Tactile Medical (TCMD)
Builds prescribed home-therapy devices for lymphedema and airway clearance.
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Builds prescribed home-therapy devices for lymphedema, chronic venous insufficiency, and chronic respiratory conditions. Most revenue comes from lymphedema compression systems, with AffloVest airway clearance and LymphaTech digital measurement extending the same US care-channel model.
Builds prescribed home-therapy devices for lymphedema, chronic venous insufficiency, and chronic respiratory conditions. Flexitouch Plus, Entre Plus, and Nimbl form the lymphedema compression line, while AffloVest adds airway-clearance therapy.
The business is concentrated in the United States and runs through clinician referrals, patient-facing product specialists, reimbursement support, and durable medical equipment partners. LymphaTech adds digital measurement and monitoring to the lymphatic workflow.
Most revenue comes from lymphedema products, with airway clearance a smaller acquired line. Execution depends on FDA device rules, payer coverage, reimbursement processes, and the care channels that prescribe or distribute home therapy.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| May 7, 2026 | B. Riley Securities | Upgrade | Neutral | Buy | ||
| May 5, 2026 | BTIG | Reiterate | Buy | $38 | $40 | |
| Feb 18, 2026 | Lake Street | Target | $32 | $40 | ||
| Feb 18, 2026 | BTIG | Reiterate | Buy | $28 | $38 | |
| Feb 18, 2026 | Piper Sandler | Reiterate | Overweight | $35 | $42 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $69.9M · Total debt $14.4M · Total assets $279.7M · Shareholders' equity $223.8M
- Revenue
- $85.7M
- Operating income
- $6.8M
- Net income
- $7.8M
No dividends on record.
| Institutions186 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 96.98% | 21.97M shares | |
| Insiders13 holders · as of Aug 12, 2026 | 8.94% | 2.02M shares | |
| Strategic holders1 holder · as of Feb 11, 2021 | 0.12% | 27.4K shares | |
| Adds to | 106.04% |
22.65M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 106.04%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
BlackRock, Inc.Institution | 8.41% | 1.91M | 13Fas of Jun 30, 2026 |
Paradigm Capital Management, Inc.Institution | 7.35% | 1.66M | 13Gfiled Nov 13, 2024 ↗ |
Cadian Capital Management, LPInstitution | 6.96% | 1.58M | 13Fas of Jun 30, 2026 |
Geneva Capital Management LLCInstitution | 6.80% | 1.54M | 13D/Gfiled Feb 12, 2021 ↗ |
Dimensional Fund Advisors LPInstitution | 4.82% | 1.09M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Sheri Louise Dodd | director, officer: Chief Executive Officer | −10,978 | $29.44 |
| May 11, 2026 | Elaine M. Birkemeyer | officer: CHIEF FINANCIAL OFFICER | −4,631 | $24.49 |
| Feb 24, 2026 | Kristie Burns | officer: Sr. VP Mktg & Clinical Affairs | −6,246 | $28.94 |
| Feb 24, 2026 | Elaine M. Birkemeyer | officer: CHIEF FINANCIAL OFFICER | −7,701 | $28.94 |
| Feb 24, 2026 | Sheri Louise Dodd | director, officer: Chief Executive Officer | −10,993 | $28.94 |
- Baxter International
Public HFCWO incumbent through Hillrom's Vest systems
- Electromed
Pure-play SmartVest HFCWO rival in home airway clearance
- Philips (ADR)
ADR health-tech peer with Philips InCourage HFCWO overlap
- InfuSystem
Public lymphedema service channel using Bio Compression devices
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tactile Medical | $22.41 | +0.72% | $505.5M | 20.7 | 19.7 | 1.4 | +8.6% |
| Baxter International | $26.11 | +1.63% | $13.29B | — | 12.2 | 1.2 | +5.3% |
| Electromed | $28.33 | +4.54% | $233.8M | 21.6 | 19.5 | 3.2 | +11.6% |
| Philips (ADR) | $26.24 | −0.55% | $25.77B | 19.6 | 13.5 | 1.3 | −2.9% |
| InfuSystem | $12.16 | +0.50% | $245.0M | 30.0 | 25.2 | 1.7 | +2.6% |
| Median | 21.6 | 16.5 | 1.5 | +4.0% |