Feed / DXCM

DexCom, Inc.

DXCM

Healthcare · 83.06 -1.7% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

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.

Company-1.7% todayVolume comparison unavailable
Market group0 of 14 activeMixed-Sector · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Healthcare · Medical Devices

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • DXCM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements99
Verified relationships7
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

83.06
6m+27.3%12m+9.3%24m+21.0%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.4B+27.1%$0.53+2.0%
2022-12-31$2.9B+18.8%$0.82-0.3%
2023-12-31$3.6B+24.5%$1.30-0.5%
2024-12-31$4.0B+11.3%$1.42-3.0%
2025-12-31$4.7B+15.6%$2.09-1.7%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
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
Foreign exchangemixed · 5 filings
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
Product pipeline and R&Dmixed · 5 filings
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
Legal and regulatory exposurenegative · 3 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

83.06-1.7% today

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.