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Tactile Systems
Tactile Systems (TCMD) investor relations material
Tactile Systems Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Achieved 12% year-over-year revenue growth in 2025 to $329.5 million, with Q4 revenue up 21% to $103.6 million.
Gross margin expanded by 190 basis points to 75.9% for the year and reached 78% in Q4, reflecting operational improvements.
Adjusted EBITDA increased 21% to $44.8 million for the year and 41% to $22.9 million in Q4.
Net income rose to $10.6 million in Q4 and $19.1 million for the year.
Strategic acquisition of LymphaTech enhanced digital measurement and monitoring capabilities for lymphedema.
Financial highlights
Q4 2025 revenue: $103.6 million (+21% YoY); full year: $329.5 million (+12% YoY).
Lymphedema revenue increased 16% YoY in Q4 to $89.5 million; airway clearance revenue rose 66% to $14.1 million.
Q4 gross margin was 78.2%, up from 75.2% in Q4 2024.
Q4 operating income increased to $18.8 million; net income was $10.6 million ($0.46 per diluted share).
Q4 adjusted EBITDA: $22.9 million (+41% YoY); full year: $44.8 million (+21% YoY).
Outlook and guidance
2026 revenue expected between $357 million and $365 million, representing 8%-11% year-over-year growth.
Adjusted EBITDA projected at $49 million-$51 million for 2026.
Both lymphedema and airway clearance businesses expected to grow, with airway clearance growing modestly faster.
Guidance incorporates a short-term impact from new Medicare prior authorization requirements for pneumatic compression devices, effective April 2026.
GAAP gross margin for 2026 expected at approximately 76%; operating expenses to increase 8%-10% year-over-year.
LymphaTech: 2026 commercialization strategy?
Medicare PA: Expected market slowdown duration?
Future P&L leverage points beyond 2026?
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Next Tactile Systems earnings date
Q1 20264 May, 2026
Tactile Systems
Next Tactile Systems earnings date
Q1 20264 May, 2026
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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.
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