10-Q quarterly report · filed May 6, 2026

Insulet Corporation (PODD) Q1 2026 10-Q Quarterly Report

Short answer

Insulet Corporation (PODD) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $762M (up 33.9% year over year) with net income of $91M.

Q1 2026 key financials · XBRL

Revenue
$762M
+33.9% YoY
Net income
$91M
+157.3% YoY
Operating margin
16.0%
Gross margin
69.5%
EPS (diluted)
$1.30
+160.0% YoY

Source: XBRL data from the Insulet Corporation (PODD) Q1 2026 10-Q on SEC EDGAR. USD.

Insulet Corporation Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $761.7M, up 33.9% YoY from $569.0M, driven by Omnipod Products growth
  • Gross margin 69.5% vs 71.9% YoY, pressured by inventory reserves and warranty costs
  • International Omnipod revenue $242.9M, up 59.4%; worst line Drug Delivery $3.3M vs $14.9M
  • Operating cash flow $113.8M vs $63.8M; free cash flow $89.5M vs $51.6M
  • Cash $480.4M vs $716.1M; $300.0M share repurchases and $24.3M capital expenditures
  • 2026 outlook: strong U.S. growth and higher international revenue; correction costs approximately $30M

Risk Factors

  • No material changes to risk factors disclosed in the December 31, 2025 Form 10-K
  • Regulatory risk carried forward without quarterly updates
  • Operational and competitive risks unchanged from the 2025 Form 10-K
  • Financial risks, including liquidity and debt exposure, unchanged from the 2025 Form 10-K

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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