Insulet Corporation (PODD) Earnings Call Transcripts

Insulet Corporation's Latest Earnings Call - Q3 FY2026

In the third quarter of 2026, Insulet Corporation reported revenue of $842 million, reflecting a nearly 20% year-over-year increase. The company achieved adjusted EPS of $1.99, a 60% increase compared to the previous year. Management narrowed its full-year revenue guidance to the high end of the prior range, expecting constant currency revenue growth of 21% to 22%. The strong performance was attributed to a growing customer base and effective execution of strategic initiatives, although management signaled a more conservative outlook for 2027 due to increased competition and challenging comparisons.

Reported metrics

Guidance from management

Insulet narrowed its full-year revenue guidance to 21% to 22% growth, with expectations for fourth-quarter growth of 13.5% to 17%. Management indicated a more conservative outlook for 2027, expecting growth to be modestly below mid-teens due to increased competition and challenging comparisons.

What management said

Yes. Thanks, Ashley. And Travis, as we said in our prepared remarks, we plan to guide towards the lower end of the framework that we provided in Q2, and we'll provide formal guidance in February with precise ranges.

Robbie, it's Flavia. I'll take that one. Obviously, we're not guiding yet for 2027, but we continue to have confidence in our previous remarks of growing EPS, 25% over our horizon.

What analysts pressed on

Analysts expressed concerns about the competitive landscape in 2027, questioning how much market share Insulet might lose to new entrants. There were also inquiries regarding the impact of new product launches on growth and the effectiveness of recent initiatives aimed at improving type 2 retention rates.

Main topics on the call

• Revenue Growth — Insulet achieved third-quarter revenue of $842 million, up nearly 20% year-over-year, with U.S. growth at approximately 15% and international growth at 33%. Management noted, "Our strong top line performance combined wit...
• Customer Base Expansion — The global customer base grew over 20% year-over-year, with Insulet ending the quarter with more than 600,000 customers. Management stated, "This installed base provides a substantial recurring revenue foundation as well...
• Guidance Update — Management narrowed its full-year revenue guidance to the high end of the previous range, expecting constant currency revenue growth of 21% to 22%. Flavia Pease remarked, "Our outlook reflects our third quarter performan...
• Omnipod 6 Launch — Insulet is preparing for the launch of Omnipod 6 in 2027, which is expected to enhance market growth. Ashley McEvoy highlighted, "We believe we are better prepared for the Omnipod 6 launch than we have been for any launc...

Read the full Insulet Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 92 Insulet Corporation earnings call transcripts on record, spanning January 14, 2020 to November 4, 2026. Based on this history, Insulet Corporation reports quarterly. The most recent call on file is dated November 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PODD

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

92

First call

January 14, 2020

Most recent

November 4, 2026

Reporting cadence

quarterly