Insulet's second quarter revenue grew 23.5% to beat estimates, but the company lowered its full-year 2026 sales forecast.

Insulet reported second quarter revenue of $801.7 million, up 23.5% year-over-year, and adjusted EPS of $1.66. These results surpassed analyst expectations for $787.4 million in revenue and $1.44 in EPS. However, the company lowered its full-year 2026 constant currency revenue growth guidance, citing learnings from its expansion into the type 2 diabetes market.

Key Highlights

• Total Omnipod revenue grew 24.6% to $795.9 million, driven by 35.5% growth in International markets and 20.1% growth in the U.S.
• Adjusted operating margin expanded over 140 basis points year-over-year to 19.3% of revenue.
• Full-year 2026 constant currency revenue growth guidance was lowered to a range of 20% - 22%, down from the prior outlook of 21% - 23%.