Reported results
- Worldwide net sales of $843 million grew 16.6% as reported and 15.8% organic, including an approximate 4-6% benefit from extra week
- U.S. net sales of $240 million grew 13.1% as reported and organic; U.S. New Pumps Sold grew over 20% year over year
- International net sales of $603 million grew 18.1% as reported and 16.9% organic
- Worldwide New Pumps Sold of approximately 34,000, an increase of 7.7% year over year
- Worldwide CGM Attachment Rate of 69%, an increase of approximately 100 basis points quarter over quarter
- GAAP net income attributable to the Company of $0 million (compared to net loss of $19 million in Q1 FY2026)
Guidance
- FY2027 organic revenue growth of approximately 10.5%, which includes the approximate 1.0 to 1.5% benefit from the extra week in Q1 FY27, raised from prior guidance of approximately 10%
- FY2027 adjusted EBITDA margin of approximately 16%, reaffirming prior guidance
Notes
The company presents both GAAP and non-GAAP organic revenue growth metrics. Reported figures include currency impacts and Italian payback accrual adjustments; organic figures exclude these items. The extra week benefit from the 52-53 week fiscal calendar is separately quantified.
Price and volatility reaction
The stock moved +10.7% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -8.7 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 20.26 | 2026-08-31 |
| Close after release | 22.42 | 2026-09-01 |
| Realised move | +10.7% | close to close |
| 30d ATM IV change | -8.7 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-09-01 (8-K, Item 2.02). Read the original filing on sec.gov.