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Tandem Diabetes Care, Inc. 8-K Filings

TNDM NASDAQ

Every 8-K that Tandem Diabetes Care, Inc. (TNDM) 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 TNDM 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 TNDM filings page.

Rhea-AI Summary

Tandem Diabetes Care, Inc. reported second quarter 2026 results with worldwide sales of $254.6 million, a 6% increase from $240.7 million, including U.S. sales of $179.3 million and international sales of $75.3 million. Pump shipments exceeded 33,000 units worldwide, with about 22,000 in the U.S. and 11,000 internationally.

Gross profit was $144.8 million and gross margin improved to 57%, up 460 basis points from 52% a year earlier. GAAP operating loss narrowed to $13.8 million, or negative 5% of sales, from $51.8 million, and GAAP net loss was $21.2 million, or $0.31 per share, compared with $52.4 million, or $0.78 per share. Adjusted EBITDA turned positive at $6.4 million, or 3% of sales.

For full-year 2026, Tandem reaffirmed sales guidance of approximately $1.065 billion to $1.085 billion, with U.S. sales of $730 million to $745 million and international sales of $335 million to $340 million. It expects gross margin of about 56% to 57% and adjusted EBITDA margin of about 5% to 6%, and now anticipates approximately $85 million of non-cash charges. Strategically, the company submitted a 510(k) for Tandem Mobi tubeless capability, gained new FDA clearances and CE Marks for Control-IQ+ in additional indications, expanded sensor compatibility with Dexcom G7 and Abbott FreeStyle Libre 3 Plus, and began the international commercial rollout of Tandem Mobi.

Rhea-AI Summary

Tandem Diabetes Care, Inc. reported results of its 2026 annual stockholder meeting and related governance changes. Stockholders approved amendments to the Amended and Restated Certificate of Incorporation to allow removal of directors with or without cause and to limit officer liability to the maximum extent permitted by Delaware law.

They also approved an amendment to the 2023 Long-Term Incentive Plan increasing the shares of common stock authorized for issuance under the plan by 3,260,000 shares. All nine director nominees were elected, executive compensation was approved on a non-binding advisory basis, and Ernst & Young LLP was ratified as independent registered public accounting firm for the fiscal year ending December 31, 2026.

There were 68,504,233 shares of common stock outstanding on the March 23, 2026 record date, and 57,964,375 shares were present virtually or by proxy at the meeting, reflecting strong stockholder participation in the governance and compensation decisions.

Rhea-AI Summary

Tandem Diabetes Care, Inc. reported that on May 11, 2026, Executive Vice President and Chief Commercial Officer Mark Novara was notified that his employment is being terminated without cause. His last day with the company is scheduled for May 18, 2026. The company stated that its strategy and 2026 goals remain unchanged.

Rhea-AI Summary

Tandem Diabetes Care reported improving first quarter 2026 results with reaffirmed full-year guidance. Sales reached $247.2 million, up 5% from $234.4 million, with $160.8 million from the United States and $86.4 million from international markets. The company shipped more than 29,000 insulin pumps worldwide and achieved a 55% gross margin, up from 51%.

GAAP operating loss narrowed sharply to $17.4 million from $120.9 million, and GAAP net loss improved to $20.4 million from $130.6 million. Adjusted EBITDA turned positive at $2.7 million versus negative $79.9 million, and free cash flow was $4.8 million compared to negative $21.2 million. Cash, cash equivalents and short-term investments increased to $570.3 million from $292.7 million, alongside a rise in convertible senior notes to $601.8 million from $310.0 million after closing a 0.00% convertible debt offering.

The company reaffirmed 2026 guidance, including expected sales of about $1.065 billion to $1.085 billion, gross margin of 56%–57% of sales, and adjusted EBITDA margin of 5%–6% of sales, supported by initiatives such as a pay-as-you-go reimbursement model and expansion of its Tandem Mobi ecosystem.

Rhea-AI Summary

Tandem Diabetes Care completed a private offering of $300.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2032. The notes are senior unsecured, pay no regular interest, and mature on March 15, 2032, unless earlier converted, redeemed or repurchased.

Holders can convert under specified stock price and trading conditions before December 15, 2031, and at any time thereafter until shortly before maturity. The initial conversion rate is 27.0362 shares per $1,000 principal amount, implying a conversion price of about $36.99 per share, a premium of roughly 37.5% to the $26.90 share price on February 24, 2026.

Net proceeds were about $290.7 million, with $15.3 million used to purchase capped call transactions that are designed to reduce potential dilution or offset cash payments above principal on conversion. The remaining proceeds are earmarked for general corporate purposes, including possible acquisitions, investments, working capital, operating expenses and capital expenditure.

Rhea-AI Summary

Tandem Diabetes Care reported record fourth-quarter 2025 results, with worldwide sales of $290.4 million and pump shipments of 38,000. GAAP gross margin reached a record 58%, generating operating income of $8.3 million, while net loss for the quarter was a modest $0.6 million.

For full-year 2025, worldwide sales rose to $1.015 billion, up 12% on a non-GAAP basis, with more than 126,000 pumps shipped and gross margin expanding to 54%. However, GAAP net loss widened to $204.7 million and adjusted EBITDA was negative $46.1 million, pressured by a $75.2 million acquired in-process R&D charge and other costs.

For 2026, the company guides sales to $1.065–$1.085 billion, gross margin of 56–57%, and adjusted EBITDA margin of 5–6%. Guidance reflects a U.S. transition to a pay-as-you-go pharmacy model and direct international operations, including an estimated $70–$80 million sales headwind from the new U.S. model.

Rhea-AI Summary

Tandem Diabetes Care (TNDM) expanded its Board to nine directors and appointed Sandra Beaver effective November 7, 2025, with her term expiring at the 2026 Annual Meeting. She joins the Audit Committee and the Cybersecurity and Data Privacy Committee. Under the company’s director compensation policy, Ms. Beaver received an initial RSU award of 20,242 shares (valued at $300,000) vesting one-third annually. She is eligible for annual cash retainers of $60,000 for Board service, plus $11,000 and $6,000 for the two committees, and an annual RSU around $180,000.

Rhea-AI Summary

Tandem Diabetes Care (TNDM) furnished a press release reporting its financial results for the quarter ended September 30, 2025. The release is provided as Exhibit 99.1 and incorporated by reference in this report.

The company notes that the information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, and therefore is not subject to Section 18 liability of the Exchange Act or automatically incorporated into other filings unless specifically referenced.