Tandem Diabetes Care, Inc. (TNDM)

In February 2026, Tandem reported record quarterly sales of $290.4 million and initiated the launch of Android mobile control for the Tandem Mobi system. In March 2026, Tandem Mobi became compatible with Android smartphones. In April 2026, Tandem announced upcoming conference presentations and received FDA clearance for its Control-IQ+ Automated Insulin Delivery Technology for use in pregnancy in Type 1 Diabetes. In May 2026, Tandem announced its first-quarter 2026 financial results, reporting record Q1 sales of $247.2 million and pump shipments, with shares gaining +11.0% following the earnings announcement.

Tandem Diabetes Care has indicated that seasonality and other factors affect the timing of purchases of its products. The company's Q1 2026 earnings call mentioned that new starts declined both sequentially and year over year due to standard seasonal patterns. The company anticipates a seasonal curve for pump shipment growth in Q2 2026 similar to 2025.

Tandem Diabetes Care, Inc., based in San Diego, California, specializes in technology solutions for insulin-dependent diabetes, operating within the Health Technology sector and Medical Devices industry. Its major products include the t:slim X2 Insulin Pump, featuring a touchscreen and integration with CGM systems, the Tandem Mobi System, the world's smallest durable automated insulin delivery system, t:connect, a web-based data management application, Sugarmate, a mobile app, and the Tandem Device Updater. The company also sells disposable products like insulin cartridges and infusion sets.

Tandem Diabetes Care, Inc. designs, develops, and commercializes its products in the United States and internationally. The company has subsidiaries in the U.S., Canada, and the Netherlands, and also operates in Switzerland. While North America is a primary revenue source, Tandem is actively expanding internationally, including direct commercial operations in select European countries. In Q1 2026, U.S. sales were $160.8 million, and international sales reached a company-record $86.4 million.

Tandem Diabetes Care has a strong brand reputation in the diabetes management sector, recognized for its innovative insulin pump solutions and hybrid closed-loop systems. The company's commitment to enhancing user experience and clinical outcomes has solidified its position in the global diabetes technology market. Events that have positively impacted Tandem Diabetes Care's reputation include FDA Clearance for Control-IQ+ in Pregnancy, the launch of Tandem Mobi for Android, record sales and pump shipments, and positive EBITDA.

Tandem Diabetes Care, Inc. ownership is a mix of institutional, retail, and individual investors. Approximately 46.20% of the company's stock is owned by Institutional Investors, 0.79% by Insiders, and 53.01% by Public Companies and Individual Investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Sessa Capital IM, L.P. Douglas A. Roeder is the largest individual shareholder, owning 3.69 million shares, representing 5.40% of the company.