Research / Stocks / TCMD TCMD Nasdaq CIK 0001027838
TACTILE SYSTEMS TECHNOLOGY INC · Surgical & Medical Instruments & Apparatus
COVERAGE / STANDARD
Latest filing 4 · Aug 12, 2026
Research state Latest filing analysis is current
Last SEC check Sep 13, 2026
Data basis Official SEC · no quote feed Component status Filing Evidence Research Current Official SEC filing history is available
Structured Financials Research Current Validated structured financial research is available
Filing Analysis Research Current No filing analysis job is currently running
Fundamental State Research Current Fundamental State depends on validated comparable financial metrics
RESEARCH SNAPSHOT TACTILE SYSTEMS TECHNOLOGY INC's latest supported as-filed period reports revenue of $85.7M ; gross margin moved 174 basis points higher on the same comparison basis. Every value below links to its SEC accession and metric lineage.
Deterministic / evidence backed Key research observations No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Current configuration / point in time Fundamental state A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Debt relative to revenue 38th Own-history percentile · N=8
Method Level · gp.fundamentals.debt_to_revenue
Raw value 0.00% · OPTIONAL
Capex intensity 100th Own-history percentile · N=13
Method Level · gp.fundamentals.capex_revenue_ratio
Raw value 1.49% · OPTIONAL
Operating cash generation 31th Own-history percentile · N=13
Method Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 3.80% · OPTIONAL
Revenue growth 67th Own-history percentile · N=9
Method Yoy · gp.fundamentals.revenue
Raw value 8.61% · CORE
Inventory pressure 31th Own-history percentile · N=13
Method Level · gp.fundamentals.inventory_revenue_ratio
Raw value 19.66% · OPTIONAL
Gross margin 92th Own-history percentile · N=13
Method Level · gp.fundamentals.gross_margin
Raw value 76.25% · CORE
Operating margin 62th Own-history percentile · N=13
Method Level · gp.fundamentals.operating_margin
Deterministic multi-period research Company direction Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
As filed Jun 30, 2026 General Corporate
Capital Allocation 5 evidence-backed dimensions Balance Sheet Leverage Insufficient History Capex Intensity Inflecting Cash Generation Inflecting R And D Intensity Inflecting Sbc Intensity Inflecting [email protected] · 14 historical states · 45% confidenceCompany Direction 9 evidence-backed dimensions Balance Sheet Leverage Insufficient History Capex Intensity Inflecting Cash Generation Inflecting Inventory Pressure Improving Margin Improving [email protected] · 14 historical states · 46% confidenceFinancial Quality 6 evidence-backed dimensions Balance Sheet Leverage Insufficient History Cash Generation Inflecting Inventory Pressure Improving Margin Improving Profitability Inflecting [email protected] · 14 historical states · 46% confidenceGovernance Evidence 4 evidence-backed dimensions Filing Amendments None Detected Auditor Changes None Detected Sbc Intensity Observed Insider Activity Observed [email protected] · 14 historical states · 50% confidenceComparable evidence Peer context Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
Inventory Pressure
TCMD 19.7
Peer median 72.6
Peer percentile 8th 79 valid peers · 90% coverage · -1.7 robust σ Margin
TCMD 76.3
Peer median 64.0
Peer percentile 78th 76 valid peers · 86% coverage · +0.7 robust σ R And D Intensity
TCMD 2.9
Peer median 13.2
Peer percentile 10th 68 valid peers · 77% coverage · -0.7 robust σ Capex Intensity
TCMD 1.5
Peer median 3.1
Peer percentile 33th 73 valid peers · 83% coverage · -0.5 robust σ Sbc Intensity
TCMD 2.6
Peer median 5.9
Peer percentile 30th 81 valid peers · 92% coverage · -0.5 robust σ Profitability
TCMD 8.0
Peer median -6.7
Peer percentile 71th 83 valid peers · 94% coverage · +0.4 robust σ Open group breadth → Divergence is context, not positive or negative. INSIDER STATE / 90D Recent disclosed activity
Open-market purchases 0
Sales 0
Distinct buyers 0
Repeat buyer NO Conservative Form 4 classification · not a sentiment label Flagship analysis / V3 What changed? The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Current 10-Q 0001104659-26-093352 10 governed changes · top 7 shown
01
MEDIUM IMPORTANCE Cash 50TH HISTORICAL PCTL · N=2
Cash & equivalents decreased 14.3% Cash & equivalents changed -14.3% from the comparable as-filed period.
