Filing Flows › Insulet (PODD) › Q3 2026 › vs Q2 2026
Insulet (PODD) Q3 2026 vs Q2 2026 (quarter over quarter)
Insulet's revenue rose $40.3M (+5%) from $802M in Q2 2026 to $842M in Q3 2026. The biggest changes: Total Omnipod products +$40.7M (+5%); Drug Delivery −$300K (-5%). Gross margin 75.1% against 70.2% (+4.9 pts).
Insulet, Q3 2026: revenue $842M (+19% year over year), operating margin 22.5%, net earnings $141M, operating cash flow $124M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 75.1% | 70.2% | +4.9 pts |
| Operating margin | 22.5% | 16.2% | +6.4 pts |
| Net margin | 16.8% | 11.8% | +4.9 pts |
| Free cash flow margin | 7.9% | 7.0% | +0.9 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| U.S. | $570M | $544M | $26.3M | +5% |
| International | $266M | $252M | $14.4M | +6% |
| Total Omnipod products | $837M | $796M | $40.7M | +5% |
| Drug Delivery | $5.5M | $5.8M | −$300K | -5% |
| Revenue | $842M | $802M | $40.3M | +5% |
| Gross profit | $632M | $563M | $69.5M | +12% |
| Cost of revenue | $210M | $239M | −$29.2M | -12% |
| Operating profit | $190M | $130M | $60.1M | +46% |
| Operating expenses | $442M | $433M | $9.4M | +2% |
| Pre-tax earnings | $177M | $119M | $58.5M | +49% |
| Other expense, net | $12.6M | $11.0M | $1.6M | +15% |
| Research & development | $91.6M | $88.1M | $3.5M | +4% |
| SG&A | $351M | $345M | $5.9M | +2% |
| Net earnings | $141M | $95.0M | $46.1M | +49% |
| Income tax | $36.1M | $23.7M | $12.4M | +52% |
| Depreciation & amortization | $28.2M | $26.7M | $1.5M | +6% |
| Share-based compensation | $20.6M | $19.6M | $1.0M | +5% |
| Working capital & other | $66.4M | $52.9M | $13.5M | +26% |
| Operating cash flow | $124M | $88.4M | $35.1M | +40% |
| Free cash flow (OCF − capex) | $66.4M | $55.9M | $10.5M | +19% |
| Capital expenditures | $57.1M | $32.5M | $24.6M | +76% |
Questions
How much did Insulet's revenue grow quarter over quarter in Q3 2026?
Insulet's revenue rose $40.3M (+5%) from $802M in Q2 2026 to $842M in Q3 2026.
What drove Insulet's revenue change in Q3 2026?
Total Omnipod products +$40.7M (+5%); Drug Delivery −$300K (-5%).