| DXCM |
Report |
Revenue |
BEAT |
pred ~$1.325B vs. cons $1.310B |
MEDIUM |
| DXCM |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$0.54 vs. cons $0.51 |
MEDIUM |
| DXCM |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~63.7% vs. cons 63.4% |
MEDIUM |
| DXCM |
Guide |
FY2026 revenue guidance |
LOWER |
guide ~$5.205B midpoint ($5.16B-$5.25B) vs. cons $5.220B (FY2026) |
MEDIUM |
| DXCM |
Guide |
FY2026 non-GAAP gross-margin guidance |
UNCHANGED |
guide ~63.5% midpoint (63%-64%) vs. cons 63.5% (FY2026) |
HIGH |
| DXCM |
Guide |
FY2026 non-GAAP operating-margin guidance |
UNCHANGED |
guide ~23.25% midpoint (23%-23.5%) vs. cons 23.3% (FY2026) |
MEDIUM |
| DXCM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| DXCM |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A ~$1.325B revenue beat versus $1.310B consensus and ~$0.54 EPS versus $0.51 should produce an initially positive reaction, but retention of the ~$5.205B FY2026 revenue-guide midpoint versus $5.220B consensus limits FY2026/FY2027 estimate revisions after a stock move from ~$59.55 on April 30 to ~$75.33 on July 29. |
MEDIUM |