What DEXCOM INC's SEC filings said

10-Q for 2026Q3, filed 29 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Operating Income and Margins79 · importance in its document · 10-Q · 2026Q3
Nine-month operating income rose $312.0 million, or approximately 53%, to $900.8 million from $588.8 million in 2025. Third-quarter operating income increased $84.7 million, or 35%, to $327.2 million. Nine-month net income increased…
Revenue Guidance and Outlook79 · importance in its document · 8-K exhibit · 29 Oct 2026
Dexcom set fiscal 2026 revenue guidance at $5.20 billion to $5.25 billion, representing approximately 12% to 13% growth. The company reiterated non-GAAP gross margin guidance of approximately 64%. It raised non-GAAP operating margin…
Share Repurchase Program64 · importance in its document · 8-K exhibit · 29 Oct 2026
Dexcom authorized repurchases of up to $1.0 billion of its shares in conjunction with its third-quarter 2026 results. The authorization establishes a maximum repurchase amount; the release does not state a purchase schedule or completion…
Guidance raised60 · rule score among filings · 8-K Item 2.02 · 29 Oct 2026
“This performance enabled us to again raise our full-year revenue and operating margin guidance and reinforces our confidence in our ability to deliver on the long-term objectives we outlined at Investor Day.” 2026 Annual Guidance Dexcom…
Gross Margin Drivers59 · importance in its document · 10-Q · 2026Q3
Nine-month gross profit increased $435.5 million, from $2,009.2 million in 2025 to $2,444.7 million in 2026, and third-quarter gross profit increased $133.0 million to $864.4 million. Gross margin improved with higher sales volumes, G7 15…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 29 Oct 2026

Full report · Filing on EDGAR

Operating Income and MarginsImportance 79
Nine-month operating income rose $312.0 million, or approximately 53%, to $900.8 million from $588.8 million in 2025. Third-quarter operating income increased $84.7 million, or 35%, to $327.2 million. Nine-month net…
Gross Margin DriversImportance 59
Nine-month gross profit increased $435.5 million, from $2,009.2 million in 2025 to $2,444.7 million in 2026, and third-quarter gross profit increased $133.0 million to $864.4 million. Gross margin improved with higher…
Capital Return ProgramImportance 58
Net cash used in financing activities was $1,023.8 million for the nine months ended September 30, 2026, an $859.6 million increase from the prior-year period. The increase included $816.4 million more cash used to…
Liquidity and Cash PositionImportance 42
Cash, cash equivalents, and short-term marketable securities totaled $1.82 billion at September 30, 2026, down $180.8 million from $2.00 billion at December 31, 2025; $1.42 billion, or approximately 78%, was located in…
Product Launch and TransitionImportance 34
Dexcom launched its G7 Continuous Glucose Monitoring System in 2023 and G7 15 Day in late 2025. Stelo, launched in the U.S. in August 2024, was the first over-the-counter glucose biosensor in the country and is…
Capital Expenditure OutlookImportance 34
Dexcom expects significant capital expenditures over the next year for equipment and continued investment in manufacturing facilities. Long-term capital requirements also include development of manufacturing facilities…
Revenue Performance and MixImportance 32
Revenue for the three months ended September 30, 2026 rose 11% year over year to $1,344.5 million, while nine-month revenue increased 13% to $3,844.8 million. Nine-month U.S. revenue grew from $2,443.4 million to…
Income Tax Rate ChangesImportance 30
For the nine months ended September 30, 2026, income tax expense was $198.0 million, up $19.3 million from 2025, while the estimated annual effective tax rate declined to 21.7% from 22.5%. The lower rate primarily…
Regulatory Approval MilestonesImportance 29
In June 2026, the FDA cleared Stelo for use by children ages 2 years and older who do not use insulin. Stelo was launched in the United States in August 2024 as the first over-the-counter glucose biosensor for adults…
Manufacturing and CapacityImportance 29
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…
Operating Expense TrendsImportance 28
Nine-month selling, general and administrative expense increased $114.5 million, or approximately 12%, to $1,084.0 million from $969.5 million. The increase included $47.9 million in advertising and marketing, $22.6…
Market Demand TrendsImportance 26
Dexcom attributed revenue growth to increased disposable-sensor sales volume and continued growth of its worldwide customer base. The company added approximately 600,000 to 700,000 net customers, excluding Stelo…

8-K filings last 12 months

Guidance raised29 Oct 2026 · 8-K Item 2.02 · Flagged · rule score 60
““This performance enabled us to again raise our full-year revenue and operating margin guidance and reinforces our confidence in our ability to deliver on the long-term objectives we outlined at Investor Day.” 2026 Annual Guidance Dexcom…”
Read from the attached exhibit: Revenue Guidance and Outlook · Share Repurchase Program · Operating Income and Margins
Management change (filing not read)14 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
Read from the attached exhibit: Leadership Transition
Management change (filing not read)10 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)30 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)30 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)2 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
Management change (filing not read)26 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)12 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)12 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)22 Dec 2025 · 8-K Item 5.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.