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Tactile Systems Technology(TCMD) - 2025 Q3 - Quarterly Results
2025-11-03 21:05
Exhibit 99.1 Tactile Systems Technology, Inc. Reports Third Quarter 2025 Financial Results MINNEAPOLIS, MN, November 3, 2025 – Tactile Systems Technology, Inc. ("Tactile Medical"; the "Company") (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today reported financial results for the third quarter ended September 30, 2025 and announced the adoption of a second share repurchase program. Third Quarter 2025 Summary & Recent Business Highlights: "Tactile Medica ...
Tactile Systems Technology, Inc. Reports Third Quarter 2025 Financial Results
Globenewswire· 2025-11-03 21:05
MINNEAPOLIS, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today reported financial results for the third quarter ended September 30, 2025 and announced the adoption of a second share repurchase program. Third Quarter 2025 Summary & Recent Business Highlights: Total revenue increased 17% year-over-year to $85.8 millionGross margin of 76% versus 75% in Q3 ...
Landmark Study Demonstrates Sustained Clinical Benefits of Flexitouch® Plus as First-Line Therapy in Treating Head and Neck Cancer-Related Lymphedema
Globenewswire· 2025-10-28 20:05
Core Insights - Tactile Systems Technology, Inc. presented new six-month clinical data showing sustained benefits of Flexitouch® Plus for treating lymphedema in head and neck cancer patients [1][2] Clinical Data Summary - The six-month analysis from a large randomized controlled trial indicated improvements in lymphedema symptom burden for participants using Flexitouch Plus compared to usual care [2] - Significant reductions in internal swelling were observed at 13 out of 19 anatomical sites, with notable improvements in the base of tongue (p=0.008) and arytenoids (p=0.023) [6] - Both treatment groups maintained initial patient benefits over the six-month study period, demonstrating sustained improvement in symptom burden [6] Expert Commentary - The Principal Investigator highlighted the importance of the findings, noting that up to 90% of head and neck cancer survivors develop lymphedema within a year of treatment, with many experiencing moderate to severe fibrosis [3] - The CEO of Tactile Medical emphasized the need for broader dissemination of study results to inform clinical guidelines and improve access to Flexitouch Plus for patients [4] Company Overview - Tactile Medical focuses on developing at-home therapies for chronic conditions, aiming to improve patient quality of life and reduce healthcare costs [5]
Tactile Medical to Release Third Quarter of Fiscal Year 2025 Financial Results on November 3, 2025
Globenewswire· 2025-10-20 20:05
Core Insights - Tactile Systems Technology, Inc. will release its third quarter financial results for fiscal year 2025 on November 3, 2025, after market close [1] - A conference call will be held on the same day at 5:00 p.m. Eastern Time to discuss the quarterly results [2] - The company specializes in at-home therapies for chronic conditions, aiming to improve patient quality of life and reduce healthcare costs [4] Financial Results Announcement - The financial results for the third quarter of fiscal year 2025 will be announced after market close on November 3, 2025 [1] - A live webcast of the conference call will be available on the company's investor relations website [2] Conference Call Details - The conference call will take place at 5:00 p.m. Eastern Time on November 3, 2025, with a question and answer session [2] - Participants can join the call by dialing the provided numbers and using the access code [2] Company Overview - Tactile Medical focuses on developing therapies for chronic conditions such as lymphedema, lipedema, chronic venous insufficiency, and chronic pulmonary disease [4] - The company collaborates with clinicians to enhance clinical evidence and improve patient care access [4]
Tactile Systems Technology, Inc. (NASDAQ: TCMD) Overview
Financial Modeling Prep· 2025-10-17 00:00
Core Insights - Tactile Systems Technology, Inc. (TCMD) specializes in developing medical devices for chronic diseases, particularly lymphedema, within the resilient healthcare sector [1] - TCMD has experienced a strong monthly gain of approximately 7.23%, indicating positive investor sentiment and confidence in the company's future prospects [2][6] - Despite a recent 10-day decline of about 3.36%, TCMD's overall trajectory remains positive, presenting potential buying opportunities for investors [3] - The projected growth potential for TCMD is 27.64%, suggesting a target price of $18.75, supported by continuous demand and innovation in the healthcare sector [4] - TCMD's strong Piotroski Score of 8 reflects its robust financial health, indicating profitability, leverage, liquidity, and operational efficiency [5][6]
Is Tactile Systems Technology (TCMD) a Great Value Stock Right Now?
