Reported Earnings • Aug 05
Second quarter 2026 earnings released: EPS: US$1.37 (vs US$0.32 in 2Q 2025) Second quarter 2026 results: EPS: US$1.37 (up from US$0.32 in 2Q 2025). Revenue: US$801.7m (up 24% from 2Q 2025). Net income: US$95.0m (up 322% from 2Q 2025). Profit margin: 12% (up from 3.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Medical Equipment industry in Italy. Annonce • Aug 05
Insulet Corporation Provides Revenue Guidance for Three Months Ended September 30, 2026 and Full Year Ending December 31, 2026 Insulet Corporation provided revenue guidance for Three Months Ended September 30, 2026 and full year ending December 31, 2026. For the three months, the company expects total GAAP revenue growth of 17% - 19%.
For the year, the company expects total GAAP revenue growth 21% - 23%. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to €116, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Medical Equipment industry in Italy. Total loss to shareholders of 52% over the past year. Annonce • Jul 04
Pomerantz Law Firm Announces Filing of Class Action Against Insulet Corporation and Certain Officers Pomerantz LLP announced that a class action lawsuit had been filed against Insulet Corporation and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive, seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials. The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times. Annonce • Jul 02
Insulet Corporation to Report Q2, 2026 Results on Aug 05, 2026 Insulet Corporation announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026 Annonce • Jun 26
Insulet Corporation Announces Appointment of Jonathan J. Mazelsky to Board of Directors, Effective July 1, 2026 Insulet Corporation announced the appointment of Jonathan (“Jay”) Mazelsky to the Company’s Board of Directors, effective July 1, 2026. Mr. Mazelsky joined the Board as an independent director. Mr. Mazelsky currently serves as Executive Chair of the board of directors of IDEXX Laboratories Inc. During Mr. Mazelsky’s 14-year tenure as an executive at IDEXX, he served as President and Chief Executive Officer from October 2019 to May 2026, Interim President and Chief Executive Officer from June 2019 to October 2019, and Executive Vice President responsible for IDEXX's North American Companion Animal Group Commercial Organization and key elements of its innovation portfolio, from August 2012 to June 2019. Before joining IDEXX, Mr. Mazelsky served as Senior Vice President and General Manager, Computed Tomography, Nuclear Medicine and Radiation Therapy Planning at Philips Healthcare, a subsidiary of Royal Philips Electronics (now Royal Philips), from 2010 to 2012. He also served in various strategic leadership roles at Philips from 2001 to 2010. Prior to joining Philips, Mr. Mazelsky operated in roles at Agilent Technologies, where he was Executive in Charge from 2000 to 2002, leading the integration of Agilent's Healthcare Group into Philips, and General Manager of Agilent's Medical Consumables Business Unit from 1997 to 2000. Earlier in his career, he worked in finance, marketing, and business planning at Hewlett Packard from 1988 to 1996. Mr. Mazelsky currently serves on the board of directors of Dentsply Sirona Inc. He holds an M.B.A. from the University of Chicago Booth School of Business and a B.A. in Mathematics from the University of Rochester. Annonce • Jun 09
Insulet Corporation Reveals New Data Supporting Omnipod 6 And Fully Closed-Loop Automated Insulin Delivery Systems Insulet Corporation announced new clinical results highlighting the next breakthroughs in tubeless Automated Insulin Delivery (AID) systems. Results from the STRIVE pivotal trial and the EVOLUTION 3 feasibility study, presented at the American Diabetes Association 86th Scientific Sessions in New Orleans, demonstrate meaningful improvements in glucose control for people with diabetes using Insulet’s future AID system — Omnipod 6 — and unique fully closed-loop (FCL) system for type 2 diabetes. The STRIVE pivotal trial was designed to evaluate the safety and efficacy of the next-generation Omnipod 6 algorithm. The randomized, crossover study included 132 participants across the U.S., including 98 with type 1 diabetes and 34 with type 2 diabetes. The type 1 cohort spanned a broad age range, including 29 participants aged 2 to <6 years, 36 aged 6 to <14 years, and 33 aged 14–70 years. Baseline glycemia was near recommended targets, with mean HbA1c values of 6.9% and 7.3% for type 1 and type 2 diabetes, respectively. Participants