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Insulet PODD Q2 2026 earnings

Reported August 5, 2026 · Before market open

Revenue$801.7MBeat by $14.3M
EPS$1.66Beat by $0.19
Revenue estimate$787.4M
EPS estimate$1.47
We delivered another quarter of broad-based growth, robust margin expansion, and positive free cash flow, reflecting the strength of the Omnipod platform. While we are updating our outlook to reflect what we're learning as we scale in type 2, our conviction in the long-term opportunity remains unchanged. We remain focused on converting those insights into action, further strengthening execution and positioning the business for durable, profitable growth.
Ashley McEvoy

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$833.3M
EPS estimate$1.59

Financials

Q2 2026

Income statement

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Revenue$801.7M+23.5%
Gross profit$562.6M+24.4%
Operating income$129.7M+7.1%
Net income$95.0M+322%
EPS (diluted)$1.37+328%

Balance sheet

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Cash & equivalents$534.9M-52.3%
Total debt$974.7M-47.6%
Total equity$1.4B-2.8%
Total assets$3.2B-8.8%

Cash flow

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Operating cash flow$88.4M-55.0%
CapEx$32.5M+74.7%
Free cash flow$55.9M-68.6%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$9.75B-57.0%
Enterprise value$10.19B-56.5%
P/E26×-70.1×
P/S3.2×-6.4×

Profitability

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Gross margin71.1%+0.3pp
Operating margin16.9%-0.4pp
Net margin12.3%+2.3pp
FCF margin9.6%-7.5pp

Returns & leverage

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Return on equity26%+6.8pp
Debt / equity0.7×-0.6×
Current ratio2.5×+0.2×

Segments

By product

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International$251.8M+35.5%
Drug Delivery$5.8M-43.1%

FAQ

When did Insulet report Q2 2026 earnings?
Insulet (PODD) reported Q2 2026 earnings on August 5, 2026 before market open.
What were Insulet's Q2 2026 revenue and EPS?
Insulet reported revenue of $801.7M and eps of $1.66 for Q2 2026.
Did Insulet beat estimates in Q2 2026?
Revenue beat the consensus estimate of $787.4M by $14.3M. EPS beat the consensus estimate of $1.47 by $0.19.
How did Insulet's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 23.5% from $649.1M a year earlier and eps grew 41.9% from $1.17.
Where can I find Insulet's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001145197-26-000167) and the 10-Q periodic report (0001145197-26-000169) directly on SEC EDGAR. The filing index links above go to sec.gov.