AI brief of an SEC Form 8-K · TACTILE SYSTEMS TECHNOLOGY INC (TCMD)

Tactile Medical Q2 revenue rises 9% to $85.7M, but top of 2026 sales outlook is cut

Mixed Impact 4 of 5 guidance Written later

Tactile Medical reported second-quarter 2026 revenue up 9% year-over-year to $85.7 million and net income of $7.8 million, or $0.34 per diluted share, compared with $3.2 million, or $0.14 per diluted share, a year earlier. The company lowered the top end of its full-year 2026 revenue forecast to $360 million to $366 million from $360 million to $368 million, citing temporary inventory dynamics tied to the AffloVest launch, while keeping its adjusted EBITDA outlook of $49 million to $51 million unchanged. Shareholders get profit growth alongside a narrower sales outlook.

Key points

  • Q2 2026 total revenue was $85.7 million, up from $78.9 million; airway clearance sales fell 7% on temporary inventory dynamics at a few large DME providers.
  • Q2 2026 net income was $7.8 million, or $0.34 per diluted share, versus $3.2 million, or $0.14 per diluted share, in Q2 2025.
  • Full-year 2026 revenue guidance is now $360 million to $366 million, versus the prior $360 million to $368 million.
  • Adjusted EBITDA guidance of $49 million to $51 million was maintained; cash was $69.9 million as of June 30, 2026.

The filing

CompanyTACTILE SYSTEMS TECHNOLOGY INC (TCMD)
Form8-K, current report
Filed with the SECAug 10, 2026, 4:04 PM ET
Accession number0001104659-26-093346

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:29 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 10, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.