Just saw Tactile Systems Technology jumped nearly 18 today after dropping their earnings. Pretty solid results honestly - revenue up 21% to $103.6M and they beat analyst expectations on both top and bottom line.



What caught my attention was the breakdown. Their airway clearance products surged 66%, and lymphedema device sales climbed 16%. So it's not just one thing carrying them - they've got multiple growth drivers which is always a good sign. Net income grew 9% to $10.6M per share, hitting $0.46.

The forward guidance for 2026 looks decent too. Management expects 8-11% revenue growth next year, putting them at $357-365M. EBITDA should land between $49-51M. For a medical device company in an aging population, that trajectory makes sense.

I don't see major red flags here. They're executing in niches they understand, and the market tailwinds for medical devices are real. Could be worth watching if you're into healthcare plays. Anyone else holding this or just catching the move today?
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