Tactile Systems reported fourth-quarter earnings of 46 cents, better than the consensus of 44 cents. Sales jumped 21% to $103.59 million, beating the Wall Street estimates of $93.80 million, attributable to lymphedema and airway clearance product lines.Tactile Systems forecasts fiscal 2026 sales between $357 million-$365 million compared to the consensus of $347.94 million. The company expects adjusted EBITDA in the range of $49 million to $51 million.Tactile Systems shares fell 5.3% to close at $283.46 on ...

Tactile Systems reported fourth-quarter earnings of 46 cents, better than the consensus of 44 cents. Sales jumped 21% to $103.59 million, beating the Wall Street estimates of $93.80 million, attributable to lymphedema and airway clearance product lines.Tactile Systems forecasts fiscal 2026 sales between $357 million-$365 million compared to the consensus of $347.94 million. The company expects adjusted EBITDA in the range of $49 million to $51 million.Tactile Systems shares fell 5.3% to close at $283.46 on ...

Tactile Systems Technology (TCMD) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.77%. A quarter ago, it was expected that this medical device maker would post earnings of $0.16 per share when it actually produced earnings of $0.36, delivering a surprise of +125%.Over the last four ...

Tactile Systems (NasdaqGM:TCMD) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsBen Haynor - Managing DirectorElaine Birkemeyer - CFOKyle Winborne - Equity ResearchSam Benzinger - Investor RelationsSheri Dodd - CEOConference Call ParticipantsBrandon Vasquez - Research AnalystNone - AnalystOperatorPlease stand by. Welcome, ladies and gentlemen, to the fourth quarter and full year 2025 earnings conference call for Tactile Medical. At this time, all participants have been placed in list ...

Tactile Systems (NasdaqGM:TCMD) Q4 2025 Earnings call February 17, 2026 05:00 PM ET Company ParticipantsBen Haynor - Managing DirectorElaine Birkemeyer - CFOKyle Winborne - Equity ResearchSam Benzinger - Investor RelationsSheri Dodd - CEOConference Call ParticipantsBrandon Vasquez - Research AnalystNone - AnalystOperatorPlease stand by. Welcome, ladies and gentlemen, to the fourth quarter and full year 2025 earnings conference call for Tactile Medical. At this time, all participants have been placed in list ...

Financial Data and Key Metrics Changes - Total revenue for the full year 2025 was $329.5 million, a 12% increase year-over-year [4] - Full year gross margins expanded by 190 basis points year-over-year to 75.9% [5] - Adjusted EBITDA increased 21% year-over-year to $44.8 million [5] - Q4 total revenue grew by 21% year-over-year to $103.6 million [28] - Q4 gross margin was 78.2%, compared to 75.2% in Q4 2024 [28] - Net income increased by 9% to $10.6 million, or $0.46 per diluted share [30] Business Line Data and Key Metrics Changes - Lymphedema revenue increased 16% year-over-year to $89.5 million in Q4 [6] - Airway clearance revenue increased 66% year-over-year to $14.1 million in Q4 [6] - Sales and rentals of lymphedema products increased by $12.4 million, or 16% [28] - Sales of airway clearance products increased by $5.6 million, or 66% [28] Market Data and Key Metrics Changes - The company expects total revenue for 2026 to be in the range of $357 million to $365 million, representing year-over-year growth of 8% to 11% [6][31] - The Medicare channel remained strong in Q4, with patients moving directly to the Flexitouch Advanced pump under new NCD criteria [10] Company Strategy and Development Direction - The acquisition of LymphaTech is a significant milestone, expanding the company's capabilities in lymphedema solutions and enhancing R&D [8][15] - Strategic priorities include improving access to care, expanding treatment options, and enhancing lifetime patient value [9][25] - The company aims to leverage AI technology to improve order processes and operational efficiency [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the new Medicare prior authorization requirements, viewing them as a short-term headwind [31][46] - The company believes it is well-positioned to continue delivering growth in line with the overall lymphedema market [33] - Management highlighted the importance of ongoing investments in people and technology to support future growth [37] Other Important Information - The company ended 2025 with $83.4 million in cash and cash equivalents and generated close to $43 million in operating cash flow during the year [5] - The company has no outstanding borrowings as of the end of Q4 2025 [30] Q&A Session Summary Question: What drove the strong performance in the lymphedema business in Q4? - Management noted multiple investments in people, processes, and technology, including strong CRM adoption and increased sales rep productivity [41][42] Question: How do the new prior authorization requirements balance with the tailwinds from the NCD? - Management indicated that the guidance reflects a balanced approach, incorporating both tailwinds from the NCD and the headwinds from prior authorization [44][46] Question: Can you elaborate on the LymphaTech acquisition and its commercialization model? - Management expressed excitement about integrating LymphaTech into their commercial engine, focusing on measurement and surveillance for lymphedema [53][55] Question: What are the expectations for EBITDA margin growth moving forward? - Management indicated that while EBITDA margins are expected to grow modestly in 2026, long-term growth is anticipated as investments are completed [68]

