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Tactile Systems Technology TCMD Rental Product Service — Cost Of Revenue

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Other financials

Income statement

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Revenue$85.7M+8.6%
Gross profit$65.3M+11.2%
Operating income$6.8M+67.2%
Net income$7.8M+142%
EPS (diluted)$0.34+143%

Balance sheet

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Cash & equivalents$69.9M-14.3%
Total debt$14.4M-63.4%
Total equity$223.8M+14.8%
Total assets$279.7M+2.4%

Cash flow

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Operating cash flow$3.3M-77.9%
CapEx$1.3M+247%
Free cash flow$2.0M-86.3%

Valuation

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Market cap$665.41M+145%
Enterprise value$609.92M+166%
P/E26.8×+8.8×
P/S1.9×+1.0×

Profitability

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Gross margin76.8%+2.1pp
Operating margin10%+3.7pp
Net margin7.1%+2.0pp
FCF margin7.7%-5.6pp

Returns & leverage

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Return on equity11.9%+4.2pp
Debt / equity0.1×-0.1×
Current ratio4.1×+0.3×

Where this comes from

Reported directly by Tactile Systems Technology in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: Tactile Systems Technology’s 10-Q, filed August 10, 2026.

Filed
Aug 10, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001104659-26-093352
(In thousands, except share and per share data)Three Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Total revenue85,69878,905160,965140,173
Cost of revenue
Cost of sales revenue17,62817,48332,88731,374
Cost of rental revenue2,7212,6295,1154,660
Total cost of revenue20,34920,11238,00236,034
Gross profit
Gross profit - sales revenue58,86153,048110,56891,626
Gross profit - rental revenue6,4885,74512,39512,513

Item 1. Financial Statements

FAQ

What is Tactile Systems Technology's rental product service — cost of revenue?
Tactile Systems Technology (TCMD) reported rental product service — cost of revenue of $2.72M in Q2 2026.
How has Tactile Systems Technology's rental product service — cost of revenue changed year-over-year?
Tactile Systems Technology's rental product service — cost of revenue increased by 3.5% year-over-year, from $2.63M to $2.72M.
What is the long-term trend for Tactile Systems Technology's rental product service — cost of revenue?
Over 4 years (2021 to 2025), Tactile Systems Technology's rental product service — cost of revenue has grown at a 2.7% compound annual growth rate (CAGR), from $9.62M to $10.69M.
What does rental product service — cost of revenue mean?
This metric captures the direct costs incurred to provide rental medical devices and related services to patients, including maintenance, logistics, and equipment depreciation. It represents the essential expenditures required to sustain the rental business model and fulfill patient service obligations. Monitoring this cost helps assess the operational efficiency and direct expense management of the rental product segment.

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