PODD · 8-K · 20260805PR000167

Market Demand Trends

INSULET CORP · 2026-08-05 · Importance 52 · Surprise 48

Second-quarter total revenue increased 23.5% year over year to $801.7 million, exceeding the company’s 20%-22% constant-currency guidance range. Total Omnipod revenue rose 24.6% to $795.9 million, led by U.S. Omnipod growth of 20.1% and international Omnipod growth of 35.5%, or 32.9% in constant currency. Six-month Omnipod revenue increased 30.3%, including 24.0% U.S. growth and 46.3% international growth. Drug Delivery revenue declined 43.1% in the quarter and 63.8% for the six-month period.