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Sep 30, 2025
Tactile Systems Q3 2025 Earnings Report
Tactile Systems reported strong third quarter results, with significant increases in revenue, net income, and adjusted EBITDA, driven by growth in both lymphedema and airway clearance product lines.
Key Takeaways
Tactile Systems Technology, Inc. delivered robust financial results for the third quarter of 2025, with total revenue increasing 17% year-over-year to $85.8 million. The company saw a substantial rise in net income by 59% to $8.2 million and adjusted EBITDA by 34% to $14.4 million, reflecting effective business transformation and product innovation. Both lymphedema and airway clearance product lines contributed to this growth, and the company also repaid its term loan and authorized a new share repurchase program.
Total revenue increased by 17% year-over-year, reaching $85.8 million in Q3 2025.
Net income surged by 59% to $8.2 million, with diluted EPS at $0.36 per share.
Adjusted EBITDA grew by 34% to $14.4 million, demonstrating improved operational leverage.
The company repaid its $24.0 million term loan and authorized a new $25.0 million share repurchase program.
Revenue by Segment
Forward Guidance
Tactile Systems updated its full-year 2025 financial outlook, raising expectations for both total revenue and adjusted EBITDA, reflecting increased confidence in business trajectory and execution of financial and operational initiatives.
Positive Outlook
- Full year 2025 total revenue expected in the range of $317 million to $321 million, an increase from previous guidance.
- Represents year-over-year revenue growth of approximately 8% to 10%.
- Full year 2025 adjusted EBITDA expected in the range of $38 million to $39.5 million, an increase from previous guidance.
- The company is well-positioned to capitalize on organizational strength and improving market conditions.
- Increased confidence in the trajectory of the business and ability to execute financial and operational initiatives.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the report.
- Potential for adverse economic conditions, including inflation, rising interest rates, or a recession.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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