Tactile Systems Technology (TCMD)
NASDAQ:TCMD
Want to see TCMD full AI Analyst Report?
Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.14Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showed broad-based commercial strength (23% YoY revenue growth), margin expansion (gross margin +250 bps) and a turnaround to adjusted EBITDA profitability, supported by product clearances (next-gen AffloVest), AI deployment, and strategic M&A (Lymphotech). Management tempered near-term cadence expectations due to the new Medicare prior authorization process and flagged incremental expense and lower-margin grant revenue from the recent acquisition. On balance, operational and financial progress, upgraded guidance, and a strong product and innovation roadmap outweigh the manageable short-term execution and margin composition risks.Company Guidance
Strong Top-Line Growth
Q1 total revenue of $75.3M, up 23% year-over-year; lymphedema revenue $62.2M (+23% YoY); airway clearance revenue $13.0M (+22% YoY).
Margin Expansion and Profitability Traction
Gross margin expanded to 76.5% (up ~250 basis points YoY from 74%); adjusted EBITDA improved to $3.7M vs. an adjusted EBITDA loss of $0.3M a year ago, margin improved to 4.9% from -0.4%.
Raised Full-Year Guidance
2026 revenue guidance increased to $360M–$368M, implying ~9%–12% YoY growth; adjusted EBITDA guidance set at $49M–$51M for 2026.
Product and R&D Momentum
FDA 510(k) clearance for next-generation AffloVest with weight reduction, digital connectivity and improved fit; Flexitouch continues to benefit from NCD alignment and Medicare tailwinds (Medicare channel sales up 40% YoY).
Acquisition and Strategic Expansion
Acquisition of Lymphotech closed in February; integration progressing as planned; Lymphotech selected for federal GUIDE funding (part of >$290M programs) and contributes initial grant revenue included in updated guidance.
Operational and Technology Improvements
Accelerated deployment of AI-enabled prior authorization module ahead of April 13 go-live; CRM and workflow tools driving territory productivity gains; meaningful reduction in days sales outstanding and stronger collections.
Healthy Balance Sheet and Financial Flexibility
Approximately $75M in cash and cash equivalents at quarter end with no outstanding borrowings, enabling continued investment and share repurchases.
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 |
|---|---|---|---|
May 04, 2026 | $22.43 | $24.05 | +7.22% |
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% |
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 Aug 10, 2026, After Close (Confirmed).
What is Tactile Systems Technology (TCMD) earnings time?
Tactile Systems Technology (TCMD) earnings time is at Aug 10, 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 (Q2) is 0.14.