Tactile Systems beats Q4 revenue estimates on strong growth in lymphedema products

Tactile Systems Technology

17/02/2026 21:16

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.)