PODD

EX-99.1

2 podd2026-06x30ex991.htm

EX-99.1

Document

Exhibit 99.1

Insulet Reports Second Quarter 2026 Results

Second Quarter Revenue of $802 million, Increase of 23.5% (22.7% in Constant Currency1)

ACTON, Mass. - August 5, 2026 - Insulet Corporation (NASDAQ: PODD) (Insulet or the Company), the global leader in tubeless insulin pump technology with its Omnipod® brand of products, today announced its financial results for the three months ended June 30, 2026.

Second Quarter Financial Highlights:

•Revenue of $801.7 million, up 23.5%, or 22.7% in constant currency, and exceeded the high end of the Company’s guidance range of 20% - 22% at constant currency rates

◦Total Omnipod revenue of $795.9 million, rose 24.6%, or 23.8% in constant currency

▪U.S. Omnipod revenue of $544.1 million, increased 20.1%

▪International Omnipod revenue of $251.8 million, increased 35.5%, or 32.9% in constant currency

◦Drug Delivery revenue of $5.8 million

•Operating income of $129.7 million, or 16.2% of revenue, down 250 basis points over prior year

•Adjusted operating income1 of $154.5 million, or 19.3% of revenue, up over 140 basis points compared to prior year

•Net income of $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32 per diluted share, in the prior year

•Adjusted net income1 of $115.0 million, or $1.66 per diluted share, increased 37.4% and 41.5%, respectively, compared to $83.7 million, or $1.17 per diluted share, in the prior year

Recent Strategic Highlights:

•Launched Omnipod 5 and Omnipod DiscoverTM in Spain, expanding access to tubeless diabetes technology. Spain is the 26th country where Insulet sells Omnipod, and the 20th country where Omnipod 5 is available, further accelerating Insulet’s mission to transform the lives of people with diabetes around the world

•Expanded the Omnipod 5 ecosystem through the launch of next-generation algorithm designed to improve time in range and increase time spent in Automated Mode, while broadening sensor choice through expanded compatibility with Abbott’s FreeStyle Libre 3 Plus

•Presented data at the American Diabetes Association 2026 Scientific Sessions reinforcing the strength of its innovation pipeline and next-generation automated insulin delivery technologies

◦STRIVE results supporting Omnipod 6, designed to deliver stronger glycemic outcomes with less user effort2

◦EVOLUTION 3 feasibility study demonstrating the potential of its fully closed-loop technology to improve outcomes, reduce burden, and expand access to automated insulin delivery for people with type 2 diabetes2

•Partnered with Calm to advance whole-person care through free-to-access mindfulness, sleep, and stress-management tools for the global diabetes community

1 See description of non-GAAP financial measures contained in this release.

2 Ly, T et al. The Omnipod® Difference: Patient-Centered Simplicity and Breakthrough Algorithm Performance. Presented at: ADA 2026; June 5-8; New Orleans, LA.

1

“We delivered another quarter of broad-based growth, robust margin expansion, and positive free cash flow, reflecting the strength of the Omnipod platform. While we are updating our outlook to reflect what we're learning as we scale in type 2, our conviction in the long-term opportunity remains unchanged,” said Ashley McEvoy, President and CEO. “We remain focused on converting those insights into action, further strengthening execution and positioning the business for durable, profitable growth.”

2026 Outlook:

For the quarter ending September 30, 2026 and year ending December 31, 2026, the Company is providing the following guidance (revenue in constant currency):

Q3 2026 Guidance FY 2026 Guidance

(as of 8/5/2026)

FY 2026 Prior Guidance

(as of 5/6/2026)

U.S. Omnipod14% - 16%17% - 19%20% - 22%

International Omnipod28% - 30%30% - 32%26% - 28%

Total Omnipod18% - 20%21% - 23%22% - 24%

Drug Delivery~(20%)~(40%)~(50%)

Total17.5% - 19.5%20% - 22%21% - 23%

Adjusted Operating Margin1 ~100 bps YoY expansion~100 bps YoY expansion

Adjusted EPS Growth1 >30%>25%

Conference Call:

Insulet will host a conference call at 8:00 a.m. (Eastern Time) on August 5, 2026 to discuss the financial results and outlook. The link to the live call will be available on the Investor Relations section of the Company’s website at investors.insulet.com, “Events and Presentations,” and will be archived for future reference. The live call may also be accessed by dialing (888) 770-7129 for domestic callers or (929) 203-2109 for international callers, passcode 5904836.

