Every material Form 8-K Insulet has filed with the SEC since June 09, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Insulet reported third-quarter 2026 revenue of $842.0 million, up 19.2%, and net income of $141.1 million, or $2.03 per diluted share, compared with $87.6 million, or $1.24 per diluted share, a year earlier. The company raised its low-end total revenue guidance for 2026 to 21%-22% from 20%-22% and expects adjusted operating margin to expand about 150 basis points, up from about 100 basis points, and its board approved a $1 billion share repurchase program.
Q3 revenue of $842.0 million, up 19.2% (19.6% in constant currency), above the high end of the 17.5%-19.5% constant-currency guidance range
Net income of $141.1 million, or $2.03 per diluted share, versus $87.6 million, or $1.24 per diluted share; adjusted EPS was $1.99
FY 2026 total revenue guidance (constant currency) of 21%-22%, up from 20%-22%; adjusted operating margin expansion of about 150 bps versus about 100 bps prior
Board authorized repurchases of up to $1 billion through December 31, 2028, with about $400 million planned for Q4 2026 using existing cash
On September 21, 2026, Insulet entered into a Ninth Amendment to its Credit Agreement with Morgan Stanley Senior Funding as administrative agent. The $475 million of existing term loans were replaced with new term loans at a margin 0.25% lower, and revolving commitments rose by $250 million to $750 million, which were undrawn at closing. For shareholders, the filing points to lower borrowing costs and more available credit, though it does not state a dollar effect on earnings.
New term loans of $475 million replaced existing term loans of equal amount, issued at par.
Term SOFR loan margin on new term loans is 1.75%, 0.25% lower than the existing margin, with a 0.00% SOFR floor.
Revolving credit commitments increased by $250 million to $750 million, undrawn at closing; term SOFR margin range cut to 1.25% to 1.75%.
Insulet's Talent and Compensation Committee approved a nonqualified deferred compensation plan on September 14, 2026, effective January 1, 2027, letting selected management and highly compensated employees defer up to 60% of cash pay. The plan also allows discretionary company contributions, with vesting tied to service and full vesting on a change in control.
Plan approved September 14, 2026 and effective January 1, 2027
Participants may defer up to 60% of base salary, annual bonus and other approved cash compensation
Company matching or discretionary contributions generally vest on a two-year cliff schedule and fully vest on a change in control
Committee can terminate or amend the plan, but cannot reduce accrued participant benefits
Insulet directors Timothy J. Scannell and Michael R. Minogue are stepping down from the board, effective September 3 and September 15, 2026, respectively. Scannell cited health reasons, and Minogue is leaving to focus on his candidacy for Governor of Massachusetts; the filing says neither departure stems from a disagreement with the company.
Timothy J. Scannell, who served 12 years on the board including 7 years as Chairman, steps down effective September 3, 2026, citing health reasons
Michael R. Minogue, who served 9 years, notified the company on September 8, 2026 and steps down effective September 15, 2026 to pursue a run for Governor of Massachusetts
The filing states neither director resigned due to a disagreement with the company on operations, policies or practices
Insulet reported second-quarter 2026 revenue of $801.7 million, up 23.5%, and net income of $95.0 million, or $1.37 per diluted share, compared with $0.32 a year earlier. The company lowered its full-year 2026 total revenue growth outlook to 20%-22% in constant currency, from 21%-23% previously, and guided U.S. Omnipod growth down to 17%-19% from 20%-22%, which affects expectations for shareholders.
Q2 revenue of $801.7 million rose 23.5% (22.7% in constant currency), above the high end of the company's 20%-22% constant-currency guidance range
Operating income was $129.7 million, or 16.2% of revenue, down 250 basis points from the prior year; adjusted operating income was $154.5 million, or 19.3% of revenue
Adjusted diluted EPS was $1.66, up 41.5%; the company cited voluntary medical device corrections costs of $25.0 million in Q2
FY 2026 total constant-currency revenue growth guidance is 20%-22%, down from 21%-23%; Q3 2026 guidance is 17.5%-19.5%
Insulet Corporation's board appointed Jonathan J. Mazelsky as a Class II director effective July 1, 2026, and he will stand for stockholder election at the 2027 annual meeting. The filing describes him as an independent director with prior experience as IDEXX Laboratories' president and CEO and no reported related-party transactions, and it does not include financial results or guidance.
