Insulet Q3 2026: EPS Beats by 25%, Buyback and Raised Guidance

Insulet Q3 2026: EPS Beats by 25%, Buyback and Raised Guidance

As seen on the 24/7 Wall St. homepage on November 4, 2026.

PODDInsulet

International Omnipod sales jumped 31.7%, enough for Insulet to lift full-year constant-currency revenue growth guidance and double its margin expansion target. The board also approved a buyback, with part of it planned for the fourth quarter.

Continue ReadingShow less

Insulet reported adjusted earnings per share of $1.99 for the third quarter of 2026, clearing the consensus estimate of $1.59 by 25.35%. Revenue of $842 million came in just above the $832.6 million estimate, growing 19.2% year over year, with margin expansion contributing alongside top-line growth.

The standout driver was International Omnipod, which grew 31.7%, pushing total constant-currency revenue growth above the high end of management's prior guidance range. Adjusted EBITDA reached 27.7% of revenue, while adjusted operating margin widened 490 basis points year over year. GAAP diluted EPS came in at $2.03, helped in part by a net favorable warranty adjustment tied to voluntary medical device corrections issued earlier in the year.

On the strength of those results, Insulet raised ...