were randomized to use either the Omnipod 6 algorithm at the 100 mg/dL Target Glucose or the Omnipod 5 System at the 110 mg/dL Target Glucose for four weeks, followed by crossover to the alternate system for an additional four weeks. After the Crossover Phase, all participants entered a four-week or six-week Bolus Optional Phase to evaluate whether glycemic outcomes could be maintained with reduced user interaction, with a study goal of three or fewer boluses per day. The STRIVE study demonstrated clinically meaningful improvements in glycemic outcomes with Omnipod 6 during the Crossover Phase. Improved time in tight range (70–140 mg/dL) with Omnipod 6 vs. Omnipod 5: Type 1 diabetes (=14 years): 54% vs. 47% (+7 pts); Type 2 diabetes: 48% vs. 43% (+5 pts). Improved time in range (70–180 mg/dL) with Omnipod 6 vs. Omnipod 5: Type 1 diabetes (=14 years): 77% vs. 73% (+4 pts); Type 2 diabetes: 76% vs. 73% (+3 pts). Maintained safety profile: Time <54 mg/dL and <70 mg/dL were non-inferior. No instances of diabetic ketoacidosis or severe hypoglycemia. The STRIVE study demonstrated strong glycemic performance even when users bolused less during the Bolus Optional Phase. Strong time in range and time in tight range with fewer boluses: Type 1 diabetes (=14 years): 76% time in range and 54% time in tight range with 2.2 fewer boluses/day; Type 2 diabetes: 74% time in range and 46% time in tight range with 2.5 boluses per day. These findings suggest Omnipod 6 may be especially helpful for people with diabetes who do not always bolus. This will be further tested in the upcoming STRIVE 2 study, which will evaluate Omnipod 6 among people who bolus fewer than four times per day and are not meeting clinical targets for HbA1c. Insulet also shared results from EVOLUTION 3, the pre-pivotal study evaluating the safety and effectiveness of the Company’s breakthrough FCL system for adults with type 2 diabetes. EVOLUTION 3 enrolled a demographically diverse cohort comprised of 36 participants (adults aged 18–75 years old) with type 2 diabetes using insulin with HbA1c<14%. Participants were intensively managed with basal-bolus therapy and had high baseline utilization of continuous glucose monitoring. Yet they still had high baseline HbA1c of 8.1%. Insulet’s FCL for type 2 diabetes delivered 64% time in range, a 12% improvement with low hypoglycemia (0.15%) in a diverse, intensively managed population. Total daily insulin was reduced from 86U to 58U with no weight gain. Participants also reported high satisfaction (86% satisfied or highly satisfied) and reduced burden with FCL. This data is part of the broader clinical program used to support the development of the FCL AID system designed for people living with type 2 diabetes. The EVOLUTION 2 results were shared earlier this year at the 19International Conference on Advanced Technologies & Treatments for Diabetes, and Insulet recently announced the first enrollment of participants in EVOLVE, the randomized controlled pivotal trial supporting a planned 2027 510(k) filing to the FDA and expected 2028 commercial launch. Building on this experience from FCL for type 2 diabetes, early clinical work is underway to advance the science for FCL for type 1 diabetes as well. Insulet’s Omnipod 6 and FCL System for type 2 diabetes are investigational devices. Limited by federal (or United States) law to investigational use. These products have not been reviewed by the FDA or any other regulatory agency. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Medical Equipment industry in Italy. Total loss to shareholders of 57% over the past year. Annonce • May 27
Insulet Initiates Voluntary Medical Device Correction For Certain Omnipod Pods In The U.S. And Affected International Markets Insulet Corporation Inc. announced a voluntary Medical Device Correction for specific lots of Omnipod 5, Omnipod DASH, and Omnipod Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery. This action is separate from the voluntary Medical Device Correction issued on March 12, 2026 affecting certain Omnipod 5 Pods in the U.S. and includes certain Pod lots distributed in the U.S. and affected international markets. Pods not included in the affected lots remain safe to use. Insulet identified that some Pods from specific lots may have a small tear in the tubing (cannula) just above the skin, between the Pod and the point where the cannula enters the body. If this occurs, insulin may leak outside of the Pod instead of being fully delivered into the body as intended, potentially