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR 3701 Wayzata Blvd, Suite 300 Minneapolis, Minnesota 55416 (Address and zip code of principal executive offices) 41-1801204 (I.R.S. Employer Id ...

Core Insights - Tactile Systems Technology, Inc. reported strong financial results for Q4 and full year 2025, highlighting double-digit revenue growth and improved profitability metrics [3][4][9]. Financial Performance - Q4 2025 total revenue increased by $18.0 million, or 21%, reaching $103.6 million compared to $85.6 million in Q4 2024 [4][7]. - Full year 2025 total revenue rose by $36.5 million, or 12%, to $329.5 million from $293.0 million in 2024 [9][10]. - Q4 2025 gross profit increased by $16.6 million, or 26%, to $81.0 million, with a gross margin of 78% compared to 75% in Q4 2024 [5][7]. - Full year 2025 net income was $19.1 million, or $0.82 per diluted share, up from $17.0 million, or $0.70 per diluted share in 2024 [10][8]. Product Line Performance - In Q4 2025, sales and rentals of the lymphedema product line increased by $12.4 million, or 16%, while airway clearance product line sales surged by $5.6 million, or 66% [4][9]. - For the full year 2025, lymphedema product line sales rose by $19.0 million, or 7%, and airway clearance product line sales increased by $17.5 million, or 52% [9]. Cash Flow and Balance Sheet - Operating cash flow for 2025 was $42.8 million, compared to $40.7 million in 2024 [7]. - As of December 31, 2025, the company had $83.4 million in cash and no outstanding borrowings, down from $94.4 million in cash and $26.3 million in borrowings at the end of 2024 [11]. Strategic Developments - The company acquired LymphaTech, enhancing its lymphedema solutions portfolio and R&D capabilities with digital 3D scanning technology [7]. - Tactile Medical anticipates continued growth in its lymphedema business and deeper collaborations with DME partners in the respiratory sector as it enters 2026 [3]. 2026 Financial Outlook - The company expects total revenue for 2026 to be between $357 million and $365 million, representing an 8% to 11% year-over-year growth [12]. - Adjusted EBITDA for 2026 is projected to be in the range of $49 million to $51 million, compared to $44.8 million in 2025 [12].

Exhibit 99.1 Tactile Systems Technology, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results MINNEAPOLIS, MN, February 17, 2026 – 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 fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Summary: Full Year 2025 Summary: Recent Business Highlights "In 2025, we executed with ...

LymphaTech’s 3D Platform and Digital Capabilities to Improve Disease Identification, Accelerate Therapy Adoption, and Support Next-Generation Lymphatic TherapiesMINNEAPOLIS, Feb. 17, 2026 (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 it has acquired LymphaTech Inc., for an upfront cash payment at closing of $6.8 million, plus potential additional ...