Dexcom, Inc. · NASDAQ:DXCM
Dexcom — Q3 2026 Earnings Presentation
10 slides from Dexcom's earnings presentation, Oct 29, 2026
Slide 1: Dexcom earnings Q3 2026
bpexcom Dexcom earnings Q3 2026
Slide 2: Safe harbor statement
Safe harbor statement This presentation contains “forward - looking statements” that are based on our management’s beliefs and assumptions and on inform ation available to management as of October 29, 2026. We intend for such forward - looking statements to be covered by the safe harbor provisions f
Slide 3: Third quarter 2026
Third quarter 2026 Key Financial Strategic $1.344 billion in revenue Highlights Highlights 11%organic revenue 1 growth over Q3’25 Quarterly record Non - GAAP EPS CONNECT study published in The New (14% US; 5% INT’L 2) of $ 0.73 England Journal of Medicine YTD Free Cash Flow Conversion 3 subsequent t
Slide 4: Third quarter performance
Third quarter performance Total Revenue & Organic Growth Rate* 1 Non - GAAP Gross Profit and Margin* ($MM) ($MM) $1,500 $1,209 $1,260 $1,308 $1,344 $1,050 $1,192 $800 $838 $875 $1,200 $900 $741 $757 $750 $900 $600 $600 $450 $300 $300 +20% +12% +12% +12% +11% $150 61.3% 63.5% 63.5% 64.1% 65.1% $0 $0
Slide 5: 2026 Guidance as of October 29, 2026
2026 Guidance as of October 29, 2026 2026 Annual Revenue and Profitability Guidance Non - GAAP Non - GAAP Adjusted Revenue Gross Profit Margin* Operating Margin* EBITDA Margin* 1 Objectives & considerations • Gross margin expansion: USD – Improved freight Previous 5.18 – 5.25 and manufacturing ~64%
Slide 6: Appendix
Appendix Revenue Data and GAAP Reconciliations
Slide 7: Itemized Reconciliation between GAAP and Financial Measures
DexCom, Inc. Itemized Reconciliation between GAAP and Non - GAAP Financial Measures Three Months Ended September 30, Three Months Ended September 30, (In millions) 2026 2025 (In millions, except per share data) 2026 2025 GAAP gross profit $ 864.4 $ 731.4 GAAP net income $ 275.1 $ 283.8 Amortization
Slide 8: Trended Quarterly and Annual Revenue Metrics by Geography
DexCom , Inc. Trended Unaudited Quarterly and Annual Revenue Related Metrics by Geography Total Company 2024 – 2026 YTD Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 YTD'24 YTD'25 YTD'26 Revenue Metrics By Geography US Revenue (millions) $ 653.2 $ 731.9 $ 701.9 $ 802.8 $ 750.5 $
Slide 9: Trended Quarterly and Annual Organic Revenue Metrics
DexCom , Inc. Trended Unaudited Quarterly and Annual Organic Revenue Metrics Total Company 2024 – 2026 YTD Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 YTD'24 YTD'25 YTD'26 (1) Organic Revenue INT'L Revenue - Reported $ 267.8 $ 272.4 $ 292.3 $ 310.7 $ 285.5 $ 316.1 $ 357.4 $ 368
Slide 10: Definitions related to Financial Measures
DexCom, Inc. Definitions related to Non - GAAP Financial Measures Amortization of intangible assets – We are required under GAAP to record the fair values of the intangible assets of the entity on our balance sheet and amortize them over their useful lives. We exclude these non - cash amortization c