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Insulet (PODD) guidance and outlook

Insulet (PODD) raised its guidance on Nov 4, 2026: Revenue $842M for the year ending Dec 31, 2026; Revenue +19.2% for the year ending Dec 31, 2026; EPS $1.00 for FY2026. Insulet's 10-Q filed Nov 4, 2026 makes 14 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 4, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 4, 2026

• In June 2026, we expanded U.S. compatibility to include Abbott’s FreeStyle Libre 3 Plus sensor (“Libre 3 Plus”) and announced the U.S. rollout of Omnipod 5 algorithm enhancements, including a lower target glucose setting of 100 mg/dL.
• In addition, we continue to advance the development of our fully closed-loop AID system for people with type 2 diabetes, including completion of enrollment in the EVOLVE pivotal study, which is intended to support a planned 510(k) submission in 2027.
• Our Pod is intended to be used continuously for up to three days, after which it may be replaced with a new disposable Pod.
• As we grow our customer base, we expect to generate an increasing portion of our revenues through sales of our disposable Pods, which provide a recurring revenue stream.
• We estimate total costs associated with the MDCs will be approximately $50 million, most of which we expect to incur in 2026.
• We do not expect tariffs to have a significant impact on our gross margin in 2026; however, the elimination of the current exemption for certain medical devices would have a material impact on our gross margin and results of operations in future periods.
• The increases in research and development expenses for both periods were primarily due to continued investment in our Omnipod and pipeline products, including Omnipod 6, our next-generation AID system, and a fully closed-loop AID system for type 2 diabetes, partially offset by a reduction in incentive compensation expense due to lower expected achievement of company performance targets in the current year.
• The increases for both periods were primarily attributable to higher personnel-related costs driven by increased headcount across our commercial, customer experience, regulatory, quality and other support functions, partially offset by a reduction in incentive compensation expense due to lower expected achievement of company performance targets in the current year.
• We expect net interest expense for the full year 2026 to increase to approximately $40 million, primarily due to lower interest income.
• We expect capital expenditures for 2026 to increase compared with 2025 to support our continued global manufacturing expansion plans.
• We expect to fund our capital expenditures using existing cash and financing.
• Investments in Developed Software —Investments in developed software were $13.1 million and $13.5 million for the nine months ended September 30, 2026 and 2025, respectively, and were primarily related to projects supporting our cloud-based capabilities.

Insulet's latest quarter

Questions

Did Insulet raise or lower its guidance?

Insulet (PODD) raised its guidance on Nov 4, 2026: Revenue $842M for the year ending Dec 31, 2026; Revenue +19.2% for the year ending Dec 31, 2026; EPS $1.00 for FY2026.

What does Insulet expect?

In June 2026, we expanded U.S. compatibility to include Abbott’s FreeStyle Libre 3 Plus sensor (“Libre 3 Plus”) and announced the U.S. rollout of Omnipod 5 algorithm enhancements, including a lower target glucose setting of 100 mg/dL. In addition, we continue to advance the development of our fully closed-loop AID system for people with type 2 diabetes, including completion of enrollment in the EVOLVE pivotal study, which is intended to support a planned 510(k) submission in 2027. Our Pod is intended to be used continuously for up to three days, after which it may be replaced with a new dispos

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.