Back to top

Image: Bigstock

Tandem Diabetes Care (TNDM) Reports Q3 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

Tandem Diabetes Care, Inc. (TNDM - Free Report) reported $283.69 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 13.8%. EPS of -$0.10 for the same period compares to -$0.31 a year ago.

The reported revenue represents a surprise of +6.94% over the Zacks Consensus Estimate of $265.29 million. With the consensus EPS estimate being -$0.27, the EPS surprise was +62.96%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Tandem Diabetes Care performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Sales- United States: $191.05 million compared to the $180.06 million average estimate based on four analysts. The reported number represents a change of +8.8% year over year.
  • Geographic Sales- International: $92.65 million versus the four-analyst average estimate of $84.99 million. The reported number represents a year-over-year change of +25.8%.
  • Sales- Supplies and Other- International: $61.07 million compared to the $53.47 million average estimate based on four analysts. The reported number represents a change of +26.5% year over year.
  • Sales- Pump- International: $31.58 million compared to the $31.54 million average estimate based on four analysts. The reported number represents a change of +24.7% year over year.
  • Sales- Supplies and Other- United States: $107.66 million compared to the $108.03 million average estimate based on four analysts. The reported number represents a change of +18.5% year over year.
  • Sales- Pump- United States: $83.38 million versus the four-analyst average estimate of $72.03 million. The reported number represents a year-over-year change of -1.7%.
  • Revenue- Supplies and Other: $168.73 million versus $161.5 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +21.3% change.
  • Revenue- Pump: $114.96 million versus $103.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.

View all Key Company Metrics for Tandem Diabetes Care here>>>

Shares of Tandem Diabetes Care have returned +20.3% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Published in