Just caught Tandem's Q4 numbers and they're actually looking pretty solid. Revenue hit $290M, up 15% year-over-year, which beat Wall Street's $276M estimate by over 5%. The EPS surprise was even more impressive—came in at -$0.01 versus expectations of -$0.05, so that's an 80% beat.

What stood out to me was the pump shipment performance. Tandem moved 38,000 units globally, ahead of analyst estimates, with international markets showing strong momentum at 11,000 units. Domestically, they shipped 27,000 pumps. On the revenue side, pump sales globally were $140M, up 12.8% year-over-year, while supplies and consumables hit $150M with a solid 17.2% growth. International supplies revenue jumped 21.3%, which signals real demand outside the US.

Geographic breakdown: US revenue was $210M (slight 1.9% decline), but international pulled in $80M. The supplies segment is clearly the growth engine here—both domestically and abroad posting double-digit gains.

Stock's down 8.7% over the past month though, underperforming the broader market. Tandem currently sits at Zacks Rank 3 (Hold), suggesting it could trade in line with the market near-term. Worth watching if you're into healthcare tech names.