Health Care
Price
$71.25
+3.47%Market Cap
$27.49B
Day High
$71.57
Day Low
$69.14
DexCom delivered a strong Q1 FY2026 with revenue rising 15.0% YoY to $1.19B, gross margin expanding 610 bps to 62.9%, and operating income nearly doubling to $255.3M, reflecting significant operational leverage.
Key risk: SG&A Cost Pressure
Selling, general & administrative expenses grew 12.8% YoY to $349.7M, representing the largest operating cost line item and outpacing revenue growth on an absolute dollar basis. Sustained increases in SG&A could pressure operating margins if revenue growth moderates. Management will need to demonstrate continued leverage on this cost base.
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