Insulet Corporation (PODD) Financials
Key financial figures for Insulet Corporation (Q3 2026).
Insulet Q3 2026 revenue rose 19.2% to $842.0M (19.6% constant currency), just above the top of its 17.5%-19.5% guidance, as U.S. Omnipod growth slowed to 14.7% and the company announced a $1 billion buyback. Revenue of $842.0M was up 19.2% (19.6% in constant currency), slightly above the high end of the company's 17.5%-19.5% constant-currency guidance range; Q2 2026 growth was 23.5% reported. U.S. Omnipod revenue was $570.4M, up 14.7% (Q2 2026: $544.1M, up 20.1%); International Omnipod revenue was $266.2M, up 31.7% (33.0% constant currency). GAAP operating income was $189.8M, a 22.5% margin and up 590 basis points year over year; adjusted operating income was $185.2M, or 22.0% of revenue. GAAP gross margin was 75.1% (calculated: $632.1M gross profit over $842.0M revenue). On the outlook: FY 2026 constant-currency revenue growth guidance as of 11/4/2026 (prior as of 8/5/2026): total 21%-22% (20%-22%), U.S. Omnipod 17.5%-18.5% (17%-19%), International Omnipod 32%-33% (30%-32%), Total Omnipod 21.5%-22.5% (21%-23%), Drug Delivery about -40% (unchanged); adjusted operating margin about 150 bps YoY expansion (about 100 bps); adjusted EPS growth above 30% (above 30%). Figures are for Q3 2026, as Insulet Corporation reported them.
- Revenue
- $842M
- Net Income
- $141M
- EPS
- $2.03
- Total Assets
- $3.4B
- Operating Cash Flow
- $124M
Recent quarters
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| Q3 FY2026 | $842M | $141M | $2.03 | 22.54% | $66M |
| Q2 FY2026 | $802M | $95M | $1.37 | 16.18% | $59M |
| Q1 FY2026 | $762M | $91M | $1.30 | 16.03% | $86M |
| Q4 FY2025 | $784M | $102M | $1.44 | 18.67% | $48M |
| Q3 FY2025 | $706M | $88M | $1.24 | 16.66% | $105M |
Recent fiscal years
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| FY2025 | $2.7B | $247M | $3.48 | 17.5% | $378M |
| FY2024 | $2.1B | $418M | $5.78 | 14.91% | $305M |
| FY2023 | $1.7B | $206M | $2.94 | 12.96% | $70M |
Frequently asked questions
What was Insulet Corporation's revenue last quarter?
Insulet Corporation reported revenue of $842.0 million for Q3 FY2026, up 19.2% from the same period a year earlier.
Is Insulet Corporation profitable?
Yes. Insulet Corporation reported net income of $141.1 million for Q3 FY2026, a net margin of 16.76% on revenue.
How has Insulet Corporation's margin trended?
Operating margin was 22.54% in Q3 FY2026, compared with 16.66% in the same period a year earlier. The quarter by quarter series is on the SentiSense financials page.
How much free cash flow did Insulet Corporation generate?
Insulet Corporation generated free cash flow of $66.4 million in Q3 FY2026, after capital expenditure.
Full income statement, balance sheet and cash flow for Insulet Corporation on SentiSense, with up to forty quarters and twenty fiscal years of history.