1. Home
  2. TNDM
  3. Earnings

AI Earnings Predictions for Tandem Diabetes Care Inc. (TNDM)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

SELL

1-Day Prediction

-8.41%

$16.92

0% positive prob.

5-Day Prediction

-14.68%

$15.76

0% positive prob.

20-Day Prediction

-12.86%

$16.09

0% positive prob.

Price at prediction: $18.47 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q1 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q1 2026 SELL -8.41% -14.68% -12.86% 100.0% -23.39%
Q4 2025 BUY +13.62% +14.20% +28.62% 99.6% +39.25%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q1

Q1 2026 Earnings

8-K SELL

May 7, 2026 · 100% conf.

AI Prediction SELL

1D

-8.41%

$16.92

Act: -15.00%

5D

-14.68%

$15.76

Act: -23.39%

20D

-12.86%

$16.09

Act: +4.71%

Price: $18.47 Prob +5D: 0% AUC: 1.000
0001438133-26-000048

EX-99.1

2 ex991-q1earningsrelease2026.htm

EX-99.1

Document

Exhibit 99.1

Media Contact:

858-366-6900

media@tandemdiabetes.com

Investor Contact:

858-366-6900

IR@tandemdiabetes.com

FOR IMMEDIATE RELEASE

Tandem Diabetes Care Announces First Quarter 2026 Financial Results

San Diego, May 7, 2026 - Tandem Diabetes Care, Inc. (Nasdaq: TNDM), a global insulin delivery and diabetes technology company, today reported its financial results for the quarter ended March 31, 2026 and reaffirmed financial guidance for the year ending December 31, 2026.

First Quarter 2026 Financial and Strategic Highlights

•Achieved record first quarter pump shipments, sales and gross margin:

◦Shipments of more than 29,000 pumps worldwide, including 19,000 pumps in the United States

◦Sales of $247.2 million worldwide, including $160.8 million in the United States

◦Gross margin of 55%, up 480 basis points compared to first quarter 2025

•Launched pay-as-you-go reimbursement model in the United States pharmacy channel

•Expanded Tandem Mobi connected care ecosystem by adding Android compatibility

•Demonstrated positive free cash flow and further reinforced balance sheet by closing a 0.00% convertible debt offering

“In the first quarter, we delivered on our financial plan while initiating key operational steps to advance our strategic priorities,” said John Sheridan, president and chief executive officer. “Our 2026 goals are firmly in focus, and we are committed to providing innovative, best-in-class diabetes technology to our customers in more efficient and cost-effective ways, while strengthening our global business model and building long-term value for shareholders.”

First Quarter 2026 Financial Results Compared to First Quarter 2025

•Sales: Worldwide sales increased 5% to $247.2 million, compared to $234.4 million. Sales increased 2% in constant currency(1).

Sales in the United States increased 7% to $160.8 million, compared to $150.6 million.

International sales increased 3% to $86.4 million compared to $83.8 million. Sales decreased 5% in constant currency(1).

Shipments in the United States were more than 19,000 pumps. International shipments were more than 10,000 pumps.

•Gross profit: Gross profit was $136.8 million, compared to $118.4 million. Gross margin was 55%, compared to 51%.

1

Exhibit 99.1

•Operating loss: GAAP and non-GAAP operating loss(2) was $17.4 million, or negative 7% of sales, compared to GAAP operating loss of $120.9 million, or negative 52% of sales and non-GAAP operating loss(2) of $109.7 million or negative 47% of sales, in the first quarter of 2025. The first quarter 2025 included a $75.2 million charge for acquired in-process research and development expenses (“IPR&D”).

•Net income (loss): GAAP and non-GAAP net loss(2) was $20.4 million, compared to GAAP net loss of $130.6 million and non-GAAP net loss(2) of $119.4 million, in the first quarter 2025.

Adjusted EBITDA(2) was $2.7 million, or 1% of sales, compared to negative $79.9 million, or negative 34% of sales.

(1) Constant currency sales growth is a non-GAAP measure that represents the change in sales between current and prior year periods using the exchange rate in effect during the applicable prior year period. The Company presents constant currency growth because management believes it provides meaningful information regarding the Company’s results on a consistent and comparable basis. The Company uses this non-GAAP measure to evaluate operating results. A reconciliation of constant currency to GAAP sales can be found in Table C “Sales by Geography and Non-GAAP Reconciliation of Constant Currency Sales Growth” attached to this press release. Also see “Non-GAAP Financial Measures” below for additional information.

