PODD · News · 20260806N
Guidance and Outlook
INSULET CORP · 2026-08-06 · Importance 83 · Surprise 92 · In source text
Insulet lowered its fiscal 2026 GAAP revenue growth guidance to 21%–23% because of a softer second half, particularly for U.S. Omnipod sales. The company reduced its full-year U.S. revenue-growth outlook to 17%–19% from 20%–22%. Third-quarter revenue guidance of $833.4 million was below analyst expectations. Insulet raised adjusted EPS growth guidance to more than 30% for 2026 despite the revenue outlook reduction.
Key facts
- Insulet lowered its full-year GAAP revenue growth guidance to 21%-23%. source
- Insulet lowered its fiscal 2026 U.S. revenue growth guidance from 20–22% to 17–19% (reported as downwardly revised US revenue growth 17–19% vs. 20–22%). source
- Management raised adjusted EPS growth guidance to over 30% for the year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | committed | — | Insulet lowered its full-year GAAP revenue growth guidance to 21%-23%. |
| revenue | negative | committed | — | Insulet lowered its fiscal 2026 U.S. revenue growth guidance from 20–22% to 17–19% (reported as downwardly revised US revenue growth… |
| net_income | positive | committed | — | Management raised adjusted EPS growth guidance to over 30% for the year. |