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Insulet (NASDAQ: PODD) faces Omnipod Pod correction, up to $50M 2026 cost

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Insulet Corporation announced a voluntary Medical Device Correction covering specific lots of Omnipod 5, Omnipod DASH, and Omnipod Eros Pods due to a manufacturing issue that can cause insulin under-delivery. The issue stems from cannula tears that may lead to insulin leaking outside the Pod and high blood glucose.

Approximately 7 million Pods are in scope, about 60% of which have already been consumed or expired, and the affected Pods represent roughly 8.5% of 2025 global Omnipod Pod production. Globally, there have been 24 reports of serious adverse events, including hospitalization and diabetic ketoacidosis, but no deaths.

The company has identified the cause, implemented corrective and enhanced quality controls, and is offering free replacement Pods to affected customers. Insulet currently expects up to $50 million of related costs in 2026, to be excluded from adjusted results, and is maintaining its previously issued 2026 guidance and long-term growth outlook.

Positive

  • None.

Negative

  • Up to $50 million in one-time costs: Insulet expects to incur as much as $50 million of expenses in 2026 related to this Medical Device Correction, which, while excluded from adjusted results, still represents a material cash and accounting impact.
  • Safety and regulatory risk exposure: The correction involves about 7 million Pods, with 24 serious adverse events including diabetic ketoacidosis, and the company notes potential financial, operational, reputational and regulatory impacts, as well as possible disputes or proceedings.

Insights

Safety correction drives one-time costs but no guidance change.

Insulet is conducting a voluntary Medical Device Correction for certain Omnipod Pods after detecting cannula tears that can cause insulin under-delivery and, in severe cases, diabetic ketoacidosis. About 7 million Pods are affected, representing roughly 8.5% of 2025 global Pod production.

The company reports 24 serious adverse events globally, with no deaths, and has already implemented corrective actions and strengthened quality controls. Management expects up to $50 million of 2026 costs tied to this action, which will be excluded from adjusted metrics, and it is reaffirming prior 2026 guidance and its long-term growth profile.

Operationally, Insulet states it has sufficient supply to replace impacted Pods at no cost and does not anticipate disruption to product availability or new customer starts. Future company filings may elaborate on any regulatory responses or potential disputes referenced in the forward-looking statements section.

Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Pods in scope 7 million Pods Pods included in 2026 Medical Device Correction
Consumed or expired share 60% Portion of affected Pods already consumed or expired
Share of 2025 production 8.5% Affected Pods as percentage of 2025 global Omnipod Pod production
Expected 2026 correction costs $50 million Maximum estimated costs tied to Medical Device Correction in 2026
Serious adverse events 24 events Global serious adverse events linked to high blood glucose and DKA
Medical Device Correction regulatory
"announced a voluntary Medical Device Correction for specific lots of Omnipod"
A medical device correction is an action taken by a manufacturer or regulator to fix a safety or performance problem in an already-distributed medical device, such as a repair, software update, label change, or retrofit. It matters to investors because corrections can signal safety risk, trigger costs, regulatory scrutiny, lost sales or reputational damage—similar to a software patch or auto recall that interrupts normal business and may affect future revenue and liability exposure.
diabetic ketoacidosis (DKA) medical
"In the most severe cases, prolonged and persistent high blood glucose levels can lead to diabetic ketoacidosis (DKA)"
A life-threatening complication of diabetes where very high blood sugar causes the body to burn fat for fuel, producing acidic waste that disrupts normal organs—think of a car engine starving for the right fuel and filling the system with harmful smoke. It matters to investors because cases can trigger safety alerts, regulatory scrutiny, product recalls or costly lawsuits, affect clinical trial outcomes, and influence a healthcare company's reputation and future revenue.
forward-looking statements regulatory
"This press release includes certain forward-looking statements within the meaning"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
continuous glucose monitoring (CGM) medical
"This issue does not affect continuous glucose monitoring (CGM) systems or CGM readings"
A continuous glucose monitoring (CGM) system is a small wearable sensor and transmitter that measures a person’s blood sugar levels continuously and sends real‑time readings to a display or smartphone app, reducing the need for finger‑prick tests. Investors care because CGM shifts diabetes care toward ongoing device sales, subscriptions and data services; wider patient adoption, insurance coverage and better accuracy can drive steady revenue and create opportunities for new health products and analytics, similar to moving from one‑off purchases to a subscription service.
serious adverse events medical
"Globally, there have been 24 reports of serious adverse events associated with high blood glucose levels"
Serious adverse events are significant problems or negative outcomes that occur during a medical treatment or clinical trial, such as severe side effects, hospitalizations, or life-threatening conditions. They matter to investors because such events can impact a company's reputation, lead to regulatory scrutiny, or delay the development of new products, ultimately affecting the company’s financial performance.
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0001145197FALSE00011451972026-05-262026-05-26

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
FORM 8-K
 
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of
The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): May 26, 2026
 
INSULET CORPORATION
(Exact name of registrant as specified in its charter)

Delaware001-3346204-3523891
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
100 Nagog Park
ActonMassachusetts01720
(Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code:
(978)600-7000
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised accounting standards provided pursuant to Section 13(a) of the Exchange Act.




Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, $0.001 Par Value Per Share
PODDThe NASDAQ Stock Market, LLC



Item 7.01Regulation FD Disclosure
On May 26, 2026, Insulet Corporation (the “Company”) issued a press release announcing a voluntary Medical Device Correction for specific lots of Omnipod® products due to a manufacturing issue identified through ongoing product monitoring. A copy of the press release is furnished herewith.

This action is separate from the Company’s March 12, 2026 voluntary Medical Device Correction.

The two actions involved different manufacturing processes, both of which were related to cannula tears associated with cannula handling at the Company’s Acton, Massachusetts facility. In both cases, the Company identified the cause and implemented corrective actions designed to prevent recurrence. All product in scope of this correction was manufactured before the enhanced quality controls implemented in connection with the prior action were put in place.

Approximately 7 million Pods are included in scope, of which approximately 60% have been consumed or expired. Based on its current assessment, the Company does not anticipate disruption to customer shipments, product availability or new customer starts.

While it is too early to ascertain the exact cost of this voluntary medical device correction, the Company expects to incur up to $50 million of costs associated with this correction in 2026, which will be excluded from adjusted results. Accordingly, the Company does not expect an impact to its long-term growth profile and is not changing its previously issued 2026 guidance as a result of this voluntary action.

The information in this Item 7.01, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to liability of that section. The information in this Current Report shall not be incorporated by reference into any filing or other document pursuant to the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing or document.

Forward-Looking Statements

This current report on Form 8-K includes certain forward-looking statements within the meaning of the Private Litigation Securities Reform Act of 1995, as amended. Forward-looking statements relate to future events, including statements concerning the Company’s plans or expectations regarding any voluntary medical device correction, effects of any voluntary medical device correction on the Company’s business, operations, and financial performance or guidance, and expected costs of any voluntary medical device correction, and involve known and unknown risks, uncertainties and other factors, many of which are beyond the Company’s control, that may cause the actual results, performance or achievements of the Company to be materially different from its current expectations, assumptions, plans, guidance, estimates and projections, including (but not limited to) the financial, operational, and reputational impact and costs of any voluntary medical device correction, future actions by the FDA and other regulatory bodies, the possibility that any voluntary medical device correction could subject the Company to disputes, claims or proceedings that may adversely affect its business and financial operation and other factors detailed from time to time in the Company’s reports filed with the Securities and Exchange Commission, including those discussed under “Risk Factors” in the Company’s Form 10-K for the year ended December 31, 2025. The Company encourages you to consider all of these risks, uncertainties and other factors carefully in evaluating the forward-looking statements contained in this report. The forward-looking statements made in this report are made only as of the date of this report, and the Company undertakes no obligation to update them to reflect subsequent events or circumstances except as required by applicable law.



Item 9.01Financial Statements and Exhibits
(d)Exhibits.
No.Exhibit
99.1
Press Release dated May 26, 2026.
104Cover Page Interactive Data File (embedded within the Inline XBRL document)



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this Current Report on Form 8-K to be signed on its behalf by the undersigned thereunto duly authorized.
 
  INSULET CORPORATION
May 26, 2026  By:/s/ John W. Kapples
Name:John W. Kapples
Title:Senior Vice President, General Counsel

Exhibit 99.1
 
Insulet Initiates Voluntary Medical Device Correction for Certain Omnipod® Pods in the U.S. and Affected International Markets

ACTON, Mass., May 26, 2026 -- Insulet Corporation, Inc. (NASDAQ: PODD) (“Insulet” or the “Company”) today announced a voluntary Medical Device Correction for specific lots of Omnipod® 5, Omnipod DASH®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.

This action is separate from the voluntary Medical Device Correction issued on March 12, 2026 affecting certain Omnipod® 5 Pods in the U.S. and includes certain Pod lots distributed in the U.S. and affected international markets. Pods not included in the affected lots remain safe to use.

Insulet identified that some Pods from specific lots may have a small tear in the tubing (cannula) just above the skin, between the Pod and the point where the cannula enters the body. If this occurs, insulin may leak outside of the Pod instead of being fully delivered into the body as intended, potentially leading to under-delivery of insulin.

Individuals using an affected Pod may notice wetness on their skin or Pod adhesive or detect the smell of insulin. However, in some cases, this issue may be difficult to detect and go unnoticed.

If insulin is not delivered properly, users may experience high blood glucose levels due to under-delivery of insulin. In the most severe cases, prolonged and persistent high blood glucose levels can lead to diabetic ketoacidosis (DKA), a serious medical condition that requires prompt medical treatment and can be life-threatening if not treated. 

Approximately 7 million Pods are included within the scope of this action, approximately 60% of which have been consumed or are expired. The Pods affected by this correction represent approximately 8.5% of 2025 global Omnipod Pod production. Globally, there have been 24 reports of serious adverse events associated with high blood glucose levels, including hospitalization and DKA. There have been no deaths reported.

