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Tandem Diabetes Care (TNDM) guidance and outlook
Tandem Diabetes Care (TNDM) reaffirmed its guidance on Nov 5, 2026: Revenue $1.1B for the year ending Dec 31, 2026; Operating expenses $85.0M for the year ending Dec 31, 2026. Tandem Diabetes Care's 10-Q filed Nov 5, 2026 makes 13 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | the year ending Dec 31, 2026 | $1.1B | reaffirmed |
| Revenue | the year ending Dec 31, 2026 | $730M–$745M | new |
| Operating expenses | the year ending Dec 31, 2026 | $85.0M | reaffirmed |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- We believe this strategy will improve access and optimize the potential for better medical outcomes for people living with diabetes, while reducing the overall economic burden of diabetes care.
- With a lower upfront cost, this model is expected to support broader patient access and increase adoption of our products by reducing a barrier for patients when evaluating pump therapy.
- Overall, we anticipate higher revenue per customer under the pay-as-you-go reimbursement structure compared to the current medical benefit structure over a four-year period.
- We expect periodic fluctuations will continue based on a number of trends and uncertainties, including the following:
- • We expect our business to be impacted by the introduction of new diabetes devices and treatments by us or our competitors.
- The success of our products is variable and we believe it correlates to market acceptance, anticipated product launches, and commercial availability.
- As we expand our access through the pharmacy benefit with no upfront reimbursement for an insulin pump, we anticipate there will be less of a seasonal impact on the business in future periods related to insurance deductibles and coinsurance requirements.
- As pharmacy utilization scales, we expect the decrease in sales from pharmacy pump shipments to be offset by an increase in supply sales and gross profit from both our existing installed base and new customers.
- For example, one of our key infusion set suppliers has recently experienced supply challenges, which has impacted our overall inventory levels and supply sales, and we currently expect inventory constraints to persist through early 2027.
- If we are unable to obtain sufficient quantities of such supplies or other necessary components to meet demand on a timely basis going forward, we could lose additional customer orders, our reputation may be harmed, and our business could suffer.
- Under the pay-as-you-go model through the pharmacy benefit in the United States, our overall gross profit and gross margin percentage may be negatively impacted when pumps are shipped during the initial stages of this new model, but that impact may be partially or fully offset by the anticipated benefit from higher profits for our recurring sale of supplies.
- We expect to rely primarily on product sales to fund our material cash requirements in both the short and long term.
Tandem Diabetes Care's latest quarter
Tandem Diabetes Care, Q3 2026: revenue $284M (+14% year over year), operating margin -0.8%, net loss $7.1M, operating cash flow −$819K. The chart follows the revenue to costs, profit and cash.
Questions
Did Tandem Diabetes Care raise or lower its guidance?
Tandem Diabetes Care (TNDM) reaffirmed its guidance on Nov 5, 2026: Revenue $1.1B for the year ending Dec 31, 2026; Operating expenses $85.0M for the year ending Dec 31, 2026.
What does Tandem Diabetes Care expect?
We believe this strategy will improve access and optimize the potential for better medical outcomes for people living with diabetes, while reducing the overall economic burden of diabetes care. With a lower upfront cost, this model is expected to support broader patient access and increase adoption of our products by reducing a barrier for patients when evaluating pump therapy. Overall, we anticipate higher revenue per customer under the pay-as-you-go reimbursement structure compared to the current medical benefit structure over a four-year period.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.