Insulet Corporation: Inside the Strategy Driving Its Robust Type 2 Adoption!

Insulet Corporation, a medical device company known for its Omnipod Insulin Management System, reported strong performance in the third quarter of 2025. With revenues surpassing $700 million for the first time, the company experienced a year-over-year growth of 28% at constant currency rates. This growth was fueled by robust demand across its product lines, particularly the Omnipod 5 system, and a record number of new customer starts both in the United States and internationally. Positively, Insulet’s business model, which emphasizes recurring revenue through continuous device usage, has proven effective in driving profitability and operating margin improvement. The company reported an operating margin expansion to 17.1%, reflecting operating leverage despite strategic investments in innovation and market expansion. Moreover, the company’s international business grew notably, with a 40% increase in revenue year-over-year at constant currency, driven by the rollout of Omnipod 5 and favorable sensor integrations in key geographies.