Insulet

Q2 FY2026 EarningsQ2 FY26 results beat consensus across key metrics, with revenue of $801.7M (+23.5% YoY) exceeding the upper end of guidance and the $787.4M consensus. Adjusted EPS of $1.66 significantly outpaced the $1.45 consensus, driven by a robust 35.5% growth in International Omnipod sales. However, FY26 U.S. Omnipod guidance was revised downward to 17%-19% (vs. prior 20%-22%), signaling scaling challenges in the Type 2 diabetes segment despite the bottom-line beat.