Tactile Systems Q2 revenue beats estimates

Tactile Systems Technology

04/08/2025 21:15

Overview

Tactile Systems Q2 revenue rises 7.8% yr/yr, beating analyst expectations, per LSEG data

Adjusted EBITDA for Q2 beats estimates, reaching $7.7 mln

Net income declines to $3.2 mln from $4.3 mln in Q2 2024

Outlook

Company expects 2025 revenue between $310 mln and $315 mln

Tactile Systems projects 2025 adjusted EBITDA of $33 mln to $35 mln

Company sees 2025 revenue growth of 6% to 8% year-over-year

Tactile Systems anticipates strategic investments to benefit results in 2026

Result Drivers

AIRWAY CLEARANCE SALES - 52% increase in sales driven by AffloVest placements among durable medical equipment (DME) partners

LYMPHEDEMA PRODUCTIVITY - 2% revenue growth attributed to increased field sales team headcount and productivity

LOWER COSTS - Gross profit rise due to reduced manufacturing and warranty costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$78.90 mln
$73.90 mln (5 Analysts)
Q2 EPS
$0.14
Q2 Net Income
$3.20 mln
Q2 Adjusted EBITDA
Beat
$7.70 mln
$7.39 mln (3 Analysts)
Q2 Operating Income
$4.10 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 4 "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 $13.00, about 25.8% above its August 1 closing price of $9.65

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nGNX8W1TZR

(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.)