Jun 2026 (Q2 FY26) — Aug 5, 2026
Insulet Q2 FY26 — Strong Revenue Growth, Type 2 Retention Challenges Lead to Revised Outlook
Read the full callInsulet (PODD) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Insulet earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 802 | +23.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 16.2 | −2.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 95.0 | +322.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$138.77 +3.61% · +$4.84
Performance −56.4% 1Y
1Y: $318.3 on 14 Oct 2025 → $138.77. High $346.36 (19 Nov 2025), low $130.47 (30 Sept 2026).
- Previous close
- $133.93
- 52-week range
- $130.47 – $346.36
- One year
- −55.59%
Overview
- Symbol
- PODD
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
Insulet Q1 FY26 — Strong Start with Raised Full-Year Revenue Guidance
Read the full callEvery analysed call
Insulet earnings calls (PODD)
Financials
What the filings say
Net profit, year on year: +322% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 544 | 598 | 569 | 649 | 706 | 784 | 762 | 802 |
| Operating profit | 88 | 109 | 89 | 121 | 118 | 146 | 122 | 130 |
| Operating margin | 16.2% | 18.3% | 15.6% | 18.7% | 16.7% | 18.7% | 16.0% | 16.2% |
| Interest | 12 | 9 | 9 | 20 | 16 | 15 | 15 | 14 |
| Profit before tax | 83 | 111 | 48 | 28 | 123 | 140 | 113 | 119 |
| Tax rate | 6.5% | 9.5% | 26.4% | 20.8% | 28.7% | 27.5% | 19.4% | 20.0% |
| Net profit | 78 | 101 | 35 | 23 | 88 | 102 | 91 | 95 |
| EPS ($ per share) | 1.11 | — | 0.50 | 0.32 | 1.24 | — | 1.30 | 1.37 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -684 | -672 | -666 | -649 | -584 | -378 | 40 | 287 |
| Total liabilities | 717 | 1,067 | 1,269 | 1,493 | 1,775 | 1,856 | 1,876 | 1,675 |
| Fixed assets | 258 | 399 | 479 | 537 | 600 | 665 | 723 | 820 |
| Total assets | 929 | 1,143 | 1,873 | 2,049 | 2,251 | 2,588 | 3,088 | 3,190 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 36 | 98 | 84 | -68 | 119 | 146 | 430 | 569 |
| Cash from investing | -184 | -74 | 14 | -83 | -191 | -119 | -146 | -223 |
| Cash from financing | -9 | 74 | 606 | 41 | -40 | -14 | -28 | -595 |
| Net cash flow | -159 | 100 | 708 | -116 | -117 | 14 | 249 | -237 |
| Capital expenditure | -157 | -164 | -129 | -112 | -123 | -76 | -125 | -192 |
| Free cash flow | -121 | -65 | -45 | -180 | -4 | 70 | 305 | 378 |
PODD revenue by segment
International Omnipod grew from 25% to 31% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| U S Omnipod | 73% | 74% | 71% | 70% | 70% | 72% | 68% | 68% | +20.1% |
| International Omnipod | 25% | 24% | 27% | 29% | 29% | 27% | 32% | 31% | +35.5% |
| Drug Delivery | 2% | 2% | 3% | 2% | 1% | <1% | <1% | 1% | -43.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 69% ↓ 5 pt
- Non Us 31% ↑ 5 pt
As PODD cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
61 filings between Oct 31, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
$2.89M
6 purchases by 4 insiders
Sales
$602.4K
2 sales by 2 insiders
Compensation
not trading decisions- 29
- Award — granted as compensation
- 24
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| McEvoy Ashley | $1.19M | — | Aug 21, 2026 |
| STONESIFER TIMOTHY C. | $700.3K | — | Jun 3, 2026 |
| Frederick Wayne A.I. | — | $542.5K | Dec 15, 2025 |
| MINOGUE MICHAEL R | $499.8K | — | Feb 25, 2026 |
| WEATHERMAN ELIZABETH H | $497.5K | — | Jun 3, 2026 |
| BORIO LUCIANA | — | $59.9K | Jun 3, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Pease Flavia EVP & CFO | Tax withheld | 1,882 | $246.1K |
| Sep 30, 2026 | MAZELSKY JONATHAN JAY Director | Award | 141 | $18.4K |
| Sep 30, 2026 | Huffines Robert Luther Director | Award | 178 | $23.2K |
| Aug 21, 2026 | McEvoy Ashley President and CEO | Purchase | 1,100 | $162.2K |
| Aug 1, 2026 | Davis Lisa Blair SVP, Chief HR Officer | Tax withheld | 244 | $40.3K |
| Jul 1, 2026 | MAZELSKY JONATHAN JAY Director | Award | 1,355 | $0 |
| Jun 30, 2026 | Huffines Robert Luther Director | Award | 151 | $23.0K |
| Jun 3, 2026 | BORIO LUCIANA Director | Sale | 418 | $59.9K |
| Jun 3, 2026 | STONESIFER TIMOTHY C. Director | Purchase | 2,790 | $400.4K |
| Jun 3, 2026 | WEATHERMAN ELIZABETH H Director | Purchase | 3,450 | $497.5K |
| May 20, 2026 | STONESIFER TIMOTHY C. Director | Award | 1,660 | $0 |
| May 20, 2026 | Scannell Timothy J Director | Award | 1,660 | $0 |
| May 20, 2026 | MINOGUE MICHAEL R Director | Award | 1,660 | $0 |
| May 20, 2026 | Hopfield Jessica Director | Award | 1,660 | $0 |
| May 20, 2026 | WEATHERMAN ELIZABETH H Director | Award | 1,660 | $0 |
| May 20, 2026 | BORIO LUCIANA Director | Award | 1,660 | $0 |
| May 20, 2026 | Huffines Robert Luther Director | Award | 1,660 | $0 |
| May 20, 2026 | Frederick Wayne A.I. Director | Award | 1,660 | $0 |
| May 13, 2026 | McEvoy Ashley President and CEO | Tax withheld | 1,411 | $210.0K |
| Apr 1, 2026 | Panos Michael EVP and CCO | Award | 2,777 | $0 |
| Mar 31, 2026 | Huffines Robert Luther Director | Award | 111 | $23.3K |
| Feb 27, 2026 | Benjamin Eric EVP and COO | Tax withheld | 644 | $158.8K |
| Feb 27, 2026 | Singh Prem SVP, Global Operations | Tax withheld | 62 | $15.3K |
| Feb 27, 2026 | Singh Prem SVP, Global Operations | Tax withheld | 207 | $51.0K |
| Feb 27, 2026 | Cousin Laetitia SVP, Reg, Quality & Compliance | Tax withheld | 53 | $13.1K |
| Feb 27, 2026 | Cousin Laetitia SVP, Reg, Quality & Compliance | Tax withheld | 200 | $49.3K |
| Feb 27, 2026 | Kapples John W. SVP and General Counsel | Tax withheld | 194 | $47.8K |
| Feb 27, 2026 | Kapples John W. SVP and General Counsel | Tax withheld | 411 | $101.4K |
| Feb 27, 2026 | Benjamin Eric EVP and COO | Tax withheld | 268 | $66.1K |
| Feb 27, 2026 | Budden Lauren Group VP, CAO and Controller | Tax withheld | 99 | $24.4K |
| Feb 27, 2026 | Budden Lauren Group VP, CAO and Controller | Tax withheld | 119 | $29.3K |
| Feb 25, 2026 | MINOGUE MICHAEL R Director | Purchase | 2,030 | $499.8K |
| Feb 25, 2026 | Cousin Laetitia SVP, Reg, Quality & Compliance | Tax withheld | 111 | $27.5K |
| Feb 25, 2026 | Singh Prem SVP, Global Operations | Tax withheld | 138 | $34.2K |
| Feb 25, 2026 | Budden Lauren Group VP, CAO and Controller | Tax withheld | 55 | $13.6K |
| Feb 25, 2026 | Kapples John W. SVP and General Counsel | Tax withheld | 263 | $65.3K |
| Feb 25, 2026 | Benjamin Eric EVP and COO | Tax withheld | 395 | $98.0K |
| Feb 24, 2026 | Cousin Laetitia SVP, Reg, Quality & Compliance | Award | 1,044 | $0 |
| Feb 24, 2026 | McEvoy Ashley President and CEO | Award | 10,046 | $0 |
| Feb 24, 2026 | Singh Prem SVP, Global Operations | Award | 2,140 | $0 |
| Feb 24, 2026 | Budden Lauren Group VP, CAO and Controller | Award | 611 | $0 |
| Feb 24, 2026 | Kapples John W. SVP and General Counsel | Award | 1,885 | $0 |
| Feb 24, 2026 | Benjamin Eric EVP and COO | Award | 3,822 | $0 |
| Feb 24, 2026 | Davis Lisa Blair SVP, Chief HR Officer | Award | 2,140 | $0 |
| Feb 24, 2026 | Pease Flavia EVP & CFO | Award | 3,822 | $0 |
| Feb 20, 2026 | McEvoy Ashley President and CEO | Purchase | 4,300 | $1.03M |
| Feb 12, 2026 | Kapples John W. SVP and General Counsel | Award | 5,246 | $0 |
| Feb 12, 2026 | Cousin Laetitia SVP, Reg, Quality & Compliance | Tax withheld | 564 | $135.8K |
| Feb 12, 2026 | Cousin Laetitia SVP, Reg, Quality & Compliance | Award | 1,808 | $0 |
| Feb 12, 2026 | Budden Lauren Group VP, CAO and Controller | Tax withheld | 622 | $149.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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