Inferra AI / Company / PODD
Insulet Corporation
PODD · Health Care
Last earnings Aug 5, 2026 · Next earnings Nov 4, 2026
Key results
U.S Omnipod revenuequarter
$453.2 million
U.S. Omnipod revenue of $453.2 million, up 28.7%
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Growthquarter
up 28.7%
U.S. Omnipod revenue of $453.2 million, up 28.7%
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
International Omnipod revenuequarter
$185.8 million
International Omnipod revenue of $185.8 million, up 45.0%, or 38.8% in constant currency
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Drug Delivery revenuequarter
$10.2 million
Drug Delivery revenue of $10.2 million
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Gross marginquarter
69.7%
Gross margin of 69.7%, up 190 basis points over prior year
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Operating incomequarter
$121.1 million
Operating income of $121.1 million, or 18.7% of revenue, up 750 basis points over prior year Adjusted operating income 1 of $115.8 million, or 17.8% of revenue, up 670 basis points over prior year
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Adjusted operating incomequarter
$115.8 million
Operating income of $121.1 million, or 18.7% of revenue, up 750 basis points over prior year Adjusted operating income 1 of $115.8 million, or 17.8% of revenue, up 670 basis points over prior year
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net incomequarter
$22.5 million
Net income of $22.5 million, or $0.32 per diluted share, compared with $188.6 million, or $2.59 per diluted share in prior year Adjusted net income 1 of $83.7 million, or $1.17 per diluted share, compared with $38.3 million, or $0.55 per diluted share in prior year Adjusted EBITDA 1 of $157.5 million
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
AI analysis
Q2 2025 · reported Aug 7, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| U.S Omnipod revenue | $453.2 million | — | — |
| Growth | up 28.7% | — | — |
| International Omnipod revenue | $185.8 million | — | — |
| Drug Delivery revenue | $10.2 million | — | — |
| Gross margin | 69.7% | — | — |
| Operating income | $121.1 million | — | — |
| Adjusted operating income | $115.8 million | — | — |
| Net income | $22.5 million | — | — |
Guidance · company-stated
Direction: Raised
“htm EX-99.1 Document Exhibit 99.1 Insulet Reports Second Quarter 2025 Revenue Increase of 32.9% Year-Over-Year (31.3% Constant Currency 1 ) Raising Full Year Revenue and Adjusted Operating Margin Guidance ACTON, Mass.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
Initiated redemption for remaining $380 million principal of convertible notes and refinanced Term Loan B Advanced sustainability across the Company, as detailed in Insulet's 2024 Sustainability Report 2 1 See description of non-GAAP financial measures contained in this release.
Adjusted gross margin, adjusted gross margin as a percentage of revenue, adjusted operating income, adjusted operating income as a percentage of revenue, adjusted net income, and adjusted diluted earnings per share exclude the impact of certain significant transactions or events, such as legal settlements, medical device corrections, gains (losses) on investments and loss on extinguishment of debt, that affect the period-to-period comparability of the Company s performance, as applicable.
Event summary
Insulet Reports Second Quarter 2025 Revenue Increase of 32.9% Year-Over-Year (31.3% Constant Currency 1 ) Raising Full Year Revenue and Adjusted Operating Margin Guidance
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “htm EX-99.1 Document Exhibit 99.1 Insulet Reports Second Quarter 2025 Revenue Increase of 32.9% Year-Over-Year (31.3% Constant Currency 1 ) Raising Full Year Revenue and Adjusted Operating Margin Guidance ACTON, Mass.”
Revenue — Raised (“Increase”)
“htm EX-99.1 Document Exhibit 99.1 Insulet Reports Second Quarter 2025 Revenue Increase of 32.9% Year-Over-Year (31.3% Constant Currency 1 ) Raising Full Year Revenue and Adjusted Operating Margin Guidance ACTON, Mass.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Initiated redemption for remaining $380 million principal of convertible notes and refinanced Term Loan B Advanced sustainability across the Company, as detailed in Insulet's 2024 Sustainability Report 2 1 See description of non-GAAP financial measures contained in this release.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Adjusted gross margin, adjusted gross margin as a percentage of revenue, adjusted operating income, adjusted operating income as a percentage of revenue, adjusted net income, and adjusted diluted earnings per share exclude the impact of certain significant transactions or events, such as legal settlements, medical device corrections, gains (losses) on investments and loss on extinguishment of debt, that affect the period-to-period comparability of the Company s performance, as applicable.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Adjusted EBITDA, which represents net income plus net interest expense, income tax expense, depreciation and amortization, stock-based compensation expense and other significant transactions or events, such as legal settlements, medical device corrections, gains (losses) on investments and loss on extinguishment of debt, which affect the period-to-period comparability of the Company s performance, as applicable, and adjusted EBITDA as a percentage of revenue.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Free cash flow, which is defined as net cash provided by operating activities less capital expenditures.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
(2) Relates to the repurchase of a portion of the Company's convertible debt.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
(5) Represents a provision for credit loss included in selling, general and administrative expenses related to a debt investment and an impairment included in other expense related to an equity investment.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Strategy & priorities
We are also focused on product development efforts, including choice of smartphone integration and CGM with Omnipod 5 and enhancing the customer experience through digital product and data capabilities.
