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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
Open on SEC.gov ↗
Showing in the filing
Drug Delivery Revenue Growth - Constant Currency
“~(20%)”
Period
Q3 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
“We remain focused on converting those insights into action, further strengthening execution and positioning the business for durable, profitable growth.” 2026 Outlook: For the quarter ending September 30, 2026 and year ending December 31, 2026, the Company is providing the following guidance (revenue in constant currency): Q3 2026 Guidance FY 2026 Guidance (as of 8/5/2026) FY 2026 Prior Guidance (as of 5/6/2026) U.S. Omnipod 14% - 16% 17% - 19% 20% - 22% International Omnipod 28% - 30% 30% - 32% 26% - 28% Total Omnipod 18% - 20% 21% - 23% 22% - 24% Drug Delivery ~(20%) ~(40%) ~(50%) Total 17.5% - 19.5% 20% - 22% 21% - 23% Adjusted Operating Margin 1 ~100 bps YoY expansion ~100 bps YoY expansion Adjusted EPS Growth 1 >30% >25% Conference Call: Insulet will host a conference call at 8:00 a.m. (Eastern Time) on August 5, 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
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.