Tandem Diabetes Care (TNDM) Reports Q3 Earnings: What Key Metrics Have to Say

Tandem Diabetes Care, Inc. (TNDM) reported $249.25 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 2.2%. EPS of -$0.31 for the same period compares to -$0.36 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $237.76 million, representing a surprise of +4.83%. The company has not delivered EPS surprise, with the consensus EPS estimate being -$0.31.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Tandem Diabetes Care performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Pump Shipments - Total Worldwide: 29,000 compared to the 29,264 average estimate based on two analysts.
• Pump Shipments - Outside the United States: 9,000 versus 8,979 estimated by two analysts on average.
• Pump Shipments - United States: 20,000 compared to the 20,285 average estimate based on two analysts.
• Geographic Sales- United States: $175.63 million versus $175.5 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
• Geographic Sales- Outside the United States: $73.62 million versus the five-analyst average estimate of $69.87 million. The reported number represents a year-over-year change of +1.8%.
• Sales- Pump- United States: $84.79 million compared to the $88.14 million average estimate based on five analysts. The reported number represents a change of -2.2% year over year.
• Sales- Pump- Outside the United States: $25.33 million versus the five-analyst average estimate of $24.79 million. The reported number represents a year-over-year change of -9.8%.
• Sales- Supplies and Other- United States: $90.85 million compared to the $87.37 million average estimate based on five analysts. The reported number represents a change of +8.3% year over year.
• Sales- Supplies and Other- Outside the United States: $48.29 million versus $45.08 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.
• Geographic Revenues- United States (Non-GAAP): $175.63 million compared to the $169.28 million average estimate based on two analysts.
• Revenue- Supplies and Other: $139.14 million compared to the $130.06 million average estimate based on five analysts.
• Revenue- Pump: $110.11 million compared to the $112.93 million average estimate based on five analysts.

View all Key Company Metrics for Tandem Diabetes Care here>>>

Shares of Tandem Diabetes Care have returned -4.4% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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