Form 10-Q · Quarterly report
Insulet Corporation 10-Q, filed Nov 4, 2026
- Filed
- CIK
- 0001145197
- Accession no.
- 0001145197-26-000192
Summary
Insulet Corporation reported third-quarter 2026 revenue of $842.0 million, up 19.2% from a year earlier, on growth in its Omnipod customer base, and nine-month revenue of $2.405 billion, up 25.0%. The company recorded a $38.5 million net charge for two voluntary medical device corrections tied to cannula tears in certain Omnipod products, and said it completed enrollment in the EVOLVE pivotal study of a fully closed-loop automated insulin delivery system for type 2 diabetes, intended to support a planned 2027 510(k) submission.
Key points
- Third-quarter 2026 U.S. Omnipod revenue was $570.4 million, up 14.7%, and international revenue was $266.2 million, up 31.7%.
- Insulet estimated total costs from the two medical device corrections at approximately $50 million, most expected in 2026.
- In June 2026, Insulet expanded U.S. Omnipod 5 compatibility to Abbott's FreeStyle Libre 3 Plus sensor and rolled out algorithm enhancements including a 100 mg/dL lower target glucose setting.
- Insulet said it completed enrollment for the type 1 diabetes cohort of the STRIVE 2 study and is investing in a new manufacturing plant in Costa Rica.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion Overview Our mission is to transform the lives of people with diabetes. We develop, manufacture, and sell proprietary continuous insulin delivery systems for people with insulin-dependent diabetes. Our Omnipod platform includes our latest-generation Omnipod 5 and its predecessor, Omnipod DASH, both of which eliminate the need for multiple daily injections using syringes or insulin pens and avoid the need for a traditional insulin pump and tubing. Omnipod DASH features a secure Bluetooth enabled Pod that is controlled through a smartphone-like Personal Diabetes Manager (“PDM”) with a color touch screen user interface. …
An excerpt of the text as filed with the SEC, cut for length.
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