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Insulet Corporation — Third Quarter 2026 Earnings Summary

  • Third quarter revenue reached $842.0 million, a 19.2% year-over-year increase exceeding guidance, while adjusted net income rose 57.2% to $138.0 million and adjusted EPS grew 59.9% to $1.99.
  • Full-year 2026 constant currency revenue growth guidance was raised to 21%–22% (from 20%–22%), with adjusted operating margin guidance expanded to approximately 150 basis points of year-over-year growth.
  • The Board approved a $1 billion share repurchase program, with approximately $400 million allocated for the fourth quarter of 2026, funded by existing cash.
  • Strategic milestones include full U.S. market release of Omnipod Discover, completion of enrollment for the STRIVE2 and EVOLVE pivotal studies, and expanded international CGM integrations for Omnipod 5.
Company
INSULET CORP
Sector
Healthcare
Industry
Medical Devices