earnings
confidence high
sentiment positive
materiality 0.75
Tactile Medical Q2 revenue up 9% to $85.7M, EPS $0.34, FY26 guidance narrowed
TACTILE SYSTEMS TECHNOLOGY INC
- Q2 2026 revenue $85.7M, +9% YoY; net income $7.8M vs $3.2M; diluted EPS $0.34 vs $0.14
- Adjusted EBITDA $11.4M vs $7.7M; gross margin 76% vs 75%; lymphedema +12%, airway clearance -7%
- Six-month revenue $161.0M +15% YoY; net income $6.0M vs $0.2M; adjusted EBITDA $15.1M vs $7.4M
- FY2026 revenue guidance narrowed to $360-366M (from $360-368M); adjusted EBITDA maintained at $49-51M
- Exclusive U.S. VA/DoD distribution deal for ElastiMed's MyoSleeve; launched next-gen AffloVest; $5.3M share repurchase