Insulet Q2 2026: revenue up 23.5% to $801.7 million, but FY outlook trimmed
Insulet's second quarter was strong on the income statement and softer on the outlook: revenue rose 23.5% to $801.7 million and adjusted earnings per share climbed 41.5%, while management trimmed full-year constant-currency revenue growth to 20%–22%. Read the scorecard for the growth and margin detail, then the guidance section, where the type 2 diabetes rollout is the story.
1 · Expected vs. Actual
Free preview belowGAAP net income was $95.0 million, or $1.37 per diluted share, against $22.5 million and $0.32 a year ago — though last year's figure was dragged down by a loss on extinguishment of debt. Adjusted EPS was $1.66, up 41.5%, so the $1.4795 consensus estimate sits between the GAAP and adjusted numbers and whether this counts as a beat depends on which basis you compare. The $25.0 million of device-correction costs is the main reason the two figures differ.
Revenue of $801.7 million rose 23.5% from $649.1 million a year ago, beating the top of the company's own 20%–22% constant-currency guidance range. International Omnipod did the heavy lifting, up 35.5% to $251.8 million, while U.S. Omnipod grew 20.1% to $544.1 million. Drug Delivery, at $5.8 million, fell 43.1% but is now too small to move the total.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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