leading to under-delivery of insulin. Individuals using an affected Pod may notice wetness on their skin or Pod adhesive or detect the smell of insulin. However, in some cases, this issue may be difficult to detect and go unnoticed. If insulin is not delivered properly, users may experience high blood glucose levels due to under-delivery of insulin. In the most severe cases, prolonged and persistent high blood glucose levels can lead to diabetic ketoacidosis (DKA), a serious medical condition that requires prompt medical treatment and can be life-threatening if not treated. Approximately 7 million Pods are included within the scope of this action, approximately 60% of which have been consumed or are expired. The Pods affected by this correction represent approximately 8.5% of 2025 global Omnipod Pod production. Globally, there have been 24 reports of serious adverse events associated with high blood glucose levels, including hospitalization and DKA. There have been no deaths reported. This issue does not affect continuous glucose monitoring (CGM) systems or CGM readings. The issue was identified through the Company’s ongoing product monitoring. Insulet has identified the cause of this manufacturing issue and implemented corrective actions designed to prevent recurrence. In addition, the Company has further strengthened its in-process monitoring and quality controls designed to detect cannula tears of this nature. Insulet is communicating proactively with affected customers and providing clear instructions to help them identify affected lots, discontinue use of impacted Pods, and obtain replacement Pods at no cost. The Company has sufficient supply available to replace affected Pods and does not anticipate any disruption to product availability. The U.S. Food and Drug Administration (FDA) and all other relevant regulatory authorities have been notified of this action. New Risk • May 27
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (10% net profit margin). Reported Earnings • May 06
First quarter 2026 earnings released: EPS: US$1.30 (vs US$0.50 in 1Q 2025) First quarter 2026 results: EPS: US$1.30 (up from US$0.50 in 1Q 2025). Revenue: US$761.7m (up 34% from 1Q 2025). Net income: US$91.1m (up 157% from 1Q 2025). Profit margin: 12% (up from 6.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Medical Equipment industry in Italy. Annonce • May 05
Insulet Corporation Initiates Evolve Pivotal Study to Advance Fully Closed-Loop Automated Insulin Delivery System for Type 2 Diabetes Insulet Corporation has enrolled the first participant in a pivotal study for its fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D). FCL for T2D is a breakthrough innovation intended to further improve glycemic outcomes with less burden for users across diverse care settings. That includes eliminating user interactions for bolusing and mealtime announcements for people with T2D as well as settings to start and onboard. Advancing AID Through a Fully Closed Loop System: The EVOLVE clinical study is a multi-center randomized control trial actively enrolling up to 350 adults across a maximum of 40 U.S. sites. The participants are between 18 – 75 years of age, living with T2D and using insulin (basal-bolus or basal-only). The Company received Investigational Device Exemption (IDE) approval in March 2026 from the U.S. Food and Drug Administration (FDA). The Company aims to remove barriers and expand access to AID, particularly in primary care, where approximately 70% of people with T2D are managed. By streamlining onboarding and training and eliminating start-up settings, Insulet’s FCL for T2D is designed to reduce workload and support healthcare professionals across specialties and care settings. The EVOLVE Pivotal Study follows a three-part series of feasibility studies to support the development of Insulet’s FCL AID system. The Company presented promising feasibility results at the 19International Conference on Advanced Technologies & Treatments for Diabetes (ATTD) in Barcelona, Spain, including a 24% time in range (TIR) improvement, for an average of 68%, over standard injection therapy. In 2024, Insulet shared results from its landmark SECURE-T2D pivotal trial, demonstrating improved glycemic outcomes with Omnipod 5 compared with prior insulin injection or pump therapy in adults with T2D. Participants experienced a reduction in HbA1c from 8.2% to 7.4% and a 20% increase in TIR– from 45% to 66% or 4.8 hours daily. With these results, Insulet was the first company to receive 