The earnings call showcased Tandem Diabetes Care's strong performance with record sales and significant progress in pharmacy channel expansion and international markets. However, there are challenges such as moderate U.S. sales growth and increased competition affecting the future outlook.

Company Guidance

During Tandem Diabetes Care's second quarter 2025 earnings call, the company provided several key metrics and guidance for the fiscal year. Tandem reported record second-quarter sales of $241 million, marking a 15% year-over-year growth, with $170 million of sales in the U.S. and $70 million internationally. The company achieved a gross margin of 52%, with expectations to reach 53%-54% by year-end and a longer-term target of 60% by the end of 2026. Tandem is on track to achieve $1 billion in worldwide sales for 2025, with U.S. sales anticipated at $700 million and international sales at $300 million. The company highlighted the expansion of its pharmacy channel, noting that approximately 30% of U.S. lives are now covered, and new partnerships are expected to increase this coverage. Tandem also plans to start selling t:slim supplies through the pharmacy channel in Q4, which could significantly impact its financial performance. Additionally, Tandem is focusing on the type 2 diabetes market, expanding pilot programs that showed increased adoption compared to non-pilot areas. The company is also looking forward to launching new products, such as the Steadiset infusion set and the tubeless Mobi pump, both expected in 2026.

Record Second Quarter Sales

Tandem Diabetes Care achieved record second quarter sales, both in the U.S. and internationally, with worldwide sales of $241 million, marking the highest second quarter sales in both markets.

Strong Pump Shipments and Renewals

There was a year-over-year increase in pump shipments in the U.S., with renewals accounting for over half of the shipments, demonstrating strong retention and continued double-digit growth in renewals.

Pharmacy Channel Expansion

Progress in pharmacy channel expansion with plans to start selling t:slim supplies through the pharmacy channel beginning in Q4, aimed at making pump therapy more affordable and lowering out-of-pocket costs for patients.

International Market Growth

Strong performance in international markets with $70 million in sales, driven by demand for t:slim, increasing pump renewals, and growing supply sales.

Gross Margin Improvement

Achieved a gross margin of 52%, reflecting an increase year-over-year and compared to the first quarter, driven by pricing improvements and operational goals.

Product Development Milestones

Significant product development milestones achieved in Q2, including the Tandem Mobi's positive feedback and the upcoming integration with Abbott's FreeStyle Libre 3 Plus sensor.

Tandem Diabetes Care (TNDM) Earnings, Revenues Date & History

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TNDM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.33 / -	-0.35	―	―	―
Aug 06, 2025	2025 (Q2)	-0.40 / -0.48	-0.47	-2.55% (-0.01)
Apr 30, 2025	2025 (Q1)	-0.60 / -0.67	-0.65	-2.92% (-0.02)
Feb 26, 2025	2024 (Q4)	-0.20 / 0.01	-0.46	102.17% (+0.47)
Nov 06, 2024	2024 (Q3)	-0.40 / -0.35	-0.51	31.37% (+0.16)
Aug 01, 2024	2024 (Q2)	-0.54 / -0.47	-0.55	14.55% (+0.08)
May 02, 2024	2024 (Q1)	-0.76 / -0.65	-1.92	66.15% (+1.27)
Feb 21, 2024	2023 (Q4)	-0.26 / -0.46	-0.25	-84.00% (-0.21)
Nov 01, 2023	2023 (Q3)	-0.48 / -0.51	-0.76	32.89% (+0.25)
Aug 03, 2023	2023 (Q2)	-0.50 / -0.55	-0.24	-129.17% (-0.31)

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.

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Missed

TNDM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$14.39	$11.52	-19.94%
Apr 30, 2025	$16.85	$19.98	+18.58%
Feb 26, 2025	$33.59	$21.75	-35.25%
Nov 06, 2024	$34.24	$33.32	-2.69%

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.