PODD · 8-K · 20260805PR000167

Net Income and Profitability

INSULET CORP · 2026-08-05 · Importance 77 · Surprise 82 · No source text

Second-quarter net income increased to $95.0 million from $22.5 million, and diluted EPS rose to $1.37 from $0.32. The prior-year quarter included an $84.4 million loss on extinguishment of debt related to convertible-debt repurchases, while the 2026 quarter had no such charge. Adjusted net income increased 37.4% to $115.0 million, and adjusted diluted EPS increased 41.5% to $1.66. Six-month net income was $186.1 million versus $57.9 million in 2025, while six-month diluted EPS was $2.67 versus $0.82.

Key facts

• Net income for the quarter: $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32 per diluted share, in the prior year quarter. source
• Adjusted net income for the quarter: $115.0 million, or $1.66 per diluted share, increased 37.4% and 41.5%, respectively, compared to $83.7 million, or $1.17 per diluted share, in the prior year quarter. source
• Six months income before income taxes for 2026: $231.7 million and income tax expense: $(45.6) million, net income: $186.1 million, diluted EPS $2.67. source
• Interest expense, net for the quarter: $(9.9) million and income tax expense for the quarter: $(23.7) million. source
• Effective tax rate for GAAP three months ended June 30, 2026: 20.0%; for non-GAAP three months ended June 30, 2026: 19.8%. source
• Weighted-average number of common shares outstanding, basic for the quarter: 69,298 and diluted: 69,403 (in thousands). source

Impact estimates