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Insulet PODD

Insulet announces Q3 2026 results

Item 2.02 Reports results, Item 7.01 Investor disclosure

Form
8-K
Filed
Importance
Major
  1. Stock repurchase program up to $1 billion

Written from the 8-K on EDGAR. AI can make mistakes. Check the filing.

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The reading, claim by claim

  1. The press release is furnished as Exhibit 99.1 to the filing.
  2. The third-quarter revenue was $842.0 million, a 19.2% increase from the prior year.
  3. This exceeded the company's guidance range of 17.5% to 19.5% at constant currency rates.
  4. Omnipod revenue totaled $836.6 million, up 19.7% year-over-year.
  5. The company plans to use $400 million of this for repurchases in the fourth quarter of 2026.
  6. The program is subject to market conditions and may be modified at any time.

6 of 6 claims matched the filing text.

From the filing

Item 2.02. Results of Operations and Financial Condition.

Item 2.02. Results of Operations and Financial Condition.

On November 4, 2026, Insulet Corporation (the "Company") announced its financial results for the third quarter ended September 30, 2026. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K.1

The information in this Item 2.02 of this Current Report on Form 8-K and Exhibit 99.1 shall not be deemed "filed" for purposes of Section 18 of the Securities Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 7.01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure

On October 30, 2026, the Board of Directors of Insulet Corporation (the "Company") authorized a stock repurchase program, pursuant to which the Company may purchase up to $1 billion of its outstanding common stock through December 31, 2028. The Company plans to allocate approximately $400 million of this program toward repurchases in the fourth quarter of 2026, using existing cash.5

Under the stock repurchase program, the Company may repurchase its common stock from time to time, in amounts, at prices, and at such times as the Company deems appropriate, subject to market conditions and other considerations and in accordance with applicable federal securities laws and other legal requirements.6 The Company's repurchases may be executed using open market purchases, unsolicited or solicited privately negotiated transactions, an accelerated stock repurchase program, and/or a trading plan in compliance with Rule 10b5-1 promulgated under the Exchange Act.

This authorization is in addition to, and does not impact, previously approved stock repurchase authorizations. The stock repurchase program does not obligate the Company to repurchase shares, and the program may be extended, modified, suspended or discontinued by the Company at any time.

Item 9.01. Financial Statements and Exhibits.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

No. Description

99.1

Press Release dated November 4, 2026

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

INSULET CORPORATION

November 4, 2026 By: /s/ Flavia H. Pease

Flavia H. Pease

Chief Financial Officer, Executive Vice President

Insulet Reports Third Quarter 2026 Results

Third Quarter Revenue of $842 million, Increase of 19.2% (19.6% in Constant Currency 1 )2

ACTON, Mass. - November 4, 2026 - Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod ® brand of products, today announced its financial results for the three months ended September 30, 2026.

Third Quarter Financial Highlights:

• Revenue of $842.0 million, up 19.2%, or 19.6% in constant currency, slightly above the high end of the Company's guidance range of 17.5% - 19.5% at constant currency rates3 ◦ Total Omnipod revenue of $836.6 million, rose 19.7%, or 20.0% in constant currency4

▪ U.S. Omnipod revenue of $570.4 million, increased 14.7%

▪ International Omnipod revenue of $266.2 million, increased 31.7%, or 33.0% in constant currency

◦ Drug Delivery revenue of $5.5 million

• Operating income of $189.8 million, or 22.5% of revenue, up 590 basis points over prior year • Adjusted operating income 1 of $185.2 million, or 22.0% of revenue, up 490 basis points compared to prior year • Net income of $141.1 million, or $2.03 per diluted share, compared to $87.6 million, or $1.24 per diluted share, in the prior year • Adjusted net income 1 of $138.0 million, increased 57.2% compared to $87.8 million in the prior year • Adjusted earnings 1 of $1.99 per diluted share, increased 59.9%, compared to $1.24 per diluted share, in the prior year

Recent Strategic Highl

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Data on this page was fetched . The filing on SEC.gov is the record.