Slide 1: Q2 2026 earnings
Q2 2026 earnings Chloe Podder since 2021 August 5, 2026 The Pod has an IP28 rating for up to 25 feet for 60 minutes. The PDM and Controller are not waterproof.
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements regarding, among other things, to retain key suppliers; challenges to the future development of our non-insulin drug future operating and financial performance, product success and efficacy, the outcome delivery product line
Slide 3: Non-GAAP Financial Measures
Non-GAAP Financial Measures The Company uses the following non-GAAP financial measures: • Constant currency revenue growth, which represents the change in revenue Insulet presents these non-GAAP financial measures because management uses them between current and prior-year periods using the exchange
Slide 4: Q2 2026 performance
Q2 2026 performance Total revenue Omnipod revenue by geography Other financial highlights U.S. Omnipod A D JU S T E D $544.1M O P ER AT IN G M A RG IN 1 20.1% 19.3% Total Company Total Omnipod $801.7M $795.9M up over 140 bps 23.5%, 24.6%, A D JU S T E D 22.7% constant currency1 23.8% constant curren
Slide 5: Progress against our strategic objectives
Progress against our strategic objectives Delivered second-highest new customer start quarter to date, reflecting sequential improvement in the U.S. and continued adoption across international markets ADA Highlights: • Showcased progress across the innovation roadmap, with STRIVE data supporting Omn
Slide 6: Key commercial metrics
Key commercial metrics3 Category revenue growth Delivered Q2 accelerated in Q1'26 NCS growth of 20%+ driven by continued Omnipod YoY in U.S. & international adoption in U.S. & international markets4 Over Over Over 85% U.S. NCS from 95% U.S. customer base 70% International MDI in Q2 with Omnipod 5 in
Slide 7: FY 2026 guidance
FY 2026 guidance5 Revenue guidance6 P&L guidance Assumptions & drivers Global Omnipod growth supported by Omnipod 5 Q3 2026 FY 2026 FY 2026 adjusted FY 2026 adjusted adoption and YoY NCS growth revenue revenue operating margin7 EPS growth7 Continue winning MDI customers and capturing 17.5% - 19.5% 2
Slide 8: Thank you
Thank you 8
Slide 9: Appendix
Appendix 9
Slide 10: Insulet common abbreviations and acronyms
Insulet common abbreviations and acronyms A1C Blood test measures average blood glucose levels over the last 3 months HCP Health Care Provider ADA American Diabetes Association iOS iPhone Operating System AID Automated Insulin Delivery KOL Key Opinion Leader ASP Average Selling Price LMR Limited Mar
Slide 11: Q2 2026 financial performance
Q2 2026 financial performance $s in Millions Total Revenue8 Total Omnipod8 Adjusted Gross Profit & Margin 9 U.S. Omnipod International Omnipod8 Adjusted Operating Income & Margin 7 7 11
Slide 12: 2026 YTD financial performance
2026 YTD financial performance $s in Millions Total Revenue8 Total Omnipod8 Adjusted Gross Profit & Margin 9 U.S. Omnipod International Omnipod8 Adjusted Operating Income & Margin 7 7 12
Slide 13: Historical financial performance
Historical financial performance $s in Millions Total Revenue8 Total Omnipod8 Gross Profit & Margin 9 9 U.S. Omnipod International Omnipod8 Operating Income & Margin 9 9 9 13
Slide 14: Non-GAAP reconciliation — revenue guidance
Non-GAAP reconciliation — revenue guidance Year Ending December 31, 2026 Revenue Growth GAAP Currency Impact Constant Currency U.S. Omnipod 17% to 19% —% 17% to 19% International Omnipod 33% to 35% 3% 30% to 32% Total Omnipod 22% to 24% 1% 21% to 23% Drug Delivery ~(40)% —% ~(40)% Total Revenue 21%
Slide 15: Reconciliations of historical non-GAAP measures
Reconciliations of historical non-GAAP measures $s in Millions Q2 2026 Q2 2025 YTD 2026 YTD 2025 2025 2024 2023 2022 Total Revenue GAAP Growth Rate 23.5 % 32.9 % 28.4 % 30.9 % 30.7 % 22.1 % 30.0 % 18.8 % (3.7) Less: Currency Impact 0.8 % 1.6 % 2.2 % 0.4 % 1.2 % 0.2 % 0.4 % % Constant Currency 22.7 %
Slide 16: Reconciliation of historical non-GAAP measures
Reconciliation of historical non-GAAP measures Q2 2026 Q2 2025 YTD 2026 YTD 2025 2025 2024 2023 2022 GAAP Diluted EPS $ 1.37 $ 0.32 $ 2.67 $ 0.82 $ 3.48 $ 5.78 $ 2.94 $ 0.07 Voluntary MDCs and related costsa 0.29 — 0.42 — — — (0.16) 0.83 Legal costsb — — — — — — — 0.36 CEO and CFO transition costsc
Slide 17: Endnotes
Endnotes Page Title Marker Footnote 4, 5 Q2 2026 performance, 1 Growth rates are on a YoY basis. Constant Currency, adjusted operating margin and adjusted earnings per share are Progress against our strategic objectives non-GAAP measures. See description of non-GAAP financial measures contained in t