earnings
confidence high
sentiment positive
materiality 0.80
Dexcom Q4 revenue $1.26B beats high end; FY2026 outlook $5.16-5.25B; new CEO Jake Leach
DEXCOM INC
2025-FY EPS reported
$2.09
revenue$4,662,000,000
- Q4 total revenue ~$1.260B (+13% YoY), US $892M (+11%), Intl $368M (+18%).
- FY2025 revenue ~$4.662B (+16%); reiterates non-GAAP gross margin ~61%, operating margin 20-21%.
- FY2026 revenue guidance $5.16-5.25B (+11-13%); non-GAAP gross margin 63-64%, operating margin 22-23%.
- Jake Leach assumed CEO role Jan 1, 2026, succeeding Kevin Sayer; presents at JPM conference.
- Stelo app reimagined with AI; G7 15 Day system shipping to pharmacies.