Insulet (PODD) Q3 revenue $842 million vs $849 million est.
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Insulet reported third-quarter 2026 revenue of $842.0 million, up 19.2% year over year and slightly above the high end of its 17.5%–19.5% constant-currency guidance, though the total fell short of the $849 million consensus estimate. Omnipod revenue rose 19.7% to $836.6 million, with U.S. sales up 14.7% to $570.4 million and international sales up 31.7% to $266.2 million, while Drug Delivery contributed $5.5 million. The company said it completed its U.S. sales force expansion and Type 2 action plan, and its Omnipod Discover platform has drawn more than 35,000 users and 5,000 healthcare professionals. Investors will watch whether the sales force buildout and Type 2 push can accelerate U.S. growth toward consensus after the modest top-line miss.
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Named in this story
Insulet (PODD), Omnipod, Omnipod Discover
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