Insulet Corporation filings document the financial, regulatory, governance, and operating disclosures of a medical device company built around the Omnipod tubeless insulin delivery platform. Current reports record quarterly and annual results, Omnipod revenue categories, U.S. and international performance, drug delivery revenue, and related financial-condition disclosures.
Insulet’s SEC filings also cover Regulation FD updates on product-quality and medical device correction matters, material supply agreements, stock repurchase authorizations, executive severance arrangements, auditor changes, and proxy governance. Its definitive proxy materials describe board oversight, executive compensation, leadership structure, and other shareholder-voting matters tied to the company’s public-company governance.
Insulet Corporation (PODD) reported third-quarter revenue of $842.0 million, up 19.2% from $706.3 million, and net income of $141.1 million, versus $87.6 million. Omnipod revenue grew in the U.S. and internationally, mainly from higher sales volumes as the customer base grew. Gross margin was 75.1%, compared with 72.2%.
For the nine months ended September 30, 2026, operating cash flow was $325.7 million versus $386.0 million. Two voluntary medical device corrections related to tears in the cannula of certain Omnipod products generated a $38.5 million net charge; estimated total costs are approximately $50 million, most expected in 2026. In October 2026, the board authorized a $1 billion repurchase program through December 31, 2028; the company expects to allocate approximately $400 million to 2026 repurchases, funded with existing cash. In Insulet’s trade-secret case against EOFlow Co., Ltd., EOFlow, Inc., Nephria Bio, Inc. and CEO Jesse Kim, the Federal Circuit reversed the district court judgment on May 28, 2026, concluding Insulet’s claims were barred by the three-year statute of limitations, and denied rehearing on October 19, 2026. Because it had not previously recorded the damages awarded, Insulet said the reversal had no impact on its financial statements.
Insulet Corporation reported third-quarter revenue of $842.0 million, up 19.2% (19.6% in constant currency), for the three months ended September 30, 2026. Total Omnipod revenue was $836.6 million; U.S. revenue was $570.4 million, up 14.7%, and international revenue was $266.2 million, up 31.7% (33.0% in constant currency). Operating income was $189.8 million; it was 22.5% of revenue, up 590 basis points year over year. Net income was $141.1 million, or $2.03 per diluted share, compared with $87.6 million and $1.24 per diluted share a year earlier. Adjusted net income was $138.0 million, up 57.2%, and adjusted EPS was $1.99, up 59.9%.
For 2026, total revenue growth guidance is 21%–22% in constant currency, versus prior guidance of 20%–22%; adjusted operating margin guidance is approximately 150 basis points of year-over-year expansion, versus approximately 100 basis points. The board authorized repurchases of up to $1 billion through December 31, 2028, and Insulet plans to allocate approximately $400 million to fourth-quarter 2026 repurchases using existing cash. The program does not obligate Insulet to repurchase shares and may be modified, suspended or discontinued.
Insulet Corporation (PODD) is reported as having BlackRock, Inc. as a beneficial owner of 5,337,778 common shares, equal to 7.7% of the class. BlackRock reported sole voting power over 5,091,510 shares and sole dispositive power over 5,337,778 shares; shared voting and dispositive power were both zero.
The reported position reflects securities beneficially owned or deemed owned by certain BlackRock business units and excludes business units whose ownership is disaggregated. BlackRock stated that various persons may direct dividends or sale proceeds, but no one person's interest exceeds 5% of Insulet's outstanding common shares.
Insulet Corporation (PODD) EVP & CFO Flavia Pease had 1,882 shares withheld on October 1, 2026, when restricted stock units vested, to cover associated tax obligations. Her direct holdings following the transaction were 17,357 shares, including 80 shares acquired under the Insulet Corporation Employee Stock Purchase Plan since her prior Form 4.
Insulet Corp director Jonathan Jay Mazelsky acquired 141 deferred common stock units on September 30, 2026, in lieu of cash compensation under the Deferred Compensation Plan for Non-Employee Directors. The transaction lists a price of $130.47 per share, and the reported post-transaction position was 1,496 shares. The units convert one-for-one into common stock upon distribution; at his election, distribution may be a lump sum or substantially equal annual installments.
Insulet Corp. director Robert Luther Huffines received 178 Deferred Units on September 30, 2026, in lieu of cash compensation under the Deferred Compensation Plan for Non-Employee Directors, at a reported per-share value of $130.47. His reported post-transaction position was 2,627 shares. The units convert into common shares one-for-one upon distribution; at the director’s election, distribution is in a lump sum or substantially equal annual installments, with fractional-share value paid in cash.
Insulet Corp (PODD) amended its existing credit agreement, refinancing $475 million of outstanding term loans with an equal amount of new term loans that carry lower interest margins. The new loans have interest rate margins of 0.75% for base rate loans and 1.75% for term SOFR loans, with a 0.00% SOFR floor, representing a 0.25% reduction in margin compared with the prior term loans. The new term loans were issued at par, and, together with cash on hand, were used to repay the existing term loans and accrued interest.
The amendment also increases Insulet’s revolving credit commitments by $250 million to a total of $750 million, which were undrawn on the closing date. The margin range on SOFR-based revolving loans is reduced from 1.50%–2.00% to 1.25%–1.75%, with the actual margin tied to the company’s adjusted total leverage ratio. Borrowings and letters of credit under this revolving facility may be used for working capital and other general corporate purposes of Insulet and its subsidiaries.
INSULET CORP (PODD) reported that its Talent and Compensation Committee approved and adopted the Insulet Nonqualified Deferred Compensation Plan, effective January 1, 2027. The plan is an unfunded "top hat" deferred compensation arrangement for a select group of management or highly compensated employees, including named executive officers, designed to comply with Section 409A of the Internal Revenue Code and ERISA requirements.
Eligible participants designated by the committee may elect to defer up to 60% of cash compensation, including base salary and annual incentive bonus, with all participant deferrals and related earnings fully vested. The plan allows, but does not require, the company to make matching, nonelective, and discretionary contributions that generally follow a two-year cliff vesting schedule and vest fully upon a change in control. Deferred amounts are paid in cash as a lump sum or installments after a specified date or upon separation from service, death, or disability, with payments beginning on the first payroll date of the seventh month after separation and all accounts paid within 30 days following a change in control. The committee may amend or terminate the plan, provided existing earned benefits are not reduced.
Insulet Corporation (PODD) announced two upcoming changes to its Board of Directors. On September 3, 2026, longtime director Timothy J. Scannell informed the company he would step down from the Board for health reasons, effective the same day, after 12 years of service, including 7 years as Chairman of the Board.
On September 8, 2026, director Michael R. Minogue notified the company of his decision to step down from the Board, effective September 15, 2026, to focus on his candidacy for Governor of Massachusetts, after 9 years of service. The company states that neither director resigned due to any disagreement with the company on operations, policies, or practices.
INSULET CORP (PODD) director and President and CEO Ashley McEvoy reported an open-market purchase of 1,100 shares of common stock on 2026-08-21 at a weighted average price of $147.47 per share, with individual trade prices ranging from $147.42 to $147.62. After this transaction, McEvoy directly holds 23,731 shares of Insulet common stock, which include 80 shares acquired through the Insulet Corporation Employee Stock Purchase Plan since the prior Form 4 filing, and also reports 4 shares held indirectly by a trust.