secwatch.observer — SEC 8-K summary
======================================

Issuer:     INSULET CORP (PODD)
CIK:        0001145197
Form:       8-K
Filed at:   2026-08-05T11:04:50+00:00
Accession:  0001145197-26-000167
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Insulet Q2 revenue $802M (+23.5% YoY), beats guidance; EPS $1.37 vs $0.32
-------------------------------------------------------------------------

- Revenue $801.7M, up 23.5% (22.7% constant currency), exceeding guidance of 20-22% constant currency growth.
- U.S. Omnipod revenue $544.1M (+20.1%); International Omnipod revenue $251.8M (+35.5%, +32.9% constant currency).
- GAAP net income $95.0M ($1.37 diluted EPS) vs $22.5M ($0.32) prior year; adjusted net income $115.0M ($1.66 diluted EPS) up 37.4%.
- Operating income $129.7M (16.2% of revenue); adjusted operating income $154.5M (19.3% of revenue), up 140 bps YoY.
- Launched Omnipod 5 in Spain (26th country); expanded sensor compatibility with Abbott FreeStyle Libre 3 Plus.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1145197/000114519726000167/0001145197-26-000167-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1145197/000114519726000167/podd-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001145197-26-000167

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer