Tandem Diabetes Care (TNDM) Reports Q4 Earnings: What Key Metrics Have to Say

For the quarter ended December 2025, Tandem Diabetes Care, Inc. (TNDM) reported revenue of $290.38 million, up 15% over the same period last year. EPS came in at -$0.01, compared to -$0.44 in the year-ago quarter.

The reported revenue represents a surprise of +5.21% over the Zacks Consensus Estimate of $276 million. With the consensus EPS estimate being -$0.05, the EPS surprise was +80.51%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: 38,000 versus 35,032 estimated by two analysts on average.
• Pump Shipments - Outside the United States: 11,000 versus the two-analyst average estimate of 9,400.
• Pump Shipments - United States: 27,000 compared to the 25,632 average estimate based on two analysts.
• Geographic Sales- United States: $210.46 million versus the five-analyst average estimate of $203.09 million. The reported number represents a year-over-year change of -1.9%.
• Geographic Sales- Outside the United States: $79.92 million compared to the $72.94 million average estimate based on five analysts. The reported number represents a change of -99.9% year over year.
• Sales- Pump- United States: $111.49 million versus the five-analyst average estimate of $108.34 million. The reported number represents a year-over-year change of +13.3%.
• Sales- Pump- Outside the United States: $28.58 million versus the five-analyst average estimate of $26.16 million. The reported number represents a year-over-year change of +10.9%.
• Sales- Supplies and Other- United States: $98.98 million compared to the $94.74 million average estimate based on five analysts. The reported number represents a change of +15.2% year over year.
• Sales- Supplies and Other- Outside the United States: $51.34 million versus the five-analyst average estimate of $46.8 million. The reported number represents a year-over-year change of +21.3%.
• Geographic Revenues- United States (Non-GAAP): $210.46 million versus $205.22 million estimated by two analysts on average.
• Revenue- Supplies and Other: $150.32 million compared to the $141.55 million average estimate based on five analysts. The reported number represents a change of +17.2% year over year.
• Revenue- Pump: $140.06 million versus the five-analyst average estimate of $134.5 million. The reported number represents a year-over-year change of +12.8%.

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

Shares of Tandem Diabetes Care have returned -8.7% over the past month versus the Zacks S&P 500 composite's -0.8% 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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