PODD · 8-K · 20260805PR000167

Operating Expense Trends

INSULET CORP · 2026-08-05 · Importance 70 · Surprise 56

Second-quarter research and development expense increased 20.0% to $88.1 million from $73.4 million, reflecting continued investment in Omnipod products and technology. Selling, general and administrative expense increased 33.8% to $344.8 million from $257.7 million. For the first six months, R&D expense rose 33.7% to $177.8 million and SG&A expense rose 27.7% to $662.1 million. Six-month SG&A included $36.7 million of medical device correction and related costs, including $33.6 million classified within the adjusted operating-income reconciliation.

Key facts

• Loss on extinguishment of debt recorded in 2025 three months: $84.4 million (not recorded in 2026 quarter). source
• Second quarter research and development expenses: $88.1 million and selling, general and administrative expenses: $344.8 million. source
• CFO transition costs adjustment for the quarter reduced operating income by $0.2 million (three months ended June 30, 2026). source