(2) A reconciliation of non-GAAP financial measures to their most directly comparable GAAP financial measures and additional information can be found in Table D “Reconciliation of GAAP versus Non-GAAP Financial Results” attached to this press release. Also see “Non-GAAP Financial Measures” below for additional information.

See tables for additional financial information.

2026 Financial Guidance

For the year ending December 31, 2026, the Company is reaffirming its financial guidance as follows:

•Sales are estimated to be approximately $1.065 billion to $1.085 billion

•United States sales of approximately $730 million to $745 million

•International sales of approximately $335 million to $340 million

•Gross margin is estimated to be approximately 56% to 57% of sales

•Adjusted EBITDA(3) margin is estimated to be approximately 5% to 6% of sales

•Non-cash charges included in cost of goods sold and operating expenses are estimated to be approximately $100 million. This includes:

•Approximately $80 million non-cash, stock-based compensation expense

•Approximately $20 million depreciation and amortization expense

For a comprehensive overview of the Company's guidance assumptions for 2026, including pricing and transi

2025
Q4

Q4 2025 Earnings

8-K BUY

Feb 19, 2026 · 100% conf.

AI Prediction BUY

1D

+13.62%

$21.04

Act: +32.67%

5D

+14.20%

$21.15

Act: +39.25%

20D

+28.62%

$23.82

Price: $18.52 Prob +5D: 100% AUC: 1.000
0001438133-26-000009

tndm-202602190001438133FALSE00014381332026-02-192026-02-19

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K


CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 19, 2026


Tandem Diabetes Care, Inc. (Exact name of registrant as specified in its charter)


Delaware001-3618920-4327508 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.) 12400 High Bluff Drive92130 San Diego California (Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code: (858) 366-6900 N/A (Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Common Stock, par value $0.001 per shareTNDMNASDAQ Global Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐


Item 2.02 Results of Operations and Financial Condition.

On February 19, 2026, we issued a press release reporting our financial results for the quarter and year ended December 31, 2025. This press release has been furnished as Exhibit 99.1 to this report and is incorporated herein by this reference.

The information under this Item 2.02 and Exhibit 99.1 hereto is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or the Exchange Act, or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits. (d)     Exhibits.

Number Description

99.1Press release of Tandem Diabetes Care, Inc. dated February 19, 2026.

104Cover Page Interactive Data File (embedded within the Inline XBRL document).

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Tandem Diabetes Care, Inc.

By:/s/ SHANNON M. HANSEN Shannon M. Hansen Executive Vice President, Chief Legal, Privacy & Compliance Officer and Secretary

Date: February 19, 2026 3

2025
Q3

Q3 2025 Earnings

8-K

Nov 6, 2025

0001438133-25-000186

tndm-202511060001438133FALSE00014381332025-11-062025-11-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K


CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 6, 2025


Tandem Diabetes Care, Inc. (Exact name of registrant as specified in its charter)


Delaware001-3618920-4327508 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.) 12400 High Bluff Drive92130 San Diego California (Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code: (858) 366-6900 N/A (Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Common Stock, par value $0.001 per shareTNDMNASDAQ Global Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐


Item 2.02 Results of Operations and Financial Condition.

On November 6, 2025, we issued a press release reporting our financial results for the quarter ended September 30, 2025. This press release has been furnished as Exhibit 99.1 to this report and is incorporated herein by this reference.

The information under this Item 2.02 and Exhibit 99.1 hereto is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or the Exchange Act, or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits. (d)     Exhibits.

Number Description

99.1Press release of Tandem Diabetes Care, Inc. dated September 30, 2025.

104Cover Page Interactive Data File (embedded within the Inline XBRL document).

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Tandem Diabetes Care, Inc.

By:/s/ SHANNON M. HANSEN Shannon M. Hansen Executive Vice President, Chief Legal, Privacy & Compliance Officer and Secretary

Date: November 6, 2025 3

About Tandem Diabetes Care Inc. (TNDM) Earnings

This page provides Tandem Diabetes Care Inc. (TNDM) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on TNDM's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

Share on Social Networks: