Earnings summaries and quarterly performance for TACTILE SYSTEMS TECHNOLOGY.
Executive leadership at TACTILE SYSTEMS TECHNOLOGY.
Board of directors at TACTILE SYSTEMS TECHNOLOGY.
Research analysts who have asked questions during TACTILE SYSTEMS TECHNOLOGY earnings calls.
KB
Kyle Bauser
B. Riley Securities
2 questions for TCMD
Also covers: INFU, LFMD, OPRX +4 more
Ryan Zimmerman
BTIG
2 questions for TCMD
Also covers: ALC, GEHC, GKOS +23 more
Adam Maeder
Piper Sandler Companies
1 question for TCMD
Also covers: ABT, AXNX, EW +13 more
AS
Anderson Schock
B. Riley Securities
1 question for TCMD
Also covers: ANIK, CLPT, ELMD +8 more
BV
Brian Vasquez
William Blair
1 question for TCMD
KW
Kyle Winborne
Piper Sandler Companies
1 question for TCMD
Also covers: SGHT
MS
Max Smock
William Blair & Company
1 question for TCMD
Also covers: CDMO, CERT, CRL +7 more
SK
Suraj Kalia
Oppenheimer & Co. Inc.
1 question for TCMD
Also covers: ABT, AORT, ATRC +14 more
Recent press releases and 8-K filings for TCMD.
Tactile Medical Reports Strong Q3 2025, Anticipates Reimbursement Tailwinds and Continued Investment in 2026
TCMD
Guidance Update
Product Launch
New Projects/Investments
- Tactile Medical reported strong Q3 2025 performance with beats and raises across both lymphedema and airway clearance businesses.
- The company expects a reimbursement tailwind for its lymphedema business, particularly for its advanced FlexiTouch product, starting in Q4 2025 and continuing into 2026.
- Strategic investments in CRM implementation and a salesforce reset in 2025 have resulted in over 300 sales reps and faster-than-expected hiring.
- Product innovation includes the successful Nimble basic pump launch, making Tactile a market leader, and upcoming next-generation FlexiTouch (roadmap Q1 2026) and AffloVest (2026, with Bluetooth connectivity).
- For 2026, the company anticipates double-digit market growth in both categories, with revenue consensus of $347 million aligning with market growth, and plans for another investment year with leverage.
Dec 2, 2025, 2:00 PM
Tactile Medical and Koru Medical Discuss Strong Performance and 2026 Growth Drivers
TCMD
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Tactile Medical (TCMD) reported strong Q3 2025 performance across its lymphedema and airway clearance businesses, with expectations for the NCD reimbursement policy to become a tailwind in Q4 2025 and significantly in 2026.
- TCMD's Nimble basic pump, fully launched in Q1 2025, has been highly successful, growing faster than the market and establishing the company as a market leader in both basic and advanced pump categories.
- TCMD plans to launch a next-generation AffloVest (airway clearance product) in 2026, featuring lighter design, adjustable sizing, and Bluetooth connectivity, while also working on an update to its FlexiTouch advanced pump.
- Koru Medical (KORU) achieved over 20% growth year-to-date in 2025, propelled by international expansion and robust U.S. business performance.
- KORU anticipates adding four new drugs to its label from early to mid-2026 and plans a second-half 2026 market launch into oncology clinics following a 510(k) submission by the end of 2025.
Dec 2, 2025, 2:00 PM
Tactile Medical and KORU Medical Provide Business Updates at Piper Sandler Conference
TCMD
Revenue Acceleration/Inflection
Product Launch
Guidance Update
- Tactile Medical (TCMD) reported strong Q3 2025 performance, with beats and raises in both lymphedema and airway clearance, and anticipates the NCD reimbursement change will become a tailwind for its advanced pump business starting in Q4 2025 and mostly in 2026.
- TCMD has become the market leader in both basic and advanced pump categories and is the only pump with coverage in the head and neck area. The company projects double-digit market growth for both lymphedema and AffloVest (airway clearance) categories.
- For 2026, TCMD expects revenue of $347 million, aligning with approximately 10% market growth, and plans for continued investment with leverage.
- KORU Medical achieved year-to-date growth above 20% in 2025, driven by significant international expansion and strong U.S. business performance.
- KORU Medical anticipates adding four new drugs to its label in early to mid-2026 and plans a second-half 2026 launch into oncology clinics following positive pilot study results.
Dec 2, 2025, 2:00 PM
TCMD Reports Strong Q3 2025 Results and Raises Full-Year Guidance
TCMD
Earnings
Guidance Update
Share Buyback
- TCMD reported strong Q3 2025 financial results, with total revenue increasing 17% year-over-year to $85.8 million, adjusted EBITDA growing 34% to $14.4 million, and net income rising 59% to $8.2 million or $0.36 per diluted share.
- The company raised its full-year 2025 guidance, now expecting total revenue in the range of $317-$321 million (representing 8-10% year-over-year growth) and adjusted EBITDA of approximately $38-$39.5 million.
- Revenue growth was driven by a 71% year-over-year increase in airway clearance revenue to $13.4 million and an 11% increase in lymphedema revenue to $72.4 million. The lymphedema business is benefiting from a recovery in Medicare channel sales, which increased 130% year-over-year in Q3 2025, and the favorable transition to the less restrictive NCD policy.
- TCMD ended Q3 2025 with a strong balance sheet, holding $66 million in cash and cash equivalents with no outstanding borrowings, and initiated a second share repurchase program of up to $25 million.
Nov 3, 2025, 10:00 PM
Tactile Systems Technology, Inc. Reports Strong Q3 2025 Results and Updates 2025 Outlook
TCMD
Earnings
Guidance Update
Share Buyback
- Tactile Systems Technology, Inc. reported total revenue of $85.8 million for Q3 2025, marking a 17% increase year-over-year, with net income of $8.2 million or $0.36 per diluted share.
- The company's Board of Directors authorized a second share repurchase program for up to $25.0 million of its common stock.
- Tactile Medical updated its full-year 2025 financial outlook, now projecting total revenue in the range of $317 million to $321 million and adjusted EBITDA between $38 million and $39.5 million.
Nov 3, 2025, 9:05 PM
Tactile Systems Q1 2025 Financial & Operational Earnings Update
TCMD
Earnings
Guidance Update
Share Buyback
Product Launch
- Q1 2025 total revenue grew 0.3% YoY to $61.3M with gross margins improving to 74% (up from 71%) .
- Segment revenue breakdown: Lymphedema at $50.6M (down 3%) and Airway Clearance at $10.7M (up 22%) .
- Reported a net loss of $3.0M (up from $2.2M YoY) with an adjusted EBITDA loss of $0.3M amid rising operating expenses of $49.9M .
- Executed a $10.0M share repurchase, reinforcing shareholder value .
- Updated full-year 2025 guidance to $309–315M in revenue and a revised adjusted EBITDA forecast of $32–34M .
- Emphasized strategic sales rep optimization, investments in new technology including the Salesforce CRM module, and ongoing product launches and operational enhancements to drive future growth .
May 5, 2025, 9:01 PM
Quarterly earnings call transcripts for TACTILE SYSTEMS TECHNOLOGY.
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