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AI brief of an SEC Form 8-K · Insulet (PODD)

Insulet Q4 revenue rises 31% to $783.8 million; board adds $350 million buyback

Positive Impact 4 of 5 earnings Written later

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%.

Key points

  • 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%

The filing

CompanyInsulet (PODD)
Form8-K, current report
Filed with the SECFeb 18, 2026, 7:05 AM ET
Accession number0001145197-26-000026

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

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 February 18, 2026.

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.