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Insulet PODD Drug Delivery — Total Revenue

Other product segments

International
$251.8M+35.5%

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Other financials

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

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Market cap$9.23B-52.7%
Enterprise value$9.67B-52.3%
P/E24.6×-58.1×
P/S-5.2×

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×

Where this comes from

Reported directly by Insulet in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Insulet’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001145197-26-000169
(in millions)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
U.S.$544.1$453.2$1,059.7$854.9
International251.8185.8494.6338.1
Total Omnipod products795.9639.01,554.31,193.0
Drug Delivery5.810.29.125.1
Total revenue$801.7$649.1$1,563.4$1,218.1

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Insulet's drug delivery — total revenue?
Insulet (PODD) reported drug delivery — total revenue of $5.8M in Q2 2026.
How has Insulet's drug delivery — total revenue changed year-over-year?
Insulet's drug delivery — total revenue decreased by 43.1% year-over-year, from $10.2M to $5.8M.
What is the long-term trend for Insulet's drug delivery — total revenue?
Over 4 years (2021 to 2025), Insulet's drug delivery — total revenue has grown at a -21.0% compound annual growth rate (CAGR), from $87.4M to $34.1M.
What does drug delivery — total revenue mean?
This metric represents the total net sales generated from the company's drug delivery segment, which focuses on providing specialized infusion technology for pharmaceutical partners. It captures the revenue derived from licensing, manufacturing, or supplying proprietary delivery systems to third-party pharmaceutical companies for use with their medications. This segment serves as a distinct revenue stream separate from the company's core consumer-facing diabetes management products.

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