Insulet is seeing strong momentum for its Omnipod 5 automated insulin delivery system, with total company revenues growing 30.1% in constant currency in the first quarter of 2026, driven by Omnipod revenue growth of 33%. The global customer base expanded nearly 25% year over year, and Omnipod 5 is now available in 19 countries. Management raised its 2026 outlook, forecasting total company revenue growth of 21-23% and adjusted EPS growth of more than 25%. However, the company faces intensifying competition and macroeconomic pressures, including incremental raw material and shipping costs tied to the Middle East conflict, which could limit operating margin expansion. The stock has lost 46.9% over the past year, and the Zacks Consensus Estimate for 2026 EPS remains unchanged at $6.46.
Insulet CorporationStrong Omnipod 5 momentum with 33% revenue growth and 25% customer base expansion
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