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北京时间·🕒 发布 07-31 04:02:00(美东 07-30 16:02)·⟳ 抓取 09-01 03:21:29 +31d23h·⚡ 决策 08-01 02:19:42 −31d01h·87.6 天前

Dexcom公布2026年二季度业绩,收入与利润同比增长

Dexcom二季度收入13.08亿美元、同比增长13%,GAAP与非GAAP利润率均同比改善,事件本身偏正面。

📄 原文DXCM↗ 原文
Dexcom Reports Second Quarter 2026 Financial Results
Second Quarter 2026 Financial Results Revenue: In the second quarter of 2026, worldwide revenue grew 13% to $1.308 bill…
不做 Dexcom(DXCM.US)
同一Dexcom二季度财报催化已在已处理消息库命中,且前次结论为业绩超预期但全年收入指引贴近预期、盘中已消化;按去重纪律不重复建仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-30 · 扩散 high · price-in 风险 high ↗

关键理由

  • Dexcom二季度收入13.08亿美元、同比增长13%,GAAP与非GAAP利润率均同比改善,事件本身偏正面。
  • 已处理消息库显示同一财报催化已在本轮前被处理为不做,且指出业绩超预期但全年收入指引贴近预期、盘中已进入消化阶段。
  • 按去重纪律,同一具体财报催化不重复出卡,不再延长交易窗口。

主要风险

  • 财报类事件默认存在一致预期与盘后到盘中再定价风险,本次已过约22小时且同催化已被系统处理。
  • 行情与内部KB工具本轮返回超时,未能补充实时价与更细的反向纪要,但不改变重复催化不做结论。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 none
    内部KB检索返回超时;由于同一催化已处理为不做,未将工具失败作为不做理由。
    检索:Dexcom Q2 2026 earnings guidance consensus revenue EPS bearish bullish
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 5,566 字
Second Quarter 2026 Financial Results
Revenue:
In the second quarter of 2026, worldwide revenue grew 13% to $1.308 billion on a reported basis, up from $1.157 billion in the second quarter of 2025.
Gross Profit:
GAAP gross profit totaled $830.0 million or 63.4% of revenue for the second quarter of 2026, compared to $688.8 million or 59.5% of revenue in the second quarter of 2025.
Non-GAAP gross profit* totaled $838.5 million or 64.1% of reported revenue for the second quarter of 2026, compared to $695.9 million or 60.1% of reported revenue in the second quarter of 2025.
Operating Income:
GAAP operating income for the second quarter of 2026 was $318.3 million or 24.3% of revenue, compared to GAAP operating income of $212.6 million or 18.4% of revenue for the second quarter of 2025.
Non-GAAP operating income* for the second quarter of 2026 was $328.3 million or 25.1% of reported revenue, compared to non-GAAP operating income of $221.8 million or 19.2% of reported revenue for the second quarter of 2025.
Net Income and Diluted Net Income Per Share:
GAAP net income was $249.1 million, or $0.64 per diluted share, for the second quarter of 2026, compared to GAAP net income of $179.8 million, or $0.45 per diluted share, for the second quarter of 2025.
Non-GAAP net income* was $269.1 million, or $0.70 per diluted share, for the second quarter of 2026, compared to non-GAAP net income of $192.8 million, or $0.48 per diluted share, for the second quarter of 2025. The second quarter 2026 non-GAAP net income excludes $9.4 million of amortization of intangible assets, $0.6 million of business transition and other significant items, and $10.0 million of loss from equity investments.
Cash and Liquidity:
As of June 30, 2026, Dexcom held $1.95 billion in cash, cash equivalents and marketable securities and our revolving credit facility remains undrawn. The cash balance represents significant financial and strategic flexibility as Dexcom continues to expand production capacity and explore new market opportunities.
* See Table D below for a reconciliation of these GAAP and non-GAAP financial measures.
Conference Call
Management will hold a conference call today starting at 4:30 p.m. (Eastern Time). The conference call will be concurrently webcast. The link to the webcast will be available on the Dexcom Investor Relations website at investors.dexcom.com by navigating to “Events and Presentations,” and will be archived for future reference. To listen to the conference call, please dial (888) 414-4585 (U.S./Canada) or (646) 960-0331 (International) and use the confirmation ID “9430114” approximately five minutes prior to the start time.
Statement Regarding Use of Non-GAAP Financial Measures
This press release and the accompanying tables include non-GAAP financial measures. For a description of these non-GAAP financial measures, including the reasons management uses each measure, and reconciliations of these non-GAAP financial measures to the most directly comparable financial measures prepared in accordance with generally accepted accounting principles in the United States (GAAP), please see the section titled “About Non-GAAP Financial Measures” below as well as the related Table D. We have not reconciled our organic revenue growth, Non-GAAP Gross Profit Margin, Non-GAAP Operating Margin, and Adjusted EBITDA Margin estimates for fiscal year 2026 because certain items that impact these figures are uncertain or out of our control and cannot be reasonably predicted. Accordingly, reconciliations of our organic revenue growth, Non-GAAP Gross Profit Margin, Non-GAAP Operating Margin and Adjusted EBITDA Margin estimates are not available without unreasonable effort.
About DexCom, Inc.
Dexcom empowers people to take control of health through innovative biosensing technology. Founded in 1999, Dexcom has pioneered and set the standard in glucose biosensing for more than 25 years. Its technology has transformed how people manage diabetes and track their glucose, helping them feel more in control and live more confidently.
Dexcom. Discover what you’re made of. For more information, visit
www.dexcom.com
.
Category: IR
Cautionary Statement Regarding Forward Looking Statements
This press release contains forward-looking statements that are not purely historical regarding Dexcom’s or its management’s intentions, beliefs, expectations and strategies for the future, including those related to Dexcom’s future operating results and financial position, including estimated Revenue, Non-GAAP Gross Profit Margin, Non-GAAP Operating Margin, and Adjusted EBITDA Margin for fiscal year 2026, and expected growth rates as compared to the year ended December 31, 2025; future expenses and investments; and potential business plans and opportunities. All forward-looking statements included in this press release are made as of the date of this press release, based on information currently available to Dexcom as of the date hereof. Forward-looking statements deal with future events and are therefore subject to various risks and uncertainties. Actual results could differ materially from those anticipated in these forward-looking statements. The risks and uncertainties that may cause actual results to differ materially from Dexcom’s current expectations are more fully described in the sections titled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in Dexcom’s most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings filed with the Secur

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