PODD · 8-K · 20260805PR000167

Revenue Performance and Mix

INSULET CORP · 2026-08-05 · Importance 52 · Surprise 30 · No source text

Second-quarter 2026 revenue was $801.7 million, up 23.5% year over year and 22.7% in constant currency. Total Omnipod revenue increased 24.6% to $795.9 million, comprising 99% of total revenue, while Drug Delivery revenue declined 43.1% to $5.8 million. U.S. Omnipod revenue rose 20.1% to $544.1 million, and International Omnipod revenue grew 35.5% to $251.8 million, or 32.9% in constant currency. International Omnipod therefore represented approximately 32% of total revenue, up from approximately 29% in the prior-year quarter.

Key facts

• Six months ended June 30, 2026 Total Omnipod Products: $1,554.3 million vs prior $1,193.0 million, 30.3% percent change, currency impact 2.2%, constant currency 28.1%. source
• Second quarter revenue: $801.7 million, up 23.5%, or 22.7% in constant currency. source
• Total Omnipod revenue: $795.9 million, rose 24.6%, or 23.8% in constant currency. source
• Three months ended June 30, 2026 constant currency Total Omnipod Products: $795.9 million vs prior $639.0 million, 24.6% percent change, currency impact 0.8%, constant currency 23.8%. source
• U.S. Omnipod revenue: $544.1 million, increased 20.1% in the quarter. source
• Six months Drug Delivery revenue: $9.1 million vs prior $25.1 million, (63.8%) percent change. source
• Six months revenue: $1,563.4 million compared with $1,218.1 million in prior year six months. source
• Three months ended June 30, 2026 Drug Delivery: $5.8 million vs prior $10.2 million, (43.1%) percent change. source

Impact estimates