8-K
Insulet Corp (PODD)
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): January 29, 2026
INSULET CORPORATION
(Exact name of registrant as specified in its charter)
| Delaware | 001-33462 | 04-3523891 | ||||
|---|---|---|---|---|---|---|
| (State or other jurisdiction<br>of incorporation) | (Commission<br>File Number) | (IRS Employer<br>Identification No.) | 100 Nagog Park | |||
| --- | --- | --- | ||||
| Acton | Massachusetts | 01720 | ||||
| (Address of principal executive offices) | (Zip Code) | Registrant’s telephone number, including area code: | (978) | 600-7000 | ||
| --- | --- | --- | Not Applicable <br>(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 class | Trading Symbol(s) | Name of each exchange on which registered |
|---|---|---|
| Common Stock, $0.001 Par Value Per Share | PODD | The NASDAQ Stock Market, LLC |
| Item 1.01 | Entry into a Material Definitive Agreement. | |
| --- | --- |
On January 29, 2026, Insulet Corporation (the “Company”) and NXP USA, Inc. (“NXP”) entered into an Addendum effective January 1, 2026 (the “2026 Addendum”) to the Purchase Agreement, dated as of October 12, 2017, between the Company and NXP (the “Original Agreement”), as amended. Pursuant to the 2026 Addendum, the term of the Original Agreement, as amended, is extended, and certain terms and conditions related to pricing, product volume, product order flexibility, and other matters are amended.
The foregoing description of the 2026 Addendum is not intended to be complete and is qualified in its entirety by reference to the full text of the 2026 Addendum, filed as Exhibit 10.1 hereto and incorporated by reference herein.
| Item 9.01 | Financial Statements and Exhibits | | --- | --- || (d) | Exhibits. | | --- | --- |
The following exhibit is filed as part of this report:
| No. | Exhibit |
|---|---|
| 10.1+ | Addendum, effective January 1, 2026, to the Purchase Agreement by and between Insulet Corporation and NXP USA, Inc., dated October 12, 2017, as amended. |
| 104 | Cover Page Interactive Date File (embedded within the Inline XBRL document) |
+ Certain portions of this exhibit are considered confidential and have been omitted as permitted under SEC rules and regulations
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this Current Report to be signed on its behalf by the undersigned thereunto duly authorized.
| INSULET CORPORATION | ||
|---|---|---|
| Date: February 3, 2026 | By: | /s/ Patricia K. Dolan |
| Patricia K. Dolan | ||
| Vice President, Secretary |
Document
Exhibit 10.1
CERTAIN INFORMATION HAS BEEN OMITTED FROM THIS DOCUMENT BECAUSE IT IS (I) NOT MATERIAL AND (II) IS THE TYPE THAT THE COMPANY TREATS AS PRIVATE AND CONFIDENTIAL. OMISSIONS ARE MARKED [***]
2026 ADDENDUM
TO PURCHASE AGREEMENT
THIS ADDENDUM TO PURCHASE AGREEMENT (“2026 Addendum”) is entered into by and between Insulet Corporation (“Insulet”) and NXP USA, Inc. (“NXP”), effective as of January 1, 2026 (“Addendum Effective Date”). Insulet and NXP may be referred to herein as a “Party” or, collectively, as the “Parties.”
WHEREAS Insulet and NXP entered into that certain Purchase Agreement dated October 12, 2017, as may have been amended from time to time (the “Agreement”); and
WHEREAS the Parties wish to further amend the Agreement on the terms and conditions set forth herein, effective as of the Addendum Effective Date.
NOW, THEREFORE, in consideration of the mutual covenants and agreements herein contained, the Parties mutually agree as follows:
1.Definitions. Unless otherwise defined herein, capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such terms in the Agreement.
2.2026 Product Purchase Prices. Insulet [***] will purchase the Product(s) at the prices reflected below during the period covering January 1, 2026 to December 31, 2026 (“2026 Addendum Purchase Period”).
| Product | 2026 Prices |
|---|---|
| [***] | [***] |
| [***] | [***] |
| [***] | [***] |
| [***] | [***] |
In case of significant change in market conditions, business case or supplier circumstances, then NXP and Insulet agree to meet and confer, in good faith, to address a mutually beneficial resolution.
3.2025 Purchase Period Flexibility Table. Exhibit B (Flexibility Table) is hereby deleted in its entirety and replaced with the table below. For the avoidance of doubt, the table contained in the 2025 Addendum, or any other flexibility table either in the Agreement or an amendment, addendum or letter to the Agreement is no longer applicable.
| Zone | #of Weeks before Scheduled Delivery Shipment Date | Allowable Quantity Increases | Allowable Quantity Decreases |
|---|---|---|---|
| [***] | [***] | [***] | [***] |
| [***] | [***] | [***] | [***] |
| [***] | [***] | [***] | [***] |
4.No Other Amendments. Except as modified herein, all other terms of the Agreement shall remain in full force and effect.
5.Conflicts. In the event of a conflict between the Agreement or this 2026 Addendum, this 2026 Addendum shall govern.
6.Counterparts. This 2026 Addendum may be executed in counterparts, each of which shall be deemed to be an original and all of which together shall be deemed to be one and the same instrument.
NXP Confidential Page 1 of 2
IN WITNESS WHEREOF, this 2026 Addendum has been executed by the duly authorized representatives of the parties as of the Addendum Effective Date.
| NXP USA, INC. |
|---|
| By:/s/ Jaime French |
| Name: Jaime French |
| Title: Vice President, Legal |
| Date: 12/10/2025 |
| NXP USA, INC. |
| By: /s/ Pete Roossien |
| Name: Pete Roossien |
| Title: Vice President, Legal |
| Date: 12/11/2025 |
| INSULET CORPORATION |
| --- |
| By: /s/ Thomas J. Niglio |
| Name: Thomas J. Niglio |
| Title: Group Vice President, Chief Procurement Officer |
| Date: 1/29/2026 |
NXP Confidential Page 2 of 2