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Guidance history, every release

Insulet (PODD) · 8 releases, Nov 7, 2024 to Aug 5, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Nov 7, 2024 FY24 Q3	Feb 20, 2025 FY24 Q4	May 8, 2025 FY25 Q1	Aug 7, 2025 FY25 Q2	Nov 6, 2025 FY25 Q3	Feb 18, 2026 FY25 Q4	May 6, 2026 FY26 Q1	Aug 5, 2026 FY26 Q2
For FY2026
Drug Delivery Revenue Growth - Constant Currency	—	—	—	—	—	—	—	New“~(20%)”
Drug Delivery Revenue Growth (Constant Currency)	—	—	—	—	—	—	New“~(50)%”	—
International Omnipod Revenue Growth - Constant Currency	—	—	—	—	—	—	New“26% - 28%”	Raised“30% - 32%”
International Omnipod Revenue Growth - Constant Currency	—	—	—	—	—	—	—	New“28% - 30%”
International Omnipod Revenue Growth - Currency Impact	—	—	—	—	—	—	New“3%”	Reiterated“3%”
International Omnipod Revenue Growth - Currency Impact	—	—	—	—	—	—	—	New“(2)%”
International Omnipod Revenue Growth - GAAP	—	—	—	—	—	—	New“29% - 31%”	Raised“33% - 35%”
International Omnipod Revenue Growth - GAAP	—	—	—	—	—	—	—	New“26% - 28%”
International Omnipod Revenue Growth (Constant Currency)	—	—	—	—	—	—	New“28% - 30%”	—
International Omnipod Revenue Growth (Currency Impact)	—	—	—	—	—	—	New“2%”	—
International Omnipod Revenue Growth (GAAP)	—	—	—	—	—	—	New“30% - 32%”	—
Total Omnipod Revenue Growth - Constant Currency	—	—	—	—	—	—	New“22% - 24%”	Lowered“21% - 23%”
Total Omnipod Revenue Growth - Constant Currency	—	—	—	—	—	—	—	New“18% - 20%”
Total Omnipod Revenue Growth - Currency Impact	—	—	—	—	—	—	—	New“1%”
Total Omnipod Revenue Growth - Currency Impact	—	—	—	—	—	—	—	New“(0.5)%”
Total Omnipod Revenue Growth - GAAP	—	—	—	—	—	—	New“23% - 25%”	Lowered“22% - 24%”
Total Omnipod Revenue Growth - GAAP	—	—	—	—	—	—	—	New“17.5% - 19.5%”
Total Omnipod Revenue Growth (Constant Currency)	—	—	—	—	—	—	New“21% - 23%”	—
Total Omnipod Revenue Growth (Currency Impact)	—	—	—	—	—	—	New“1%”	—
Total Omnipod Revenue Growth (GAAP)	—	—	—	—	—	—	New“22% - 24%”	—
Total Revenue Growth - Constant Currency	—	—	—	—	—	—	New“21% - 23%”	Lowered“20% - 22%”
Total Revenue Growth - Constant Currency	—	—	—	—	—	—	—	New“17.5% - 19.5%”
Total Revenue Growth - GAAP	—	—	—	—	—	—	New“22% - 24%”	Lowered“21% - 23%”
Total Revenue Growth - GAAP	—	—	—	—	—	—	—	New“17% - 19%”
Total Revenue Growth (Constant Currency)	—	—	—	—	—	—	New“20% - 22%”	—
Total Revenue Growth (GAAP)	—	—	—	—	—	—	New“21% - 23%”	—
U.S. Omnipod Revenue Growth - Constant Currency	—	—	—	—	—	—	New“20% - 22%”	Lowered“17% - 19%”
U.S. Omnipod Revenue Growth - Constant Currency	—	—	—	—	—	—	—	New“14% - 16%”
U.S. Omnipod Revenue Growth (Constant Currency)	—	—	—	—	—	—	New“18% - 20%”	—
Adjusted EPS Growth	—	—	—	—	—	—	—	New“>30%”
Adjusted EPS Growth	—	—	—	—	—	New“>25%”	—	Reiterated“>25%”
Adjusted EPS Growth	—	—	—	—	—	—	New“>25%”	—
Adjusted Operating Margin	—	—	—	—	—	—	—	New“~100 bps YoY expansion”
Adjusted Operating Margin	—	—	—	—	—	—	New“~100 bps YoY expansion”	—
