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PODD · Q2 2026
Archived report (Q2 2026). Latest deep dive →
The quarter in brief
Revenue grew 23.5% y/y to $802M, operating margin 16.2% vs 18.7%, net income $95M (+322.2% y/y).
Net income
$95M
up 322% y/y
Revenue
$802M
up 23.5% y/y
Operating income
$130M
up 7.1% y/y
Gross profit
$563M
up 24.4% y/y
All figures in $M.
| Line item | Amount and change |
|---|---|
| Revenue | $802 · +23.5% |
| Cost of revenue | $239 · +21.4% |
| Gross profit | $563 · +24.4% · 70.2% margin |
| Research and development expenses | $88.1 · +20.0% |
| Selling, general and administrative expenses | $345 · +33.8% |
| Operating income | $130 · +7.1% · 16.2% margin |
| Interest expense, net | $9.9 · +4.2% |
| Other (expense) income, net | $1.1 · vs $1.3 |
| Income before income taxes | $119 · +318% |
| Income tax expense | $23.7 · +302% · 20.0% effective rate |
| Net income | $95 · +322% · $1.37/sh · 11.8% margin |
Verdict: revenue grew 23.5% y/y to $802M, operating margin 16.2% vs 18.7%, net income $95M (+322.2% y/y).
Net income was $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32, in the prior year.
Source and notation
Source: Insulet press release, 8-K EX-99.1 of 08/05/2026 (SEC EDGAR). Every figure was matched against the income statement in the release and checked against SEC XBRL.
Open as an image: PODD, Q2 2026 (PNG) ↗ · for sharing and presentations · free to reuse, CC BY 4.0
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Chart: “PODD Q2 2026: where the revenue went” by Who Reports Today, https://whoreportstoday.com/t/podd/q2-2026. Licensed under CC BY 4.0.
<figure> <a href="https://whoreportstoday.com/t/podd/q2-2026"><img src="https://whoreportstoday.com/t/podd/q2-2026/sankey.png" alt="PODD Q2 2026: where the revenue went" loading="lazy" style="max-width:100%;height:auto"></a> <figcaption>Source: <a href="https://whoreportstoday.com/t/podd/q2-2026">Who Reports Today</a>, licensed under <a href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></figcaption> </figure>
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<a href="https://whoreportstoday.com/t/podd/q2-2026">PODD Q2 2026 earnings chart (Who Reports Today)</a>
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- Total Omnipod revenue of $795.9 million rose 24.6%, with U.S. Omnipod revenue up 20.1% and International Omnipod revenue up 35.5%.
- Gross margin was 70.2% vs 69.7% a year earlier.
- Operating income was $130M, a 16.2% margin vs 18.7% a year earlier.
- The effective tax rate was 20.0% vs 20.8% a year earlier.
- Diluted EPS was $1.37 vs $0.32 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
PODD — a medical device company that develops, makes and sells the Omnipod insulin delivery systems, including the Omnipod 5 automated system, for people with insulin-dependent diabetes, and also produces pods for Amgen's Neulasta Onpro kit. It reports a single segment. · Source: annual report (Form 10-K, SEC)
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