510(k) clearance for an AID system, Omnipod 5, for adults with T2D. Since then, the Company has seen impressive adoption rates and real-world evidence of glycemic improvements including more than 80% TIR with optimized settings for people with T2D using Omnipod 5. While Insulet’s type 2 prescriber base in the U.S. grew by more than 60% in 2025 to more than 6,500 clinicians, AID adoption remains well below 5% for the estimated 5.5 million people with T2D who require insulin. Insulet is committed to continuing to expand adoption of AID for this population, as recommended by the American Diabetes Association’s 2026 Standards of Care. The Company plans to submit a 510(k) filing to the FDA in 2027 and launch its FCL AID system for T2D in 2028. The FCL AID System is an investigational device. Limited by Federal (or United States) law to investigational use. This product has not been reviewed by the FDA or any other regulatory agency. Venkatraman S, et al. Trends and Disparities in Glycemic Control and Severe Hyperglycemia Among U.S. Adults with Diabetes Using Insulin, 1988-22020. JAMA Netw Open. 2022 Dec 1;5(12). The EVOLVE study will evaluate a new fully closed-looped AID system for Type 2 diabetes. Retrospective RWE data on file. 2025. Results shown for T2D users with optimized settings including sufficient CGM data (=75% of days with =220 readings), =90% time in Automated Mode, =3 bolus/day and an average Target Glucose of 110-115 mg/dL (6.1-6.4 mmol/L). Optimized settings: ISF x TDI =1500, I:C Ratio x TDI =350. RF-062025-00014. Annonce • Apr 07
Insulet Corporation, Annual General Meeting, May 20, 2026 Insulet Corporation, Annual General Meeting, May 20, 2026. Annonce • Apr 01
Insulet Corporation to Report Q1, 2026 Results on May 06, 2026 Insulet Corporation announced that they will report Q1, 2026 results Pre-Market on May 06, 2026 Annonce • Mar 30
Insulet Corporation Appoints Mike Panos as Executive Vice President and Chief Commercial Officer, Effective March 30, 2026 Insulet Corporation announced the appointment of Mike Panos as Executive Vice President, Chief Commercial Officer, effective March 30, 2026. In this role, Mr. Panos will lead Insulet’s global commercial organization, reporting to President and Chief Executive Officer Ashley McEvoy. He will also be a member of the Executive Leadership Team. Mr. Panos brings 30 years of commercial leadership experience in the medical technology sector, most recently serving as Leader, Sales Excellence at Stryker Corporation. Over his three-decade career at Stryker, he held multiple senior leadership roles, including President of the Trauma and Extremities Division and President of North America and Global R&D. He is widely recognized for developing top talent, instilling rigorous commercial discipline, and leading large, global teams to deliver both top-line growth and operational performance. Mr. Panos is a Boston College graduate and long-time Boston-area resident, bringing deep ties to the region and local leadership experience to Insulet’s Massachusetts-based team. At Insulet, Mr. Panos will lead the Company’s global commercial organization, with responsibility for driving commercial strategy and execution across geographies, expanding market access, and strengthening capabilities to support continued growth and reach, including expanding into new patient populations and care settings. Annonce • Mar 13
Insulet Corporation Initiates Voluntary Medical Device Correction For Certain Omnipod 5 Pods In The U.S Insulet Corporation initiated a voluntary Medical Device Correction for specific lots of Omnipod 5 Pods after identifying a manufacturing issue through its ongoing product monitoring. This action applies to specific identified lots distributed in the United States, and all other Omnipod 5 Pods and Omnipod products remain safe to use. Insulet identified that certain Pods from specific lots may have a small tear in the internal tubing that delivers insulin. If this occurs, insulin may leak inside the Pod instead of being fully infused into the body as intended. If insulin is not delivered properly, users may experience high blood glucose levels due to under-delivery of insulin. In the most severe cases, prolonged and persistent high blood glucose levels can lead to diabetic ketoacidosis (DKA), a serious medical condition that requires prompt medical treatment. Insulet has received 18 reports of serious adverse events associated with high blood glucose levels, including hospitalization and DKA. No deaths have been reported. This