Adjusted Operating Margin	—	—	—	—	—	New“~100 bps YoY expansion”	—	—
Drug Delivery	—	—	—	—	—	—	—	New“~(20%)”
Drug Delivery	—	—	—	—	—	—	New“~(50)%”	—
Drug Delivery	—	—	—	—	—	New“~(80)%”	—	—
Drug Delivery	—	—	—	—	—	New“~(50)%”	—	—
International	—	—	—	—	—	New“37% - 39%”	—	—
International	—	—	—	—	—	New“24% -26%”	—	—
International Omnipod	—	—	—	—	—	—	—	New“28% - 30%”
International Omnipod	—	—	—	—	—	—	New“26% - 28%”	Raised“30% - 32%”
International Omnipod	—	—	—	—	—	—	New“28% - 30%”	—
Planned share repurchases	—	—	—	—	—	New“approximately $300 million”	—	—
Repurchases	—	—	—	—	—	New“approximately $300 million”	—	—
Share repurchase program	—	—	New“up to $125 million”	—	—	—	—	—
Stock repurchase program authorization	—	—	New“up to $125 million”	—	—	—	—	—
Total Omnipod	—	—	—	—	—	—	—	New“18% - 20%”
Total Omnipod	—	—	—	—	—	—	New“22% - 24%”	Lowered“21% - 23%”
Total Omnipod	—	—	—	—	—	—	New“21% - 23%”	—
Total Omnipod Products	—	—	—	—	—	New“28% - 30%”	—	—
Total Omnipod Products	—	—	—	—	—	New“21% - 23%”	—	—
For FY2025
Drug Delivery revenue growth	—	New“(10)% to (5)%”	—	—	—	—	—	—
Drug Delivery revenue growth (constant currency)	—	New“(10)% to (5)%”	—	—	—	—	—	—
Drug Delivery Revenue Growth (Constant Currency)	—	—	—	New“(80)% - (75)%”	—	—	—	—
Drug Delivery Revenue Growth (Constant Currency)	—	New“(55)% to (45)%”	—	Raised“(30)% - (25)%”	—	—	—	—
International Omnipod revenue growth	—	New“28% to 31%”	—	—	—	—	—	—
International Omnipod revenue growth (constant currency)	—	New“28% to 31%”	—	—	—	—	—	—
International Omnipod Revenue Growth (Constant Currency)	—	—	—	New“33% - 36%”	—	—	—	—
International Omnipod Revenue Growth (Constant Currency)	—	New“22% to 26%”	—	Raised“34% - 37%”	—	—	—	—
International Omnipod revenue growth (GAAP)	—	New“19% - 23%”	—	—	—	—	—	—
International Omnipod revenue growth (GAAP)	—	New“24% - 27%”	—	—	—	—	—	—
Total Omnipod revenue growth	—	New“23% to 26%”	—	—	—	—	—	—
Total Omnipod revenue growth (constant currency)	—	New“23% to 26%”	—	—	—	—	—	—
Total Omnipod Revenue Growth (Constant Currency)	—	—	—	New“24% - 27%”	—	—	—	—
Total Omnipod Revenue Growth (Constant Currency)	—	New“17% to 21%”	—	Raised“25% - 28%”	—	—	—	—
Total Omnipod revenue growth (GAAP)	—	New“22% - 25%”	—	—	—	—	—	—
Total revenue growth	—	New“22% to 25%”	—	—	—	—	—	—
Total revenue growth (Constant Currency)	—	New“22% - 25%”	—	—	—	—	—	—
Total Revenue Growth (Constant Currency)	—	—	—	New“22% - 25%”	—	—	—	—
Total Revenue Growth (Constant Currency)	—	—	—	New“24% - 27%”	—	—	—	—
Total revenue growth (GAAP)	—	New“15% - 19%”	—	—	—	—	—	—
Total revenue growth (GAAP)	—	New“21% - 24%”	—	—	—	—	—	—
U.S. Omnipod revenue growth	—	New“21% to 24%”	—	—	—	—	—	—
U.S. Omnipod revenue growth (constant currency)	—	New“21% to 24%”	—	—	—	—	—	—
U.S. Omnipod Revenue Growth (Constant Currency)	—	—	—	New“21% - 24%”	—	—	—	—
U.S. Omnipod Revenue Growth (Constant Currency)	—	New“16% to 20%”	—	Raised“22% - 25%”	—	—	—	—
