Tandem Diabetes Care's stock surged 15.01% in post-market trading following the release of its fourth-quarter and full-year 2025 financial results, which significantly exceeded analyst expectations.
The company reported an adjusted loss per share of $(0.01) for Q4 2025, beating the consensus estimate of $(0.08) by 87.8%. Quarterly sales reached $290.4 million, surpassing estimates of $277.03 million. Key profitability metrics showed marked improvement, with Q4 adjusted operating income coming in at $8.3 million against an estimated loss, and gross margin hitting a record 58%.
Investor sentiment was further bolstered by the company's financial guidance for the full year 2026. Tandem Diabetes Care projects sales between approximately $1.065 billion and $1.085 billion and anticipates an adjusted EBITDA margin of 5% to 6%. The positive outlook is supported by recent operational updates, including the global rollout of its t:slim X2 pump integration with Abbott's FreeStyle Libre 3 Plus sensor and the launch of Android mobile control for its Tandem Mobi system.