NASDAQ$TCMD

Tactile Systems Technology Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Revenue increased and operating margins improved year-over-year.

Tactile Systems Technology reported a strong first quarter with a 23% increase in total revenue year-over-year, driven by growth in both Lymphedema and Airway clearance product lines. The company also saw significant improvements in operating margins on both a GAAP and non-GAAP basis. They raised full year 2023 outlook.

  • Total revenue increased 23% year-over-year to $58.8 million.
  • Lymphedema products revenue increased 22% year-over-year.
  • Airway clearance products revenue increased 24% year-over-year.
  • Net loss of $1.9 million versus $15.6 million in Q1 2022.

Headline financials

Total Revenue

$58.8M

Previous: $48M+22.7%
EPS (adj)

-$0.03

Previous: -$0.42+92.9%
Capital Expenditures

-$241K

Previous: -$131K-84.0%
Free Cash Flow

-$2.13M

Previous: -$15.7M+86.5%
Net Income

-$1.89M

Previous: -$15.6M+87.9%
Operating Income

-$3.81M

Previous: -$14.9M+74.5%
Gross Profit

$41.5M

Previous: $33.9M+22.5%
Cash & Equivalents

$55M

Previous: $21.2M+160.1%
Total Assets

$276M

Previous: $233M+18.2%
Stock-Based Comp

$2.02M

Previous: $2.23M-9.2%

Revenue & EPS history

Tactile Systems · Revenue · Quarterly

$58.8M

Q1 2023+22.7%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Tactile Systems · $58.8M total across 2 segments · Q1 2023

  • Lymphedema products
    $49.8M+22.4%
  • Airway clearance products
    $9.09M+24.2%

Forward guidance

The Company now expects full year 2023 total revenue in the range of approximately $271.0 million to $275.0 million, representing growth of approximately 10% to 11.5% year-over-year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+3.1%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+5.9%

Avg return

30 days after

64%

29 / 45 earnings

Positive

+40.6%

Q3 2025

Best reaction

-29.0%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.2%+14.5%+12.2%
Q4 2025+17.4%+2.2%-7.0%
Q3 2025+40.6%+57.6%+70.0%
Q1 2025-29.0%-31.6%-27.5%
Q4 2024-13.3%-16.6%-25.6%
Q3 2024-8.6%+2.2%+29.5%
Q2 2024+7.2%+8.6%+8.4%
Q1 2024+1.1%-2.6%-15.2%
Q4 2023-5.4%+8.0%+12.6%
Q3 2023-22.8%-16.9%+1.3%
Q2 2023-14.7%-10.2%-10.1%
Q1 2023+14.0%+15.7%+29.6%
Q4 2022+2.4%+7.6%+13.5%
Q3 2022+17.8%+27.5%+49.9%
Q2 2022+18.2%+15.0%+6.5%
Q1 2022+2.4%-22.9%-41.8%
Q4 2021+7.3%+29.9%+30.6%
Q3 2021-22.9%-22.1%-44.1%
Q2 2021-9.1%-10.8%-8.6%
Q1 2021-7.5%-2.4%-9.0%
Q4 2020-10.4%-15.0%-13.7%
Q3 2020+5.4%-2.7%+14.4%
Q2 2020-13.3%-8.4%-9.9%
Q1 2020-1.0%+3.2%+4.8%
Q4 2019-2.8%-6.3%-28.2%
Q3 2019+7.8%+12.4%+35.8%
Q2 2019-9.6%-7.6%-11.3%
Q1 2019+4.5%+4.0%-4.6%
Q4 2018+0.4%+2.9%-27.5%
Q3 2018-7.9%-5.6%-18.2%
Q2 2018+13.4%+12.4%+37.6%
Q1 2018+20.0%+26.8%+41.2%
Q4 2017+7.8%+1.6%-0.8%
Q3 2017-10.4%-7.6%-1.1%
Q2 2017+17.4%+7.7%+19.3%
Q1 2016+13.9%+22.1%+31.1%
Q1 2017+13.9%+22.1%+31.1%
Q1 2015+17.7%+10.2%+6.1%
Q4 2016+17.7%+10.2%+6.1%
Q4 2014+17.7%+10.2%+6.1%
Q3 2015+7.6%+2.1%-11.1%
Q3 2016+7.6%+2.1%-11.1%
Q4 2015+6.8%+3.9%+31.8%
Q2 2016+6.8%+3.9%+31.8%
Q2 2015+6.8%+3.9%+31.8%
Q3 2014
Q2 2014
Q1 2014

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