Insulet (PODD) extends NXP purchase deal and revises pricing and volumes

Rhea-AI Filing Summary

Insulet Corporation has updated a key supply relationship with NXP USA, Inc.. The companies signed a 2026 Addendum to their existing 2017 Purchase Agreement, effective January 1, 2026. This addendum extends the agreement’s term and revises important commercial terms.

The changes cover pricing, product volume commitments, and product order flexibility, along with other contractual details. These updates are designed to reset how Insulet buys components from NXP under the long‑standing agreement, which remains in place under the amended structure.

Insights

Medical device supply-chain analyst

Insulet extends and updates a core supply deal with NXP, adjusting pricing, volume, and order flexibility.

The addendum keeps Insulet’s 2017 purchase agreement with NXP in force beyond its prior term while revising commercial terms. Extending a long-running supply arrangement can help maintain continuity of key components used in Insulet’s products under renegotiated conditions.

Updated clauses on pricing, product volume, and order flexibility can influence unit costs and the ability to match production with demand. Actual financial impact will depend on detailed terms in the confidential exhibit and how future ordering patterns develop under the amended agreement.

8-K Event Classification

2 items: 1.01, 9.01

2 items

Item 1.01 Entry into a Material Definitive Agreement Business

The company signed a significant contract such as a merger agreement, credit facility, or major partnership.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

0001145197FALSE00011451972026-01-292026-01-29

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):  January 29, 2026

INSULET CORPORATION

(Exact name of registrant as specified in its charter)

Delaware

001-33462

04-3523891

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

100 Nagog Park

Acton

Massachusetts

01720

(Address of principal executive offices)

(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 class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, $0.001 Par Value Per Share

PODD

The NASDAQ Stock Market, LLC

Item 1.01 Entry into a Material Definitive Agreement.

On January 29, 2026, Insulet Corporation (the “Company”) and NXP USA, Inc. (“NXP”) entered into an Addendum effective January 1, 2026 (the “2026 Addendum”) to the Purchase Agreement, dated as of October 12, 2017, between the Company and NXP (the “Original Agreement”), as amended. Pursuant to the 2026 Addendum, the term of the Original Agreement, as amended, is extended, and certain terms and conditions related to pricing, product volume, product order flexibility, and other matters are amended.

The foregoing description of the 2026 Addendum is not intended to be complete and is qualified in its entirety by reference to the full text of the 2026 Addendum, filed as Exhibit 10.1 hereto and incorporated by reference herein.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits.

The following exhibit is filed as part of this report:

No.						Exhibit
10.1+						Addendum, effective January 1, 2026, to the Purchase Agreement by and between Insulet Corporation and NXP USA, Inc., dated October 12, 2017, as amended.
104						Cover Page Interactive Date File (embedded within the Inline XBRL document)

+    Certain portions of this exhibit are considered confidential and have been omitted as permitted under SEC rules and regulations

SIGNATURES

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

INSULET CORPORATION

Date: February 3, 2026

By:

/s/ Patricia K. Dolan

Patricia K. Dolan

Vice President, Secretary

FAQ

What did Insulet Corporation (PODD) change in its agreement with NXP USA?

Insulet and NXP signed a 2026 Addendum that extends their 2017 Purchase Agreement and updates key commercial terms. The addendum revises pricing, product volume arrangements, product order flexibility, and related contractual provisions governing Insulet’s component purchases from NXP.

When does Insulet’s new addendum with NXP USA become effective?

The 2026 Addendum between Insulet and NXP is effective January 1, 2026. Although the addendum was entered into on January 29, 2026, its terms apply from the start of 2026, covering extended supply and updated commercial conditions.

Does the Insulet (PODD) and NXP addendum extend the existing purchase agreement?

Yes, the 2026 Addendum expressly extends the term of the original 2017 Purchase Agreement, as previously amended. This means the existing supply relationship continues under a longer timeframe, with revised pricing, volume, and order-flexibility terms now in place.

Which areas of the Insulet–NXP supply contract are amended in the 2026 Addendum?

The addendum amends terms and conditions related to pricing, product volume, and product order flexibility, along with other contractual matters. These changes govern how Insulet purchases components from NXP under the extended purchase agreement going forward.

Where can investors find the full text of Insulet’s 2026 Addendum with NXP?

The complete 2026 Addendum is filed as Exhibit 10.1 to Insulet’s Form 8-K. Certain portions are omitted as confidential under SEC rules, but the filed exhibit provides the operative contract language between Insulet and NXP.

Does the Insulet 8-K disclose detailed financial impacts from the NXP addendum?

The 8-K notes that pricing and volume terms are amended but does not provide specific financial figures. It directs readers to the full 2026 Addendum in Exhibit 10.1, where the detailed commercial provisions are set out, with some parts kept confidential.