Overview
Medical technology firm's Q4 revenue rose 21%, beating analyst expectations
Adjusted EBITDA for Q4 beat analyst expectations
Company acquired LymphaTech to enhance lymphedema solutions portfolio
Outlook
Company expects 2026 revenue between $357 mln and $365 mln
Tactile Systems Technology anticipates 2026 adjusted EBITDA of $49 mln to $51 mln
Company anticipates continued momentum in lymphedema business for sustained market leadership
Result Drivers
LYMPHEDEMA PRODUCT GROWTH - Sales and rentals of lymphedema products increased by 16%, contributing significantly to revenue growth
AIRWAY CLEARANCE PRODUCT GROWTH - Sales of airway clearance products surged 66%, boosting overall revenue
ACQUISITION IMPACT - Acquisition of LymphaTech expanded lymphedema solutions and strengthened R&D capabilities
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $103.60 mln | $93.80 mln (5 Analysts) |
Q4 EPS | $0.46 | ||
Q4 Net Income | $10.60 mln | ||
Q4 Adjusted EBITDA | Beat | $22.90 mln | $17.007 mln (4 Analysts) |
Q4 Operating Income | $18.80 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"
Wall Street's median 12-month price target for Tactile Systems Technology Inc is $33.50, about 26.7% above its February 13 closing price of $26.45
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 18 three months ago
Press Release: ID:nGNX9QSzHt
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)