PODD · 8-K · 20260805PR000167

Guidance and Outlook

INSULET CORP · 2026-08-05 · Importance 80 · Surprise 68 · No source text

Insulet maintained full-year 2026 total revenue growth guidance of 20% to 22% in constant currency, compared with prior guidance of 21% to 23%. Full-year Total Omnipod constant-currency growth guidance was reduced to 21% to 23% from 22% to 24%, while International Omnipod guidance increased to 30% to 32% from 26% to 28%. Full-year U.S. Omnipod guidance was reduced to 17% to 19% from 20% to 22%, and Drug Delivery guidance improved to approximately negative 40% from approximately negative 50%. The company expects approximately 100 basis points of adjusted operating-margin expansion and adjusted EPS growth above 30% for the third quarter, with full-year adjusted EPS growth above 25%.

Key facts

• Guidance: Adjusted EPS growth expected >30% for Q3 2026 and >25% for FY 2026. source
• Q3 2026 guidance for U.S. Omnipod constant currency growth: 14% - 16%. source
• FY 2026 guidance (as of 8/5/2026) for U.S. Omnipod constant currency growth: 17% - 19%. source
• Q3 2026 guidance for International Omnipod constant currency growth: 28% - 30%. source
• FY 2026 guidance (as of 8/5/2026) for International Omnipod constant currency growth: 30% - 32%. source
• Q3 2026 guidance for Total Omnipod constant currency growth: 18% - 20%. source
• FY 2026 guidance (as of 8/5/2026) for Total Omnipod constant currency growth: 21% - 23%. source
• Total company Q3 2026 guidance (constant currency): total revenue growth 17.5% - 19.5%. source

Impact estimates