Form 8-K · Current report

Insulet Corporation 8-K, filed Nov 4, 2026

Filed
CIK
0001145197
Accession no.
0001145197-26-000190
AI-generated summary

Summary

Insulet Corporation reported third-quarter 2026 revenue of $842.0 million, up 19.2% year over year, and net income of $141.1 million ($2.03 per diluted share), while raising its full-year 2026 revenue and margin guidance. The company's board also authorized a stock repurchase program of up to $1 billion through the end of 2028, with roughly $400 million of repurchases planned for the fourth quarter of 2026; CEO Ashley McEvoy attributed the quarter to margin expansion and progress on the type 2 diabetes action plan.

Key points

  • Q3 2026 revenue was $842.0 million, up 19.2% (19.6% in constant currency) and slightly above the top of its own guidance range; total Omnipod revenue was $836.6 million, up 19.7%.
  • Net income was $141.1 million, or $2.03 per diluted share, versus $87.6 million, or $1.24 per diluted share, a year earlier.
  • The board authorized a stock repurchase program of up to $1 billion through December 31, 2028, with about $400 million planned for Q4 2026 funded from existing cash.
  • FY 2026 guidance was raised to 21%–22% total revenue growth in constant currency and ~150 basis points of adjusted operating margin expansion, and enrollment was completed in the STRIVE2 type 1 cohort and the EVOLVE pivotal study.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 7.01Regulation FD Disclosure
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02. Results of Operations and Financial Condition. On November 4, 2026, Insulet Corporation (the “Company”) announced its financial results for the third quarter ended September 30, 2026. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this Item 2.02 of this Current Report on Form 8-K and Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing by the Company under the Securities…

An excerpt of the text as filed with the SEC, cut for length.

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