Tandem Diabetes Care, Inc., a medical technology firm, specializes in creating, developing, and marketing solutions for individuals globally who manage insulin-dependent diabetes. ...
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Est. EPS $-0.24 · Revenue $266.06M · 13 analysts
Est. EPS $0.18 · Revenue $304.08M · 12 analysts
Est. EPS $-0.67 · Revenue $1.07B · 16 analysts
Est. EPS $-0.11 · Revenue $275.60M · 5 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.0B | +7.9% | +3.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-204.7M | -113.2% | -3.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +52.3% | +0.5% | +2.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -7.7% | +27.0% | +23.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -20.2% | -97.5% | -0.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-29.7M | -694.1% | -908.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -2.9% | -650.5% | -884.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 286.4% | +59.1% | +2.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.55x | -13.2% | -11.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $881.1M | -8.9% | +0.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -3.04 vs -2.09 | -45.8% | -0.31 vs -0.24 | -27.1% |
| Revenue Surprise | $1.0B vs $1.0B | +1.3% | $254.6M vs $266.1M | -4.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Vosseller Leigh | officer: EVP & CHIEF FINANCIAL OFFICER | Common Stock | A | 2,624 | — |
| Aug 15, 2026 | Vosseller Leigh | officer: EVP & CHIEF FINANCIAL OFFICER | Common Stock | D | 942 | $22.72 |
| Aug 15, 2026 | Vosseller Leigh | officer: EVP & CHIEF FINANCIAL OFFICER | Common Stock | A | 1,496 | — |
| Aug 15, 2026 | Vosseller Leigh | officer: EVP & CHIEF FINANCIAL OFFICER | Common Stock | D | 537 | $22.72 |
| Aug 15, 2026 | Vosseller Leigh | officer: EVP & CHIEF FINANCIAL OFFICER | Restricted Stock Unit | D | 2,624 | — |
Operator: Thank you for standing by, and welcome to the Tandem Diabetes Care second Quarter 26 Earnings Conference Call. At this time, participants are in a listen-only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1-1 on your telephone. If your question has been answered and you would like to remove yourself from the queue, simply press star 1-1 again. As a reminder, today's program is being recorded. And now I would like to introduce your host for today's program, Susan Morrison, Chief Administration Officer and Investor Relations. Please go ahead. Susan Morrison: Hello, and welcome to Tandem's 2026 Second Quarter Earnings Call. Today's discussion will include forward looking statements. These statements reflect management's expectations about future events, our product pipeline, development timelines, and financial performance and operating plans and speak only as of today's date. There are risks and uncertainties that could cause actual results to differ materially from those anticipated or projected in our forward looking statements. Which are described in our press release issued earlier today and under the Risk Factors portion of our most recent annual report on Form 10-K and quarterly report on Form 10-Q. Today's discussion will also include references to both GAAP and non GAAP financial measures. Please refer to our earnings release issued earlier today. And available on the Investor Center portion of our website for a reconciliation of non GAAP measures to their most directly comparable GAAP financial measure and other information regarding our use of non GAAP financial measures. John F. Sheridan, Tandem's president and CEO, and Leigh A. Vosseller, executive vice president and chief financial officer will be providing prepared remarks on today's call. After which, the operator will open the call for questions. Thank you for limiting yourself to 1 question before rejoining the queue. I will now turn the call over to John. John F. Sheridan: Thanks, Susan. We appreciate everyone joining the call today. The second quarter marked an important step forward for Tandem. We are executing against our strategic priorities while demonstrating operational momentum improving our financial performance, and providing broader access to our technology. This progress was evident in our results, with worldwide pump shipments growing more than 10% year over year and sequentially. In the U.S., the highlight of our performance was improvements in new pump start trends. Led by a standout number of people transitioning from multiple daily injection. Internationally, we saw an acceleration of adoption in the countries where we launched direct efforts earlier this year. Additional Q2 highlights included significant margin improvement. Including the second highest gross margin of any quarter in our company's history. We also advanced the global launch of new …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John F. Sheridan | President, Chief Executive Officer & Director | USD 1,490,707 | Male | 1955 | Active |
Leigh A. Vosseller | Executive Vice President, Chief Financial Officer & Treasurer | USD 764,040 | Female | 1973 | Active |
Elizabeth Anne Gasser | Executive Vice President and Chief Strategy & Product Officer | USD 712,214 | Female | 1976 | Active |
Shannon Hansen | Executive Vice President, Chief Legal, Privacy & Compliance Officer and Secretary | USD 712,171 | Female | 1966 | Active |
Susan Morrison | Executive Vice President & Chief Administrative Officer | USD 697,844 | Female | 1979 | Active |
Jean-Claude E. Kyrillos | Executive Vice President & Chief Operating Officer | USD 538,562 | Male | 1964 | Active |
Jordan Pinsker | Chief Medical Officer | — | — | — | Active |
Tom Fox | Executive VP & Chief Human Resources Officer | — | Male | — | Active |
Rick A. Carpenter | Executive VP & CTO | — | Male | 1963 | Active |
Tandem Diabetes Care NASDAQ: TNDM highlighted its plans to expand insulin pump adoption through a shift to pharmacy distribution in the U.S., direct sales in additional international markets and upcoming product launches, including a tubeless version of its Tandem Mobi pump.
Tandem Diabetes shares jump 19.1% after a narrower-than-expected Q2 loss, as higher pump shipments and a 57% gross margin offset a slight revenue miss.
Tandem Diabetes Care NASDAQ: TNDM reported second-quarter results that included record sales, pump shipments and gross margin for a second quarter, while management highlighted early progress in its transition to pharmacy-channel reimbursement and continued development of new insulin-delivery technologies.
Tandem Diabetes Care, Inc. (TNDM) Q2 2026 Earnings Call Transcript
Tandem Diabetes Care, Inc. (TNDM) came out with a quarterly loss of $0.31 per share versus the Zacks Consensus Estimate of a loss of $0.34. This compares to a loss of $0.48 per share a year ago.
