Tactile Systems Technology (TCMD) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, TCMD broke through the 20-day moving average, which suggests a short-term bullish trend. With a winning combination of earnings estimate revisions and hitting a key technical level, investors should keep their eye on TCMD for more gains in the near future. Shares of TCMD have been moving higher over the past four weeks, up 25.7%. Plus, the company is currently ...

Looking at TCMD's earnings estimate revisions, investors will be even more convinced of the bullish uptrend. There have been 2 higher compared to none lower for the current fiscal year, and the consensus estimate has moved up as well. Investors should think about putting TCMD on their watchlist given the ultra-important technical indicator and positive move in earnings estimate revisions. Tactile Systems Technology (TCMD) is looking like an interesting pick from a technical perspective, as the company reach ...

Tactile Systems Technology (TCMD) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +55.56%. A quarter ago, it was expected that this medical device maker would post a loss of $0.07 per share when it actually produced a loss of $0.13, delivering a surprise of -85.71%. Over the last four ...

Tactile Systems (TCMD) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Company ParticipantsSam Bentzinger - Associate Vice PresidentSheri Dodd - CEO & DirectorElaine Birkemeyer - CFOKyle Winborne - Equity ResearchShaymus Contorno - Equity Research AssociateConference Call ParticipantsRyan Zimmerman - MD & Medical Technology AnalystNone - AnalystOperatorWelcome, ladies and gentlemen, to the Second Quarter twenty twenty five Earnings Conference Call for Tactile Medical. At this time, all participants have b ...

Financial Data and Key Metrics Changes - Total revenue grew by 7.8% year over year to $78.9 million, exceeding previous Q2 expectations [5][30] - Adjusted EBITDA decreased by 15% year over year to $7.7 million, attributed to planned investments in technology and sales headcount [6][31] - Gross margins increased by 60 basis points year over year to 74.5% [5][30] Business Line Data and Key Metrics Changes - Lymphedema revenue increased by 2% year over year to $66 million and over 30% sequentially [5][7] - Airway clearance revenue surged by 51.6% year over year to $12.9 million [5][30] - Sales headcount increased by 11% to 293 total representatives [8][10] Market Data and Key Metrics Changes - The U.S. lymphedema patient population is estimated to grow at 10% annually, with approximately 145,000 patients currently treated [11][12] - There are about 2 million U.S. patients diagnosed with lymphedema who are not currently receiving treatment, representing a significant market opportunity [12][13] Company Strategy and Development Direction - The company aims to improve access to care, expand treatment options for lymphedema patients, and enhance lifetime patient value [7][16] - Strategic investments are focused on increasing PCD therapy adoption and streamlining workflow processes [17][20] - The company is committed to new product innovation, including the development of a next-generation advanced lymphedema pump [24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to drive consistently improving results despite short-term disruptions from CRM implementation [6][35] - The company anticipates total revenue for 2025 to be in the range of $310 million to $350 million, reflecting growth of approximately 6% to 8% year over year [32][34] - Management highlighted the positive momentum in sales rep productivity and market share growth in both lymphedema and airway clearance segments [40][66] Other Important Information - The company completed an additional $16.5 million stock buyback, concluding the current repurchase program [31] - The implementation of AI tools is expected to enhance operational efficiency and patient engagement [20][28] Q&A Session Summary Question: Guidance clarification regarding Q2 performance - Management noted that while Q2 performance exceeded expectations, the full-year guidance was raised conservatively to account for potential short-term variability in sales rep productivity [38][40] Question: Head and neck data commercialization timeline - Management indicated that the manuscript submission for head and neck lymphedema data is expected in early Q4, with ongoing discussions with payers to improve coverage [42][46] Question: Market share and growth rate expectations - Management expressed confidence in returning to double-digit growth, emphasizing the importance of deeper market penetration and product mix optimization [50][52] Question: Composition of updated guidance - Management explained that the growth in airway clearance is offsetting slower growth in lymphedema, with a focus on executing commercial strategies to capture market share [63][66]