About Insulet Corporation:

Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to

SEC.gov | Request Rate Threshold Exceeded

U.S. Securities and Exchange Commission

You’ve Exceeded the SEC’s Traffic Limit

Your request rate has exceeded the SEC’s maximum allowable requests per second. Your access to SEC.gov will be limited for 10 minutes.

Current guidelines limit each user to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. To ensure that SEC.gov remains available to all users, we reserve the right to block IP addresses that submit excessive requests.

The block will be lifted automatically by waiting 10 minutes. Continuing to exceed the SEC’s maximum allowable request rate during the time-out period will extend the duration of the time-out period. To ensure fair access for all users, please reduce the rate of your requests and visit SEC.gov again after the 10 minute time-out period has passed.

For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. You can also sign up for email updates on the SEC open data program, including best practices that make it more efficient to download data, and SEC.gov enhancements that may impact scripted downloading processes. For more information, contact opendata@sec.gov.

For more information, please see the SEC’s Web Site Privacy and Security Policy. Thank you for your interest in the U.S. Securities and Exchange Commission.

Reference ID: 0.e618d017.1784726337.7f42334

More Information

Internet Security Policy

By using this site, you are agreeing to security monitoring and auditing. For security purposes, and to ensure that the public service remains available to users, this government computer system employs programs to monitor network traffic to identify unauthorized attempts to upload or change information or to otherwise cause damage, including attempts to deny service to users.

Unauthorized attempts to upload information and/or change information on any portion of this site are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act of 1996 (see Title 18 U.S.C. §§ 1001 and 1030).

To ensure our website performs well for all users, the SEC monitors the frequency of requests for SEC.gov content to ensure automated searches do not impact the ability of others to access SEC.gov content. We reserve the right to block IP addresses that submit excessive requests. Current guidelines limit users to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests.

If a user or application submits more than 10 requests per second, further requests from the IP address(es) may be limited for a brief period. Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. This SEC practice is designed to limit excessive automated searches on SEC.gov and is not intended or expected to impact individuals browsing the SEC.gov website.

Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users.

Note: We do not offer technical support for developing or debugging scripted downloading processes.

podd-202602180001145197FALSE00011451972026-02-182026-02-18

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF

THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported):  February 18, 2026

INSULET CORPORATION

(Exact Name of Registrant as Specified in Charter)

Delaware001-3346204-3523891 (State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification No.)

100 Nagog Park ActonMassachusetts01720 (Address of Principal Executive Offices, including Zip Code)

Registrant’s telephone number, including area code: (978)600-7000

Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter)

Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised accounting standards provided pursuant to Section 13(a) of the Exchange Act☐

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, $0.001 Par Value Per Share PODDThe NASDAQ Stock Market, LLC

Item 2.02.Results of Operations and Financial Condition.

On February 18, 2026, Insulet Corporation (the “Company”) announced its financial results for the fourth quarter and year ended December 31, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this Item 2.02 of this Current Report on Form 8-K and Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 7.01.Regulation FD Disclosure

On February 13, 2026, the Board of Directors of Insulet Corporation (the “Company”) approved a $350 million increase in the previously authorized $125 million stock repurchase authorization and extended the authorization through December 31, 2027. With this additional authorization, the total authorization for the repurchase program allows for the purchase of up to $475 million in shares of the Company’s common stock. As of February 16, 2026, the Company has repurchased $60 million in shares under the repurchase program, leaving $415 million in shares available under the repurchase program. The Company expects to continue to fund repurchases with existing cash and plans to allocate approximately $300 million toward repurchases in the first quarter of 2026. The Company has no obligation to repurchase shares, and the share repurchase program may be extended, modified, suspended or discontinued by the Company at any time.

Item 9.01.Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.Description

99.1 Press Release dated February 18, 2026

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this Current Report on Form 8-K to be signed on its behalf by the undersigned thereunto duly authorized.

INSULET CORPORATION

February 18, 2026  By: /s/ Flavia H. Pease Flavia H. Pease Chief Financial Officer, Executive Vice President (Principal Financial Officer)