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Insulet PODD Total Omnipod products — Total Revenue

Other product segments

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

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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 total omnipod products — total revenue?
Insulet (PODD) reported total omnipod products — total revenue of $795.9M in Q2 2026.
How has Insulet's total omnipod products — total revenue changed year-over-year?
Insulet's total omnipod products — total revenue increased by 24.6% year-over-year, from $639M to $795.9M.
What is the long-term trend for Insulet's total omnipod products — total revenue?
Over 4 years (2021 to 2025), Insulet's total omnipod products — total revenue has grown at a 27.5% compound annual growth rate (CAGR), from $1.01B to $2.67B.
What does total omnipod products — total revenue mean?
This metric represents the total gross sales generated from the company's primary insulin delivery system product line. It captures the aggregate financial performance of the disposable infusion device segment, reflecting both new patient acquisition and recurring consumable usage. As the core revenue driver, it serves as a primary indicator of market adoption and the scale of the company's diabetes management franchise.

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