earnings
confidence high
sentiment neutral
materiality 0.85
DexCom Q1 revenue $1.04B (+12% YoY); guides FY25 gross margin ~62% (down); announces $750M buyback
DEXCOM INC
2025-Q1 EPS reported
$0.27
revenue$1,036,000,000
- GAAP net income $105.4M ($0.27 diluted EPS) vs $146.4M ($0.36) YoY; non-GAAP EPS $0.32 flat.
- Revenue $1.036B (+12% reported, +14% organic); US +15%, intl +7% (organic +12%).
- FY25 guidance: revenue $4.6B (+14%), non-GAAP gross margin ~62% (cut from prior), op margin ~21%, EBITDA margin ~30%.
- Board authorized $750M share repurchase program through June 30, 2026.
- Post-quarter FDA clearance for G7 15-day system; expanded PBM coverage and Stelo on Amazon.