Inferra AI / Company / TNDM
Tandem Diabetes Care Inc.
TNDM · Health Care
Last earnings Aug 6, 2026
Key results
GAAP gross marginquarter
52%
GAAP gross margin was 52%, compared to 51%.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Gross marginquarter
53%
Gross margin is estimated to be approximately 53% to 54% of sales for the full year.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
AI analysis
Q2 2025 · reported Aug 6, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| GAAP gross margin | 52% | — | — |
| Gross margin | 53% | — | — |
Guidance · company-stated
Direction: reiterated
No guidance located in the held release
“sales of approximately $730 million to $745 million International sales of approximately $335 million to $340 million Gross margin is estimated to be approximately 56% to 57% of sales Adjusted EBITDA margin (2) is estimated to be approximately 5% to 6% of sales For the year ending December 31, 2026, the Company is updating its non-cash financial guidance as follows Non-cash charges included in cost of goods sold and operating expenses are estimated to be approximately $85 million, a reduction from $100 million.”
Margin
Capital allocation
The Black-Scholes option pricing model requires the use of assumptions, including stock price volatility, expected term, dividend yield and risk-free interest rate.
Key provisions include allowing grouping of forecasted transactions with similar risk exposure, introducing a model for hedging variable-rate debt instruments that permit rate selection, permitting component hedging for certain nonfinancial forecasted transactions, clarifying treatment of certain compound derivatives, and restoring operability for specific dual hedge strategies.
Event summary
Second Quarter 2025 Results Compared to Second Quarter 2024 Sales (1) Worldwide sales increased to $240.7 million, which included sales outside the United States of $70.5 million
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The Black-Scholes option pricing model requires the use of assumptions, including stock price volatility, expected term, dividend yield and risk-free interest rate.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
Key provisions include allowing grouping of forecasted transactions with similar risk exposure, introducing a model for hedging variable-rate debt instruments that permit rate selection, permitting component hedging for certain nonfinancial forecasted transactions, clarifying treatment of certain compound derivatives, and restoring operability for specific dual hedge strategies.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
Short-Term Investments The Company invests in marketable securities primarily consisting of debt instruments of the United States Government, United States Government-sponsored enterprises, and financial institutions and corporations with strong credit ratings.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Company reviews its portfolio of available-for-sale debt securities quarterly to determine if any investment is impaired due to changes in credit risk or other potential valuation concerns.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
Fair Value of Convertible Senior Notes The Company s convertible senior notes are carried at amortized cost on the consolidated balance sheets (see Note 7, Debt ).
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
Debt Convertible Senior Notes Due 2025 The Company s 1.50 % Convertible Senior Notes due 2025 (the 2025 Notes) matured in the second quarter of 2025 and the Company settled the balance of $ 40.8 million using existing cash balances.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
Progressed multichannel initiative to include t slim X2 supplies as a pharmacy benefit beginning in Q4 2025.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Looking at the remainder of the year, we are advancing our product development and commercial initiatives, which positions us well for sustained double-digit growth and enhanced profitability.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
growth expectations as we progress our commercial transformation, increased benefit from accelerated pharmacy channel initiatives and greater contributions from international sales.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
is a global insulin delivery and diabetes technology company focused on the design, development, and commercialization of technology solutions that reduce the burden of diabetes management.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Company s strategy is to offer flexibility and choice in intelligent insulin delivery systems through an accessible portfolio of market-leading pumps, applications and insights.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
Sales outside the United States of approximately $300 million, which reflects a $10 million headwind associated with the Company s preparation for direct commercial operations in select countries.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
3 Exhibit 99.1 Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that concern matters that involve risks and uncertainties that could cause actual results to differ materially from those anticipated or projected in the forward-looking statements.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
The Company s actual results may differ materially from those indicated in these forward-looking statements due to numerous risks and uncertainties.
SEC original ↗Tandem Diabetes Care Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
The remaining consideration was expensed as settlement and litigation expense with related legal fees during the second quarter 2025.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
There is uncertainty in the projected undiscounted future cash flows used in the Company s impairment review analysis, which requires the use of estimates and assumptions.
SEC original ↗Tandem Diabetes Care Inc. — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
25 documents- Q2 2026
- 8-KTNDM
- 10-QTNDM
- Q1 2026
- 8-KTNDM
May 21, 2026
- 8-KTNDM
May 15, 2026
- 8-KTNDM
- 10-QTNDM
- Q4 2025
- 8-KTNDM
Feb 27, 2026
- 8-KTNDM
Feb 19, 2026
- 10-KTNDM
Feb 19, 2026
- Q3 2025
- 8-KTNDM
Dec 30, 2025
- 8-KTNDM
Nov 12, 2025
- 8-KTNDM
- 10-QTNDM
- Q2 2025
- 8-KTNDM
- 8-KTNDM
- 10-QTNDM
- Q1 2025
- 8-KTNDM
May 23, 2025
- 8-KTNDM
May 20, 2025
- 8-KTNDM
May 12, 2025
- 8-KTNDM
Apr 30, 2025
- 10-QTNDM
- Q4 2024
- 8-KTNDM
Feb 26, 2025
- 10-KTNDM
Feb 26, 2025
- Q3 2024
- 8-KTNDM
- 10-QTNDM
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Tandem Diabetes Care Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Tandem Diabetes Care Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.