PODD · 8-K · 20261104PR000190
Operating Income and Margins
INSULET CORP · 2026-11-04 · Importance 78 · Surprise 56 · No source text
Third-quarter operating income increased to $189.8 million from $117.7 million, and operating margin expanded to 22.5% from 16.7%, a 590-basis-point improvement. Adjusted operating income was $185.2 million, or 22.0% of revenue, up 490 basis points year over year. GAAP gross profit rose to $632.1 million from $510.1 million, while gross margin increased to 75.1% from approximately 72.2%. The company attributed adjusted gross-profit exclusions to $7.2 million of net costs for voluntary medical device corrections and related costs in the quarter.
Key facts
- Insulet’s third-quarter 2026 operating income was $189.8 million, or 22.5% of revenue, up 590 basis points year over year. source
- Insulet’s third-quarter 2026 adjusted operating income was $185.2 million, or 22.0% of revenue, up 490 basis points year over year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | realized | +5.9% | Insulet’s third-quarter 2026 operating income was $189.8 million, or 22.5% of revenue, up 590 basis points year over year. |
| margin | positive | realized | +4.9% | Insulet’s third-quarter 2026 adjusted operating income was $185.2 million, or 22.0% of revenue, up 490 basis points year over year. |