PODD · 8-K · 20261104PR000190

Guidance and Outlook

INSULET CORP · 2026-11-04 · Importance 90 · Surprise 84 · No source text

For 2026, the company forecasts total revenue growth of 21%–22% in constant currency, compared with prior guidance of 20%–22%. International Omnipod growth guidance increased to 32%–33% from 30%–32%, while U.S. Omnipod guidance is 17.5%–18.5%, versus the prior 17%–19%. Total Omnipod growth guidance is 21.5%–22.5%, and Drug Delivery revenue is expected to decline approximately 40%. Adjusted operating margin is now expected to expand approximately 150 basis points year over year, versus prior guidance of approximately 100 basis points; adjusted EPS growth guidance remains above 30%.

Key facts

• For FY2026, Insulet’s U.S. Omnipod revenue growth guidance is 17.5%–18.5% in constant currency, compared with prior guidance of 17%–19%. source
• For FY2026, Insulet’s International Omnipod revenue growth guidance is 32%–33% in constant currency, compared with prior guidance of 30%–32%. source
• For FY2026, Insulet’s total Omnipod revenue growth guidance is 21.5%–22.5% in constant currency, compared with prior guidance of 21%–23%. source
• For FY2026, Insulet’s total revenue growth guidance is 21%–22% in constant currency, compared with prior guidance of 20%–22%. source
• Insulet expects FY2026 adjusted operating margin to expand approximately 150 basis points year over year, versus prior guidance of approximately 100 basis points. source
• Insulet’s FY2026 adjusted EPS growth guidance is greater than 30%, unchanged from prior guidance. source
• Insulet expects FY2026 Drug Delivery revenue to decline approximately 40% in constant currency, unchanged from prior guidance. source
• Insulet identified its ability to scale the business to support revenue growth as a risk. source

Impact estimates