issue does not affect continuous glucose monitoring (CGM) systems or CGM readings. Following its investigation, Insulet has implemented updates to its manufacturing processes and quality controls to strengthen detection and prevention and further support the integrity of its products. The Pods involved in this correction represent approximately 1.5% of annual Omnipod 5 pod production globally. Insulet continues to manufacture and ship Omnipod 5 Pods and does not anticipate disruption to customer shipments, product availability, or new patient starts. The U.S. Food and Drug Administration has been notified of this action. Customers should visit omnipod.com/check-pods to confirm whether their Pod lot number is included in this voluntary Medical Device Correction and request replacement Pods at no cost. If a Pod from an affected lot is currently in use, customers should discontinue use and replace it with a Pod from an unaffected lot. Customers who have questions or need assistance may contact Insulet Product Support at 1-800-641-2049 (available 24/7) or use the live agent chat at omnipod.com/current-podders. Buy Or Sell Opportunity • Mar 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 22% to €204. The fair value is estimated to be €256, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period. Annonce • Mar 12
Insulet Corporation Presents Promising Study Results For Fully Closed-Loop Automated Insulin Delivery System For Adults With Type 2 Diabetes Insulet Corporation shared new clinical evidence related to the development of its first fully closed-loop automated insulin delivery system for type 2 diabetes. Outcomes from EVOLUTION 2 study include 68% time in range with no boluses. Diverse multicenter feasibility study highlights the promise of future Omnipod innovation to address unmet needs, improve outcomes, and redefine user and clinician experience. Presented at the 19th International Conference on Advanced Technologies & Treatments for Diabetes in Barcelona, Spain, EVOLUTION 2 is the second in a series of feasibility studies supporting the development of an Omnipod fully closed-loop system. This multicenter feasibility study was designed to drive rapid innovation, allowing investigators to evaluate multiple versions of the algorithm to support continued fully closed-loop system development. It included 24 adults in a highly diverse cohort from New Zealand, aged 16-70 years with type 2 diabetes using insulin (basal-bolus or basal-only, pumps or injections with HbA1c under 12.0%). The participants had lived with type 2 diabetes for an average of 16 years. When using the final algorithm version of fully closed-loop with no boluses, the participants’ time in range increased to an average of 68%, a 24% improvement over standard injection therapy. Time Below Range remained very low, with a median of 0.14% below 70 mg/dL—well under the American Diabetes Association’s recommended threshold of less than 4%. No severe hypoglycemia or diabetic ketoacidosis events were observed. Users experienced improved glycemic outcomes without compromising on low glucose events. The benefits were observed across a diverse set of participant characteristics including sex, ethnicity, baseline HbA1c, and body mass index. More than 90% of participants chose to continue into the ongoing extension phase, showing strong interest and positive experiences with the fully closed-loop system. EVOLUTION 2 builds on the 2024 EVOLUTION 1 feasibility study, which was the first evaluation of the Omnipod fully closed-loop algorithm in adults with type 2 diabetes. Participants in the EVOLUTION 1 study experienced significant improvements in time in range, from 52% to 65%, without boluses, representing more than three additional hours per day in target range with minimal hypoglycemia. Insulet used these results to fine-tune the algorithm design, focusing on further simplifying the user experience and laying the groundwork for additional improvements studied with EVOLUTION 2. The company plans to start its pivotal study (EVOLVE) in 2026 to support a 510(k) filing in 2027 and a commercial launch in 2028. Annonce • Mar 10
