secwatch.observer — SEC 8-K summary
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Issuer:     DEXCOM INC (DXCM)
CIK:        0001093557
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001093557-26-000025
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dexcom Q4 revenue $1.26B (+13% YoY); GAAP EPS $0.68; FY2026 guidance $5.16-5.25B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1093557/000109355726000025/0001093557-26-000025-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1093557/000109355726000025/dxcm-20260212.htm
  HTML page:      https://secwatch.observer/filing/0001093557-26-000025

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer