PODDInsulet Corporation
$135.27-59% 1Y
$135.27
$130.5052 weeks$346.36
The financials
Insulet Corporation by the numbers
Insulet Corporation (PODD) reported revenue of $802M in Q2 2026 (quarter ended Jun 30, 2026), up 24% from the same quarter a year earlier. That came with a gross margin of 70% and net income of $95M (12% of revenue). For the full year FY2025, revenue was $2.71B (+31% year on year) and net income $247M. Its largest product in Q2 2026 was U.S.Omnipod at $544M, 68% of the disclosed total, well ahead of International Omnipod at 31%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $802M | $649M | +24% |
| Gross profit | $563M | $452M | +24% |
| Operating income | $130M | $121M | +7.1% |
| Net income | $95M | $23M | +322% |
| Diluted EPS | $1.37 | $0.32 | +328% |
| Product | Revenue | Share |
|---|---|---|
| U.S.Omnipod | $544M | 68% |
| International Omnipod | $252M | 31% |
| Drug Delivery | $5.8M | 0.7% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $801.7M (+5.2%)
International Omnipod grew +36% year on yearDrug Delivery -43% year on year
Segment Latestquarter on quarteryear on year
- U.S.Omnipod$544.1M$544.1Mquarter on quarter +5.5%year on year +20%+5.5%+20%
- International Omnipod$251.8M$251.8Mquarter on quarter +3.7%year on year +36%+3.7%+36%
- Drug Delivery$5.8M$5.8Mquarter on quarter +76%year on year -43%+76%-43%
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