J P M O R G A N North America Equity Research 05 August 2026 Insulet Corp Early Read on 2Q26 Results Insulet reported mixed results before the open on Wednesday with sales of $801.7M (+23.5% reported, +22.7%cc) beating the Street's $787.3M, though the focus today is surely to be lowered guidance which now points to a softer 2H, particularly in the US. For the quarter itself, both US (+$5M) and OUS Omnipod (+$8M) beat, which contributed to another much better than expected profit quarter. Better gross margin ...