Adjusted Operating Margin	—	—	—	—	New“17.3% - 17.5%”	—	—	—
Adjusted Operating Margin	—	—	—	New“~16.5%”	Raised“17.0% - 17.5%”	—	—	—
Adjusted Operating Margin	—	—	—	New“17.0% - 17.5%”	—	—	—	—
Adjusted Operating Margin	—	—	New“~16.5%”	—	—	—	—	—
Gross Margin	—	—	—	—	New“>71%”	—	—	—
Gross Margin	—	—	—	New“~71.0%”	—	—	—	—
Gross Margin	—	—	New“~71%”	—	—	—	—	—
Gross Margin	—	New“approximately 70.5%”	Reiterated“~70.5%”	—	—	—	—	—
Operating margin	—	New“approximately 16.5%”	—	—	—	—	—	—
Drug Delivery	—	—	—	—	New“(95)% - (85)%”	—	—	—
Drug Delivery	—	—	New“(35)% - (25)%”	Narrowed“(30)% - (25)%”	Raised“(15)% - (10)%”	—	—	—
Drug Delivery	—	—	—	New“(80)% - (75)%”	—	—	—	—
Drug Delivery	—	—	New“10% - 15%”	—	—	—	—	—
International Omnipod	—	—	—	—	New“37% - 40%”	—	—	—
International Omnipod	—	—	New“22% - 26%”	Raised“34% - 37%”	Raised“38% - 39%”	—	—	—
International Omnipod	—	—	—	New“33% - 36%”	—	—	—	—
International Omnipod	—	—	New“27% - 30%”	—	—	—	—	—
Total Omnipod	—	—	—	—	New“27% - 30%”	—	—	—
Total Omnipod	—	—	New“20% - 23%”	Raised“25% - 28%”	Raised“29% - 30%”	—	—	—
Total Omnipod	—	—	—	New“24% - 27%”	—	—	—	—
Total Omnipod	—	—	New“23% - 26%”	—	—	—	—	—
U.S. Omnipod	—	—	—	—	New“24% - 27%”	—	—	—
U.S. Omnipod	—	—	New“18% - 21%”	Raised“22% - 25%”	Raised“26% - 27%”	—	—	—
U.S. Omnipod	—	—	—	New“21% - 24%”	—	—	—	—
U.S. Omnipod	—	—	New“22% - 25%”	—	—	—	—	—
For FY2024
Drug Delivery revenue growth	New“(20)% to (15)% (approximately $7 million to $8 million)”	—	—	—	—	—	—	—
Drug Delivery revenue growth (constant currency)	New“(10)% to (5)%”	—	—	—	—	—	—	—
Drug Delivery revenue growth (constant currency)	New“(20)% to (15)% (approximately $7 million to $8 million)”	—	—	—	—	—	—	—
International Omnipod revenue growth	New“30% to 33%”	—	—	—	—	—	—	—
International Omnipod revenue growth (constant currency)	New“25% to 27%”	—	—	—	—	—	—	—
International Omnipod revenue growth (constant currency)	New“30% to 33%”	—	—	—	—	—	—	—
International Omnipod Revenue Growth (GAAP)	New“26% - 28%”	—	—	—	—	—	—	—
International Omnipod Revenue Growth (GAAP)	New“31% - 34%”	—	—	—	—	—	—	—
Total Omnipod revenue growth	New“13% to 16%”	—	—	—	—	—	—	—
Total Omnipod revenue growth (constant currency)	New“21% to 22%”	—	—	—	—	—	—	—
Total Omnipod revenue growth (constant currency)	New“13% to 16%”	—	—	—	—	—	—	—
Total revenue growth	New“12% to 15%”	—	—	—	—	—	—	—
Total Revenue Growth (Constant Currency)	New“20% - 21%”	—	—	—	—	—	—	—
Total Revenue Growth (Constant Currency)	New“12% - 15%”	—	—	—	—	—	—	—
U.S. Omnipod revenue growth	New“9% to 12%”	—	—	—	—	—	—	—
U.S. Omnipod revenue growth (constant currency)	New“19% to 21%”	—	—	—	—	—	—	—
U.S. Omnipod revenue growth (constant currency)	New“9% to 12%”	—	—	—	—	—	—	—
Gross margin	New“approximately 69%”	—	—	—	—	—	—	—
Operating margin	New“approximately 14.5%”	—	—	—	—	—	—	—
No period stated
Share repurchase authorization increase	—	—	—	—	—	New“$350 million”	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.