Core Insights - Tactile Systems Technology reported stronger-than-expected revenue for Q2 2025, driven by growth in the airway clearance business, with GAAP revenue reaching $78.9 million, surpassing the consensus estimate of $73.9 million [1][2] - The company experienced a year-over-year revenue increase of 7.8%, but both GAAP net income and Adjusted EBITDA declined due to rising operating expenses related to strategic investments [1][2] Financial Performance - GAAP revenue for Q2 2025 was $78.9 million, compared to $73.2 million in Q2 2024, reflecting a 7.8% increase [2] - Diluted earnings per share (GAAP) were $0.14, exceeding the expectation of $0.1075, but down 22.2% from $0.18 in Q2 2024 [2] - GAAP net income fell to $3.2 million, a decrease of 25.1% from $4.3 million in Q2 2024 [2] - Adjusted EBITDA was $7.7 million, down 15.4% from $9.1 million in Q2 2024 [2] - Gross margin improved to 75%, up from 74% in Q2 2024, attributed to lower manufacturing and warranty-related costs [2][7] Business Overview - Tactile Systems Technology specializes in medical devices for lymphedema and airway clearance, with key products including Flexitouch, Entre Plus, and AffloVest [3] - The company aims to enhance daily living and clinical outcomes for patients with chronic conditions [3] Strategic Focus - Recent efforts have been directed towards expanding the product lineup, investing in technology, and strengthening the sales force to support long-term growth [4] - Key success factors include timely product launches, adoption by healthcare providers, and securing reimbursement from payers [4] Quarterly Highlights - The AffloVest sales surged by 52% year-over-year in Q2 2025, while lymphedema products accounted for 84% of total revenue [5] - The return to growth in lymphedema products was supported by an optimized sales organization and increased field sales headcount [6] Financial Outlook - The company raised its full-year 2025 revenue guidance to $310–315 million, with slower growth expected from lymphedema products but higher growth projected for airway clearance products at 20–23% [9] - Adjusted EBITDA outlook for FY2025 was raised to $33–35 million, although still below the previous year's results [9] - Management anticipates improved productivity in the latter half of 2025 due to hiring and technology investments [10]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37799 Tactile Systems Technology, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdicti ...

Exhibit 99.1 Tactile Systems Technology, Inc. Reports Second Quarter 2025 Financial Results MINNEAPOLIS, MN, August 4, 2025 – Tactile Systems Technology, Inc. ("Tactile Medical"; the "Company") (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today reported financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Summary & Recent Business Highlights: "We delivered strong financial performance in the second quarter, marked by total r ...

Core Insights - Tactile Systems Technology, Inc. reported strong financial performance in Q2 2025, with total revenue growth of nearly 8% year-over-year, reaching $78.9 million, exceeding previous expectations [3][4] - The company is focused on three strategic priorities for 2025: improving access to care, expanding treatment options for lymphedema patients, and enhancing lifetime patient value [3] - The company expects to benefit from its strategic investments and initiatives starting in 2026 [3] Financial Performance - Total revenue for Q2 2025 increased by $5.7 million, or 7.8%, compared to Q2 2024, driven by a 52% increase in airway clearance product sales and a 2% increase in lymphedema product sales [4] - Gross profit for Q2 2025 rose by $4.7 million, or 9%, to $58.8 million, with a gross margin of 75% compared to 74% in Q2 2024 [5] - Operating expenses increased by $6.5 million, or 13%, to $54.7 million, primarily due to planned strategic investments [6] Income and Earnings - Operating income for Q2 2025 was $4.1 million, down from $5.8 million in Q2 2024 [6] - Net income for Q2 2025 was $3.2 million, or $0.14 per diluted share, compared to $4.3 million, or $0.18 per diluted share, in Q2 2024 [7][8] - Adjusted EBITDA for Q2 2025 was $7.7 million, down from $9.1 million in Q2 2024 [9] Year-to-Date Performance - For the first six months of 2025, total revenue increased by $5.9 million, or 4%, to $140.2 million compared to the same period in 2024 [10] - Net income for the first half of 2025 was $0.2 million, or $0.01 per diluted share, compared to $2.1 million, or $0.09 per diluted share, in the first half of 2024 [11] Balance Sheet and Cash Flow - As of June 30, 2025, the company had $81.5 million in cash and cash equivalents, down from $94.4 million at the end of 2024 [12] - The company repurchased $26.6 million of its stock during the first half of 2025 to complete its share repurchase program [12] - Cash flows from operating activities for the first half of 2025 were $15.2 million, compared to $14.1 million in the same period of 2024 [31] Financial Outlook - The company updated its 2025 financial outlook, now expecting total revenue in the range of $310 million to $315 million, representing growth of approximately 6% to 8% year-over-year [14] - Adjusted EBITDA for 2025 is expected to be in the range of $33 million to $35 million, compared to $37.1 million in 2024 [15]

MINNEAPOLIS, July 21, 2025 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today announced that second quarter of fiscal year 2025 financial results will be released after the market closes on Monday, August 4, 2025. Management will host a conference call with a question and answer session at 5:00 p.m. Eastern Time on August 4, 2025, to discuss the results of the quarte ...