Tactile Systems Technology, Inc. Reports Third Quarter 2026 Financial Results
Tactile Medical posted Q3 2026 revenue of $91.9 million, up 7% YoY, led by 13% growth in the core lymphedema line to $81.8 million. Gross margin expanded to 77%, but GAAP net income fell to $7.2 million ($0.31 diluted EPS) from $8.2 million ($0.36) as operating expenses grew 13%, and airway clearance revenue dropped 25% on the AffloVest transition. Management reaffirmed FY2026 revenue guidance of $360-366 million and raised Adjusted EBITDA guidance to $50-52 million from $49-51 million, while repurchasing $6.2 million of stock in the quarter.
Key figures
- Eps
- 0.31
- Revenue
- 91900000
- Guidance
- FY2026 revenue $360M-$366M (~9-11% YoY growth); Adjusted EBITDA raised to $50M-$52M from prior $49M-$51M
- Revenue Yoy
- 7%
- Cash
- 75100000
- Buyback q3
- 6200000
- Net income
- 7200000
- Gross margin
- 77%
- Nine month eps
- 0.57
- Adjusted ebitda
- 14300000
- Operating income
- 9600000
- Buyback remaining
- 12500000
- Lymphedema revenue
- 81800000
- Nine month revenue
- 252800000
- Lymphedema growth yoy
- 13%
- Nine month revenue yoy
- 12%
- Airway clearance revenue
- 10020000
- Nine month adjusted ebitda
- 29500000
- Airway clearance change yoy
- -25%
AI analysis
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