Core Insights - Tandem Diabetes Care, Inc. (TNDM) reported a revenue of $290.38 million for the quarter ended December 2025, reflecting a 15% increase year-over-year and a 5.21% surprise over the Zacks Consensus Estimate of $276 million. The EPS was -$0.01, significantly improved from -$0.44 in the same quarter last year, resulting in an EPS surprise of +80.51% [1] Financial Performance - The company’s pump shipments totaled 38,000, exceeding the average estimate of 35,032 by two analysts. In the U.S., pump shipments were 27,000, surpassing the average estimate of 25,632 [4] - Geographic sales in the U.S. reached $210.46 million, above the five-analyst average estimate of $203.09 million, but showed a year-over-year decline of -1.9%. Sales outside the U.S. were $79.92 million, significantly higher than the average estimate of $72.94 million, but represented a drastic year-over-year change of -99.9% [4] - Sales of pumps in the U.S. amounted to $111.49 million, exceeding the average estimate of $108.34 million, with a year-over-year increase of +13.3%. Sales outside the U.S. were $28.58 million, also above the average estimate of $26.16 million, reflecting a +10.9% year-over-year change [4] - Revenue from supplies and other in the U.S. was $98.98 million, surpassing the average estimate of $94.74 million, with a year-over-year increase of +15.2%. Outside the U.S., revenue was $51.34 million, exceeding the average estimate of $46.8 million, showing a +21.3% year-over-year change [4] Stock Performance - Shares of Tandem Diabetes Care have returned -8.7% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite. The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]