Citable filing context
DXCM's research view summarizes recent SEC filing context, starting with earnings from Jul 30, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 30, 2026 | earnings | Dexcom reported Q2 2026 revenue of $1.308 billion, a 13% increase year-over-year. |
| May 28, 2026 | other | Dexcom held its 2026 Annual Meeting of Stockholders on May 27, 2026, to elect directors and ratify auditors. |
| May 15, 2026 | share_repurchase | Dexcom authorized a new $1.0 billion share repurchase program, terminating its previous program. |
| Jul 30, 2026 | Guidance: adjusted_ebitda_margin | 31.50 to 32.00 |
| Jul 30, 2026 | Guidance: non_gaap_gross_profit_margin | not reported to 64.00 |
| Jul 30, 2026 | Guidance: non_gaap_operating_margin | 23.50 to 24.00 |
| Jul 30, 2026 | mda_quarterly | Dexcom reported strong financial performance for the second quarter of 2026, with revenue reaching $1.31 billion, a 13% increase year-over-year. Net income rose 39% to $249.1 million, while operating income surged 50% to $318.3 million. This growth was primarily driven by increased sales volume of disposable sensors and a growing global customer base, which expanded by 600,000 to 700,000 net users in 2025. Gross margin improved to 63.4%, benefiting from manufacturing efficiencies, higher production volumes, and the G7 15-day system. The company continues to diversify its portfolio, notably with the launch of Stelo, an over-the-counter glucose biosensor for non-insulin-using patients with Type 2 diabetes or prediabetes. Strategic priorities include developing intelligent, connected insulin administration systems and leveraging machine learning to provide actionable metabolic insights. Liquidity remains robust, with $1.95 billion in cash and marketable securities as of June 30, 2026. While operating cash flow remains strong, the company is actively deploying capital toward share repurchases, having increased such spending by $603.6 million in the first half of 2026. Management expects to continue investing in global manufacturing capacity and R&D to maintain its competitive position in the continuous glucose monitoring market. |
| Apr 30, 2026 | mda_quarterly | Dexcom reported first-quarter 2026 revenue of $1.19 billion, a 15% increase driven by higher disposable sensor volume and global customer growth, though partially offset by pricing headwinds from channel mix and rebate eligibility. Net income rose 89% to $199.5 million, and operating cash flow surged 186% to $525.6 million. Gross profit grew 27% to $750.3 million, benefiting from manufacturing efficiencies, higher production volumes, and improved fixed cost absorption. The company's product portfolio now includes the G7, the G7 15 Day, and Stelo, an over-the-counter biosensor for prediabetes and non-insulin-using Type 2 diabetes patients. Strategic priorities include developing intelligent insulin administration, predictive modeling via machine learning, and expanding into obesity, pregnancy, and hospital settings. Dexcom ended the quarter with $2.42 billion in cash and marketable securities, supporting planned significant capital expenditures for manufacturing facility expansion. Financial performance was further aided by a Malaysia tax holiday, which lowered the effective tax rate. Long-term liabilities include senior convertible notes maturing in May 2028. |
Source: SEC EDGAR filing text and events; period Jul 30, 2026; filed Jul 30, 2026.
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