Every 8-K that Insulet Corporation (PODD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PODD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PODD filings page.
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 Corporation reported strong results for the three months ended June 30, 2026. Revenue reached $801.7 million, up 23.5% (22.7% in constant currency), led by Omnipod revenue of $795.9 million. U.S. Omnipod grew 20.1% to $544.1 million, while International Omnipod rose 35.5% to $251.8 million. Operating income was $129.7 million, or 16.2% of revenue, and adjusted operating income was $154.5 million, or 19.3% of revenue. Net income increased to $95.0 million, or $1.37 per diluted share, and adjusted diluted EPS was $1.66.
For the six months ended June 30, 2026, revenue was $1,563.4 million and free cash flow was $145.4 million. For full‑year 2026, Insulet now expects constant‑currency revenue growth of 20%–22%, compared with prior guidance of 21%–23%, and continues to target about 100 basis points of adjusted operating margin expansion. The outlook for adjusted EPS growth is now >30%, compared with >25% in prior guidance. Third‑quarter 2026 constant‑currency revenue growth is projected at 18%–20% for Total Omnipod and 17.5%–19.5% for the Company overall.
Strategically, Insulet expanded Omnipod 5 and Omnipod into Spain, enhanced the Omnipod 5 algorithm and sensor compatibility, presented new clinical data on Omnipod 6 and a fully closed‑loop technology for people with type 2 diabetes, and partnered with Calm to provide mindfulness, sleep and stress‑management tools for the diabetes community.
Insulet Corporation appointed Jonathan J. (Jay) Mazelsky as a Class II member of its Board of Directors, effective July 1, 2026. He will stand for election at the Company’s 2027 annual stockholder meeting and will serve as an independent director.
Mazelsky is Executive Chair of IDEXX Laboratories’ board and previously served there as President and CEO, with prior leadership roles at Philips Healthcare, Agilent Technologies, and Hewlett Packard. As a non-employee director, he will receive an initial grant of restricted stock units with a grant date fair value of $216,548, representing a pro-rated $260,000 annual equity award, plus cash compensation under Insulet’s non-employee director compensation program. The Company states there are no related-party arrangements or transactions requiring disclosure under Item 404(a) of Regulation S-K.
Insulet Corporation announced a voluntary Medical Device Correction covering specific lots of Omnipod 5, Omnipod DASH, and Omnipod Eros Pods due to a manufacturing issue that can cause insulin under-delivery. The issue stems from cannula tears that may lead to insulin leaking outside the Pod and high blood glucose.
Approximately 7 million Pods are in scope, about 60% of which have already been consumed or expired, and the affected Pods represent roughly 8.5% of 2025 global Omnipod Pod production. Globally, there have been 24 reports of serious adverse events, including hospitalization and diabetic ketoacidosis, but no deaths.
The company has identified the cause, implemented corrective and enhanced quality controls, and is offering free replacement Pods to affected customers. Insulet currently expects up to $50 million of related costs in 2026, to be excluded from adjusted results, and is maintaining its previously issued 2026 guidance and long-term growth outlook.
Insulet Corporation reported governance updates and voting results from its 2026 annual stockholder meeting. The Board approved amended and restated Bylaws that designate the Delaware Court of Chancery, or other Delaware courts as needed, as the exclusive forum for certain corporate disputes, and federal district courts as the exclusive forum for claims under the U.S. Securities Act of 1933.
At the meeting, 61,782,973 of 69,263,714 shares entitled to vote were represented, forming an 89.19% quorum. Stockholders elected three Class I directors for three-year terms, approved the advisory vote on executive compensation, and ratified PricewaterhouseCoopers LLP as independent auditor for the fiscal year ending December 31, 2026.
Insulet Corporation reported strong first quarter 2026 results with higher guidance for the year. Revenue reached $761.7 million, up 33.9% (or 30.1% in constant currency) and above the high end of its prior growth range. Omnipod revenue was $758.4 million, rising 36.9%, including $515.6 million from U.S. Omnipod, up 28.3%, and $242.9 million internationally, up 59.4%.
Operating income was $122.1 million, or 16.0% of revenue, while net income increased to $91.1 million, or $1.30 per diluted share, compared with $35.4 million and $0.50 a year earlier. Free cash flow was $89.5 million. The company repurchased 1.25 million shares and now expects full-year 2026 total revenue growth of 21%–23% in constant currency and adjusted EPS growth of more than 25%.
Insulet Corporation furnished an update and clarification related to its voluntary Medical Device Correction. The Company previously reported 18 Serious Adverse Events and later expanded communications on April 10, 2026 to include 13 expired lots, stating this does not change its earlier estimated financial impact. The updated communication referenced 29 confirmed Serious Adverse Events. The Company also explained that an FDA website statement citing 476 serious injuries actually refers to 476 Medical Device Reports potentially related to the correction, rather than 29 confirmed Serious Adverse Events. The information is furnished under Item 7.01 and is not deemed filed under the Exchange Act.