This issue does not affect continuous glucose monitoring (CGM) systems or CGM readings.

The issue was identified through the company’s ongoing product monitoring.

Insulet has identified the cause of this manufacturing issue and implemented corrective actions designed to prevent recurrence. In addition, the Company has further strengthened its in-process monitoring and quality controls designed to detect cannula tears of this nature.

Insulet is communicating proactively with affected customers and providing clear instructions to help them identify affected lots, discontinue use of impacted Pods, and obtain replacement Pods at no cost. The Company has sufficient supply available to replace affected Pods and does not anticipate any disruption to product availability.


The U.S. Food and Drug Administration (FDA) and all other relevant regulatory authorities have been notified of this action. 






Important Information for Omnipod® Pod Users
Customers should visit Check Pod Lot (www.omnipod.com/mdc/check-pod-lot) to confirm whether their Pod lot number is included in this voluntary Medical Device Correction and request replacement Pods at no cost. A full list of affected lots is available on this site.

If a Pod from an affected lot is currently in use, customers should discontinue use and replace it with a Pod from an unaffected lot.

Customers in the U.S. who have questions or need assistance may contact Insulet Product Support at 1-800-641-2049 (available 24/7) or use the live agent chat at www.omnipod.com/current-podders.

Customers outside the U.S. should visit www.omnipod.com and click the banner at the top of the page for more information.

Forward-Looking Statement:
This press release includes certain forward-looking statements within the meaning of the Private Litigation Securities Reform Act of 1995, as amended. Forward-looking statements relate to future events, including statements concerning the Company’s plans or expectations regarding any voluntary medical device correction and effects of any voluntary medical device correction on the Company’s business, operations, and financial performance or guidance, and involve known and unknown risks, uncertainties and other factors, many of which are beyond the Company’s control, that may cause the actual results, performance or achievements of the Company to be materially different from its current expectations, assumptions, plans, guidance, estimates and projections, including (but not limited to) the financial, operational, and reputational impact and costs of any voluntary medical device correction, future actions by the FDA and other regulatory bodies, the possibility that any voluntary medical device correction could subject the Company to disputes, claims or proceedings that may adversely affect its business and financial operation and other factors detailed from time to time in the Company’s reports filed with the Securities and Exchange Commission, including those discussed under “Risk Factors” in the Company’s Form 10-K for the year ended December 31, 2025. The Company encourages you to consider all of these risks, uncertainties and other factors carefully in evaluating the forward-looking statements contained in this press release. The forward-looking statements made in this press release are made only as of the date of this press release, and the Company undertakes no obligation to update them to reflect subsequent events or circumstances except as required by applicable law.


Contacts:

Media Contact:
Investor Relations:
Cristal Downing
Clare Trachtman
Chief Corporate Affairs Officer
Vice President, Investor Relations
pr@insulet.com
ir@insulet.com


FAQ

What did Insulet (PODD) announce regarding Omnipod Pods on May 26, 2026?

Insulet announced a voluntary Medical Device Correction for specific lots of Omnipod 5, Omnipod DASH, and Omnipod Eros Pods. A manufacturing issue causing cannula tears can lead to insulin under-delivery and high blood glucose, prompting replacement of affected Pods and enhanced quality controls.

How many Omnipod Pods are affected in Insulet’s 2026 Medical Device Correction?

Approximately 7 million Pods are included within the scope of Insulet’s action, about 60% of which have been consumed or are expired. These affected Pods represent roughly 8.5% of 2025 global Omnipod Pod production across Omnipod 5, Omnipod DASH, and Omnipod Eros systems.

What health risks are associated with Insulet’s affected Omnipod Pod lots?

Cannula tears in affected Pods can cause insulin to leak, leading to under-delivery and high blood glucose levels. In severe cases, prolonged high glucose may result in diabetic ketoacidosis, a serious, potentially life-threatening condition requiring prompt medical treatment, though no deaths have been reported.

What financial impact does Insulet expect from the 2026 Medical Device Correction?

Insulet currently expects to incur up to $50 million of costs in 2026 associated with this Medical Device Correction. The company plans to exclude these costs from adjusted results and is not changing its previously issued 2026 guidance or long-term growth outlook.

Will Insulet’s Medical Device Correction affect Omnipod product availability or new customer starts?

Insulet states it has sufficient supply to replace affected Pods at no cost to customers and does not anticipate disruption to product availability or new customer starts. Pods outside the specified lots remain safe to use based on the company’s current assessment and monitoring.

How can Omnipod users check if their Pods are affected by Insulet’s correction?

Customers are directed to the Check Pod Lot site at www.omnipod.com/mdc/check-pod-lot to verify lot numbers and request free replacement Pods. A full list of affected lots is posted, with additional support available via Insulet’s 24/7 Product Support and online resources.

Filing Exhibits & Attachments

4 documents