$TCMD

TACTILE SYSTEMS TECHNOLOGY INC

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No SEC Form 4 filings for $TCMD in the last 30 days.

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Tactile Systems Technology (TCMD) Q2 2026 Earnings Call Transcript

Tactile Systems Technology (TCMD) reported Q2 2026 revenue of $85.7M, up 9% Y/Y, driven by lymphedema revenue of $73.6M (+12%). Airway clearance revenue fell 7% to $12.1M due to distributor inventory dynamics. Gross margin was 76.3%. Adjusted EBITDA rose to $11.4M (+49%). FY2026 revenue guidance was set at $360M-$366M and EBITDA at $49M-$51M.

Tactile Systems Technology, Inc. Q2 2026 Earnings Call Summary

Tactile Systems Technology reported Q2 2026 results: lymphedema revenue rose 12% YoY on Flexitouch adoption, while airway clearance revenue fell 7% as large DME partners paused orders amid elevated inventory. Gross margin increased 180 bps to 76.3%. Full-year 2026 revenue guidance was raised to $360m-$366m; MyoSleeve launch and LymphaTech FDA submission are ongoing.

TCMD sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning TCMD (TACTILE SYSTEMS TECHNOLOGY INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent TCMD coverage spans earnings, financial news and insider activity.

What's driving TCMD

  • The earnings announcement may drive short-term volatility as investors position ahead of the results.

    stocktitan.net · Oct 19, 2026

  • Guidance update plus segment-specific headwinds (airway clearance inventory) and Medicare prior authorization moderation create a near-term demand and margin narrative.

    fool.com · Aug 18, 2026

  • Guidance update plus timing commentary around Medicare prior authorization and DME inventory should drive near-term estimate revisions and trading around Q3 sequential growth expectations.

    yahoo.com · Aug 12, 2026

  • This is a routine insider sale disclosure with no stated 10b5-1 plan, which can modestly affect near-term sentiment but is not a fundamental catalyst by itself.

    SEC EDGAR · Aug 12, 2026

  • The 8-K provides fresh earnings datapoints plus a guidance update, with a clear near-term demand timing risk tied to AffloVest inventory digestion.

    SEC EDGAR 8-K · Aug 10, 2026

AlphAI scores every news story that mentions TCMD with an AI model for sentiment and relevance, and aggregates insider trades from TACTILE SYSTEMS TECHNOLOGY INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TCMD

Score
$TCMDMedAI 8/10

Tactile Systems Technology (TCMD) Q2 2026 Earnings Call Transcript

Tactile Systems Technology (TCMD) reported Q2 2026 revenue of $85.7M, up 9% Y/Y, driven by lymphedema revenue of $73.6M (+12%). Airway clearance revenue fell 7% to $12.1M due to distributor inventory dynamics. Gross margin was 76.3%. Adjusted EBITDA rose to $11.4M (+49%). FY2026 revenue guidance was set at $360M-$366M and EBITDA at $49M-$51M.

$TCMDMed

Tactile Systems Technology, Inc. Q2 2026 Earnings Call Summary

Tactile Systems Technology reported Q2 2026 results: lymphedema revenue rose 12% YoY on Flexitouch adoption, while airway clearance revenue fell 7% as large DME partners paused orders amid elevated inventory. Gross margin increased 180 bps to 76.3%. Full-year 2026 revenue guidance was raised to $360m-$366m; MyoSleeve launch and LymphaTech FDA submission are ongoing.

$TCMDHigh

Tactile Systems Technology, Inc. Reports Second Quarter 2026 Financial Results

TACTILE SYSTEMS TECHNOLOGY INC (TCMD) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Tactile Systems Technology, Inc. Reports Second Quarter 2026 Financial Results MINNEAPOLIS, MN, August 10th, 2026 – Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD), a medical technology company providing therapies for people with ch

$TCMDMedAI 8/10

Tactile Medical Launches Next-Generation AffloVest® Airway Clearance Therapy

Tactile Medical (Nasdaq: TCMD) announced the full commercial launch of its next-generation AffloVest high-frequency chest wall oscillation system. The company says it keeps the same use for chronic neuromuscular and respiratory conditions such as cystic fibrosis and bronchiectasis across ages, while adding a lighter, more adjustable vest and a redesigned controller. It also includes built-in Wi‑Fi/Bluetooth for connected care and clinician/payer data.

$TCMDMed

BTIG Research Reiterates Buy Rating for Tactile Systems Technology (NASDAQ:TCMD)

BTIG Research has reiterated a "Buy" rating for Tactile Systems Technology (NASDAQ:TCMD) and maintained a $40 price target, suggesting a potential 61% upside. Other analysts also have a "Moderate Buy" consensus with an average target of $38.60. The company recently reported mixed quarterly results, missing EPS estimates but exceeding revenue expectations, with shares trading around $24.84.

$TCMDMed

Tactile Systems Technology, Inc. (NASDAQ:TCMD) Receives Consensus Rating of "Moderate Buy" from Analysts

Tactile Systems Technology, Inc. (NASDAQ:TCMD) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $38.60. Despite missing EPS estimates, the company exceeded revenue expectations in its latest quarter. Insider selling was observed, but institutional ownership remains high, with several major funds increasing or establishing positions.

$TCMDMed

Tactile Systems Technology (NASDAQ:TCMD) VP Sells $148,260.15 in Stock

Tactile Systems Technology (NASDAQ:TCMD) VP Kristie Burns sold 5,139 shares of company stock for $148,260.15 on January 2nd, reducing her stake by 6.63%. This transaction follows an earnings beat for the company, which reported EPS of $0.36 against an expected $0.16 and revenue of $85.76 million versus $79.31 million projected. Shares traded up 1.2% to $30.50, and institutional investors own 83.43% of the stock.

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