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Dexcom Inc 8-K Filings

DXCM NASDAQ

Every 8-K that Dexcom Inc (DXCM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow DXCM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DXCM filings page.

Rhea-AI Summary

Dexcom reported financial results for the quarter ended June 30, 2026. Revenue grew 13% year-over-year to $1.308 billion, with U.S. revenue up 11% and international revenue up 19%. GAAP gross margin was 63.4% and non-GAAP gross margin 64.1%. GAAP operating income was $318.3 million, a 24.3% margin, while non-GAAP operating income was $328.3 million, or 25.1% of revenue. GAAP net income was $249.1 million, or $0.64 per diluted share, and non-GAAP net income was $269.1 million, or $0.70 per diluted share. Adjusted EBITDA was $421.3 million.

Strategic updates included a 2026 Investor Day, positive CONNECT trial results in type 2 diabetes patients not using insulin, and the launch of a redesigned Stelo app with AI-driven insights. Dexcom raised the midpoint of 2026 revenue guidance to $5.18–$5.25 billion and increased targets for Non-GAAP Gross Profit Margin to about 64%, Non-GAAP Operating Margin to 23.5–24%, and Adjusted EBITDA Margin to 31.5–32%. As of June 30, 2026, Dexcom held $1.95 billion in cash, cash equivalents and marketable securities, with its revolving credit facility undrawn.

Rhea-AI Summary

Dexcom, Inc. reported the results of its 2026 Annual Meeting of Stockholders. At the record date, there were 385,872,977 shares of common stock outstanding and entitled to vote, and 336,525,352 shares were present in person or by proxy, establishing a quorum.

Stockholders elected twelve directors to serve until the 2027 annual meeting or earlier departure. They also ratified Deloitte & Touche LLP as Dexcom’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 336,046,596 votes for and 373,544 against. In addition, stockholders approved, on a non-binding advisory basis, the compensation of Dexcom’s named executive officers, with 277,111,475 votes for and 36,664,959 against.

Rhea-AI Summary

Dexcom, Inc. used its 2026 Investor Day to outline long-term growth and profitability goals and announce a major capital return plan. The company is targeting organic revenue growth of at least 10% every year through 2030, with 2030 non-GAAP gross margin of 67–69%, non-GAAP operating margin of 29–30%, and adjusted EBITDA margin of 36–37%.

Dexcom’s board also authorized a new share repurchase program of up to $1.0 billion of common stock, with repurchases permitted through June 30, 2027. At the same time, the board terminated the prior repurchase program, which had $250.0 million remaining. Repurchases are discretionary and may be made in the open market, privately negotiated transactions, or under Rule 10b5-1 trading plans, in accordance with Rule 10b-18 and other laws.

Rhea-AI Summary

Dexcom, Inc. reported strong first quarter 2026 results with faster growth and higher profitability. Revenue rose 15% year-over-year to $1.1919 billion, driven by 11% U.S. growth and 26% international growth. GAAP gross margin improved to 62.9% and non-GAAP gross margin reached 63.5%.

GAAP operating income increased to $255.3 million, or 21.4% of revenue, while non-GAAP operating income was $264.4 million, or 22.2% of revenue, reflecting sizable margin expansion versus 2025. GAAP net income nearly doubled to $199.5 million, or $0.51 per diluted share, and non-GAAP diluted EPS rose to $0.56.

Dexcom ended March 31, 2026 with $2.42 billion in cash, cash equivalents and marketable securities and no borrowings on its revolving credit facility. The company highlighted progress with its G7 15 Day CGM U.S. launch and Stelo platform, and raised 2026 guidance for non-GAAP operating and Adjusted EBITDA margins while reiterating revenue and non-GAAP gross margin targets.

Rhea-AI Summary

Dexcom announced that Executive Chairman Kevin R. Sayer will return from his temporary leave of absence on March 2, 2026, resuming his leadership role and responsibilities. Lead Independent Director Mark Foletta will return to his prior duties once Sayer is back.

Under a new letter agreement effective March 2, 2026, Sayer will receive an annual base salary of $610,000 and a grant of restricted stock units with a fair value of $2,350,000, vesting in full on March 8, 2027, contingent on his continued service. His previously granted equity awards will continue to vest under their existing terms, and he remains eligible for standard executive benefit plans, but will no longer participate in Dexcom’s Amended and Restated Severance & Change in Control Plan as an executive officer.

