PODD · 10-Q · 2026Q2 · Full report

End-Market Demand Trends

INSULET CORP · 2026-08-05 · Importance 64 · Surprise 56

Omnipod product revenue increased 24.6% in the second quarter and 30.3% in the first six months of 2026, driven primarily by higher sales volume and a growing customer base. U.S. Omnipod revenue grew 20.1% in the quarter and 24.0% year to date, while international revenue increased 35.5% and 46.3%, respectively. Growth benefited from the recurring disposable-Pod model and continued volume expansion of Omnipod 5, with higher pricing contributing to a lesser extent.

Key facts

• The Company stated its financial objective is to sustain profitable growth and to achieve this continues to roll out Omnipod 5 in additional countries. source
• The Company indicated recurring revenue is expected to increase as the customer base grows because Pods are disposable and intended for continuous use for up to three days. source