Insulet Q2 revenue rises 23.5% to $801.7 million; full-year growth outlook cut
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.
Key points
- 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%
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 05, 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.