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DXCM 8-K filings, explained
Every material Form 8-K Dexcom has filed with the SEC since May 09, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Dexcom reported third-quarter 2026 revenue of $1.344 billion, representing an 11% increase year-over-year, alongside GAAP operating income of $327.2 million. The company raised its full-year 2026 revenue guidance midpoint to between $5.20 billion and $5.25 billion and announced a new $1.0 billion share repurchase program. For shareholders, these results reflect continued top-line growth, margin expansion, and capital return initiatives.
Worldwide revenue grew 11% year-over-year to $1.344 billion for the third quarter ended September 30, 2026.
GAAP operating income reached $327.2 million, or 24.3% of revenue, compared to $242.5 million in the third quarter of 2025.
The Board of Directors authorized a share repurchase program of up to $1.0 billion of common stock expiring no later than December 31, 2027.
Full-year 2026 revenue guidance was raised to a range of $5.20 billion to $5.25 billion.
DexCom named Jereme Sylvain, its executive vice president and chief financial officer, to also serve as chief operating officer, effective September 14, 2026, with oversight of global operations and quality teams. His new offer letter sets a base salary of $767,000 and a target bonus of 75% of base salary.
Sylvain keeps his CFO role and adds the COO title, effective September 14, 2026
Base salary of $767,000; annual target bonus equal to 75% of base salary
Offer letter dated September 11, 2026; a copy will be filed with the 10-Q for the quarter ended September 30, 2026
CEO Jake Leach said Sylvain will help the company scale more effectively
DexCom appointed Glenn S. Boehnlein as a director effective September 10, 2026, increasing the board to thirteen members. He joins the Audit Committee and the Operations & Innovation Committee, and the filing describes him as independent under Nasdaq listing standards.
Boehnlein most recently served as Vice President and Chief Financial Officer of Stryker Corporation from 2016 to 2025.
Initial equity grant of restricted stock units with a fair value of $500,000, vesting annually over three years.
Annual director equity grant expected around the 2027 Annual Meeting with a fair value of $347,500.
Term expires at the 2027 annual meeting of stockholders.
Dexcom reported second-quarter 2026 revenue of $1.308 billion, up 13% from a year earlier, and GAAP diluted earnings of $0.64 per share, up from $0.45. The company raised the midpoint of its fiscal 2026 revenue guidance to $5.18 billion to $5.25 billion and increased its margin guidance, which points to stronger results for shareholders than previously expected.
Q2 2026 revenue was $1.308 billion, up from $1.157 billion, with U.S. revenue up 11% and international revenue up 19%.
GAAP net income was $249.1 million, or $0.64 per diluted share, versus $179.8 million, or $0.45, a year earlier.
Fiscal 2026 revenue guidance is $5.18 billion to $5.25 billion, representing about 11% to 13% growth.
Cash, cash equivalents and marketable securities totaled $1.95 billion as of June 30, 2026.
Dexcom reported first-quarter 2026 revenue of $1.192 billion, up 15% from a year earlier, and GAAP net income of $199.5 million, or $0.51 per diluted share, versus $105.4 million, or $0.27, in the first quarter of 2025. The company raised its fiscal 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin and reiterated its revenue guidance of $5.16 billion to $5.25 billion.
Revenue grew 15% year-over-year to $1.192 billion; organic revenue grew 12% to $1.165 billion.
GAAP operating income was $255.3 million, or 21.4% of revenue, up from $133.7 million, or 12.9%, a year earlier.
Fiscal 2026 guidance raised for Non-GAAP Operating Margin (approximately 23% to 23.5%) and Adjusted EBITDA Margin (approximately 31% to 31.5%); revenue guidance reiterated at $5.16 billion to $5.25 billion.
Cash, cash equivalents and marketable securities totaled $2.42 billion as of March 31, 2026.
DexCom's Executive Chairman Kevin Sayer returned from a temporary leave of absence effective March 2, 2026, resuming his duties, and Lead Independent Director Mark Foletta resumed his duties as well. Under a letter agreement dated February 27, 2026, Sayer receives an annual base salary of $610,000 and restricted stock units with a fair value of $2,350,000 that vest in full on March 8, 2027.
