Short answer
Insulet Corporation (PODD) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $802M (up 23.5% year over year) with net income of $95M.
Q2 2026 key financials · XBRL
- Revenue
- $802M
- +23.5% YoY · +5.3% QoQ
- Net income
- $95M
- +322.2% YoY · +4.3% QoQ
- Operating margin
- 16.2%
- Gross margin
- 70.2%
- EPS (diluted)
- $1.37
- +328.1% YoY · +5.4% QoQ
Source: XBRL data from the Insulet Corporation (PODD) Q2 2026 10-Q on SEC EDGAR. USD.
Insulet Corporation Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $801.7M, up 23.5% YoY from $649.1M, driven by Omnipod Products revenue up 24.6% to $795.9M
- International Omnipod revenue $251.8M, up 35.5%; worst line Drug Delivery $5.8M, down 43.1%
- Gross margin 70.2% vs 69.7% YoY; net income $95.0M vs $22.5M
- Cash $534.9M vs $716.1M at December 31; operating cash flow $202.2M vs $260.3M
- Capital deployment: $300.0M share repurchases and $56.8M capital expenditures; 2026 capital spending expected to increase
- Outlook: strong 2026 U.S. growth; MDC costs estimated at $60M–$70M, with tariffs a potential future headwind
Risk Factors
- No material changes to risk factors disclosed in the December 31, 2025 Form 10-K
- No newly added risk factor or quarter-specific trigger disclosed
- No material regulatory, legal, or compliance risk updates disclosed
- No operational, competitive, or market risk updates disclosed
- No liquidity, debt maturity, currency, or concentration risk updates disclosed
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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