earnings
confidence high
sentiment positive
materiality 0.85
Dexcom Q4 revenue $1.26B (+13% YoY); GAAP EPS $0.68; FY2026 guidance $5.16-5.25B
DEXCOM INC
2025-FY EPS reported
$2.09
revenue$4,662,000,000
- GAAP operating income $323M (25.6% margin), up 860bps YoY; Non-GAAP op income $331.5M.
- U.S. revenue +11% YoY; international +18% (organic +15%); G7 15-day CGM launched in U.S.
- Full year 2025 revenue $4.662B (+16%); GAAP operating margin 19.6%, up 470bps.
- FY2026 guidance: revenue $5.16-5.25B (11-13% growth); Non-GAAP op margin ~22-23%.
- Cash & marketable securities $2.0B; revolving credit facility undrawn.