Insulet has updated its full-year 2026 revenue growth outlook to 20% to 22%, down from its prior forecast, citing lower-than-expected utilization and retention among type 2 diabetes customers in the U.S. The company reported second-quarter revenue of $802 million, beating analyst estimates, with adjusted earnings per share of $1.66. CEO Ashley McEvoy described the type 2 trends as an execution challenge, noting that more than 40% of new U.S. customer starts are people with type 2 diabetes but that retention and utilization rates have weakened. In response, Insulet is expanding its customer care team, changing sales force compensation to reward longer-term retention, refining sample deployment, and rolling out new technology platforms. The updated guidance assumes these type 2 trends persist through the second half of the year, with U.S. Omnipod revenue growth now seen at 17% to 19% and international revenue growth at 30% to 32%.
Insulet CorporationLower-than-expected utilization and retention among type 2 diabetes customers in the U.S. reduces demand for Omnipod, prompting a cut in 2026 revenue growth guidance.
