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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›TCMD

TCMD

TACTILE SYSTEMS TECHNOLOGY INC

Next earnings Aug 3, 2026 · consensus $0.15 EPS, $87.2M rev

Last earnings -2.0% on 2026-05-04

Hold
$30.28
▲ +8.14%
$30.28▲ +197.74%
over 1Y
L $9.52EODHDH $33.05
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+8.1%
1W+15.5%
1M+20.8%
3M+15.0%
YTD+10.5%
1Y+197.7%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Hold
Quality
B
Valuation
Overvalued
Filings
Watch
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 11 analysts
Buy

Revenue grew 12.5% YoY.

Revenue (FY2025) $330M · FY2025

The read

Middling fundamentals and a rich price (~26% above fair value) leave little margin of safety — a wait-and-see.

TACTILE SYSTEMS TECHNOLOGY INC shows $330M in FY2025 revenue (+12.5% YoY), a 5.8% net margin, and 8.7% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$208M$247M$274M$293M$330M
Gross profit$148M$176M$195M$217M$250M
Operating income-$1.76M-$12.8M$18.0M$22.2M$29.3M
Net income-$11.8M-$17.9M$28.5M$17.0M$19.1M
Diluted EPS-$0.60-$0.89$1.23$0.70$0.82
Net margin-5.7%-7.2%10.4%5.8%5.8%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$596M
EV / EBITDA16.6
EV / Sales1.8
EV / FCF14.7
P / FCF16.8
PEG (trailing)2.95
Earnings yield2.8%
FCF yield6.0%

Quality & risk

ROIC (est.)10.6%
Free cash flow$40.4M
Total debt$0.00
Net cash$83.4M
Altman Z-Score9.79 safe
Piotroski F-Score8/9

Capital returns

Buyback yield3.9%
Dividend yield (est.)—
Shareholder yield3.9%
Shares Δ YoY-4.9%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
  1. 8-K Charter / bylaws change2026-05-07
  2. 8-K Earnings results2026-05-04
  3. 10-Q Quarterly report2026-05-04
  4. DEF 14A Proxy statement2026-03-25
  5. 8-K Officer / director change2026-03-09
  6. 8-K Earnings results2026-02-17
  7. 10-K Annual report2026-02-17
  8. 8-K Earnings results2025-11-03
  9. 10-Q Quarterly report2025-11-03

Recent filings

all on EDGAR ↗
SDFiling2026-06-01open ↗4Period ending 2026-05-112026-05-13open ↗144Filing2026-05-11open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗8-KPeriod ending 2026-05-062026-05-07open ↗

Quality score

B
ValueGrowthProfitHealthMom.
ValueC
GrowthA-
ProfitabilityC+
Financial healthA
Momentum—
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✓Liabilities below 2× equity
  • ✗P/E below 25

Fair value est.

$22.35

Overvalued -26% vs price

cheapfair valueexpensive

Modified Graham: EPS $0.82 × (8.5 + 1.5 × 12.5% growth) × 1.00 quality = 27.3× multiple. An estimate, not a price target.

Revenue
$330M
+12.5% YoY
Net margin
5.8%
ROE
8.7%
P/E
36.9

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$330M+12.5%
Net income$19.1M+12.5%
Gross profit$250M+15.4%
Operating income$29.3M+32.0%
Diluted EPS$0.82+17.1%
Cash & equivalents$83.4M-11.6%
Total assets$274M-8.0%
Total liabilities$55.0M-32.3%
Stockholders' equity$219M+1.1%
Gross: 75.9%Op.: 8.9%L/E: 0.25x

Frequently asked

Is TACTILE SYSTEMS TECHNOLOGY INC (TCMD) a buy?
TCMD currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Revenue grew 12.5% YoY.
What is TCMD's fair value?
A Modified-Graham model based on TCMD's SEC fundamentals estimates a fair value of about $22.35. It is an estimate from reported earnings, not a price target.
Is TCMD overvalued or undervalued?
Against a Modified-Graham fair-value estimate, TCMD currently appears overvalued relative to its SEC-grounded earnings power.
What is TACTILE SYSTEMS TECHNOLOGY INC's quality score?
TCMD scores 71.31372549019608/100 (grade B) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001027838, latest 10-Q filed 2026-05-04) · EODHD · as of 6/26/2026, 7:46:19 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 0 open-market buys · 1 sale

2026-05-11
Birkemeyer Elaine M.
CHIEF FINANCIAL OFFICER
Sell4.63K @ $24.49$113K
2026-05-06
Asbury Valerie L.
Director
Award6.52K
2026-05-06
Huggenberger Raymond
Director
Award6.52K
2026-05-06
King Laura G.
Director
Award6.52K
2026-05-06
Pearson Andrea
Director
Award6.52K
2026-05-06
Shafer David Brent
Director
Award6.52K
2026-05-06
Volkart Carmen B
Director
Award6.52K
2026-05-06
Washington Boyd Vindell
Director
Award6.52K

Earnings history

beat/miss · move
2026-05-04Beat +16.6% est▼ -2.01%8-K ↗
2026-02-17Beat +2.5% est▲ +6.05%8-K ↗
2025-11-03Beat +102.8% est▲ +4.64%8-K ↗
2025-08-04Beat +27.0% est▲ +2.49%8-K ↗
2025-05-05—▼ -0.99%8-K ↗
2025-02-18—▲ +3.06%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Congressional trades

all activity →

Disclosed under the STOCK Act

2020-04-27Donna ShalalaBuy$1.00K–$15.0KPTR ↗

Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.

Recent news

market news →
Tactile Medical projects $360M-$368M 2026 revenue as Medicare prior authorization process maturesBullish
seekingalpha.com· 2026-05-05
Tactile Systems Technology, Inc. Q1 2026 Earnings Call SummaryBullish
finance.yahoo.com· 2026-05-05
Tactile Systems Technology (TCMD) Reports Q1 Loss, Tops Revenue EstimatesBullish
finance.yahoo.com· 2026-05-04
Tactile Systems (TCMD) Q2 2025 Earnings TranscriptBullish
finance.yahoo.com· 2026-05-04
Tactile (TCMD) Q1 2025 Earnings TranscriptBullish
finance.yahoo.com· 2026-05-04
DexCom (DXCM) Q1 Earnings and Revenues Top EstimatesBullish
finance.yahoo.com· 2026-04-30

Vs tracked universe

compare →

1044 tracked peers · median

EDGAR Score71 vs 67
Revenue growth12.5% vs 7.1%
Net margin5.8% vs 10.5%
Return on equity8.7% vs 12.3%
P/E36.9 vs 25.5

News sentiment

EODHD · 3d
Bullish
+0.17
vs typical · 6 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.