DXCM · 8-K · 20261029PR000193
Operating Income and Margins
DEXCOM INC · 2026-10-29 · Importance 51 · Surprise 38 · No source text
Third-quarter 2026 GAAP operating income grew 35% year over year to $327.2 million from $242.5 million, and GAAP operating margin increased to 24.3% from 20.1%. Non-GAAP operating income rose 24% to $339.5 million from $272.9 million, while non-GAAP operating margin improved to 25.3% from 22.6%. For the first nine months of 2026, GAAP operating income was $900.8 million, compared with $588.8 million a year earlier.
Key facts
- Dexcom’s Q3 2026 GAAP operating income was $327.2 million, or 24.3% of revenue, up 420 basis points from Q3 2025. source
- Dexcom’s Q3 2026 non-GAAP operating income was $339.5 million, or 25.3% of reported revenue, up 270 basis points from Q3 2025. source
- Dexcom’s Q3 2026 GAAP operating income was $327.2 million, or 24.3% of revenue, compared with $242.5 million, or 20.1%, in Q3 2025. source
- Dexcom’s Q3 2026 non-GAAP operating income was $339.5 million, or 25.3% of reported revenue, compared with $272.9 million, or 22.6%, in Q3 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +6.3% | Dexcom’s Q3 2026 GAAP operating income was $327.2 million, or 24.3% of revenue, compared with $242.5 million, or 20.1%, in Q3 2025. |
| operating_income | positive | realized | +5.0% | Dexcom’s Q3 2026 non-GAAP operating income was $339.5 million, or 25.3% of reported revenue, compared with $272.9 million, or 22.6%, in Q3… |
| margin | positive | realized | +4.2% | Dexcom’s Q3 2026 GAAP operating income was $327.2 million, or 24.3% of revenue, up 420 basis points from Q3 2025. |
| margin | positive | realized | +2.7% | Dexcom’s Q3 2026 non-GAAP operating income was $339.5 million, or 25.3% of reported revenue, up 270 basis points from Q3 2025. |