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Insulet — Aug 5, 2026 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001145197-26-000167
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Showing in the filing
Total Revenue Growth - Constant Currency
“20% - 22%”
Period
FY2026
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 27
Total Revenue Growth - Constant Currency for FY2026
“20% - 22%”
International Omnipod Revenue Growth - Curre… for FY2026
“3%”
U.S. Omnipod Revenue Growth - Constant Curre… for Q3 FY2026
“14% - 16%”
International Omnipod Revenue Growth - Const… for Q3 FY2026
“28% - 30%”
International Omnipod for Q3 FY2026
“28% - 30%”
Total Omnipod Revenue Growth - Constant Curr… for Q3 FY2026
“18% - 20%”
Total Omnipod for Q3 FY2026
“18% - 20%”
Total Omnipod Revenue Growth - Constant Curr… for FY2026
“21% - 23%”
Total Omnipod for FY2026
“21% - 23%”
Drug Delivery Revenue Growth - Constant Curr… for Q3 FY2026
“~(20%)”
Drug Delivery for Q3 FY2026
“~(20%)”
Adjusted Operating Margin for Q3 FY2026
“~100 bps YoY expansion”
Adjusted EPS Growth for Q3 FY2026
“>30%”
Adjusted EPS Growth for FY2026
“>25%”
Total Revenue Growth - GAAP for Q3 FY2026
“17% - 19%”
U.S. Omnipod Revenue Growth - Constant Curre… for FY2026
“17% - 19%”
International Omnipod Revenue Growth - GAAP for FY2026
“33% - 35%”
International Omnipod Revenue Growth - Const… for FY2026
“30% - 32%”
International Omnipod for FY2026
“30% - 32%”
Total Omnipod Revenue Growth - GAAP for FY2026
“22% - 24%”
Total Omnipod Revenue Growth - Currency Impact for FY2026
“1%”
Total Revenue Growth - GAAP for FY2026
“21% - 23%”
International Omnipod Revenue Growth - GAAP for Q3 FY2026
“26% - 28%”
International Omnipod Revenue Growth - Curre… for Q3 FY2026
“(2)%”
Total Omnipod Revenue Growth - GAAP for Q3 FY2026
“17.5% - 19.5%”
Total Revenue Growth - Constant Currency for Q3 FY2026
“17.5% - 19.5%”
Total Omnipod Revenue Growth - Currency Impact for Q3 FY2026
“(0.5)%”
Exhibit 99.1 · the passage around this item
… earlier in the release
- August 5, 2026 - Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod ® brand of products, today announced its financial results for the three months ended June 30, 2026. Second Quarter Financial Highlights: • Revenue of $801.7 million, up 23.5%, or 22.7% in constant currency, and exceeded the high end of the Company’s guidance range of 20% - 22% at constant currency rates ◦ Total Omnipod revenue of $795.9 million, rose 24.6%, or 23.8% in constant currency ▪ U.S. Omnipod revenue of $544.1 million, increased 20.1% ▪ International Omnipod revenue of $251.8 million, increased 35.5%, or 32.9% in constant currency ◦ Drug Delivery revenue of $5.8 million • Operating income of $129.7 million, or 16.2% of revenue, down 250 basis points over prior year • Adjusted operating income 1 of $154.5 million, or 19.3% of revenue, up over 140 basis points compared to prior year • Net income of $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32 per diluted share, in the prior year • Adjusted net income 1 of $115.0 million, or $1.66 per diluted share, increased 37.4% and 41.5%, respectively, compared to $83.7 million, or $1.17 per diluted share, in the prior year Recent Strategic Highlights: • Launched Omnipod 5 and Omnipod Discover TM in Spain, expanding access to tubeless diabetes technology. Spain is the 26 th country where Insulet sells Omnipod, and the 20 th country where Omnipod 5 is available, further accelerating Insulet’s mission to transform the lives of people with diabetes around the world • Expanded the
later in the release …
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other guidance in this release
Text is the filed exhibit, verbatim.