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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Tactile Systems
Tactile Systems (TCMD) investor relations material
Tactile Systems Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary2 Nov, 2026
Executive summary
Q3 revenue was $91.9M, up 7.1% YoY; 13% lymphedema growth offset lower airway-clearance revenue, while gross margin expanded to 76.7%.
Net income declined 13% to $7.2M; 9M revenue rose 12% to $252.8M and net income increased 56% to $13.2M.
Growth priorities include expanding access to care, improving referral-to-shipment conversion, and broadening treatment options.
Financial highlights
Q3 gross profit rose 8% to $70.5M; operating expenses increased 12.7% to $60.9M, primarily reflecting sales-force annualization and growth investments.
Q3 operating income was $9.6M vs. $11.0M; net income was $7.2M and diluted EPS was $0.31 vs. $8.2M and $0.36.
9M gross profit rose 14% to $193.5M, operating income 42% to $14.9M, and net income 56% to $13.2M.
Adjusted EBITDA was $14.3M vs. $14.4M in Q3; 9M Adjusted EBITDA increased to $29.5M from $21.8M.
9M operating cash flow was $14.9M vs. $25.5M; cash was $75.1M at September 30.
Outlook and guidance
FY 2026 revenue guidance remains $360M–$366M, representing 9%–11% YoY growth; lymphedema is expected to grow at a low-double-digit rate.
FY Adjusted EBITDA guidance increased to $50M–$52M from $49M–$51M; 2025 Adjusted EBITDA was $44.8M.
Q4 revenue is expected to grow meaningfully sequentially, with slower YoY growth against a strong Q4 2025 comparison; results depend partly on referral-to-shipment timing.
FY airway-clearance revenue is expected to decline mid- to high-single digits; Q4 should improve sequentially but remain below prior year.
FY modeling assumptions include ~76.5% GAAP gross margin, 10%–12% GAAP operating-expense growth, ~28% tax rate, and ~23M diluted shares.
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Latest events from Tactile Systems
- Q2 2026 revenue up 9% to $85.7M, net income up 142%, and guidance raised for the year.TCMD
Q2 2026 - Growth in lymphedema and bronchiectasis markets accelerates with new products and tech investments.TCMDThe 44th Annual William Blair Growth Stock Conference
- Market leader in compression therapies, driving growth with innovation and expanded patient access.TCMD46th Annual William Blair Growth Stock Conference
- Q1 2026 revenue up 23% to $75.3M, gross margin at 76.5%, and LymphaTech acquisition completed.TCMDQ1 2026
- Key votes include director elections, auditor ratification, and a say-on-pay advisory for 2025.TCMDProxy filing
- Proxy covers director elections, auditor ratification, compensation, and governance changes.TCMDProxy filing
- Q3 revenue up 5%, gross margin expands, net income down, $30M buyback program announced.TCMDQ3 2024
- Q2 revenue up 7%, net income $4.3M, guidance cut, but growth drivers and cash flow remain strong.TCMDQ2 2024
- Q4 revenue up 10.2% year-over-year; 2025 guidance targets 8%-10% growth.TCMDQ4 2024
Next Tactile Systems earnings date
Q4 202616 Feb, 2027
Tactile Systems
Next Tactile Systems earnings date
Q4 202616 Feb, 2027
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Frequently asked questions
Tactile Systems Technology, Inc., also known as Tactile Medical, develops and provides medical devices for the treatment of chronic diseases at home. The company specializes in advanced compression therapy solutions designed to manage conditions such as lymphedema and chronic venous insufficiency. Tactile Medical's products aim to improve patients' quality of life by promoting circulation, reducing swelling, and supporting disease management outside of clinical settings. The company is headquartered in Minneapolis, Minnesota, and its shares are listed on the NASDAQ.