Insulet voluntary correction for ~7M Omnipod Pods due to cannula tear, up to $50M cost

INSULET CORP

~7M Pods affected (60% consumed/expired); 24 serious adverse events (hospitalization/DKA), no deaths.
Up to $50M cost in 2026 excluded from adjusted results; no change to 2026 guidance.
Separate from March 2026 correction; cause identified and corrective actions implemented.
No expected disruption to shipments, product availability, or new customer starts.

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