What is the 13F Pro Quality Score for DXCM?

13F Pro ranks DEXCOM INC (DXCM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DXCM's current score at https://13fpro.ai/company/DXCM (free sign-up required for the full ranking).

Where does 13F Pro source DXCM data?

All DEXCOM INC fundamentals and ownership data come directly from SEC EDGAR. DEXCOM INC files with the SEC under CIK 1093557. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DXCM in?

DEXCOM INC (DXCM) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

What drives DXCM's revenue?

Per DEXCOM INC's latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Distributor ($1,102.4M); Distributor — United States ($893.5M); Distributor — International ($208.9M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/DXCM.

What are DXCM's largest expenses?

DEXCOM INC's latest 10-Q reports these as the largest expense items: Cost of sales ($478.4M, +2% YoY); Selling, general and administrative ($358.7M, +9% YoY); Research and development ($153.0M, +3% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is DXCM research updated on 13F Pro?

DXCM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

DEXCOM INC(DXCM)Stock Analysis

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13F Pro Quality Score

76.0/100

Rank #90 of 2,960 stocksTOP 5%

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

70.9/100

Profitability

84.3/100

Balance Sheet

92.3/100

Earnings Quality

79.8/100

Free Cash Flow

82.1/100

Institutional Flow

46.9/100

Revenue Scale

77.7/100

Dilution Risk

30.2/100

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Why DXCM Scores 76/100

exact factor attribution · 2026-09-12

DXCM's composite is driven by profitability and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.1 pts

84th pct

Free cash flow

+4.8 pts

82th pct

Capital efficiency

+4.2 pts

92th pct

Revenue growth

+4.2 pts

71th pct

Scale

+4.2 pts

78th pct

Earnings quality

+3.0 pts

80th pct

Earnings growth

+1.7 pts

84th pct

Institutional flow

-0.2 pts

47th pct

Shareholder dilution

-1.0 pts

30th pct

Latest change (2026-08-01): 78 → 75 · ↓ Revenue growth 74→55; ↓ Earnings growth 78→59

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

DXCM Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for DEXCOM INC (DXCM), 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. DEXCOM INC's 13F Pro composite quality score has ranged between 62 and 79 since 2021, currently 76.0 — a stable long-term trajectory across 69 quarterly and live scoring snapshots.

✦

Fun facts about DEXCOM INC

Quirks, history, and lore behind DXCM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. medical device company · mid-cap · listed on Nasdaq · headquartered in San Diego, California.
2
The Numbers
Annual revenue around $4 billion, growing fast — yet the company spent years burning cash before turning profitable, because R&D and regulatory approvals are expensive friends.
3
The History
Founded in 1999, it set out to solve one of medicine's most persistent daily headaches: managing blood sugar without constantly stabbing your finger.
4
The Secret
Its devices don't just measure glucose — they do it continuously and in real time, sending readings wirelessly to a phone or smartwatch and alerting users before things go dangerously wrong.
5
The Lore
Its sensors have become so popular they now integrate directly with insulin pumps to create a near-closed-loop artificial pancreas — technology that would have seemed like sci-fi to diabetics a generation ago.
6
The Giveaway
The world's leading maker of continuous glucose monitors, its little wearable sensor on the back of your arm has made the fingerstick lancet feel charmingly obsolete.

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What's Driving DXCM's Business? Latest 10-Q Breakdown

✓ 28/28 datapoints verified

AI-extracted from DEXCOM INC's 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.3B

Net Income

Q2 2026

$249.1M

Free Cash Flow

Q2 2026

$184.5M

Operating Margin

Q2 2026

24.3%

ROIC

Q2 2026

48.6%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+15.6% YoY

$4.66BFY 2025

FY22 $2.91BFY23 $3.62BFY24 $4.03BFY25 $4.66B

Net Income

+45.1% YoY

$836.3MFY 2025

FY22 $341.2MFY23 $541.5MFY24 $576.2MFY25 $836.3M

Operating Income

+52.0% YoY

$911.8MFY 2025

FY22 $391.2MFY23 $597.7MFY24 $600.0MFY25 $911.8M

EPS (Diluted)

+47.2% YoY

$2.09FY 2025

FY22 $0.82FY23 $1.30FY24 $1.42FY25 $2.09

Total Assets

-2.2% YoY

$6.34BFY 2025

FY22 $5.39BFY23 $6.26BFY24 $6.48BFY25 $6.34B

Op. Cash Flow

+45.6% YoY

$1.44BFY 2025

FY22 $669.5MFY23 $748.5MFY24 $989.5MFY25 $1.44B

Free Cash Flow

+70.8% YoY

$1.08BFY 2025

FY22 $304.7MFY23 $511.9MFY24 $630.7MFY25 $1.08B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$4.66B +15.6%	$4.03B +11.3%	$3.62B +24.5%	$2.91B +18.8%	$2.45B +27.1%	$1.93B
Net Income	$836.3M +45.1%	$576.2M +6.4%	$541.5M +58.7%	$341.2M +57.3%	$216.9M -60.5%	$549.7M
Operating Income	$911.8M +52.0%	$600.0M +0.4%	$597.7M +52.8%	$391.2M +47.2%	$265.8M -11.3%	$299.5M
EPS (Diluted)	$2.09 +47.2%	$1.42 +9.2%	$1.30 +58.5%	$0.82 +518.9%	$0.13 -60.2%	$0.33
Total Assets	$6.34B -2.2%	$6.48B +3.5%	$6.26B +16.2%	$5.39B +9.3%	$4.93B +15.0%	$4.29B
Operating Cash Flow	$1.44B +45.6%	$989.5M +32.2%	$748.5M +11.8%	$669.5M +51.3%	$442.5M -7.0%	$475.6M
Free Cash Flow	$1.08B +70.8%	$630.7M +23.2%	$511.9M +68.0%	$304.7M +471.7%	$53.3M -80.7%	$276.6M

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Available Research

13F Pro tracks comprehensive data for DEXCOM INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DXCM

BlackRock, Inc.
$2.6B38,244,137 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.7B25,209,752 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.3B19,656,540 sh
STATE STREET CORP
$1.2B18,380,806 sh
Invesco Ltd.
$1.0B15,288,133 sh
BAILLIE GIFFORD & CO
$996.9M14,801,590 sh
GEODE CAPITAL MANAGEMENT, LLC
$834.2M12,426,515 sh
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$758.5M11,261,876 sh
ALLIANCEBERNSTEIN L.P.
$734.3M11,693,409 sh
WELLINGTON MANAGEMENT GROUP LLP
$574.3M8,527,471 sh

Fund	Value	Shares
BlackRock, Inc.	$2.6B	38,244,137
VANGUARD CAPITAL MANAGEMENT LLC	$1.7B	25,209,752
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	19,656,540
STATE STREET CORP	$1.2B	18,380,806
Invesco Ltd.	$1.0B	15,288,133
BAILLIE GIFFORD & CO	$996.9M	14,801,590
GEODE CAPITAL MANAGEMENT, LLC	$834.2M	12,426,515
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME	$758.5M	11,261,876
ALLIANCEBERNSTEIN L.P.	$734.3M	11,693,409
WELLINGTON MANAGEMENT GROUP LLP	$574.3M	8,527,471

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Is DXCM a good stock to buy?

13F Pro's AI-powered analysis of DEXCOM INC (DXCM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DXCM are available on the DXCM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DXCM is classified as a large company.

Which hedge funds own DXCM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DXCM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DEXCOM INC's investment landscape.