Insulet Corporation — Third Quarter 2026 Earnings Summary

Insulet Corporation reported third-quarter 2026 revenue of $842.0 million, representing a 19.2% increase year-over-year, with total Omnipod revenue rising 19.7% to $836.6 million. The company achieved an operating income of $189.8 million and net income of $141.1 million, or $2.03 per diluted share, reflecting significant margin expansion compared to the prior year. Strategic advancements included the full U.S. market release of Omnipod Discover, reaching over 35,000 users, and the extension of Omnipod 5 ecosystem integrations to multiple international markets. Additionally, Insulet announced a $1 billion share repurchase program and provided updated full-year 2026 guidance projecting total revenue growth of 21% to 22% in constant currency.