earnings
confidence high
sentiment positive
materiality 0.80
Insulet Q1 revenue $761.7M (+33.9%), beats guidance; raises FY revenue outlook
INSULET CORP
2026-Q1 EPS reported
$1.30
revenue$761,700,000
- Q1 revenue $761.7M, up 33.9% YoY (30.1% constant currency), exceeding guidance range of 25-27% constant currency.
- GAAP diluted EPS $1.30 vs $0.50 prior year; adjusted EPS $1.42 vs $1.02.
- U.S. Omnipod revenue $515.6M (+28.3%); International $242.9M (+59.4%, +45.2% constant currency).
- Adjusted operating income margin 17.5% (up 110 bps YoY); net income $91.1M vs $35.4M.
- Launched Omnipod 5 algorithm update with new 100 mg/dL target; limited market release with FreeStyle Libre 3 Plus.