The earnings call reflected a strong quarter with significant revenue growth driven by the airway clearance segment and improvements in gross margins. However, there are challenges with adjusted EBITDA decline and slower growth in lymphedema revenue. Overall, the highlights of revenue growth and strategic execution outweigh the lowlights.

Company Guidance

During the Tactile Medical Second Quarter 2025 Earnings Conference Call, the company provided updated financial guidance for the year 2025. Total revenue is expected to be in the range of $310 million to $315 million, reflecting a growth of approximately 6% to 8% year-over-year. The guidance assumes lymphedema product line growth of 1.5% to 3% and airway clearance product line growth of 40% to 43%. The gross margin is projected to be around 75%, with operating expenses increasing by 10% to 11% due to investments in sales and technology. The adjusted EBITDA is anticipated to be between $33 million and $35 million, with specific noncash items like stock compensation expense, intangible amortization, and depreciation contributing to this figure. Additionally, the company has successfully implemented tariff mitigation strategies, reducing anticipated tariff impacts to approximately $1 million to $1.5 million for the full year, with ongoing impacts expected to be roughly half this amount in subsequent years.

Revenue Growth

Total revenue grew by 7.8% year-over-year to $78.9 million, exceeding expectations.

Airway Clearance Performance

Airway clearance revenue increased by 51.6% year-over-year to $12.9 million.

Gross Margin Improvement

Q2 gross margins increased 60 basis points year-over-year to 74.5%.

Sales Force Expansion

Sales headcount increased by 11% compared to the end of Q1, with 293 total reps.

AffloVest Sales Surge

Sales of AffloVest increased 52% year-over-year and 21% sequentially in Q2.

Favorable Reimbursement Trends

Improved policy environment following Medicare coverage changes, benefiting advanced pump therapy.

Tactile Systems Technology (TCMD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TCMD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	0.17 / -	0.21	―	―	―
Aug 04, 2025	2025 (Q2)	0.11 / 0.14	0.18	-22.22% (-0.04)	―
May 05, 2025	2025 (Q1)	-0.08 / -0.13	-0.05	-160.00% (-0.08)
Feb 18, 2025	2024 (Q4)	0.32 / 0.40	0.38	5.26% (+0.02)	―
Nov 04, 2024	2024 (Q3)	0.18 / 0.21	0.853	-75.38% (-0.64)	―
Aug 05, 2024	2024 (Q2)	0.14 / 0.18	0.049	267.35% (+0.13)	―
May 06, 2024	2024 (Q1)	-0.08 / -0.05	-0.033	-51.52% (-0.02)	―
Feb 20, 2024	2023 (Q4)	0.21 / 0.38	0.292	30.14% (+0.09)
Nov 06, 2023	2023 (Q3)	0.03 / 0.85	0.096	788.54% (+0.76)
Aug 07, 2023	2023 (Q2)	-0.05 / 0.05	-0.144	134.03% (+0.19)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TCMD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$9.89	$12.54	+26.79%
May 05, 2025	$13.94	$9.90	-28.98%
Feb 18, 2025	$17.86	$15.49	-13.27%
Nov 04, 2024	$15.11	$13.43	-11.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Tactile Systems Technology (TCMD) report earnings?

Tactile Systems Technology (TCMD) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).

What is Tactile Systems Technology (TCMD) earnings time?

Tactile Systems Technology (TCMD) earnings time is at Nov 10, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TCMD EPS forecast?

TCMD EPS forecast for the fiscal quarter 2025 (Q3) is 0.17.

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