Tactile Medical delivered a solid Q2 performance with significant revenue growth driven by the airway clearance segment and improved gross margins. However, challenges include a decline in adjusted EBITDA, limited lymphedema revenue growth, and a cautious full-year guidance increase. The sentiment reflects a mix of strong positive achievements tempered by financial challenges.

Company Guidance -

Q3 2025

During the second quarter of 2025 earnings call for Tactile Medical, the management team provided a comprehensive financial and strategic update. The company reported a total revenue increase of 7.8% year-over-year, reaching $78.9 million, with lymphedema revenue increasing by 2% to $66 million, and airway clearance revenue surging by 51.6% to $12.9 million. Gross margins improved by 60 basis points to 74.5%, and adjusted EBITDA was $7.7 million, down 15% due to planned investments. The company ended Q2 with $81.5 million in cash post a stock repurchase program. For the full year 2025, Tactile Medical revised its revenue guidance to $310-$315 million, reflecting growth of 6% to 8% year-over-year. They anticipate a gross margin of approximately 75%, operating expense growth of 10% to 11%, and adjusted EBITDA of $33-$35 million. The company also highlighted strategic initiatives, including investments in sales force optimization, CRM enhancements, and AI tools to streamline operations, with an emphasis on expanding treatment options and improving patient care.

Revenue Growth Exceeds Expectations

Tactile Medical reported a total revenue growth of 7.8% year-over-year to $78.9 million, exceeding previously stated Q2 expectations.

Strong Airway Clearance Revenue Growth

Airway clearance revenue increased by 51.6% year-over-year to $12.9 million, driven by partnerships with top respiratory DMEs and increased awareness of bronchiectasis.

Improved Gross Margins

Gross margins increased by 60 basis points year-over-year to 74.5%, attributed to lower manufacturing and warranty costs and enhanced product design.

Strategic Sales Force Expansion

The sales force was expanded by 11% compared to the end of Q1, with the goal of employing over 300 total reps by year-end to drive growth.

Favorable Reimbursement Environment

The reimbursement landscape is becoming more supportive for advanced pump therapy, with improved claims adjudication and engagement with payers.

Balance Sheet Strength

Tactile Medical ended Q2 with $81.5 million in cash and cash equivalents and completed a $16.5 million stock buyback.

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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