PODD · 10-Q · 2026Q2 · Full report

Manufacturing Capacity

INSULET CORP · 2026-08-05 · Importance 37 · Surprise 42 · In source text

Insulet is strengthening global manufacturing capabilities to support continued Omnipod growth. The company is investing in a new manufacturing plant in Costa Rica, with construction financed through a build-to-suit arrangement. The Costa Rica facility is intended to expand manufacturing capacity as the company scales its international customer base and product portfolio.

Key facts

• The Company entered an agreement in 2025 for construction and future purchase of a manufacturing plant in Costa Rica and recorded a finance lease for the land in long-term debt; in April 2026 the Company entered an agreement to guarantee potential future payments of up to (amount redacted) of the seller’s loan used to finance construction of the manufacturing plant. source
• The $25.9 million increase primarily related to the purchase of machinery, equipment and tooling for our existing manufacturing facilities and initial investment in our Costa Rica manufacturing plant. source
• The Company’s geographic long-lived assets (net, excluding goodwill and intangibles) at June 30, 2026: U.S. $470.3 million; Malaysia $234.1 million; Other $154.2 million; total $858.6 million. source
• The 50 basis point increase in gross margin was primarily driven by improved manufacturing efficiencies and, to a lesser extent, increased volumes from our growing customer base. source
• The increase in prepaid expenses and other assets was primarily driven by receivables from our contract manufacturer. source

Impact estimates