TCMDTACTILE SYSTEMS TECHNOLOGY INC(TCMD)Stock Analysis

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SEC EDGAR: CIK 1027838TCMD stock profile & AI dashboard →

13F Pro Quality Score

45.3/100

Rank #1,727 of 2,879 stocks

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

Revenue Growth

60.2/100

Profitability

31.7/100

Balance Sheet

54.6/100

Earnings Quality

8.1/100

Free Cash Flow

56.9/100

Institutional Flow

69.4/100

Revenue Scale

29.8/100

Dilution Risk

37.0/100

TCMD Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TACTILE SYSTEMS TECHNOLOGY INC (TCMD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores TCMD at 45.3/100 on a 32-signal composite quality model, placing it at rank #1,727 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (8.1) and revenue scale (29.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 37.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), TACTILE SYSTEMS TECHNOLOGY INC reports quarterly revenue of $75.3M, net income of $-1.8M, free cash flow of $-1.2M. Top institutional holders of TCMD by reported 13-F value include BlackRock,, MORGAN STANLEY, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. TCMD trades on the Nasdaq exchange and files with the SEC under CIK 1027838. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TCMD 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 TACTILE SYSTEMS TECHNOLOGY INC directly from SEC EDGAR. TACTILE SYSTEMS TECHNOLOGY INC's 13F Pro composite quality score has ranged between 30 and 65 since 2021, currently 45.3 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

Fun facts about TACTILE SYSTEMS TECHNOLOGY INC

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

  • 1
    The Basics
    U.S. medical device company · small-cap · listed on Nasdaq · headquartered in Minnesota.
  • 2
    The Numbers
    Annual revenue in the range of $200–250 million — not a giant, but it dominates a very specific niche in home medical equipment.
  • 3
    The History
    Founded in the 1990s, the company built its business around treating conditions that cause fluid to back up in the body's tissues — a problem most people have never heard of.
  • 4
    The Secret
    Its core products are pneumatic compression devices worn on the limbs — essentially high-tech inflatable sleeves that keep circulation moving in patients who can't do it naturally.
  • 5
    The Lore
    Its primary market is lymphedema and chronic venous insufficiency patients — conditions affecting millions but chronically underserved by big-name medtech players.
  • 6
    The Giveaway
    The name literally spells out its mission: making tactile, hands-on compression therapy available at home — ticker TCMD, a small Nasdaq name with a very squeezable product line.
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Revenue

Q1 2026

$75.3M

Net Income

Q1 2026

$-1.8M

Free Cash Flow

Q1 2026

$-1.2M

D/E Ratio

Q1 2026

0.00

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+12.5% YoY
$329.5MFY 2025
FY21 $208.1MFY22 $246.8MFY24 $293.0MFY25 $329.5M

Net Income

+12.5% YoY
$19.1MFY 2025
FY21 $-11.8MFY22 $-17.9MFY24 $17.0MFY25 $19.1M

Operating Income

+32.0% YoY
$29.3MFY 2025
FY21 $-1.8MFY22 $-12.8MFY24 $22.2MFY25 $29.3M

EPS (Diluted)

+17.1% YoY
$0.82FY 2025
FY21 $-0.60FY22 $-0.89FY24 $0.70FY25 $0.82

Total Assets

-8.0% YoY
$273.9MFY 2025
FY21 $244.3MFY22 $255.0MFY24 $297.9MFY25 $273.9M

Total Debt

$0.00FY 2025
FY21 FY22 FY24 FY25 $0.00

Op. Cash Flow

+5.3% YoY
$42.8MFY 2025
FY21 $2.6MFY22 $5.2MFY24 $40.7MFY25 $42.8M

AI Insight: TCMD Financial Trends

Revenue shows strong seasonality with Q4 peaks, but Q1 2026 marks the second consecutive first quarter loss.

Revenue grew from $73M in Q2 2024 to $104M in Q4 2025, showing clear seasonal pattern with Q4 strength.

Operating income reached $19M in Q4 2025, up from $6M in Q2 2024, despite Q1 volatility.

Company eliminated all debt, reducing from $28M in Q2 2024 to $0M by Q3 2025.

Q1 quarters consistently show operating losses ($-5M in 2025, $-2M in 2026), indicating severe seasonality challenge.

Operating cash flow turned negative in Q1 2026 after positive $17M in Q4 2025.

AI Insight: TCMD Ratio Trends

TCMD exhibits extreme quarterly volatility with Q1 losses in both 2025 and 2026 offsetting strong Q4 performances.

Operating margin swung from 18.1% in Q4 2025 to -2.0% in Q1 2026, marking second consecutive negative Q1.

ROIC peaked at 34.3% in Q4 2025 before turning negative to -2.8% in Q1 2026.

Company maintains zero debt position with D/E at 0.00 across recent quarters.

Consistent Q1 profitability challenges suggest potential seasonal headwinds or operational issues requiring monitoring.

Sharp quarterly swings in ROIC from 34.3% to -2.8% indicate earnings volatility risks.

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Available Research

13F Pro tracks comprehensive data for TACTILE SYSTEMS TECHNOLOGY 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 TCMD

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Is TCMD a good stock to buy?

13F Pro's AI-powered analysis of TACTILE SYSTEMS TECHNOLOGY INC (TCMD) 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 TCMD are available on the TCMD 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.

Which hedge funds own TCMD?

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 TCMD. 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 TACTILE SYSTEMS TECHNOLOGY INC's investment landscape.