Earnings Release

Insulet Corporation's latest earnings press release, filed Aug 5, 2026, scored line by line for tone, guidance and what changed since the prior release.

New outlook issued27 lines scoredFiled Aug 5, 2026SEC 8-K · Exhibit 99

Release Tone

UPBEAT

GuidanceNew outlook issuedWhat this release does to the company's outlook

Tone change▼ 5.1pointsvs the prior release (May 6, 2026)

Hedging language0.00per 100 words▼ 0.00 vs prior

New this quarter17of 27 linesWording that was not in the prior release

The lines that matter most

Ranked by how material, how strongly worded and how new each sentence is.

1
Adjusted operating income 1 of $154.5 million, or 19.3% of revenue, up over 140 basis points compared to prior year
2
Operating income of $129.7 million, or 16.2% of revenue, down 250 basis points over prior year
Negative tone
3
Revenue of $801.7 million, up 23.5%, or 22.7% in constant currency, and exceeded the high end of the Company’s guidance range of 20% - 22% at constant currency rates
4
Adjusted net income 1 of $115.0 million, or $1.66 per diluted share, increased 37.4% and 41.5%, respectively, compared to $83.7 million, or $1.17 per diluted share, in the prior year
5
Total Omnipod revenue of $795.9 million, rose 24.6%, or 23.8% in constant currency
6
U.S. Omnipod revenue of $544.1 million, increased 20.1%
7
International Omnipod revenue of $251.8 million, increased 35.5%, or 32.9% in constant currency
8
Net income of $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32 per diluted share, in the prior year

Release by release

Tone and guidance for the last 2 earnings releases.

Aug 5, 2026New outlook issued75.3-5.1
May 6, 2026Guidance raised80.4

Bar length: tone on a 50–86 scale.

The release, annotated

1Highlight rankPositive toneNeutralNegative toneDimmed text: low materiality

Results

Second Quarter Revenue of $802 million, Increase of 23.5% (22.7% in Constant Currency 1 )

Second Quarter Financial Highlights:

3Revenue of $801.7 million, up 23.5%, or 22.7% in constant currency, and exceeded the high end of the Company’s guidance range of 20% - 22% at constant currency rates

5Total Omnipod revenue of $795.9 million, rose 24.6%, or 23.8% in constant currency

6U.S. Omnipod revenue of $544.1 million, increased 20.1%

7International Omnipod revenue of $251.8 million, increased 35.5%, or 32.9% in constant currency

Drug Delivery revenue of $5.8 million

2Operating income of $129.7 million, or 16.2% of revenue, down 250 basis points over prior year

1Adjusted operating income 1 of $154.5 million, or 19.3% of revenue, up over 140 basis points compared to prior year

8Net income of $95.0 million, or $1.37 per diluted share, compared to $22.5 million, or $0.32 per diluted share, in the prior year

4Adjusted net income 1 of $115.0 million, or $1.66 per diluted share, increased 37.4% and 41.5%, respectively, compared to $83.7 million, or $1.17 per diluted share, in the prior year

Corporate events

Recent Strategic Highlights:

Launched Omnipod 5 and Omnipod Discover TM in Spain, expanding access to tubeless diabetes technology.

Spain is the 26 th country where Insulet sells Omnipod, and the 20 th country where Omnipod 5 is available, further accelerating Insulet’s mission to transform the lives of people with diabetes around the world

Expanded the Omnipod 5 ecosystem through the launch of next-generation algorithm designed to improve time in range and increase time spent in Automated Mode, while broadening sensor choice through expanded compatibility with Abbott’s FreeStyle Libre 3 Plus

Presented data at the American Diabetes Association 2026 Scientific Sessions reinforcing the strength of its innovation pipeline and next-generation automated insulin delivery technologies

Management commentary

STRIVE results supporting Omnipod 6, designed to deliver stronger glycemic outcomes with less user effort 2

EVOLUTION 3 feasibility study demonstrating the potential of its fully closed-loop technology to improve outcomes, reduce burden, and expand access to automated insulin delivery for people with type 2 diabetes 2

Corporate events

Partnered with Calm to advance whole-person care through free-to-access mindfulness, sleep, and stress-management tools for the global diabetes community

2 Ly, T et al.

The Omnipod® Difference: Patient-Centered Simplicity and Breakthrough Algorithm Performance.

Presented at: ADA 2026; June 5-8; New Orleans, LA.

Management commentary

“We delivered another quarter of broad-based growth, robust margin expansion, and positive free cash flow, reflecting the strength of the Omnipod platform.

While we are updating our outlook to reflect what we're learning as we scale in type 2, our conviction in the long-term opportunity remains unchanged,” said Ashley McEvoy, President and CEO.

“We remain focused on converting those insights into action, further strengthening execution and positioning the business for durable, profitable growth.”

Outlook

2026 Outlook:

For the quarter ending September 30, 2026 and year ending December 31, 2026, the Company is providing the following guidance (revenue in constant currency):

52 boilerplate lines (safe-harbor disclaimer, contacts, call details) are set aside.

How this is scored

Source: the press release Insulet Corporation filed with the SEC as Exhibit 99 to Form 8-K (Item 2.02). Financial statements and boilerplate are set aside.
Tone: a financial sentiment model scores each sentence 0 to 100; the release score weights sentences by how material they are.
Materiality and guidance: a classifier judges whether each sentence is specific information, and what the release does to the outlook.
New this quarter: wording that does not appear in the prior release.
Hedging: uncertainty words (may, could, approximately, headwinds and similar) per 100 words of narrative.

These scores describe the release's language. They are not a forecast or a recommendation. Read the original filing

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