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Tactile Systems
Tactile Systems (TCMD) investor relations material
Tactile Systems Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 37th Annual Healthcare Conference summary2 Dec, 2025
Business performance and strategy
Achieved strong Q3 results with beats and raises in both lymphedema and airway clearance segments, supported by healthy business fundamentals and margin expansion.
Focused on improving access to care, product innovation, and maximizing lifetime value, with ongoing investments translating into business performance.
Transformation efforts are aimed at scaling and streamlining operations for future growth, with continued investment in infrastructure and technology.
Salesforce and CRM transformation
Implemented Salesforce CRM in February, enhancing sales team productivity with integrated analytics and market data.
Completed a major salesforce reset, consolidating territories and hiring over 300 sales reps ahead of schedule to drive revenue.
Current headcount is at target levels, with future additions only as needed for territory splits.
Reimbursement and regulatory landscape
Transitioned from LCD to NCD, initially a challenge but now becoming a tailwind as policy clarity improves.
Direct access to advanced pumps like Flexitouch is now possible, removing previous barriers and expected to benefit Q4 and beyond.
Head & Neck Lymphedema market capture?
NCD's impact on FlexiTouch access & ASP?
AffloVest next-gen competitive advantages?
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Latest summaries
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRINet loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
- 6 FebCRINet loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
Next Tactile Systems earnings date
Q4 202517 Feb, 2026
Tactile Systems
Next Tactile Systems earnings date
Q4 202517 Feb, 2026
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Frequently asked questions
Tactile Systems Technology, Inc., also known as Tactile Medical, develops and provides medical devices for the treatment of chronic diseases at home. The company specializes in advanced compression therapy solutions designed to manage conditions such as lymphedema and chronic venous insufficiency. Tactile Medical's products aim to improve patients' quality of life by promoting circulation, reducing swelling, and supporting disease management outside of clinical settings. The company is headquartered in Minneapolis, Minnesota, and its shares are listed on the NASDAQ.
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