Insulet Reports Second Quarter 2026 Revenue of $802 Million, Up 23.5%
核心洞察
Insulet Corporation reported second quarter 2026 revenue of $801.7 million, up 23.5% (22.7% in constant currency), exceeding the high end of its guidance range of 20%–22%.
Total Omnipod (搜索) revenue reached $795.9 million, rising 24.6%, driven by 20.1% growth in U.S. Omnipod revenue and 35.5% growth internationally.
Net income climbed to $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32 per diluted share, in the prior year.
Insulet Corporation (NASDAQ: PODD), the global leader in tubeless insulin pump technology with its Omnipod (搜索) brand of products, announced financial results for the three months ended June 30, 2026, reporting second quarter revenue of $801.7 million, an increase of 23.5% (22.7% in constant currency). The result exceeded the high end of the Company's guidance range of 20%–22% at constant currency rates.
Second Quarter Financial Performance
Total Omnipod (搜索) revenue reached $795.9 million, rising 24.6%, or 23.8% in constant currency. U.S. Omnipod revenue of $544.1 million increased 20.1%, while International Omnipod revenue of $251.8 million increased 35.5%, or 32.9% in constant currency. Drug Delivery revenue totaled $5.8 million.
Operating income was $129.7 million, or 16.2% of revenue, down 250 basis points over the prior year. Adjusted operating income was $154.5 million, or 19.3% of revenue, up over 140 basis points compared to the prior year.
Net income was $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32 per diluted share, in the prior year. Adjusted net income was $115.0 million, or $1.66 per diluted share, an increase of 37.4% and 41.5%, respectively, compared to $83.7 million, or $1.17 per diluted share, in the prior year.
Omnipod Platform and Product Portfolio
Insulet is headquartered in Massachusetts and describes itself as an innovative medical device company dedicated to simplifying life for people with diabetes (搜索) and other conditions through its Omnipod (搜索) product platform. The Omnipod Insulin Management System provides an alternative to traditional insulin delivery methods, featuring a simple, wearable, tubeless disposable Pod that provides up to three days of non-stop insulin delivery without the need to see or handle a needle.
The Company's flagship innovation, the Omnipod 5 Automated Insulin Delivery System (搜索), integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections and zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod (搜索) 5 Controller. Insulet also leverages the design of its Pod by tailoring the Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas.
Upcoming Investor Presentation
Insulet also announced that management will present at the Wells Fargo 21st Annual Healthcare Conference in Boston on Wednesday, September 9, 2026, at 2:15 p.m. (Eastern Time). The live webcast and replay of the presentation will be accessible on the Insulet Investor Relations website at investors.insulet.com/events.