{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-054869","form_type":"8-K","ticker":"TCMD","cik":"0001027838","company_name":"TACTILE SYSTEMS TECHNOLOGY INC","filed_at":"2026-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.829185+00:00","generated_at":"2026-05-14T23:48:09.690871+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Tactile Medical Q1 revenue up 23% to $75.3M; net loss narrows to $1.8M; raises FY2026 guidance","bullets":["Revenue $75.3M (+23% YoY); lymphedema +23%, airway clearance +22%.","Net loss $1.8M ($0.08 per share) vs $3.0M loss in Q1 2025; gross margin 76.5% vs 74%.","Adjusted EBITDA $3.7M vs ($0.3M) loss a year ago.","Raised FY2026 revenue guidance to $360-368M (prev $357-365M); adj EBITDA reaffirmed at $49-51M.","Received FDA 510(k) clearance for next-gen AffloVest; acquired LymphaTech for lymphedema diagnostics."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-054869","json":"https://secwatch.observer/filing/0001104659-26-054869.json","markdown":"https://secwatch.observer/filing/0001104659-26-054869.md","text":"https://secwatch.observer/filing/0001104659-26-054869.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1027838/000110465926054869/0001104659-26-054869-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1027838/000110465926054869/tcmd-20260504x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:48:09.690871+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7b0498958f0fce1b817d568148820caa373956fb","claim":"TACTILE SYSTEMS TECHNOLOGY INC reported the first quarter ended March 31, 2026 results: revenue $75.3 million, net income $1.8 million, EPS $0.08 per diluted share. Guidance raised.","evidence_excerpt":"Total revenue in the first quarter of 2026 increased $14.0 million, or 23%, to $75.3 million, compared to $61.3 million in the first quarter of 2025. The increase in total revenue was attributable to an increase of $11.7 million, or 23%, in sales and rentals of the lymphedema product line and an increase of $2.3 million, or 22%, in sales of the airway clearance product line. Gross profit in the first quarter of 2026 increased $12.3 million, or 27%, to $57.6 million, compared to $45.3 million in the first quarter of 2025. Gross margin was 76.5% of revenue, compared to 74% of revenue in the first quarter of 2025. Operating expenses in the first quarter of 2026 increased $9.3 million, or 19%, to $59.1 million, compared to $49.9 million in the first quarter of 2025. Operating loss was $1.5 million in the first quarter of 2026, compared to $4.5 million in the first quarter of 2025. Income tax expense was $0.9 million in the first quarter of 2026, compared to an income tax benefit of $1.1 mi","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1027838/000110465926054869/0001104659-26-054869-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$75.3 million"},{"label":"Net income","value":"$1.8 million"},{"label":"EPS","value":"$0.08 per diluted share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}