Sayer took a temporary leave of absence effective September 14, 2025, and returned March 2, 2026
Annual base salary of $610,000 under the letter agreement dated February 27, 2026
Restricted stock units with a fair value of $2,350,000, vesting in full on March 8, 2027, subject to continued service
Sayer is no longer eligible for the Amended and Restated Severance & Change in Control Plan as an executive officer
Dexcom's board increased its size to twelve directors and appointed Albert F. ("Rick") Osterloh IV, Senior Vice President, Platforms & Devices at Google, as a director effective February 26, 2026. He joins the Compensation and Technology Committees, and the filing describes him as independent under Nasdaq listing standards.
Osterloh's term expires at the 2026 annual stockholder meeting.
Initial equity grant of restricted stock units with a fair value of $500,000, vesting annually over three years.
Expected annual director equity grant of restricted stock units with a fair value of $101,027, prorated from a $325,000 base award.
Dexcom reported fourth-quarter 2025 revenue up 13% year over year to $1.260 billion and full-year 2025 revenue of $4.662 billion, up 16%. GAAP net income was $267.3 million, or $0.68 per diluted share, compared with $151.7 million, or $0.38 per diluted share, a year earlier. The company reiterated 2026 revenue guidance of $5.16 billion to $5.25 billion and set new Adjusted EBITDA Margin guidance of approximately 30% to 31%.
Q4 2025 revenue was $1.260 billion, up 13% on a reported basis and 12% on an organic basis, from $1.114 billion in Q4 2024.
GAAP operating income was $323.0 million, or 25.6% of revenue, versus $188.9 million in Q4 2024.
2026 guidance: revenue of $5.16 billion to $5.25 billion (reiterated) and Adjusted EBITDA Margin of approximately 30% to 31% (newly established).
Cash, cash equivalents and marketable securities totaled $2.00 billion as of December 31, 2025; the revolving credit facility is undrawn.
DexCom reported preliminary, unaudited revenue of about $4.662 billion for fiscal 2025, up 16% from 2024, and about $1.260 billion for the fourth quarter, up 13%. It also gave an initial 2026 total revenue outlook of $5.16-$5.25 billion, growth of about 11-13%, with non-GAAP gross and operating margin targets, and said audited results will follow on February 12, 2026.
Fourth-quarter 2025 revenue of about $1.260 billion, up 13%: U.S. about $892 million (up 11%), international about $368 million (up 18%)
Fiscal 2025 preliminary revenue of about $4.662 billion, up 16%, which the company says exceeded the high end of its guidance
2026 outlook: total revenue of $5.16-$5.25 billion, non-GAAP gross profit margin of about 63-64% and non-GAAP operating margin of about 22-23%
2025 margin guidance reiterated at about 61% non-GAAP gross margin and 20-21% non-GAAP operating margin; audited results due February 12, 2026
DexCom's board appointed Jacob S. Leach, its President and Chief Operating Officer, as President and Chief Executive Officer and a director, effective January 1, 2026, when Kevin R. Sayer resigns. Leach has been interim principal executive officer since Sayer's medical leave, and the board expects Sayer to return around March 2026, with Mark Foletta remaining interim Chairman until then.
Leach's offer letter sets an annual base salary of $1,150,000 and a target bonus of 150% of base salary.
Leach is to receive restricted stock units with a fair value of $7,500,000, vesting annually over three years, plus performance stock units with a target fair value of $7,500,000.
The board expects Kevin Sayer to return on or about March 2026; Mark Foletta will serve as interim Chairman until then.
Dexcom reported third-quarter 2025 results on October 30, 2025. Revenue rose 22% year over year to $1.209 billion, and GAAP net income was $283.8 million, or $0.70 per diluted share, compared with $0.34 a year earlier. The company raised its full-year 2025 revenue guidance to $4.630-$4.650 billion and updated its margin guidance, which matters to shareholders because the company's headline revenue and profit measures improved.
