| DXCM |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1.315B vs. cons $1.30B |
MEDIUM |
| DXCM |
Report |
Non-GAAP Diluted EPS (Q2 2026) |
BEAT |
pred ~$0.67 vs. cons $0.61 |
MEDIUM |
| DXCM |
Report |
U.S. Revenue (Q2 2026) |
BEAT |
pred ~$910M vs. cons $895M |
MEDIUM |
| DXCM |
Guide |
FY2026 Total Revenue Guidance |
BETTER |
guide ~$5.20B-$5.28B (mid $5.24B) vs. cons $5.21B (FY2026) |
MEDIUM |
| DXCM |
Guide |
FY2026 Non-GAAP Gross Margin Guidance |
UNCHANGED |
guide ~63-64% (mid 63.5%) vs. cons 63.7% (FY2026) |
MEDIUM |
| DXCM |
Guide |
FY2026 Non-GAAP Operating Margin Guidance |
BETTER |
guide ~23.5-24% vs. cons 23.3% (FY2026) |
LOW |
| DXCM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.2% |
— |
LOW |
| DXCM |
Return |
5-day cumulative residual |
-0.5% (FADE) |
Stock has rallied ~40% off April lows on Investor Day targets, CONNECT RCT data, TEMPO selection and a $1B buyback, leaving a high bar; DXCM's last two prints after similar run-ups (Jul-25, Oct-25) saw sharp sell-the-news drops (-9% and -15% residuals) even with decent headline numbers, so a likely beat-and-modest-raise this quarter risks an initial negative/muted reaction on 'no incremental NCD/CMS catalyst' or lingering fuel/resin margin commentary. However, the underlying beat (revenue, EPS, U.S. new-patient trends, T2NIT reimbursement wins) should support sell-side estimate increases into the following days, causing any initial knee-jerk weakness to partially fade rather than extend, unlike the Oct-25 episode where deeper structural concerns (competitive share, guidance cuts) drove follow-through selling. |
LOW |