Insulet said total revenue for the 3 months ended September 30, 2025 was $706.3 million, up 29.9% from $543.9 million in the prior-year period. The company cited higher sales volume as the primary driver of constant currency revenue growth of 28.2%.

10-QQuarterly reportFiled Nov 6, 2025Period of report Sep 30, 2025Summary published (UTC) Oct 10, 2026

Key points

AI summary

Insulet said total revenue for the 3 months ended September 30, 2025 was $706.3 million, up 29.9% from $543.9 million in the prior-year period. The company cited higher sales volume as the primary driver of constant currency revenue growth of 28.2%.
Insulet said gross margin for the 3 months ended September 30, 2025 was 72.2%, up 290 basis points from 69.3% in the prior-year period. The company cited a higher average selling price and increased manufacturing scale and efficiencies as factors.
Insulet said it used net proceeds of $440.7 million from the issuance of Senior Unsecured Notes and $164.6 million from the unwinding of capped call options to partially fund the $1,052.2 million repurchase of a portion of its Convertible Notes during the 9 months ended September 30, 2025.
Insulet said free cash flow for the 9 months ended September 30, 2025 was $329.5 million, an increase of $118.2 million from $211.3 million in the prior-year period. The company defines free cash flow as net cash provided by operating activities less capital expenditures.

Key figures

Quarter ended September 30, 2025

Revenue: $706M
Operating income: $118M
Net income: $88M
EPS: $1.24
Gross profit: $510M

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Q3 2025 Total Revenue $706.3 million

Insulet said total revenue for the 3 months ended September 30, 2025 was $706.3 million, up 29.9% from $543.9 million in the prior-year period. The company cited higher sales volume as the primary driver of constant currency revenue growth of 28.2%.

Source · Based on the MD&A text of the filing

Q3 Gross Margin 72.2%

Insulet said gross margin for the 3 months ended September 30, 2025 was 72.2%, up 290 basis points from 69.3% in the prior-year period. The company cited a higher average selling price and increased manufacturing scale and efficiencies as factors.

Source · Based on the MD&A text of the filing

9-Month Senior Unsecured Notes Issuance and Partial Convertible Notes Repurchase

Insulet said it used net proceeds of $440.7 million from the issuance of Senior Unsecured Notes and $164.6 million from the unwinding of capped call options to partially fund the $1,052.2 million repurchase of a portion of its Convertible Notes during the 9 months ended September 30, 2025.

Source · Based on the MD&A text of the filing

9-Month Free Cash Flow $329.5 million

Insulet said free cash flow for the 9 months ended September 30, 2025 was $329.5 million, an increase of $118.2 million from $211.3 million in the prior-year period. The company defines free cash flow as net cash provided by operating activities less capital expenditures.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

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