PODD · 10-Q · 2026Q3 · Full report

Supply Chain and Inventory

INSULET CORP · 2026-11-04 · Importance 32 · Surprise 24

Insulet reported a $103.0 million increase in inventories during the nine months ended September 30, 2026. The increase was primarily attributable to a planned inventory build to satisfy anticipated demand and advance purchases of materials to mitigate supply risk and inflation. The filing does not disclose supplier lead times or specific component shortages in this discussion.

Key facts

• Inventory increased primarily due to a planned inventory build for anticipated demand and advance material purchases to mitigate supply risk and inflation. source
• Insulet’s remaining purchase commitment under its 2026 agreement with NXP USA, Inc. to purchase semiconductor chips was approximately $45.1 million at September 30, 2026. source