Dexcom Q3 revenue up 22%, beats estimates, lifts 2025 revenue forecast

DexCom

30/10/2025 20:10

Overview

Dexcom Q3 2025 revenue grows 22% yr/yr, beating analyst expectations

Adjusted EPS for Q3 2025 beats analyst expectations, reflecting positive operational performance

Company raises fiscal year 2025 revenue guidance, indicating confidence in continued growth

Outlook

Dexcom raises 2025 revenue guidance to $4.630-$4.650 bln, reflecting 15% growth

Company expects 2025 non-GAAP gross profit margin of approximately 61%

Dexcom anticipates 2025 adjusted EBITDA margin of 29-30%

Result Drivers

AI-POWERED FEATURE - Launched AI-powered meal logging in Stelo and Dexcom G7 app, enhancing personalized glucose insights

EXPANDED ACCESS - Expanded access to Dexcom G7 for insulin users under Ontario Drug Benefit Program in Canada

STRATEGIC INITIATIVES - Submitted Dexcom Smart Basal insulin titration module to FDA, aiming to enhance product offerings

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.21 bln
$1.17 bln (25 Analysts)
Q3 Adjusted EPS
Beat
$0.61
$0.56 (24 Analysts)
Q3 Adjusted Net Income
Beat
$242.50 mln
$226.76 mln (18 Analysts)
Q3 Adjusted Operating Income
Beat
$272.90 mln
$271.25 mln (21 Analysts)
Q3 Adjusted Gross Profit
$741.30 mln
Q3 Gross Profit
$731.40 mln
Q3 Operating Income
$242.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 25 "strong buy" or "buy", 5 "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 Dexcom Inc is $100.00, about 31.8% above its October 29 closing price of $68.18

Press Release: ID:nBw1CQsRva

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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.)