SEC original ↗Insulet Corporation — 10-Q Quarterly report10-QAug 5, 2026
Finally, we continue to take steps to strengthen our global manufacturing capabilities, which includes investing in a new manufacturing plant in Costa Rica to support our continued growth.
SEC original ↗Insulet Corporation — 10-Q Quarterly report10-QAug 5, 2026
The increases in selling, general and administrative expenses for both the three and six months ended June 30, 2026 were primarily attributable to year-over-year headcount additions across our commercial, regulatory and quality assurance, and customer experience teams, as well as increased investments in market development initiatives, to strengthen our commercial capabilities and support future growth opportunities.
SEC original ↗Insulet Corporation — 10-Q Quarterly report10-QAug 5, 2026
Risks & headwinds
If management s underlying assumptions turn out to be incorrect, or if certain risks or 3 uncertainties materialize, actual results could vary materially from the expectations and projections expressed or implied by the forward-looking statements.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
For a further list and description of these and other important risks and uncertainties that may affect the Company s future operations, see Part I, Item 1A - Risk Factors in our most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission, which the Company may update in Part II, Item 1A - Risk Factors in Quarterly Reports on Form 10-Q the Company has filed or will file hereafter.
SEC original ↗Insulet Corporation — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Legal Proceedings 28 Item 1A.
SEC original ↗Insulet Corporation — 10-Q Quarterly report10-QAug 5, 2026
Commitments and Contingencies Legal Proceedings The Company is, from time to time, involved in the normal course of business in various legal proceedings, including intellectual property, contract, employment, and product liability suits.
SEC original ↗Insulet Corporation — 10-Q Quarterly report10-QAug 5, 2026
On April 24, 2025, the United States District Court for the District of Massachusetts entered final judgment in favor of Insulet Corporation in its ongoing litigation against EOFlow Co.
SEC original ↗Insulet Corporation — 10-Q Quarterly report10-QAug 5, 2026
The litigation concerns the Defendants misappropriation of Insulet s proprietary trade secrets relating to the design and manufacture of the Omnipod insulin patch pump.
SEC original ↗Insulet Corporation — 10-Q Quarterly report10-QAug 5, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q2 2026
- 8-KPODD
Sep 21, 2026
- 8-KPODD
Sep 16, 2026
- 8-KPODD
Sep 10, 2026
- 10-QPODD
Aug 5, 2026
- 8-KPODD
Aug 5, 2026
- Q1 2026
- 8-KPODD
Jun 25, 2026
- 8-KPODD
May 26, 2026
- EX-99PODD
May 26, 2026
- 8-KPODD
May 21, 2026
- 10-QPODD
May 6, 2026
- 8-KPODD
May 6, 2026
- 8-KPODD
Apr 29, 2026
- Q4 2025
- 8-KPODD
Mar 12, 2026
- EX-99PODD
Mar 12, 2026
- 8-KPODD
Mar 4, 2026
- 8-K/APODD
Feb 24, 2026
- 10-KPODD
Feb 18, 2026
- 8-KPODD
Feb 18, 2026
- 8-KPODD
Feb 3, 2026
- Q3 2025
- 8-KPODD
Dec 19, 2025
- 8-KPODD
Dec 17, 2025
- 10-QPODD
Nov 6, 2025
- 8-KPODD
Nov 6, 2025
- 8-KPODD
Oct 23, 2025
- Q2 2025
- 8-KPODD
Sep 16, 2025
- 10-QPODD
Aug 7, 2025
- 8-KPODD
Aug 7, 2025
- Q1 2025
- 8-KPODD
Jun 9, 2025
- 8-KPODD
May 28, 2025
- 10-QPODD
May 9, 2025
- 8-KPODD
May 8, 2025
- 8-KPODD
Apr 28, 2025
Earnings releases
7 documentsPresentations
0 documentsNo presentations for Insulet Corporation are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Insulet Corporation are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Insulet Corporation by name or ticker. A mention is counted once per document, from the document text the library holds.
Flutter Entertainment Plc (FLUT)
“ which is defined as net cash provided by operating activities less capital expenditures. Insulet presents the above non-GAAP financial measures because management uses them as supplemental… …percentage of revenue. • Free cash flow, which is defined ”
“try into a Material Definitive Agreement. Credit Agreement Refinancing On June 6, 2025, Insulet Corporation (the “ Company ”) entered into the Eighth Amendment to Credit …”
See also the earnings calendar for every tracked company’s next earnings date.