The financials
Insulet Corporation by the numbers
Insulet Corporation (PODD) reported revenue of $802M in Q2 2026 (quarter ended June 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 2026-Q1 was U.S.Omnipod at $516M, 68% of the disclosed total, just ahead of International Omnipod at 32%.
| 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 | $516M | 68% |
| International Omnipod | $243M | 32% |
| Drug Delivery | $3.3M | 0.4% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $761.8M (+7.9%)
International Omnipod grew +59% year on yearDrug Delivery -78% year on year
Segment Latestquarter on quarteryear on year
- U.S.Omnipod$515.6M$515.6MQoQ +3.7%year on year +28%+3.7%+28%
- International Omnipod$242.9M$242.9MQoQ +20%year on year +59%+20%+59%
- Drug Delivery$3.3M$3.3MQoQ -54%year on year -78%-54%-78%