Revenue of $1.209 billion, up 22% from $994.2 million in Q3 2024; organic revenue growth was 20%
GAAP net income of $283.8 million, or $0.70 per diluted share, versus $134.6 million, or $0.34, a year earlier
2025 revenue guidance raised to $4.630-$4.650 billion, approximately 15% growth
Cash, cash equivalents and marketable securities of $3.32 billion as of September 30, 2025; Jake Leach is president and interim CEO
Dexcom appointed Stanford Chair of Medicine Dr. Euan Ashley as a director effective October 24, 2025, and he joined the Nominating and Governance and Technology Committees. The Board also confirmed that the board will increase to eleven directors effective January 1, 2026, with Jacob S. Leach's appointment as a director also taking effect that day, provided he continues to serve the company.
Dr. Euan Ashley appointed director effective October 24, 2025, with a term running to the 2026 annual meeting
Initial equity grant of restricted stock units with a fair value of $500,000, vesting annually over three years
Annual director equity grant expected at the 2026 annual meeting with a fair value of $345,000
Kyle Malady steps down from the Nominating and Governance Committee but remains Technology Committee chair
Dexcom said CEO and Chairman Kevin R. Sayer is on a temporary medical leave effective September 14, 2025. The board named President and COO Jacob S. Leach as interim principal executive officer and Lead Independent Director Mark Foletta as interim chairman; neither will receive extra pay for the interim roles.
Kevin R. Sayer, CEO and Chairman, began a temporary medical leave effective September 14, 2025.
Jacob S. Leach, President and Chief Operating Officer, is interim principal executive officer in addition to his current duties.
Mark Foletta, Lead Independent Director, is interim chairman of the Board.
Leach and Foletta will not receive additional compensation for the interim appointments.
Dexcom reported second-quarter 2025 revenue of $1.157 billion, up 15% year over year, and GAAP net income of $179.8 million, or $0.45 per diluted share, versus $143.5 million, or $0.35, a year earlier. The company raised its 2025 revenue guidance to $4.600 to $4.625 billion, and CEO Kevin Sayer will retire effective January 1, 2026, with President and COO Jake Leach succeeding him.
Q2 2025 revenue: $1.157 billion, up 15% year over year; U.S. revenue up 15% and international revenue up 16%
GAAP diluted EPS $0.45 vs. $0.35 in Q2 2024; non-GAAP operating margin 19.2%, down 30 basis points from Q2 2024
2025 revenue guidance raised to $4.600 to $4.625 billion (14% to 15% growth); other margin guidance reiterated
Jake Leach to become CEO and a director effective January 1, 2026; Kevin Sayer to remain executive chairman
DexCom promoted Jacob S. Leach, its chief operating officer, to president and chief operating officer effective immediately, as of May 9, 2025. Chief Executive Officer Kevin Sayer remains CEO and Chairman, and Leach now reports to him. The filing does not describe a change to financial results or guidance.
Jacob S. Leach promoted to President and COO effective May 9, 2025; he reports to CEO Kevin Sayer
Annual base salary raised to $800,000, with a target annual cash bonus equal to 100% of base salary
In the president role, Leach also oversees corporate development and strategy, per the press release
At its May 8, 2025 annual meeting, Dexcom stockholders approved amendments that add 3,400,000 shares to the Amended and Restated 2015 Equity Incentive Plan and 8,000,000 shares to the Amended and Restated 2015 Employee Stock Purchase Plan, elected nine directors, and approved executive compensation on an advisory basis. The board also reduced its size to nine directors effective May 8, 2025. The share increases enlarge the pool available for employee equity awards.
Equity Incentive Plan share reserve increased by 3,400,000 shares; Employee Stock Purchase Plan share reserve increased by 8,000,000 shares
All nine director nominees were elected to serve until the 2026 annual meeting
Advisory say-on-pay vote: 290,471,904 votes for and 33,807,214 against
Board size reduced to nine directors effective May 8, 2025
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