Insulet Q2 revenue rises 32.9% to $649.1 million; full-year revenue and margin guidance raised
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 07, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.