Insulet sees 2025-2028 revenue CAGR 20%, adjusted EPS CAGR 25%+

Insulet (PODD) hosted its 2025 Investor Day at the company’s global headquarters in Acton, Massachusetts. The company provided its outlook for 2025-208, including revenue that is projected to grow at a compound annual growth rate of approximately 20% at constant currency rates, driven by continued Omnipod adoption and geographic expansion. For the period, Insulet also expects: Adjusted Operating Margin to expand annually by approximately 100 basis points, reflecting operational efficiencies and growing scale; Adjusted Diluted Earnings Per Share to grow at a CAGR of 25%+, underscoring the company’s commitment to profitable growth; and Free Cash Flow to remain strong, enabling disciplined reinvestment in innovation and scaling globally. Insulet also unveiled enhancements to Omnipod 5 intended to launch in 2026, along with two next-generation systems expected to drive the next phase of the Company’s growth, extending its leadership in AID while unlocking and expanding new markets. In 2026, pending FDA clearance, Insulet plans to introduce enhancements designed to strengthen the Omnipod 5 ecosystem, including features that support better glycemic control, broader connectivity, and deeper insights. Intended to launch in 2027, Omnipod 6 sets a new standard in AID and represents a significant leap forward for people with type 1 and type 2 diabetes, the company said. Intended to launch in 2028, Omnipod Fully Closed Loop for Type 2 is the first fully closed-loop, out-of-the-box AID system designed specifically for people with type 2 diabetes.