Why this ranks here · [email protected] $81.5M → $69.9M Comparable → current
02
LOW IMPORTANCE Margin 0TH HISTORICAL PCTL · N=3
Gross margin moved 174 bp higher Gross margin changed +174 basis points from the comparable as-filed period.
Why this ranks here · [email protected] 74.51% → 76.25% Comparable → current
03
LOW IMPORTANCE Margin 33TH HISTORICAL PCTL · N=3
Gross profit increased 11.2% Gross profit changed +11.2% from the comparable as-filed period.
Why this ranks here · [email protected] $58.8M → $65.3M Comparable → current
04
INFORMATIONAL IMPORTANCE Inventory 0TH HISTORICAL PCTL · N=4
Inventory decreased 1.6% Inventory changed -1.6% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
As-filed financials Financial trajectory Each point keeps the date investors could first observe it and its accession.
As filed Current normalized · later
Capex / revenue 1.49% +37.0% ↑ Capital expenditure $1.3M +56.0% ↑ Cash & equivalents $69.9M +0.0% ↑ Debt $0 — Free-cash-flow proxy $2.0M +270.1% ↑ Gross margin 76.25% +0.0% ↑ Inventory $16.8M +1.6% ↑ Net income $7.8M +541.6% ↑
ACTIVE TRACE Revenue TCMD · as filed with the SEC · reported-date aware
Capex / revenue Q2 / 2026-06-30 1.49% +37.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Capital expenditure Q2 / 2026-06-30 $1.3M +56.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Cash & equivalents Q2 / 2026-06-30 $69.9M +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Debt Q2 / 2026-06-30 $0 Comparable n/a Trace ↗ Evidence inspector
Loading lineage… × Free-cash-flow proxy Q2 / 2026-06-30 $2.0M +270.1% sequential point Trace ↗ Evidence inspector
Loading lineage… × Gross margin Q2 / 2026-06-30 76.25% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Inventory Q2 / 2026-06-30 $16.8M +1.6% sequential point Trace ↗ Evidence inspector
Loading lineage… × Net income Q2 / 2026-06-30 $7.8M +541.6% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating cash flow Q2 / 2026-06-30 $3.3M +1059.9% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating margin Q2 / 2026-06-30 7.97% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Research & development Q2 / 2026-06-30 $2.5M -9.9% sequential point Trace ↗ Evidence inspector
Loading lineage… × Revenue Q2 / 2026-06-30 $85.7M +13.9% sequential point Trace ↗ Evidence inspector
Loading lineage… × Primary evidence Filing timeline Direct SEC links, filing dates, report periods, and amendment flags.
4 Aug 12, 2026 Period Aug 10, 2026 0001837111-26-000007SEC ↗ 10-Q Aug 10, 2026 Period Jun 30, 2026 0001104659-26-093352SEC ↗ 8-K Aug 10, 2026 Period Aug 10, 2026 0001104659-26-093346SEC ↗ 8-K Jul 13, 2026 Period Jul 13, 2026 0001104659-26-082947SEC ↗ 4 May 13, 2026 Period May 11, 2026 0001968559-26-000007SEC ↗ 4 May 8, 2026 Period May 6, 2026 0001904264-26-000002SEC ↗ 4 May 8, 2026 Period May 6, 2026 0001596078-26-000002SEC ↗ Form 4 Insider activity Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
“Insider purchase” rule Code P · non-derivative · acquired · direct ownership · positive price and shares · not amended
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