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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Travis Steed | Bank of America | 7 (0%) |
| Robbie Marcus | JPMorgan | 7 (14%) |
| Jayson Bedford | Raymond James | 7 (0%) |
| Matt Taylor | Jefferies | 7 (0%) |
| Joanne Wuensch | Citigroup | 7 (0%) |
| Marie Thibault | BTIG | 6 (0%) |
| Bill Plovanic | Canaccord Genuity | 6 (0%) |
| Mike Polark | Wolfe Research | 6 (17%) |
| Jeff Johnson | Robert W. Baird | 5 (0%) |
| Danielle Antalffy | UBS | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 3 | 7 (14%) |
| Raymond James | 1 | 7 (0%) |
| Bank of America | 1 | 7 (0%) |
| Citigroup | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.11B | +7.6% | $0.38 | -38.7% | 58.9% | 17.0% | 13.6% | $177M |
| FY2025 Q1 | $1.04B | +12.5% | $0.27 | -25.0% | 56.9% | 12.9% | 10.2% | $97M |
| FY2025 Q2 | $1.16B | +15.2% | $0.45 |
| 7 (0%) |
| BTIG | 2 | 7 (0%) |
| Jefferies | 1 | 7 (0%) |
| JPMorgan | 1 | 7 (14%) |
| William Blair | 3 | 7 (0%) |
DexCom posted 15% revenue growth with strong global new patient records and net income of $216.3 million ($0.56 per share, up 75%), as the G7 15-Day drove momentum with nearly 50% base conversion expected. Revenue guidance was reiterated at $5.16-5.20 billion while operating margin guidance was raised to 23-23.5% on strong cost discipline. International growth surged 26% with widespread gains and a Prime Therapeutics coverage win expanded Type 2 non-insulin share.
Demand | Product Launch | Competitive Dynamics | Regulation Policy | Revenue Growth | Margin | Guidance Reliability | Subscriber Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 6 | 3 | 2 | 5 | 1 | 3 | 2 |
| 2025Q1 | 8 | 4 | 4 | 3 | 3 | 3 | 2 | 3 |
| 2025Q2 | 8 | 3 | 7 | 4 | 2 | 1 | 2 | 2 |
| 2025Q3 | 7 | 4 | 3 | 2 | 4 | 5 | 4 | 3 |
| 2025Q4 | 6 | 4 | 2 | 4 | 3 | 3 | 2 | 1 |
| 2026Q1 | 7 | 3 | 3 | 6 | 3 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 8 | 8 | 7 | 6 | 7 |
| Product Launch | 6 | 4 | 3 | 4 | 4 | 3 |
| Competitive Dynamics | 3 | 4 | 7 | 3 | 2 | 3 |
| Regulation Policy | 2 | 3 | 4 | 2 | 4 | 6 |
| Revenue Growth | 5 | 3 | 2 | 4 | 3 | 3 |
| Margin | 1 | 3 | 1 | 5 | 3 | 3 |
| Guidance Reliability | 3 | 2 | 2 | 4 | 2 | 2 |
| Subscriber Growth | 2 | 3 | 2 | 3 | 1 | 1 |
| +28.6% |
| 59.5% |
| 18.4% |
| 15.5% |
| $209M |
| FY2025 Q3 | $1.21B | +21.6% | $0.70 | +105.9% | 61.8% | 20.1% | 23.5% | $579M |
| FY2025 Q4 | $1.26B | +13.1% | $0.68 | +78.9% | 62.9% | 25.6% | 21.2% | $192M |
| FY2026 Q1 | $1.19B | +15.0% | $0.51 | +88.9% | 62.9% | 21.4% | 16.7% | $449M |
| FY2026 Q2 | $1.31B | +13.1% | $0.64 | +42.2% | 63.4% | 24.3% | 19.0% | $185M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What DXCM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“It's really about being first in line to integrate day 1 with sensors like we're doing with the Dexcom 15 day, and we will do with Abbott's upcoming dual analyte sensor.”
Insulet is integrating Dexcom's 15-day CGM sensor with Omnipod, a read-through supporting Dexcom's sensor placement in the AID ecosystem.
“As of this summer, Prime Therapeutics will begin covering DexCom, Inc. CGM for all people with diabetes.”
PBM Prime Therapeutics will begin covering DexCom CGM for all people with diabetes, expanding DexCom's commercial type 2 non-insulin coverage.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DXCM DexCom | 9 | +15.1% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |