2%”
International Omnipod Revenue Growth (Consta… for Q2 FY2026
“28% - 30%”
International Omnipod for Q2 FY2026
“28% - 30%”
Total Omnipod Revenue Growth (Constant Curre… for Q2 FY2026
“21% - 23%”
Total Omnipod for Q2 FY2026
“21% - 23%”
Total Omnipod Revenue Growth (Currency Impact) for Q2 FY2026
“1%”
Drug Delivery Revenue Growth (Constant Curre… for Q2 FY2026
“~(50)%”
Drug Delivery for Q2 FY2026
“~(50)%”
Adjusted Operating Margin for Q2 FY2026
“~100 bps YoY expansion”
Adjusted EPS Growth for Q2 FY2026
“>25%”
Total Revenue Growth (Constant Currency) for Q2 FY2026
“20% - 22%”
U.S. Omnipod Revenue Growth - Constant Curre… for FY2026
“20% - 22%”
International Omnipod Revenue Growth - GAAP for FY2026
“29% - 31%”
International Omnipod Revenue Growth - Const… for FY2026
“26% - 28%”
International Omnipod for FY2026
“26% - 28%”
Total Omnipod Revenue Growth - GAAP for FY2026
“23% - 25%”
Total Revenue Growth - GAAP for FY2026
“22% - 24%”
Total Revenue Growth - Constant Currency for FY2026
“21% - 23%”
Total Revenue Growth (GAAP) for Q2 FY2026
“21% - 23%”
International Omnipod Revenue Growth (GAAP) for Q2 FY2026
“30% - 32%”
Total Omnipod Revenue Growth - Constant Curr… for FY2026
“22% - 24%”
Total Omnipod Revenue Growth (GAAP) for Q2 FY2026
“22% - 24%”
Total Omnipod for FY2026
“22% - 24%”
Exhibit 99.1 · the passage around this item
… earlier in the release
First Quarter Financial Highlights: • Revenue of $761.7 million, up 33.9%, or 30.1% in constant currency 1 , and exceeded the high end of the Company’s guidance range of 25% - 27% at constant currency rates ◦ Total Omnipod revenue of $758.4 million, rose 36.9%, or 33.0% in constant currency ▪ U.S. Omnipod revenue of $515.6 million, increased 28.3% ▪ International Omnipod revenue of $242.9 million, increased 59.4%, or 45.2% in constant currency ◦ Drug Delivery revenue of $3.3 million • Operating income of $122.1 million, or 16.0% of revenue, up 40 basis points over prior year • Adjusted operating income 1 of $133.5 million, or 17.5% of revenue, up 110 basis points over prior year • Net income of $91.1 million, or $1.30 per diluted share, compared to $35.4 million, or $0.50 per diluted share, in the prior year • Adjusted net income 1 of $99.8 million, or $1.42 per diluted share, increased 35.4% and 39.7%, respectively, compared to $73.7 million, or $1.02 per diluted share, in the prior year Recent Strategic Highlights: • Launched Omnipod 5 and Omnipod Discover™ in five countries in the Middle East, bringing Omnipod 5 availability to 19 countries • Presented data on the new Omnipod 5 algorithm update at the Advanced Technologies & Treatments for Diabetes (ATTD) International Conference following a successful limited market release, with broader launch expected in the coming weeks; the latest Omnipod 5 algorithm update delivers improved automation and performance, adding a new 100 mg/dL target glucose for greater personalizatio
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.