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Tactile Systems Technology (TCMD)
NASDAQ:TCMD
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.12Last Year’s EPS
-0.13Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid operational and financial momentum—double-digit revenue growth, margin expansion, strong cash generation, successful salesforce buildout, product innovation and a strategic acquisition (LymphaTech). Management is taking prudent steps to address a new Medicare prior authorization requirement, which they expect to cause a temporary short-term drag incorporated into 2026 guidance. While operating expenses and near-term reimbursement uncertainty present modest headwinds, the company emphasized preparedness, clinical evidence progress and long-term growth catalysts.Company Guidance
Full-Year Revenue Growth
Total revenue for FY2025 was $329.5M, up 12% year-over-year.
Strong Q4 Performance
Q4 revenue was $103.6M, up 21% year-over-year, driven by lymphedema (+16% to $89.5M) and airway clearance (+66% to $14.1M).
Expanded Gross Margin and Profitability
Full-year gross margin expanded 190 basis points to 75.9%; Q4 gross margin was 78.2% vs 75.2% in Q4 2024. Adjusted EBITDA increased 21% year-over-year to $44.8M (Q4 adjusted EBITDA $22.0M vs $16.2M prior-year).
Cash Generation and Balance Sheet Actions
Generated nearly $43M in operating cash flow for 2025; repaid $26.3M term loan, repurchased $26.5M of stock, and ended 2025 with $83.4M in cash and no outstanding borrowings.
Commercial Execution & Salesforce Buildout
Achieved year-end sales rep hiring goal, implemented a 1 account manager : 1 product specialist model, and reported improved sales productivity supported by CRM adoption.
Airway Clearance Momentum
AffloVest sales increased 66% year-over-year in Q4 and 6% sequentially; management believes they have a market-leading position in airway clearance.
Strategic Acquisition — LymphaTech
Announced acquisition of LymphaTech to add 3D digital scanning for fluid measurement and monitoring; commercialized product immediately expands product portfolio and supports TAM expansion toward undiagnosed patient population (~20M US symptomatic patients).
Clinical Evidence Progress
2-month RCT results for Flexitouch Plus published; 6-month manuscript submitted, strengthening clinical value and payer discussions for head & neck lymphedema.
Product Roadmap & Innovation
Introduced Nimbl and achieved leadership in basic compression pumps; submitted 510(k) for next-gen AffloVest and planning phased enhancements for Flexitouch (smaller, lighter, connectivity).
Operational Technology Investments
Rolled out CRM and completed phase one of AI platform for order intake and medical record review; expected to improve speed to therapy, reduce errors and enhance operating efficiency.
TCMD Earnings History
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 |
|---|---|---|---|
Feb 17, 2026 | $28.05 | $33.05 | +17.83% |
Nov 03, 2025 | $15.77 | $22.18 | +40.65% |
Aug 04, 2025 | $9.89 | $12.54 | +26.79% |
May 05, 2025 | $13.94 | $9.90 | -28.98% |
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 May 11, 2026, After Close (Confirmed).
What is Tactile Systems Technology (TCMD) earnings time?
Tactile Systems Technology (TCMD) earnings time is at May 11, 2026, 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 2026 (Q1) is -0.12.