Insulet Corporation Presents Evolution 2 Results and Demonstrates Omnipod Fully Closed-Loop System for Adults with Type 2 Diabetes Insulet Corporation announced to present new clinical evidence related to its first fully closed-loop (FCL) automated insulin delivery (AID) system for type 2 diabetes (T2D) at the 19th International Conference on Advanced Technologies & Treatments for Diabetes (ATTD), taking place March 11 – 14, 2026 in Barcelona, Spain, and online. The EVOLUTION 2 study results will be presented at Insulet’s symposium by Dr. Martin de Bock, Professor and Pediatric Endocrinologist at the University of Otago, Christchurch in New Zealand. This study is part of a series of EVOLUTION feasibility studies to test the safety and efficacy of the T2D FCL System which eliminates burden from dosing decisions and simplifies the provider experience. The symposium, entitled “Omnipod: Breakthrough Simplicity. Better Control. Fully Closing the Loop.” will take place on Wednesday, March 11 from 2:40 – 4:10 p.m. CET in Hall 112. In addition to Dr. de Bock’s presentation of EVOLUTION 2, the symposium will focus on glycemic improvements with Omnipod 5 and the importance of AID technology as standard of care for people with diabetes. A total of seven posters and presentations on the Omnipod 5 System, the Omnipod DASH Insulin Management System, and future innovations will be presented at ATTD. Oral Presentations include: Settings Associated with Optimal Outcomes with the Omnipod 5 Automated Insulin Delivery System: Evidence from Real-World Users with Type 2 Diabetes with Dr. Grazia Aleppo: 10:30 – 10:40 a.m. CET, Hall 115; Glycemic Outcomes with the Omnipod 5 Automated Insulin Delivery System in Users with Low Insulin Requirements (fewer than 5 units/day): Evidence from Real-World Users with Dr. Lori Laffel: 13:45 – 13:55 p.m. CET, Hall 113; Settings Associated with Optimal Outcomes with the Omnipod 5 Automated Insulin Delivery System: Evidence from Real-World Users with Type 1 Diabetes with Dr. Gregory Forlenza: 13:55 – 14:05 p.m. CET, Hall 113; Glycemic Outcomes with the Omnipod 5 Automated Insulin Delivery System in Infants and Toddlers with Dr. Jamie Wood: 14:05 – 14:15 p.m. CET, Hall 113; Tubed or Tubeless Insulin Pumps? A Retrospective Real-World Analysis of National French Health Data with Pr. Bogdan Nicolescu-Catargi: 14:45 p.m., Hall 212. Poster Presentations include: e-Poster EP070 – Outpatient Evaluation of a Next-Generation Fully Closed-Loop Algorithm for Omnipod in Adults with Type 2 Diabetes with Dr. Martin de Bock; e-Poster EP082 – Improved Health-related Quality of Life for Adults with Type 1 Diabetes: Impact of Tubeless Therapy on the Implementation Plan for Automated Insulin Delivery in England with Dr. Jackie Elliott. e-Poster presentations will be available throughout the entire conference. Clinical experts will offer hands-on Omnipod product demonstrations to conference attendees at the Omnipod booth (38), offering attendees the chance to experience Omnipod 5. An immersive, multi-media experience inside an inflatable dome will also be available on Wednesday evening and Thursday during exhibit hall hours. The dome will include a 180-degree video screen and other sensory displays to tell Insulet’s story and showcase how Omnipod 5 is transforming diabetes management. Throughout the show, Insulet will record episodes for its Beyond the Bolus, TypeCast, and Within Range podcasts, featuring interviews with various healthcare providers, thought leaders, and Omnipod users. Visitors will be able to listen to these conversations live from a dedicated space next to the main Omnipod exhibit. Sr. Research Analyst Jeff Johnson of Baird will be hosting a webcast featuring Dr. Ly on Friday, March 13, at 3:00 PM CET. The interview will feature a recap of highlights, new clinical data, and updates from ATTD. Reported Earnings • Feb 19
Full year 2025 earnings released: EPS: US$3.51 (vs US$5.97 in FY 2024) Full year 2025 results: EPS: US$3.51 (down from US$5.97 in FY 2024). Revenue: US$2.71b (up 31% from FY 2024). Net income: US$247.1m (down 41% from FY 2024). Profit margin: 9.1% (down from 20% in FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Italy. Annonce • Feb 18
Insulet Corporation Provides Earnings Guidance for the First Quarter Ending March 31, 2026 and Year Ending December 31, 2026 Insulet Corporation provided earnings guidance for the first quarter ending March 31, 2026 and year ending December 31, 2026. for the quarter, the company expects GAAP revenue growth of 21% - 23%.
for the year, the company expects GAAP revenue growth of 27% - 29%. Annonce • Feb 05
