Tandem Diabetes Care Beats Q3 2026 Estimates as Revenue Rises 14% to $283.7M
Revenue of $283.7M vs. $265.8M expected and adjusted EPS of -$0.10 vs. -$0.25; revenue up 14% from a year earlier.
Tandem Diabetes Care (TNDM) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $283.7 million, up 14% from a year earlier, above the $265.8 million estimate, and adjusted EPS was -$0.10, up 68% from a year earlier, above the -$0.25 estimate.
Shares were unchanged in after-hours trading as of 4:04 p.m. ET, to $17.99 from a $17.99 close.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | -$0.25 | -$0.10 | Beat by 59% |
| Revenue | $265.8M | $283.7M | Beat by 6.7% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▲ 68% | ▲ 68% |
| Revenue | ▲ 14% | ▲ 11% |
By our calculation, revenue was $17.8 million above the estimate and adjusted EPS was $0.15 above it. The QoQ column compares with the previous quarter's revenue of $254.6 million and adjusted EPS of -$0.31. The YoY column compares with $249.3 million and -$0.31 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 5 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 7 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $249.3 million, $290.4 million, $247.2 million, $254.6 million and $283.7 million.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $0.17 and revenue of $304.3 million next quarter, based on 13 analysts.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 14% increase to $283.7 million.
- Estimate record. Whether Tandem Diabetes Care extends a record of beating EPS estimates in 5 of its last 8 reports.
- Related coverage. See our reports on Savers Value Village, Opendoor, Natera and Mattel.
Sources: Results are from Tandem Diabetes Care's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Tandem Diabetes Care's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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