earnings
confidence high
sentiment neutral
materiality 0.70
Tactile Systems Q2 revenue $78.9M (+7.8% YoY); net income $3.2M vs $4.3M; raises low-end of adj EBITDA guidance
TACTILE SYSTEMS TECHNOLOGY INC
2025-Q2 EPS reported
$0.01
revenue$140,173,000
- Revenue $78.9M, up 7.8% YoY, ahead of prior expectations; gross margin improved to 75% from 74%.
- Net income $3.2M ($0.14 diluted EPS) vs $4.3M ($0.18) in Q2 2024; Adjusted EBITDA $7.7M vs $9.1M.
- Airway clearance product line revenue surged 52% YoY; lymphedema product line grew 2%.
- FY2025 revenue guidance narrowed to $310-315M (prior $309-315M); adj EBITDA guidance raised to $33-35M (prior $32-34M) but below FY2024 adj EBITDA of $37.1M.
- Completed $30M share repurchase program; refinanced credit facility, increased revolver to $40M.