Insulet Launches Omnipod® 5 and Omnipod Discover™ in the Middle East to Transform Diabetes Care Insulet Corporation announced its transformative Omnipod 5 Automated Insulin Delivery (AID) System is now available in the Middle East - including Saudi Arabia, Kuwait, Qatar, and the United Arab Emirates (UAE). The Company is making the announcement at the 16th edition of the Emirates Diabetes and Endocrine Congress (EDEC) in Dubai. The Omnipod 5 System simplifies diabetes management and has demonstrated strong glycemic outcomes, including improved time in range and lowering HbA1c, by automatically adjusting insulin delivery every five minutes and eliminating the need for multiple daily injections (MDI)2. The waterproof3, discreet, and wearable Omnipod 5 is the first tubeless AID system that communicates with a sensor and proactively corrects for highs and helps to protect against lows, day and night4,5. Omnipod 5 is indicated for individuals aged two years and older with type 1 diabetes and compatible with the Abbott FreeStyle Libre 2 Plus sensor and the Dexcom G7 sensor in Saudi Arabia, Kuwait, and the UAE, and with the Dexcom G 7 sensor in Qatar. Omnipod Discover: Diabetes Data Management - Simplified: Insulet is also launching Omnipod Discover, a proprietary and retrospective data analytics and reporting platform designed for Omnipod 5 users, their caregivers, and healthcare providers. Easy to access, Omnipod Discover streamlines the analysis of glucose and insulin delivery data and delivers meaningful insights -- transforming complex information into clear, relevant trends and recommendations that inform diabetes management. Its web-based intuitive display shows how the Omnipod 5 algorithm automates insulin delivery, enabling understanding of trends to make decisions confidently. Users can also access their data with insights in a simplified way that empowers them to understand and manage their diabetes. Omnipod Discover is being introduced in these Middle Eastern markets first, with plans to expand to other countries where Omnipod 5 is available. With these new market launches, Omnipod 5 is now available globally in 19 countries with plans to launch in Spain (a new market for Insulet) in 2026, followed by Greece and Croatia in the first half of 2027. Annonce • Jan 09
Insulet Corporation to Report Q4, 2025 Results on Feb 18, 2026 Insulet Corporation announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2026 Annonce • Dec 04
Insulet Corporation Announces FDA 510(k) Clearance of Omnipod® 5 Algorithm Enhancements That Redefine Insulin Delivery and Simplify the Pod Experience Insulet Corporation announced it has received FDA 510(k) clearance for significant enhancements to the Omnipod 5 Automated Insulin Delivery System. These updates to the Omnipod 5 algorithm set a new benchmark in tubeless diabetes technology by offering a lower 100 mg/dL Target Glucose option and a more seamless automated experience. More Flexibility with a Lower Target Glucose Setting: The new 100 mg/dL Target GlUCose expands Omnipod 5's customization range to six settings between 100-150 mg/dL in 10 mg/dL increments. This flexibility allows healthcare providers to tailor insulin delivery more precisely, supporting individuals seeking tighter glucose management or those striving to meet specific glucose goals. It also directly impacts automated insulin delivery and improves the algorithm's responsiveness. Real world evidence has shown that lowering the glucose target is associated with increased time in range, with no clinically meaningful change in Time Below Range1 (TBR). In addition, the upgraded Omnipod 5 algorithm helps users stay in Automated Mode with fewer interruptions, even during prolonged high glucose events. These advancements are designed to deliver strong clinical results with increased flexibility and greater ease of use, with fewer interruptions to daily life. The updates to the Omnipod5 algorithm are anticipated to launch in the United States in the first half of 2026, where Omnipod 5 is cleared for people aged 2 and older with type 1 and aged 18 and older with type 2 diabetes. Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: US$1.25 (vs US$1.11 in 3Q 2024) Third quarter 2025 results: EPS: US$1.25 (up from US$1.11 in 3Q 2024). Revenue: US$706.3m (up 30% from 3Q 2024). Net income: US$87.6m (up 13% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Medical Equipment industry in Italy. Annonce • Nov 06
Insulet Corporation Provides Revenue Guidance for the Fourth Quarter and Full Year Ending December 31, 2025 Insulet Corporation provided revenue guidance for the fourth quarter and full year ending December 31, 2025. For the quarter, the company expects total omnipod revenue in constant currency 27%-30% as compared to 25%-28% from a year ago.
