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EarningsQ2 2026 Earnings Report
PODD Q2 2026 EPS Results
Actual EPS$1.66
Consensus EPS$1.47
Beat/MissBeat by +$0.19
One Year Ago EPS$1.17
PODD Q2 2026 Revenue Results
Actual Revenue$801.70M
Expected Revenue$787.39M
Beat/MissBeat by +$14.31M
YoY Revenue Growth+23.51%
Earnings Announcement Details
QuarterQ2 2026
Date08/05/2026
TimeBefore Open
Conference CallWednesday, August 5, 2026
PODD Upcoming Earnings
Insulet's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
PODD Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial performance — strong revenue, significant margin expansion, robust EPS growth, international strength, product and clinical progress, and solid liquidity — while transparently acknowledging a meaningful, addressable execution issue in onboarding and retaining type 2 customers that led to a modest downward revision to U.S. revenue outlook and a reassessment of longer-term assumptions. Management presented concrete actions (expanded customer care, sales compensation changes, sampling refinements, Omnipod Discover and data platform investments) to remediate retention and utilization in the first 90 days and expressed confidence these will translate into improved outcomes over time.Company Guidance
Strong Revenue Growth
Q2 total revenue of $802 million, up 23.5% reported and 22.7% constant currency year-over-year; company delivered another quarter of strong top-line growth.
Robust International Performance
International Omnipod revenue grew over 35% reported and 33% constant currency in Q2; full‑year international revenue growth outlook raised to 30%–32% (constant currency).
U.S. Omnipod Growth and New Customer Starts
U.S. Omnipod revenue grew 20% in Q2; global new customer starts rebounded sequentially and year-over-year, producing the second-highest quarter ever and contributing to 23% growth in the global customer base.
Margin Expansion and Profitability
Adjusted gross margin improved to 72.9% (up 320 basis points YoY); adjusted operating margin increased to 19.3% (up 140 basis points YoY), reflecting manufacturing productivity gains and scale.
Strong Earnings and EPS Leverage
Q2 adjusted EPS was $1.66, up 41.5% YoY (from $1.17); company expects adjusted EPS growth of at least 30% for the full year and a long-term adjusted EPS CAGR >25%.
Cash Generation and Liquidity
Ended Q2 with $535 million in cash and investments and the full $500 million available under the revolving credit facility; year-to-date free cash flow of $145 million.
Commercial & Coverage Momentum
U.S. prescriber base >32,000 (up 27% YoY); added coverage for ~6.5 million lives and simplified prior authorization for ~10 million lives, improving access and affordability.
Product and Clinical Progress
Omnipod 5 became the #1 insulin pump for new users in Australia; launched in Spain; pivotal STRIVE data supporting Omnipod 6 presented; EVOLVE enrollment progressing with 510(k) submission expected in 2027; Omnipod Discover adoption >12,000 patients and >1,600 HCPs.
PODD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed