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Stock impact report

Insulet outlines 21%–23% Omnipod revenue growth for 2026 with operating margin expansion, driven by global adoption and product innovation [Seeking Alpha]

Insulet Corporation (PODD) 
Last insulet corporation earnings: 2/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.insulet.com/investor-relations
Company Research Source: Seeking Alpha
Ashley McEvoy, CEO, reported "we closed 2025 with another strong quarter, recording our 10th consecutive year of 20% or greater constant currency revenue growth," citing durable recurring revenue and a profitable business model as key drivers. She Fresh Stock Ideas, Every Day Explore diverse investing perspectives with daily analysis from experts across the market. Subscribe to Stock Ideas Sign Up Quick Insights Insulet cites technology lead, broad access, and strong clinical data as key sustainable differentiators but notes 2026 growth will moderate due to tough comparisons and influx of competitors; management emphasizes investment in R&D and manufacturing to protect market position. Growth is driven by new customer starts, particularly type 2 diabetes conversion from multiple daily injections, clinical value, international expansion, and expansion of a broad prescriber base; upcoming launches and CGM integrations are also expected growth catalysts. Insulet projects Show less Read more
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