MINNEAPOLIS, Jan. 13, 2025 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”) (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today announced the appointment of Laura King to the Company’s Board of Directors (“Board”) and as a member of the Audit and Compliance & Reimbursement Committees, effective January 13, 2025. Ms. King is a seasoned healthcare executive with a proven track record of leadership and developing innovative products ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, including tried-and-true valuation metrics ...

Have you been paying attention to shares of Tactile Systems Technology (TCMD) ? Shares have been on the move with the stock up 31% over the past month. The stock hit a new 52-week high of $19.55 in the previous session. Tactile Systems Technology has gained 32.3% since the start of the year compared to the 1% move for the Zacks Medical sector and the 5.3% return for the Zacks Medical - Instruments industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it h ...

MINNEAPOLIS, Nov. 19, 2024 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today announced that management will participate in the Piper Sandler 36th Annual Healthcare Conference, which is being held at the Lotte New York Palace in New York, NY from December 3rd – 5th. Management will participate in a fireside chat on Tuesday, December 3rd at 10:00 a.m. Central Time. A ...

Tactile Systems Technology (TCMD) is a Zacks Rank #2 (Buy) that has an A for Value and a C for Growth.  The company develops medical devices for the treatment of chronic diseases at home. Let’s explore more about this company in this Bull of The Day article.DescriptionTactile Systems Technology, Inc. engages in developing and providing medical devices for the treatment of underserved chronic diseases. It provides lymphedema solutions and offers Flexitouch Plus and Entre Plus systems products. The company wa ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Shares of Tactile Systems Technology (TCMD) have gained 3.1% over the past four weeks to close the last trading session at $14.62, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $21.33 indicates a potential upside of 45.9%.The average comprises three short-term price targets ranging from a low of $16 to a high of $25, with a standard deviation of $4.73. While the lowest estimat ...

财务数据和关键指标变化 - 第三季度总收入同比增长5%，达到7310万美元 [8][55] - 调整后EBITDA同比增长39.3%，反映出持续的经营杠杆改善 [9] - 现金及现金等价物较上季度增加850万美元，现金余额达到8210万美元 [10][62] - 净收入同比下降至520万美元，每股摊薄收益为0.21美元 [61] 各条业务线数据和关键指标变化 - 淋巴水肿业务收入同比增长4.4%，达到6530万美元 [8][55] - 气道清理业务收入同比增长10.3%，达到780万美元 [8][55] - 淋巴水肿销售在VA和商业渠道均实现双位数增长，商业渠道增长超过20% [26] 各个市场数据和关键指标变化 - VA渠道同比增长16%，主要受Flexitouch产品推动 [27] - Medicare渠道的销售受到文档要求增加的影响，导致销售增长低于预期 [11][20] 公司战略和发展方向和行业竞争 - 公司专注于技术和工作流程相关投资，以支持销售和订单操作的现代化 [7] - 正在开发和准备推出下一代淋巴水肿平台Nimbl，预计将于2025年上半年扩展到下肢患者 [42][46] - 公司计划在未来继续评估投资机会，以推动增长和增加股东价值 [53][54] 管理层对经营环境和未来前景的评论 - 管理层对第三季度的表现表示满意，尽管收入结果低于预期，但仍看到强劲的患者和临床需求 [13][14] - 对于未来，管理层对NCD政策的变化持乐观态度，认为将改善Medicare渠道的销售 [34][35] 其他重要信息 - 公司计划在2024年进行高达3000万美元的股票回购 [53] - 预计2024年总收入将在2.92亿至2.95亿美元之间，调整后EBITDA预计在3500万至3700万美元之间 [39][66] 问答环节所有提问和回答 问题: Medicare文档要求的影响 - 管理层表示，尽管Medicare文档要求增加，但并未看到更严格的审查，销售代表在收集文档方面的效率有所提高 [70][71] 问题: 对于2024年第四季度的预期 - 管理层对第四季度的预期持乐观态度，认为在经历了第三季度的挑战后，已经积累了足够的经验来应对Medicare的要求 [75] 问题: Lymphedema Treatment Act的影响 - 管理层指出，尽管LTA政策实施后尚未看到显著的业务影响，但患者的意识和接受度正在逐步提高 [78][80] 问题: 2025年的前景 - 管理层认为，随着e-prescribing工具的全国推广，未来的文档要求将会减轻，业务将恢复正常 [82][83]

Tactile Systems Technology (TCMD) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 33.33%. A quarter ago, it was expected that this medical device maker would post earnings of $0.10 per share when it actually produced earnings of $0.20, delivering a surprise of 100%.Over the last four ...

业绩总结 - 2023年公司收入为2.744亿美元，较2022年增长19.9%[37] - 2023年净收入为2850万美元，相较于2022年的亏损1790万美元，增长116%[38] - 2023年调整后的EBITDA为2970万美元，同比增长62.3%[38] - 2023年毛利为1.951亿美元，毛利率为71.1%[37] - 2024年截至9月30日，总收入为2.074亿美元，同比增长5.4%[37] - 2024年截至9月30日，淋巴水肿产品收入为1.823亿美元，同比增长5.8%[37] - 2024年截至9月30日，调整后EBITDA为2080万美元，同比增长45.8%[37] - 2024年截至9月30日的净收入为7244万美元，较2023年的2031万美元下降64%[39] 用户数据 - 2023年公司服务的患者数量超过77,000人[3] - 目前美国已确诊的淋巴水肿患者约为200万人，未确诊患者超过2000万人[6][9] - 支气管扩张症在美国的确诊患者约为50万人，未确诊患者超过440万人[7][8] - Flexitouch治疗中，88%的患者经历了下肢体积减少[21] - 92%的患者在8周时对Flexitouch的依从性达成[22] 市场展望 - 公司当前可寻址市场（TAM）为超过100亿美元，淋巴水肿市场为超过50亿美元[18] - 公司预计未来将继续扩大对未被充分服务患者群体的治疗机会[17] - 2024年预计实现约17%的收入复合年增长率[34] 新产品与技术研发 - 公司计划在2024年推出新的便携式淋巴水肿治疗设备，初步目标为上肢患者[19] 财务状况 - 2023年现金及现金等价物为82146千美元，较2023年12月31日的61033千美元增长34.6%[40] - 2023年总股东权益为207901千美元，较2023年12月31日的193642千美元增长7.4%[40] - 2023年库存为21176千美元，较2022年的22527千美元下降6%[40] - 2023年总应收账款为43598千美元，较2022年的54109千美元下降19.4%[40] - 2023年利息支出为230万美元，较2022年的数据未提供[38] - 2023年折旧和摊销费用为5079千美元，较2022年的4915千美元增长3%[39]