Tactile Systems Technology, Inc. Q3 2025 Earnings Recap

Tactile Medical reported robust third-quarter results with total revenue of $85.8 million, achieving a 17% year-over-year increase, driven by significant growth in both lymphedema and airway clearance segments. The company raised its full-year revenue guidance amid strong operational progress and an expanded field sales team.

Key Takeaways

• Total revenue grew 17% year-over-year to $85.8 million; lymphedema revenue up 11% and airway clearance revenue surged 71%.
• Adjusted EBITDA rose 34% year-over-year to $14.4 million, reflecting improved profitability.
• Strengthened field sales organization achieved record headcount of 329 reps, supporting market demand effectively.
• Significant growth in the Medicare payer channel, up 130% year-over-year, helped drive recovery in lymphedema sales.
• Updated full-year revenue guidance raised to $317-$321 million, indicating an 8% to 10% growth outlook.