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Insulet PODD U.S.Omnipod — Total Revenue

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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 u.s.omnipod — total revenue?
Insulet (PODD) reported u.s.omnipod — total revenue of $544.1M in Q2 2026.
How has Insulet's u.s.omnipod — total revenue changed year-over-year?
Insulet's u.s.omnipod — total revenue increased by 20.1% year-over-year, from $453.2M to $544.1M.
What is the long-term trend for Insulet's u.s.omnipod — total revenue?
Over 4 years (2021 to 2025), Insulet's u.s.omnipod — total revenue has grown at a 31.0% compound annual growth rate (CAGR), from $651.5M to $1.92B.
What does u.s.omnipod — total revenue mean?
This metric represents the total gross sales generated from the sale of insulin delivery systems and associated consumables within the domestic market. It reflects the company's ability to capture market share and drive adoption of its flagship wearable medical device technology among insulin-dependent patients. Growth in this segment is a primary indicator of the company's domestic commercial success and the scalability of its direct-to-consumer and pharmacy-channel distribution models.

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