Tactile Systems Technology, Inc. Q4 2025 Earnings Call Summary

Moby Intelligence

Wed, February 18, 2026 astatine 7:30 AM CST 3 min read

• Performance overperformance successful Q4 was driven by the simultaneous maturation of investments successful income personnel, CRM technology, and refined go-to-market processes.

• The income unit reached a strategical 1:1 ratio of relationship managers to merchandise specialists, optimizing the equilibrium betwixt objective selling and analyzable bid support.

• Lymphedema maturation was bolstered by the caller National Coverage Determination (NCD), allowing eligible Medicare patients to entree precocious Flexitouch pumps without archetypal failing basal pump trials.

• Airway clearance gross surged 66% year-over-year, attributed to prioritized placement agreements with apical 10 respiratory DMEs and rising objective consciousness of bronchiectasis.

• The acquisition of LymphaTech marks a pivot from a product-centric institution to a solutions leader, adding 3D integer scanning to regenerate adaptable manual measurement methods.

• Management successfully retired the company's word indebtedness and executed important banal repurchases, reflecting a displacement toward durable currency travel procreation and superior flexibility.

• 2026 gross guidance of $357 cardinal to $365 cardinal incorporates a blimpish buffer for imaginable short-term administrative friction from caller Medicare anterior authorization rules.

• Management expects to motorboat a next-generation AffloVest successful precocious 2026, featuring reduced weight, integer connectivity, and improved sizing to thrust adherence.

• The merchandise roadmap for Flexitouch includes phased updates to marque devices smaller and lighter with little outer hosing to amended the diligent experience.

• AI-enabled exertion volition beryllium expanded crossed the full bid lifecycle successful 2026 to automate aesculapian grounds reviews and accelerate speed-to-therapy.

• Guidance assumes airway clearance volition proceed to turn modestly faster than the lymphedema concern arsenic marketplace penetration deepens wrong DME spouse accounts.

• CMS announced caller anterior authorization requirements for pneumatic compression devices effectual April 13, 2026, which whitethorn temporarily elongate the Medicare bid cycle.

• The LymphaTech acquisition includes a abstracted R&D roadmap that absorption indispensable integrate without compromising the effectiveness of existing objective therapies.

• Operating expenses are projected to summation 8% to 10% successful 2026 arsenic the institution annualizes the costs of the expanded 2025 income organization.

• Clinical grounds for caput and cervix lymphedema is being leveraged to situation 'experimental' designations by commercialized payers to unlock further marketplace access.