Appointment made June 24, 2026, effective July 1, 2026; announced in a press release dated June 25, 2026
Mazelsky was President and CEO of IDEXX Laboratories from October 2019 to May 2026 and is now its Executive Chair
Initial director grant of restricted stock units with a grant date fair value of $216,548, pro-rated from a $260,000 annual award
Insulet reported first quarter 2026 revenue of $761.7 million, up 33.9% from a year earlier, and net income of $91.1 million, or $1.30 per diluted share, compared with $35.4 million, or $0.50, in the prior-year quarter. The company raised its full-year 2026 total revenue growth guidance to 21% to 23% in constant currency, from 20% to 22%, which points to a higher expected top line for shareholders.
Revenue of $761.7 million, up 33.9% (30.1% in constant currency), versus $569.0 million in Q1 2025
Net income of $91.1 million, or $1.30 per diluted share, versus $35.4 million, or $0.50; adjusted EPS of $1.42 versus $1.02
FY 2026 total revenue growth guidance raised to 21% to 23% in constant currency, from 20% to 22% prior guidance dated February 18, 2026
Repurchased 1.25 million shares of common stock; the release cites a voluntary medical device correction issued in March 2026 with $11.7 million of estimated warranty costs
Insulet Corporation entered into a severance agreement and release with Ana M. Chadwick, its former Chief Financial Officer, on February 27, 2026. The filing says the agreement implements severance benefits already disclosed in earlier filings and does not materially change those arrangements.
Agreement dated February 27, 2026, with former CFO Ana M. Chadwick
Terms do not differ materially from previously disclosed arrangements, per the Form 8-K filed September 16, 2025
Includes standard release of legal claims, mutual non-disparagement, and continuing confidentiality, non-solicit, non-compete, and IP assignment obligations
Filing dated March 4, 2026, signed by Patricia K. Dolan, Vice President and Secretary
Insulet reported fourth-quarter revenue of $783.8 million, up 31.2%, and GAAP net income of $101.6 million, or $1.44 per diluted share, compared with $1.39 a year earlier. Full-year GAAP net income fell to $247.1 million from $418.3 million, largely due to a $123.9 million loss on extinguishment of debt and prior-year tax benefits, while full-year adjusted EPS rose 53.4% to $4.97. The board also raised the share repurchase authorization by $350 million to a total of $475 million, extended through December 31, 2027, and the company guided 2026 total constant currency revenue growth to 20% to 22%.
Q4 2025 revenue of $783.8 million, up 31.2%; Omnipod revenue of $781.8 million, up 33.5%
Full-year 2025 revenue of $2.7 billion, up 30.7%; GAAP diluted EPS of $3.48 vs. $5.78 in 2024
Board approved a $350 million repurchase increase on February 13, 2026; $415 million remained available as of February 16, 2026, with about $300 million planned for Q1 2026
2026 guidance: total constant currency revenue growth of 20% to 22% and adjusted EPS growth above 25%
Insulet Corporation and NXP USA, Inc. signed a 2026 Addendum on January 29, 2026, effective January 1, 2026, to their 2017 Purchase Agreement. The addendum extends the agreement's term and changes terms on pricing, product volume, and product order flexibility. The filing does not disclose the specific new terms or financial amounts, as parts of the exhibit are omitted as confidential.
Addendum signed January 29, 2026, effective January 1, 2026
Extends the term of the October 12, 2017 Purchase Agreement, as amended
Amends pricing, product volume, and product order flexibility terms
Exhibit 10.1 filed with portions omitted as confidential; no dollar figures disclosed
Insulet's Compensation Committee approved an amended and restated Annual Incentive Plan on December 11, 2025, effective January 1, 2026. The changes expand eligibility for prorated payments after retirement and for certain terminations without Cause, and increase the maximum award for participants.
Committee approved the amended and restated Annual Incentive Plan on December 11, 2025, effective January 1, 2026.
Maximum award for participants was increased; the filing does not state the new amount.
Changes also clarify the definition of "for Cause" termination and strengthen compensation recoupment language.
Insulet reported third-quarter 2025 revenue of $706.3 million, up 29.9%, and net income of $87.6 million, or $1.24 per diluted share, compared with $1.08 a year earlier. The company raised its full-year 2025 total revenue growth guidance to 28% to 29% in constant currency, from 24% to 27%, which supports the strong quarter for shareholders, though adjusted EBITDA margin fell 50 basis points.
Q3 2025 revenue of $706.3 million rose 29.9%, or 28.2% in constant currency, above the high end of the 22% to 25% constant currency guidance range
Q3 net income of $87.6 million, or $1.24 per diluted share, versus $77.5 million, or $1.08 per diluted share, a year earlier
Full-year 2025 total revenue growth guidance raised to 28% to 29% in constant currency from 24% to 27%
Adjusted operating margin guidance for 2025 narrowed to 17.3% to 17.5% from 17.0% to 17.5%
Insulet Corporation's board appointed Robbie Huffines, a former JP Morgan Chase investment banking executive, as a Class II director effective October 31, 2025. He was also named to the board's Audit Committee and will stand for election at the 2027 annual meeting.
Appointed by the board on October 21, 2025; effective October 31, 2025
Named to the Audit Committee, effective October 31, 2025
Previously Global Chair of Investment Banking at JP Morgan Chase, retiring in 2024
Receives non-employee director cash and equity compensation under the company's program
Insulet said Flavia Pease, currently a director and former CFO of Charles River Laboratories, will succeed Ana Chadwick as Executive Vice President and Chief Financial Officer effective September 30, 2025, and Ms. Chadwick will stay on as a Senior Advisor. The company also said it expects to exceed its previously issued third quarter 2025 total revenue growth guidance, driven by strong new customer starts in the U.S. and international markets.
Flavia Pease becomes CFO effective September 30, 2025; she will resign from the Board on starting employment.
Ana Chadwick remains with the company as a Senior Advisor and is expected to receive severance and a one-time cash payment tied to equity vesting May 1, 2026.
Pease's offer includes a $1,325,000 cash sign-on award and a $3,000,000 target equity sign-on award, plus a $762,500 prorated annual equity award and a $715,000 base salary.
Insulet expects to exceed prior Q3 2025 total revenue growth guidance and will report full results and a full-year outlook update on November 6, 2025.
Insulet reported second-quarter 2025 revenue of $649.1 million, up 32.9% from a year earlier, and raised its full-year 2025 total revenue growth guidance to 24% to 27% in constant currency, from 19% to 22%. GAAP net income fell to $22.5 million, or $0.32 per diluted share, from $188.6 million, or $2.59, a year earlier; that prior-year figure included a tax benefit, and this year's quarter included an $84.4 million loss on extinguishment of debt. Shareholders face a mixed picture: sales and adjusted earnings rose, while GAAP profit declined sharply.
Total Omnipod revenue was $639.0 million, up 33.0%; U.S. Omnipod revenue was $453.2 million, up 28.7%, and International Omnipod revenue was $185.8 million, up 45.0%.
Full-year 2025 adjusted operating margin guidance was raised to 17.0% to 17.5% from about 16.5%.
Adjusted net income was $83.7 million, or $1.17 per diluted share, compared with $38.3 million, or $0.55, a year earlier.
The company initiated redemption of the remaining $380 million principal of its convertible notes and refinanced its Term Loan B.
Insulet entered an amendment on June 6, 2025 replacing $481.25 million of existing term loans with new term loans carrying a margin 0.50% lower, and reduced the revolving loan margin. The company also issued notice to redeem all of its 0.375% Convertible Senior Notes due 2026 on August 20, 2025, at 100% of principal plus accrued interest, and terminated related capped call transactions. The filing gives no earnings figures, so the effect on shareholders is mainly lower borrowing costs and possible stock trading activity from hedge unwinds.
June 6, 2025: Eighth Amendment to Credit Agreement replaces $481.25 million of term loans; new term SOFR margin is 2.00% with a 0.00% floor
Revolving loan margin range reduced from 2.00%-2.50% to 1.50%-2.00% for term SOFR loans
Redemption Date of August 20, 2025 for all 0.375% Convertible Senior Notes due 2026, at 100% of principal plus accrued interest
Capped call transactions terminated; counterparties may sell common stock in the open market as they unwind hedges
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