DXCM · 10-Q · 2026Q3 · Full report

Manufacturing and Capacity

DEXCOM INC · 2026-10-29 · Importance 29 · Surprise 24

Dexcom reported that improved manufacturing efficiencies, higher production volumes, and a more favorable manufacturing mix improved fixed-cost absorption in the first nine months of 2026. The company said demand growth will be supported by continued expansion of global operations through investment in manufacturing and operations. It expects significant capital expenditures for equipment and manufacturing facilities, including international manufacturing facilities in Penang, Malaysia, and Athenry, Ireland.

Key facts

• Dexcom expects to expand global operations and continue investing in manufacturing and operations as product demand grows. source
• Dexcom's land leases for international manufacturing facilities in Penang, Malaysia expire in 2082 and Athenry, Ireland leases expire in 3023. source
• Third-quarter 2026 cost of sales remained relatively consistent, primarily due to improved manufacturing efficiencies. source
• Nine-month 2026 cost of sales remained relatively consistent, primarily due to improved manufacturing efficiencies. source
• Dexcom had no material changes to its lease obligations during the nine months ended September 30, 2026. source
• Dexcom's manufacturing costs are all included in cost of sales. source