Insulet Q3 revenue rises 19.2% to $842.0 million; raises annual revenue guidance
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.
Key points
- 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
The filing
Written by AI on Nov 7, 2026, 11:18 PM ET, from this filing only.
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