v3.26.1
Segment and Geographic Data
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Segment and Geographic Data Segment and Geographic Data
The Company’s product offering primarily consists of the Omnipod platform and drug delivery device based on the Omnipod platform. Operating segments are defined as components of an enterprise for which separate financial information is available that is evaluated on a regular basis by the chief operating decision-maker (“CODM”) in deciding how to allocate resources to an individual segment and in assessing performance of the segment. The Company operates under one reportable segment. The Company has concluded that its Chief Executive Officer (“CEO”) is the CODM as the CEO is the ultimate decision maker for key operating decisions, determining the allocation of resources and assessing the financial performance of the Company. The Company’s CODM uses operating income and net income to monitor actual results against forecast and budget to identify business trends, assess operating performance, and modify capital allocation as necessary.
Geographic information about revenue, based on customer location, is as follows:
Three Months Ended June 30,Six Months Ended June 30,
(in millions)2026202520262025
U.S.$549.9 $463.3 $1,068.8 $879.9 
International251.8 185.8 494.6 338.1 
Total revenue$801.7 $649.1 $1,563.4 $1,218.1 
There were no significant segment expenses that are regularly provided to the CODM other than cost of goods sold, research and development expenses, and selling, general and administrative expenses, which are reported in the Company’s condensed consolidated statements of income for the three and six months ended June 30, 2026 and 2025.
Geographic information about long-lived assets, net, excluding goodwill and other intangible assets is as follows:
(in millions)June 30, 2026December 31, 2025
U.S.$470.3 $472.5 
Malaysia234.1 220.0 
Other154.2 126.9 
Total$858.6 $819.5