PODD · 8-K · 20260805PR000167

Guidance / Outlook

INSULET CORP · 2026-08-05 · Importance 80 · Surprise 68

Insulet projects 2026 total revenue growth of 20%–22% in constant currency, reduced from prior guidance of 21%–23%. Updated full-year guidance includes U.S. Omnipod growth of 17%–19%, international Omnipod growth of 30%–32%, total Omnipod growth of 21%–23%, and Drug Delivery declining approximately 40%. For the quarter ending September 30, 2026, Insulet expects total revenue growth of 17.5%–19.5% in constant currency, adjusted operating margin expansion of approximately 100 basis points year over year, and adjusted EPS growth above 30%.

Key facts

• FY 2026 prior guidance (as of 5/6/2026) for U.S. Omnipod constant currency growth: 20% - 22%. source
• FY 2026 prior guidance (as of 5/6/2026) for International Omnipod constant currency growth: 26% - 28%. source
• FY 2026 prior guidance (as of 5/6/2026) for Total Omnipod constant currency growth: 22% - 24%. source
• FY 2026 prior guidance (as of 5/6/2026) for total company constant currency revenue growth: 21% - 23%. source