“Other income (expense), net Other income (expense), net consists primarily of interest and dividend income on our cash, cash equivalents and short-term marketable securities portfolio, foreign currency transaction gains and losses resulting from the effects o…”10-Q · Jul 30, 2026 ↗
DexCom, Inc.
DXCM
Market read
DexCom, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- DXCM's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if DXCM's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- DXCM's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +15.6% year over year.
- Operating margin changed +4.7 percentage points in the latest annual period.
- Net margin changed +3.7 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.72x in the latest annual period.
- Pricing and mix has repeated adverse evidence across 3 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
83.06Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Other income (expense), net Other income (expense), net consists primarily of interest and dividend income on our cash, cash equivalents and short-term marketable securities portfolio, foreign currency transaction gains and losses resulting from the effects o…”10-Q · Jul 30, 2026 ↗
“34 Table of Contents Six Months Ended June 30, 2026 Compared to Six Months Ended June 30, 2025 Research and development expense Research and development expense was relatively flat due to the timing of project spend.”10-Q · Jul 30, 2026 ↗
“Selling, general and administrative expense Selling, general and administrative expense increased primarily due to $83.7 million in higher compensation and related costs, $9.1 million in higher software and data costs, offset by $87.2 million in lower legal e…”10-K · Feb 12, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for DXCM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for DXCM. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind DXCM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ABTAbbott LaboratoriescompetitorFeb 12, 2026 ▾
“In selling our current CGM systems, we compete directly with the Diabetes Care division of Abbott Laboratories; Medtronic plc’s Diabetes Group (which implemented a spinoff of its diabetes business into a separate company called MiniMed); Roche Diabetes Care,…”
Depended on by
BBNXBeta Bionics, Inc.partnerApr 21, 2026 ▾
“We have also partnered with Dexcom and Abbott—global leaders in popular and easy to use iCGM technology—to integrate the iLet with the Dexcom G6 and G7 iCGMs and with Abbott’s FreeStyle Libre 3 Plus Continuous Glucose Monitor (CGM) sensor.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DXCM is currently a Follower in the organic co-movement group Mixed-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.