TACTILE SYSTEMS TECHNOLOGY INC (TCMD) Form 8-K — Aug 10, 2026

$TCMDForm 8-KItems 2.02, 9.01Filed Aug 10, 2026, 4:04 PM ET0001104659-26-093346Original filing

Tactile Medical reported second quarter 2026 revenue of $85.7 million, up 9% year-over-year, with net income more than doubling to $7.8 million, or $0.34 per diluted share, from $3.2 million, or $0.14 per share, a year earlier. Adjusted EBITDA rose 49% to $11.4 million and gross margin expanded to 76% from 75%. The company trimmed the top end of its full-year 2026 revenue guidance to $360 million to $366 million (9% to 11% growth) from a prior $360 million to $368 million, citing a more conservative view of airway clearance ordering as certain DME providers work through elevated inventory tied to the next-generation AffloVest launch.

Key figures

Eps: $0.34 diluted
Revenue: $85.7 million
Guidance: FY2026 revenue $360 million to $366 million (approximately 9-11% growth; top end trimmed from prior $360 million to $368 million); FY2026 adjusted EBITDA $49 million to $51 million (unchanged)
Net Income: $7.8 million
Revenue Yoy: 9%
Total Assets: $279.7 million
Cash Position: $69.9 million
Shares Outstanding: 22701241
Gross Margin: 76% (vs 75% in Q2 2025)
Adjusted EBITDA: $11.4 million (vs $7.7 million in Q2 2025)
Operating Income: $6.8 million (vs $4.1 million in Q2 2025)
Six Month Revenue: $161.0 million, +15% YoY
Share Repurchases: $5.3 million in Q2 2026; $18.7 million remaining under $25.0 million authorization expiring November 3, 2027
Six Month Net Income: $6.0 million, or $0.26 per diluted share
Acquisition Payments: $6.2 million payments related to acquisition, net of cash acquired, in H1 2026
Lymphedema Revenue Q2: $73.6 million, +12% YoY
Diluted Weighted Shares: 23.1 million
Six Month Adjusted EBITDA: $15.1 million (vs $7.4 million)
Airway Clearance Revenue Q2: $12.1 million, -7% YoY
Credit Agreement Borrowings: none outstanding
Six Month Operating Cash Flow: $2.9 million (vs $15.2 million prior year)
Distribution Agreement Payment: $3.0 million paid for exclusive ElastiMed distribution agreement

Price after filing

1 day: 0.0%7 days: -16.6%30 days: -26.3%

Close on the filing date to close N calendar days later (from $29.50). Historical, not a forecast.

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