Rhea-AI Summary

Dexcom expanded its Board of Directors to twelve members and appointed Rick Osterloh, a senior Google executive, as an independent director effective February 26, 2026, with his term running until the 2026 annual meeting of stockholders.

Osterloh will serve on the Compensation Committee and Technology Committee. Upon appointment, he received restricted stock units with a fair value of $500,000, vesting annually over three years, and he is eligible for a pro-rated 2026 annual RSU award valued at $101,027. All non-employee director equity vests in full upon a change in control of Dexcom.

Rhea-AI Summary

Dexcom reported strong fourth quarter and full-year 2025 results, with revenue reaching $1.260 billion in Q4, up 13% year over year, and $4.662 billion for 2025, up 16%.

Profitability improved meaningfully. Q4 GAAP operating income rose to $323.0 million (25.6% margin), while full-year GAAP operating income reached $911.8 million (19.6% margin). GAAP net income for 2025 increased to $836.3 million, or $2.09 per diluted share.

The company highlighted the U.S. launch of its Dexcom G7 15 Day system, FDA clearance for Dexcom Smart Basal, and expanded reimbursement in Québec. Dexcom ended 2025 with $2.00 billion in cash, cash equivalents and marketable securities and reiterated 2026 guidance, including revenue of $5.16–$5.25 billion and non-GAAP operating margin of approximately 22–23%.

Rhea-AI Summary

Dexcom, Inc. filed a current report describing upcoming preliminary financial disclosures and business updates. President and CEO Jake Leach is scheduled to present at the J.P. Morgan 44th Annual Healthcare Conference on January 12, 2026, where he will discuss preliminary, unaudited results for the fourth quarter and full fiscal year 2025, as well as an initial financial outlook for fiscal 2026 and other information. These preliminary figures are subject to finalization in connection with Dexcom’s Form 10-K for the year ended December 31, 2025.

The report states that the presentation, together with two related press releases dated January 12, 2026 and January 7, 2026, includes forward-looking statements about revenue, margin guidance and strategic opportunities, which are subject to risks and uncertainties. The press releases are furnished as exhibits and are not deemed filed for liability purposes under the Exchange Act.

8-K
Rhea-AI Summary

Dexcom, Inc. (DXCM) furnished an 8‑K to announce financial results for the quarter ended September 30, 2025. The results were released via a press release furnished as Exhibit 99.1.

The company stated that the information under Item 2.02, including Exhibit 99.1, is furnished and not deemed “filed” under the Exchange Act, and is not incorporated by reference into other filings except as specifically referenced. The submission also includes the Cover Page Interactive Data File (Inline XBRL).

Rhea-AI Summary

Dexcom expanded its Board and added new expertise. On October 24, 2025, the Board increased its size to ten directors and appointed Dr. Euan Ashley as a director, effective immediately, with a term expiring at the 2026 annual meeting. He joins the Nominating and Governance Committee and the Technology Committee; Kyle Malady steps down from the Nominating Committee and remains Technology Committee chair.

The Board also approved increasing the Board to eleven directors effective January 1, 2026, and confirmed the previously announced appointment of Jacob S. Leach effective that date, contingent on continued service. Dr. Ashley was deemed an independent director and received an initial $500,000 RSU grant vesting over three years, and will be eligible for an annual $345,000 RSU grant around the 2026 annual meeting; non‑employee director awards accelerate upon a change in control.

Rhea-AI Summary

DexCom, Inc. announced that its Chief Executive Officer and Chairman, Kevin R. Sayer, has taken a temporary medical leave of absence effective September 14, 2025. To ensure continuity, the Board appointed Jacob S. Leach, the company’s President and Chief Operating Officer, to serve as interim principal executive officer while retaining his current responsibilities.

The Board also named Mark Foletta, the Lead Independent Director, as interim chairman of the Board. Neither Mr. Leach nor Mr. Foletta will receive additional compensation for these interim roles. The company states there is no special arrangement under which Mr. Leach was selected, no family relationships between him and other directors or executives, and no related-party transactions involving him that require disclosure.