Tactile Medical Powers Ahead: Strong Q2 2026 Earnings and Bright Future
Tactile Medical has continued to shine in its second quarter 2026 earnings, delivering a strong performance that underscores the company's commitment to innovation and execution. Total revenue for the period came in at $85.7 million, representing a 9% year-over-year increase.
The lymphedema business was a clear standout, contributing $73.6 million in revenue and growing by a healthy 12% over the same quarter last year. This growth is particularly noteworthy given the continued expansion of Medicare coverage under the revised NCD policy, which has enabled more patients to access advanced pump therapy.
Meanwhile, AffloVest, another key product line for Tactile Medical, contributed $12.1 million in revenue during Q2 2026. While this represents a 7% decline year-over-year due to temporary inventory management dynamics among some of the company's large DME partners, it's worth noting that AffloVest revenue remains up 32% on a trailing 12-month basis.
The strong revenue performance was complemented by another quarter of meaningful profitability expansion. Gross margin improved by 180 basis points year-over-year and adjusted EBITDA came in at $11.4 million, reflecting both operating leverage and disciplined execution across the business.
Tactile Medical's management team, led by Chief Executive Officer Sheri Dodd and Chief Financial Officer Elaine Birkemeyer, is clearly committed to driving growth while maintaining a strong balance sheet. As of June 30th, the company reported approximately $70 million in cash, providing a solid foundation for future investments and capital returns.
Looking ahead, Tactile Medical has updated its full-year revenue guidance to a range of $360 million-$366 million, with continued strength expected from the lymphedema business. While the company is taking a more conservative view on ordering patterns in its airway clearance business as some DME partners work through inventory conversions, this should not detract from the overall sense of optimism surrounding the firm's prospects.
Tactile Medical's management team remains confident about the company's future prospects, with Chief Executive Officer Sheri Dodd stating that 'we delivered another strong quarter of execution in Q2.' The continued growth momentum and expanding profitability are clear testaments to Tactile Medical's commitment to innovation and customer needs."
