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DexCom, Inc.

DexCom, Inc.

NASDAQ•DXCM
CEO: Mr. Kevin Ronald Sayer
セクター: Healthcare
業種: Medical - Devices
上場日: 2005-04-14
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally. The company provides its systems for use by people with diabetes, as well as for use by healthcare providers. Its products include Dexcom G6 and Dexcom G7, integrated CGM systems for diabetes management; Dexcom Share, a remote monitoring system; Dexcom Real-Time API, which enables authorized third-party software developers to integrate real-time CGM data into their digital health apps and devices; and Dexcom ONE, that is designed to replace finger stick blood glucose testing for diabetes treatment decisions. It has also submitted FDA review for Dexcom Stelo for people with type 2 diabetes. The company has a collaboration and license agreement with Verily Life Sciences LLC and Verily Ireland Limited to develop blood-based or interstitial glucose monitoring products. It markets its products directly to endocrinologists, physicians, and diabetes educators. The company was incorporated in 1999 and is headquartered in San Diego, California.
連絡先情報
6340 Sequence Drive, San Diego, CA, 92121, United States
858-200-0200
www.dexcom.com
時価総額
$27.46B
PER (TTM)
32.4
29.8
配当利回り
--
52週高値
$93.25
52週安値
$54.11
52週レンジ
41%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.26B+0.00%
直近4四半期の推移

EPS

$0.69+0.00%
直近4四半期の推移

フリーCF

$0.00+0.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Quarterly Revenue Growth Strong Revenue reached $1.21B USD for Q3 2025, marking a 22% increase compared to Q3 2024 $994.2M.
Net Income More Than Doubles Q3 2025 Net Income was $283.8M USD, reflecting a substantial 111% increase over the $134.6M reported in 2024.
Gross Profit Margin Expansion Gross Profit hit $731.4M USD, up 23% from $593.8M in Q3 2024, driven by higher manufacturing volume absorption.
Strong Liquidity Position Maintained Total cash, cash equivalents, and marketable securities stood at $3.32B USD as of September 30, 2025.

リスク要因

Regulatory Compliance Challenges Failure to satisfy FDA requirements regarding the March 2025 warning letter could result in product restrictions or mandatory recall.
Pricing Pressure From Payors Decreasing product prices due to managed care organizations and CMS competitive bidding proposals may harm revenue.
Litigation Outcome Uncertainty Securities class action and derivative lawsuits face uncertainty; adverse outcomes could materially affect financial condition.
Supply Inefficiencies Impact Margin Gross margin improvement offset by supply availability issues, lower production yield, and total replacement costs incurred.

見通し

Future Product Development Focus Plans include developing next-generation technologies focused on improved performance and intelligent insulin administration capabilities.
Expanding Market Opportunities Exploring offerings for pre-diabetes, obese, pregnant populations, and hospital settings using existing CGM expertise.
Debt Repayment Strategy Set Intend to repay the outstanding $1.21B USD balance of the 2025 Senior Convertible Notes in cash at maturity.
Share Repurchase Program Active Board authorized up to $750.0M USD repurchase program running through June 30, 2026, subject to market conditions.

同業比較

売上高 (TTM)

Teva Pharmaceutical Industries LimitedTEVA
$17.26B
+4.3%
Labcorp Holdings Inc.LH
$13.77B
+8.3%
Smith & Nephew plcSNN
$11.61B
+9.9%

粗利益率 (最新四半期)

BioNTech SEBNTX
90.2%
+4.6pp
Biogen Inc.BIIB
78.2%
-9.8pp
Insulet CorporationPODD
72.2%
+2.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TEVA$38.97B27.320.1%42.7%
BIIB$28.84B22.37.3%23.6%
NTRA$28.53B-91.5-25.1%10.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.7%
安定成長
4四半期純利益CAGR
36.4%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月29日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月30日|
    売上高: $1.21B+21.6%
    |
    EPS: $0.73+108.6%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月30日|
    売上高: $1.16B+15.2%
    |
    EPS: $0.46+27.8%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $1.04B+12.5%
    |
    EPS: $0.27-28.9%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月18日|
    売上高: $4.03B+11.3%
    |
    EPS: $1.46+1.4%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月24日|
    売上高: $994.20M+2.0%
    |
    EPS: $0.35+12.9%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月25日|
    売上高: $1.00B+15.3%
    |
    EPS: $0.36+20.0%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年4月25日|
    売上高: $921.00M+24.2%
    |
    EPS: $0.38+192.3%
    予想を上回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月8日|
    売上高: $3.62B+24.5%
    |
    EPS: $1.44+63.6%
    予想を上回る