Tandem Diabetes Care (TNDM) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Tandem Diabetes Care, Inc. reported $234.42 million in revenue for Q1 2025, a year-over-year increase of 22.3% [1] - The EPS for the same period was -$0.67, compared to -$0.63 a year ago, indicating a decline [1] - The revenue exceeded the Zacks Consensus Estimate of $220.24 million by 6.44%, while the EPS fell short of the consensus estimate of -$0.60 by 11.67% [1] Financial Performance Metrics - The company’s stock has returned -10.5% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.2% [3] - Tandem Diabetes Care has a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3] Pump Shipments and Sales - U.S. pump shipments totaled 17,000, slightly above the average estimate of 16,952 [4] - Total worldwide pump shipments were 28,000, below the average estimate of 29,200 [4] - Outside the U.S., pump shipments were 11,000, compared to the average estimate of 12,248 [4] Geographic Sales Performance - Geographic sales outside the U.S. reached $83.79 million, exceeding the average estimate of $74.74 million, representing a year-over-year change of +35.4% [4] - U.S. pump sales were $72.14 million, slightly above the average estimate of $71.94 million, with a year-over-year increase of +16.9% [4] - Sales of supplies and other products in the U.S. amounted to $78.49 million, surpassing the average estimate of $74.32 million, reflecting a year-over-year change of +13.5% [4] - Outside the U.S., pump sales were $29.95 million, below the average estimate of $31.46 million, with a year-over-year change of +17.1% [4] - Sales of supplies and other products outside the U.S. reached $53.84 million, exceeding the average estimate of $43.03 million, representing a year-over-year change of +48.1% [4] - Total geographic revenues in the U.S. were $150.63 million, above the average estimate of $146.17 million, with a year-over-year change of +16.1% [4] - Non-GAAP geographic revenues in the U.S. were $150.63 million, compared to the average estimate of $146.45 million [4] - Revenue from supplies and other products was $132.33 million, exceeding the average estimate of $118.22 million [4] - Pump revenue was $102.09 million, slightly below the average estimate of $102.82 million [4]