For the full year, the company expects revenue in constant currency of 28%-29% as compared to 24%-27% from a year ago. Annonce • Oct 23
Insulet Corporation Appoints Robert L. Huffines to the Board of Directors and Audit Committee, Effective October 31, 2025 On October 21, 2025, Insulet Corporation announced the appointment of Robert L. Huffines, a former Global Chair of Investment Banking at JP Morgan Chase & Co., to the Company’s board of directors, as a Class II director, effective October 31, 2025. Mr. Huffines joins the board as an independent director and will serve on the board’s Audit Committee. Mr. Huffines joined J.P. Morgan in 1992 in the Mergers and Acquisitions group, with a focus on the healthcare industry. From 2002 to 2010, he served as co-head of the company’s global healthcare investment banking group, and, from 2011 to 2020, Mr. Huffines served as JP Morgan Chase’s Vice Chairman of Investment Banking. From 2020 to 2024, Mr. Huffines was the company’s Global Chair of Investment Banking and a member of the Executive Committee. Prior to joining J.P. Morgan, he worked at Alex Brown & Sons, specializing in equity financing and advisory assignments for emerging growth companies. Mr. Huffines and his wife, Lisa Huffines, founded The Forest Group Inc., a not-for-profit organization focused on improving the mental health of children in underserved communities. Mr. Huffines currently serves on the boards of directors of Nextech Invest Ltd., Eikon Therapeutics, and the Hastings Center for Biomedical Ethics. He also served as a director of Walgreens Boots Alliance until its sale in August 2025. Mr. Huffines earned his M.B.A. from the Darden School of Business at the University of Virginia, where he received the Faculty Award for academic excellence. He pursued his baccalaureate education at the University of North Carolina, where he majored in English and Economics. Annonce • Aug 26
Insulet Corporation Announces Executive Appointments Insulet Corporation announced the appointment of Eric Benjamin to Chief Operating Officer effective immediately. The Company also announced the appointment of Manoj Raghunandanan as Chief Growth Officer. In this expanded role, Mr. Benjamin will lead Insulet’s end-to-end growth and innovation engine, setting strategy and guiding execution across new products, new markets, and commercial expansion. He will oversee Strategy & Business Development, the Office of the Chief Technology Officer, Research & Development, and a newly-created Growth organization, ensuring strong alignment across teams to drive growth and advance the Company’s strategic priorities. Since joining Insulet in 2015, Mr. Benjamin has been instrumental in transforming the Company into an innovation-driven leader in diabetes care. Through a series of progressive leadership roles, he has strengthened supply chain resilience, launched Omnipod DASH® and Omnipod 5®, expanded Insulet’s reach into the type 2 diabetes market, and digitized the customer experience to improve customer engagement and satisfaction. Most recently, as Executive Vice President, Chief Product & Customer Experience Officer, Mr. Benjamin directed global product strategy, customer experience, commercial execution, and Insulet’s innovation roadmap. With the expansion of Mr. Benjamin’s remit, Insulet also announced the appointment of Manoj Raghunandanan as Chief Growth Officer. Mr. Raghunandanan brings more than 20 years of global consumer health leadership experience at Kenvue (formerly Johnson & Johnson Consumer Health). He most recently served as general manager of their Northern European business and previously sat on the Executive Committee for five years overseeing a $6 billion global OTC portfolio. He has held senior leadership roles in the U.S., Europe, and Asia, building high-performing teams, driving commercial excellence, and scaling global brands. Mr. Raghunandanan will lead Insulet’s newly-formed Growth organization, developing global strategy, overseeing demand generation, accelerating commercial capabilities, and stewarding the global brand and customer experience to accelerate the Company’s next chapter of global growth. Annonce • Jul 08
Insulet Corporation to Report Q2, 2025 Results on Aug 07, 2025 Insulet Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025 Annonce • Jun 10
Insulet Corporation's Omnipod 5 App for Iphone with Dexcom G7 Integration Now Available to All U.S. Users Insulet Corporation announced that the Omnipod®? 5 App for iPhone is now compatible with the Dexcom G7 Continuous Glucose Monitoring (CGM) System. With this latest integration, the Omnipod 5 Automated Insulin Delivery (AID) System combines the benefits of tubeless AID and Dexcom's latest diabetes management technology, all conveniently controlled from an iPhone. Omnipod 5 proactively adjusts insulin delivery every five minutes, autoc incorrects for high glucose, and helps protect against lows, day and night--even while sleep. The Omnipod 5 App for iPhone, available in the U.S., offers full control of Omnipod 5 including the ability to bolus, change a Pod, adjust settings, access valuable insights, and more. The Omnipod 5 app with Dexcom G7 and Dexcom G6 compatibility is now available for download on the Apple App Store. Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to €288, the stock trades at a forward P/E ratio of 75x. Average forward P/E is 17x in the Medical Equipment industry in Europe. Reported Earnings • May 12
First quarter 2025 earnings released: EPS: US$0.50 (vs US$0.74 in 1Q 2024) First quarter 2025 results: EPS: US$0.50 (down from US$0.74 in 1Q 2024). Revenue: US$569.0m (up 29% from 1Q 2024). Net income: US$35.4m (down 31% from 1Q 2024). Profit margin: 6.2% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Medical Equipment industry in Europe. Annonce • May 01
Insulet Corporation, Annual General Meeting, May 22, 2025 Insulet Corporation, Annual General Meeting, May 22, 2025.