DEXCOM INC(DXCM)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
DEXCOM INC (DXCM) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores DXCM at 76.0/100 on a 32-signal composite quality model, placing it at rank #90 of 2,960 stocks — the top 5% of the AI-ranked universe. DXCM scores in the top quartile across balance sheet strength (92.3), profitability (84.3), free cash flow (82.1). Shareholder dilution risk is elevated at 30.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), DEXCOM INC reports quarterly revenue of $1.3B, net income of $249.1M, an operating margin of 24.3%. Top institutional holders of DXCM by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DXCM trades on the Nasdaq exchange and files with the SEC under CIK 1093557. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DXCM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DEXCOM INC directly from SEC EDGAR.
AI Quality Score
76.0/100
AI Rank
#90
Revenue
$1.3B
Net Income
$249.1M
Free Cash Flow
$184.5M
Operating Margin
24.3%
DXCM key financials by period
DEXCOM INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$4.7B
$836.3M
19.6%
FY 2024
10-K
$4.0B
$576.2M
14.9%
FY 2023
10-K
$3.6B
$541.5M
16.5%
FY 2022
10-K
$2.9B
$341.2M
13.4%
FY 2021
10-K
$2.4B
$216.9M
10.9%
FY 2020
10-K
$1.9B
$549.7M
15.5%
Institutions holding DXCM
Institutional investors reporting a position in DEXCOM INC on SEC Form 13F.
Institution
Shares
Value
Reported
BlackRock
38,244,137
$2.6B
2026-06-30
VANGUARD CAPITAL MANAGEMENT
25,209,752
$1.7B
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT
19,656,540
$1.3B
2026-06-30
STATE STREET
18,380,806
$1.2B
2026-06-30
Invesco Ltd.
15,288,133
$1.0B
2026-06-30
BAILLIE GIFFORD
14,801,590
$996.9M
2026-06-30
GEODE CAPITAL MANAGEMENT
12,426,515
$834.2M
2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 13% to $1.31B while gross margin expanded to 63.4% from 59.5%, lifting operating income 50% to $318.3M despite $45.6M of inventory reserve charges.
Biggest Revenue Drivers
Distributor$1,102.4M
Increased sales volume of disposable sensors from continued growth of the worldwide customer base
Direct$206.0M
Favorable revenue per customer primarily due to payor mix and utilization, partly offset by channel and product mix
Biggest Revenue Drivers
Total revenue: $1.31B+13% YoY
Distributor$1,102.4M
Increased sales volume of disposable sensors from continued growth of the worldwide customer base
Within Distributor
Distributor — United States$893.5M
Distributor — International$208.9M
Direct$206.0M
Favorable revenue per customer primarily due to payor mix and utilization, partly offset by channel and product mix
Within Direct
Direct — International$166.1M
Largest Expense Items
Cost of sales$478.4M+2% YoY
Increased primarily due to higher sales volumes; includes $45.6M of inventory reserve charges tied to planned G6 discontinuation
Selling, general and administrative$358.7M+9% YoY
$12.1M more advertising and marketing, $6.7M higher compensation, $6.3M higher facilities-related costs
Research and development$153.0M+3% YoY
Relatively flat due to the timing of project spend
Margins: Gross margin rose to 63.4% from 59.5% on higher volume, G7 15 Day benefits, manufacturing efficiencies and better fixed-cost absorption, offset by higher excess and obsolete inventory charges.
Watch Items from the Filing
Inventory reserve charges jumped to $45.6M from $8.8M a year ago, tied to planned discontinuation of G6 manufacturing; finished goods rose to $386.7M.
Six overlapping G6/G7 consumer class actions plus securities and derivative suits; company says it cannot reasonably estimate the ultimate outcome.
Operating cash flow of $269.2M fell 11% year over year even as net income rose 39%.
Repurchased 8.6 million shares for $600.0M under the new $1.00B 2026 program; management targets at least 50% of operating cash flow, net of capex, to buybacks.
Accrued rebates grew to $1,652.0M from $1,487.6M, and revenue was partly offset by rebate eligibility; $1.42B of open purchase commitments outstanding.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