Insulet Corporation announced a voluntary medical device correction for specific lots of its Omnipod® 5 Pods in the U.S. after identifying a manufacturing issue that can cause small tears in internal tubing and under-delivery of insulin.
The company has received 18 reports of serious adverse events tied to high blood glucose and diabetic ketoacidosis, but no deaths, and has notified the FDA. The affected lots represent about 1.5% of annual Omnipod 5 pod production, and Insulet does not expect shipment or new-patient-start disruptions. Customers can check lot numbers online and obtain free replacement Pods.
Insulet currently expects to incur up to $40 million of related costs in 2026, which will be excluded from adjusted results, and it is not changing previously issued 2026 guidance.
Insulet Corporation reported entering into a severance agreement and release with former Chief Financial Officer Ana M. Chadwick. The agreement implements severance and other post-termination benefits that were already disclosed under prior arrangements and the company’s Amended and Restated Executive Severance Plan.
The filing explains that the Severance Agreement does not add or change any material compensation or benefits terms. It includes standard provisions such as a release of legal claims, mutual non-disparagement, and requirements that Ms. Chadwick comply with existing executive severance and confidentiality, non-solicit, non-compete, and intellectual property assignment agreements.
Insulet Corporation is amending a prior report to confirm that Grant Thornton LLP has completed its audit of the company’s consolidated financial statements for the fiscal year ended December 31, 2025 and has now been dismissed as independent auditor. PricewaterhouseCoopers LLP was previously selected as Insulet’s independent registered public accounting firm for the fiscal year ending December 31, 2026, and that appointment did not affect Grant Thornton’s 2025 engagement.
Grant Thornton’s reports on the company’s 2025 and 2024 financial statements contained no adverse opinions, disclaimers of opinion, or qualifications as to uncertainty, audit scope, or accounting principles. The company states there were no disagreements or reportable events with Grant Thornton through February 18, 2026, and that it did not consult PwC on specific accounting matters, potential audit opinions, disagreements, or reportable events during 2024, 2025, or the subsequent interim period.
Insulet Corporation reported strong fourth quarter and full-year 2025 results and expanded its share repurchase program. Revenue for Q4 2025 was $783.8 million, up 31.2% year over year, with total Omnipod revenue of $781.8 million and international revenue up 50.7%. Gross margin improved to 72.5%, and operating income reached $146.3 million, or 18.7% of revenue. Full-year 2025 revenue rose to $2.7 billion, a 30.7% increase, with gross margin of 71.6% and operating income of $473.8 million. Adjusted net income grew to $354.4 million, or $4.97 per diluted share, and free cash flow increased to $377.7 million. The Board approved a $350 million increase to the stock repurchase authorization, bringing the total program to $475 million, of which $60 million had been used as of February 16, 2026. The Company plans to allocate approximately $300 million toward repurchases in the first quarter of 2026 and issued 2026 guidance calling for total constant-currency revenue growth of 20% to 22% and adjusted EPS growth of more than 25%.
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.
Insulet Corporation reported that its board committee approved an amended and restated Annual Incentive Plan on December 11, 2025, with changes effective January 1, 2026, except as otherwise noted. The plan governs cash or incentive awards for eligible employees.
The revisions clarify what qualifies as a termination "for Cause," expand eligibility for prorated annual awards following retirement when certain age and service requirements are met, and broaden eligibility for awards in some terminations "without Cause." The plan also enhances language around compensation recoupment and increases the maximum award available to participants, while making additional clarifying edits.
Insulet Corporation (PODD) announced its financial results for the third quarter ended September 30, 2025. The company furnished the full details in a press release attached as Exhibit 99.1 to a Form 8-K.
The information in Item 2.02 and Exhibit 99.1 is furnished and not deemed filed under Section 18 of the Exchange Act. Insulet’s common stock trades on The NASDAQ Stock Market under the symbol PODD.
Insulet Corporation appointed Robbie Huffines as a Class II director, effective October 31, 2025, and named him to the Audit Committee. He will stand for election by stockholders at the 2027 Annual Meeting. Huffines previously served as Global Chair of Investment Banking and on the Executive Committee at JP Morgan Chase & Co., with a long tenure in healthcare banking.
The company states there are no arrangements under which he was selected and no related-party transactions requiring disclosure. As a non-employee director, he will receive cash and equity compensation under Insulet’s standard non-employee director program. A press release announcing the appointment was furnished as Exhibit 99.1.
Insulet Corporation disclosed the terms of an offer letter for Flavia H. Pease in an Item 5.02 filing. Ms. Pease will receive a Prorated Annual Award split into 75% restricted stock units vesting ratably over three years and 25% stock options vesting ratably over four years. An Equity Sign-On Award will be granted as restricted stock units vesting ratably over three years. She will receive a $1,325,000 cash sign-on award. Her annual base salary will be $715,000 with a 70% target annual bonus and eligibility for severance and change-in-control benefits under the company plan. The Offer Letter is filed as Exhibit 10.1 and a related press release is dated September 16, 2025.