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Insulet beats revenue expectations in fourth quarter, shares rise
Insulet beats revenue expectations in fourth quarter, shares rise
Sam Boughedda
Wed, February 18, 2026 at 9:37 PM GMT+9 2 min read
In this article:
PODD
+1.48%
Investing.com – Insulet Corporation (NASDAQ:PODD) reported fourth-quarter revenue that exceeded analyst expectations, driven by strong performance across its Omnipod product line. The tubeless insulin pump technology provider saw its shares rise 1.3% following the announcement.
The company reported revenue of $783.8 million for the fourth quarter, surpassing the consensus estimate of $768.59 million and representing a 31.2% increase YoY (29% in constant currency). However, earnings per share came in at $1.44, slightly below the analyst estimate of $1.46.
Insulet’s total Omnipod revenue reached $781.8 million, up 33.5% YoY, with U.S. revenue increasing 28% to $567.8 million and international revenue surging 50.7% to $214 million. The company achieved a gross margin of 72.5%, up 40 basis points from the previous year.
“We ended the year with another excellent quarter, demonstrating the power of our business model, the strength of our technology, and the disciplined execution of our team,” said Ashley McEvoy, President and CEO. “Our performance shows that Insulet continues to lead with innovation, scale, and customer trust — and that our competitive position has never been stronger.”
For the first quarter of 2026, Insulet expects total revenue growth of 25% to 27% in constant currency, with Omnipod product revenue projected to increase 28% to 30%. The company’s full-year 2026 guidance forecasts total revenue growth of 20% to 22% in constant currency, with adjusted operating margin expansion of approximately 100 basis points YoY and adjusted EPS growth exceeding 25%.
The company highlighted that it ranked first in new customer starts in both the U.S. and Europe in 2025 and reached a milestone of more than 600,000 estimated active Omnipod users globally. Insulet’s board also approved a $350 million increase in its share repurchase authorization, with plans to allocate approximately $300 million toward repurchases in the first quarter of 2026.
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