PODD · News · 20260808N

Guidance and Outlook

INSULET CORP · 2026-08-08 · Importance 83 · Surprise 92

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

• Some analysts cut price targets sharply after Q2 results; one summary said the consensus price target was cut by 27% to US$172. source