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Tandem Diabetes Care (TNDM)
NASDAQ:TNDM
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.39Last Year’s EPS
-0.47Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 27.48%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflects strong performance in Q1 with record sales and strategic expansions, particularly in the pharmacy channel and international markets. Significant product developments and operational improvements have positioned the company well, although some challenges remain in realizing immediate type 2 diabetes market impacts and navigating market transitions.Company Guidance
During the Tandem Diabetes Care First Quarter 2025 Earnings Conference Call, the company reported robust performance metrics, including a 22% year-over-year growth in worldwide sales, reaching a record $234 million. The U.S. saw a 15% increase in sales, driven by healthy pump shipments, strong supply sales, and improved average selling prices. Internationally, sales surged by 35% year-over-year, totaling $84 million, marking the highest quarterly sales to date. The company also reported a significant improvement in adjusted EBITDA margins by five percentage points year-over-year. Tandem reiterated its commitment to delivering double-digit growth and improved profitability, maintaining its 2025 guidance for sales to range between $997 million and just over $1 billion and aiming for a 54% gross margin. Additionally, Tandem highlighted FDA clearance of Control-IQ+ for type 2 diabetes, which has expanded their addressable market, and discussed strategic initiatives such as pharmacy channel expansion and international sales operations.Record First-Quarter Sales
Achieved record first-quarter sales of $234 million, marking a 22% year-over-year growth. This includes $151 million in the U.S. (15% increase) and $84 million internationally (35% increase).
Successful Product Launch and FDA Clearance
FDA cleared Control-IQ+ for type 2 diabetes, and the New England Journal of Medicine published results highlighting its benefits. This more than doubles the addressable market.
Strong Customer Retention and New Starts
Double-digit increase in new pump starts, with significant conversions from multiple daily injections. Renewal rates remain high with a healthy product mix.
Gross Margin and EBITDA Improvement
Achieved a 51% gross margin and improved adjusted EBITDA margin by 5 percentage points year-over-year, driven by pump cost efficiencies and favorable pricing.
Expansion in Pharmacy Channel
Approximately 30% of U.S. lives are covered under the pharmacy benefit, with improvement in pricing and reduced out-of-pocket costs for customers.
International Growth and Direct Sales Plans
Strong international sales momentum with plans to begin direct sales in select countries by 2026, enhancing market presence and financial performance.
TNDM 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
TNDM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 01, 2024 | $35.21 | $41.67 | +18.35% |
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 Tandem Diabetes Care (TNDM) report earnings?
Tandem Diabetes Care (TNDM) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Tandem Diabetes Care (TNDM) earnings time?
Tandem Diabetes Care (TNDM) earnings time is at Jul 31, 2025, TBA Not 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 TNDM EPS forecast?
TNDM EPS forecast for the fiscal quarter 2025 (Q2) is -0.39.
