US · Healthcare · Medical Devices
EPS came in at 1.66 against a street estimate of 1.44 — a beat of 15.3%.
Analysts rate Insulet Corporation a buy (15 buy, 11 hold, 0 sell out of 26) with an average price target of $167.17.
MIXED Strong Q2 revenue growth (23.5% YoY) and margin expansion, but Type 2 retention/utilization worse than expected. Lowering FY26 guidance; confidence in long-term opportunity remains, pending 2027 actions. Q2 2026 U.S. revenue growth deceleration offset by international acceleration. Type 2 execution issues concentrated in U.S.; international markets performing well. Analysts pressed timing of Type 2 discovery, 2027 acceleration plausibility, and competitive/pricing risk. Management emphasized execution gap (not market structural), monthly monitoring, and confidence in innovation pipeline + actions—but deferred formal 2027 guidance to Q4 pending early results. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.65% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.61% |
| Vanguard Portfolio Management, LLC | 4.44% |
| AQR Capital Management LLC | 3.54% |
| Baillie Gifford & Co Limited. | 2.94% |
| Geode Capital Management, LLC | 2.89% |
| Two Sigma Investments LLC | 2.74% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 INSULET CORPORATION (PODD) - 8-K SUMMARY HEADLINE NUMBERS • Term Loan Refinancing: $475 million in existing term loans replaced with new term loans | 2026-09-21 |
| Board / officer change · Q3 2026 INSULET CORPORATION (PODD) - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics provided in this filing • Document dated September 14, 2026 (ea | 2026-09-16 |
| Board / officer change · Q3 2026 INSULET CORPORATION (PODD) - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Leadership Change: Timothy J. Scannell stepped down from the Board of Dir | 2026-09-10 |
| Quarterly report · Q2 2026 INSULET CORPORATION – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenue (6 months): $1,563.4 million vs. $1,218.1 million in 2025 (28% incr | 2026-08-05 |
| Results announced · Q3 2026 INSULET CORPORATION Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $801.7 million, up 23.5% YoY (22.7% constant currency), exceeding gu | 2026-08-05 |
| Board / officer change · Q2 2026 INSULET CORPORATION (PODD) - FORM 8-K SUMMARY HEADLINE NUMBERS • New Director Appointment: Jonathan J. Mazelsky appointed as Class II director, effe | 2026-06-25 |
| Reg FD disclosure · Q2 2026 INSULET CORPORATION (PODD) - FORM 8-K SUMMARY HEADLINE NUMBERS • Approximately 7 million Pods included in voluntary medical device correction • Appr | 2026-05-26 |
| Charter / bylaws change · Q2 2026 INSULET CORPORATION (PODD) - FORM 8-K SUMMARY HEADLINE NUMBERS • Shares Outstanding: 69,263,714 shares • Annual Meeting Attendance: 61,782,973 share | 2026-05-21 |
Readable in the app.
| Announcement | Date |
|---|---|
| Extended supply agreement with NXP with amended pricing and volume terms Insulet Corporation amended its long-standing supplier agreement with NXP USA, Inc. on January 29, 2026. The original agreement dated October 12, 2017 has been extended through a new addendu | 2026-02-03 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.