ZACKS· 2025-09-24 14:40
Core Insights - The article emphasizes the importance of value investing, which focuses on identifying undervalued companies through fundamental analysis and traditional valuation metrics [2][3] - Tactile Systems Technology (TCMD) is highlighted as a strong investment opportunity, currently holding a Zacks Rank 2 (Buy) and a Value grade of A [4][8] Company Metrics - TCMD has a P/E ratio of 18.47, significantly lower than its industry's average P/E of 27.16, indicating potential undervaluation [4] - The company's P/B ratio stands at 1.68, compared to the industry average of 3.63, suggesting a solid valuation relative to its book value [5] - TCMD's P/S ratio is 1.06, which is much lower than the industry's average P/S of 2.74, reinforcing the notion of undervaluation [6] - The P/CF ratio for TCMD is 14.89, again lower than the industry's average of 20.39, indicating a favorable cash flow outlook [7] - Overall, these metrics suggest that TCMD is likely undervalued and presents an impressive value stock opportunity [8]
Tactile Systems Technology (TCMD) Just Overtook the 20-Day Moving Average
ZACKS· 2025-08-06 14:36
Technical Analysis - Tactile Systems Technology (TCMD) has reached a significant support level, indicating a potential investment opportunity from a technical perspective [1] - TCMD recently broke through the 20-day moving average, suggesting a short-term bullish trend [1][2] Earnings Estimates - Positive earnings estimate revisions for TCMD strengthen the bullish case, with no lowered estimates in the past two months and two raised estimates for the current fiscal year [3] - The consensus earnings estimate for TCMD has also increased, indicating positive sentiment among analysts [3] Stock Performance - TCMD shares have increased by 25.7% over the past four weeks, reflecting strong upward momentum [4] - The company currently holds a Zacks Rank 2 (Buy), suggesting potential for continued stock price appreciation [4]
Tactile Systems Technology (TCMD) Recently Broke Out Above the 50-Day Moving Average
ZACKS· 2025-08-06 14:31
Core Viewpoint - Tactile Systems Technology (TCMD) is showing potential for a bullish trend following a breakout above the 50-day moving average and a significant rally in its stock price [1][2]. Technical Analysis - TCMD has recently broken out above the 50-day moving average, indicating a short-term bullish trend [1]. - The stock has rallied 25.7% over the past four weeks, suggesting strong momentum [2]. - The 50-day simple moving average is considered a critical indicator for establishing support and resistance levels [2]. Earnings Estimates - There have been two upward revisions in TCMD's earnings estimates for the current fiscal year, with no downward revisions [3]. - The consensus estimate for earnings has also increased, reinforcing the bullish outlook for the company [3]. - The combination of positive technical indicators and earnings estimate revisions suggests TCMD could be poised for further gains [3].
Tactile Systems Technology (TCMD) Surpasses Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-04 22:36
Company Performance - Tactile Systems Technology (TCMD) reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, but down from $0.20 per share a year ago, representing an earnings surprise of +55.56% [1] - The company posted revenues of $78.91 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.93%, compared to year-ago revenues of $73.22 million [2] - Over the last four quarters, the company has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Tactile Systems Technology shares have declined approximately 43.7% since the beginning of the year, while the S&P 500 has gained 6.1% [3] - The current consensus EPS estimate for the coming quarter is $0.18 on revenues of $80.53 million, and for the current fiscal year, it is $0.56 on revenues of $309.96 million [7] - The estimate revisions trend for Tactile Systems Technology was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - Instruments industry, to which Tactile Systems Technology belongs, is currently in the bottom 37% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
Tactile Systems Technology(TCMD) - 2025 Q2 - Earnings Call Transcript
2025-08-04 22:02
Financial Data and Key Metrics Changes - Total revenue grew by 7.8% year over year to $78.9 million, exceeding previous Q2 expectations [4][26] - Adjusted EBITDA decreased by 15% year over year to $7.7 million due to planned investments in technology and sales headcount [5][28] - Gross margins increased by 60 basis points year over year to 74.5% [4][26] Business Line Data and Key Metrics Changes - Lymphedema revenue increased by 2% year over year to $66 million and over 30% sequentially [6][26] - Airway clearance revenue surged by 51.6% year over year to $12.9 million [4][26] Market Data and Key Metrics Changes - The U.S. lymphedema patient population is estimated to be approximately 145,000, growing at 10% annually [9] - There are about 2 million U.S. patients diagnosed with lymphedema who are not currently receiving treatment, representing a significant market opportunity [10] Company Strategy and Development Direction - The company aims to improve access to care, expand treatment options for lymphedema patients, and enhance lifetime patient value [6][14] - Strategic investments are focused on increasing PCD therapy adoption and simplifying workflow processes for patient identification and order processing [15][16] - The company is committed to new product innovation, including the development of a next-generation advanced lymphedema pump [21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to drive consistently improving results despite short-term disruptions from CRM implementation [5][31] - The company anticipates continued growth in both lymphedema and airway clearance markets, with a focus on operational and financial performance [31] Other Important Information - The company completed an additional $16.5 million stock buyback, concluding the current repurchase program [28] - The full-year 2025 revenue guidance is now expected to be in the range of $310 million to $350 million, reflecting growth of approximately 6% to 8% year over year [29][30] Q&A Session Summary Question: Guidance clarification regarding Q2 performance - Management noted that while Q2 performance exceeded expectations, the full-year guidance was raised conservatively to account for potential short-term variability due to CRM rollout and AI tool implementation [34][37] Question: Head and neck data commercialization timeline - Management indicated that while the manuscript submission for head and neck data is expected in early Q4, full commercialization will depend on payer policy reviews, which may take time [38][42] Question: Market share and growth expectations - Management believes Tactile can return to double-digit growth, driven by deeper market penetration and product mix optimization [48][49] Question: Composition of updated guidance - Management explained that the growth in airway clearance is offsetting slower growth in lymphedema, with a focus on securing partnerships and increasing demand for airway clearance products [60][63] Question: Reimbursement updates and policy changes - Management highlighted positive developments in reimbursement policies that allow patients to access advanced pumps more easily, which aligns with the company's strategy [66][70]