Insulet's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-04. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $842 million (+19.2% vs a year earlier) |
| Diluted EPS (GAAP) | $2.03 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.99 |
| Full-year guidance | Raised |
Guidance
Insulet raised 2026 constant-currency revenue growth to 21–22% (from 20–22%) and adjusted operating margin expansion to about 150 bps (from about 100).
Why this label: Guidance vs prior table: total cc revenue growth 21%–22% (prior 20%–22%), low end up; adjusted EPS growth >30% unchanged; nothing core down.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| total revenue growth (constant currency) | FY2026 | 21%–22% | 20%–22% |
| International Omnipod revenue growth (constant currency) | FY2026 | 32%–33% | 30%–32% |
| U.S. Omnipod revenue growth | FY2026 | 17.5%–18.5% | 17%–19% |
| Total Omnipod revenue growth (constant currency) | FY2026 | 21.5%–22.5% | 21%–23% |
| adjusted operating margin expansion | FY2026 | ~150 bps y/y | ~100 bps y/y |
| adjusted EPS growth | FY2026 | 30% | 30% |
From the release
Revenue: "Revenue · $ · 842.0 · $ · 706.3"
Earnings per share: "Net income of $141.1 million, or $2.03 per diluted share, compared to $87.6 million, or $1.24 per diluted share, in the prior year"
total revenue growth (constant currency): "Total · 21% - 22% · 20% - 22%"
International Omnipod revenue growth (constant currency): "International Omnipod · 32% - 33% · 30% - 32%"
U.S. Omnipod revenue growth: "U.S. Omnipod · 17.5% - 18.5% · 17% - 19%"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue rose 19.2% to $842 million; announced $1 billion share repurchase program.
Source
Insulet earnings release (SEC filing), accession 0001145197-26-000190, filed 2026-11-04.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.