DXCMDexcom
We are a medical device company primarily focused on the design, development and commercialization of continuous glucose monitoring, or CGM, systems for the management of diabetes and metabolic health by patients, caregivers, and clinicians around the world. 10-K, Item 1
- Employees
- 11,100
- Headquarters
- San Diego, CA
- CEO
- Jacob Steven Leach
- Next results
- around Jan 11, 2027
What changed
10-K filed Feb 12, 2026 against Feb 18, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 18 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Auditor change | 8-K item 4.01 (change in certifying accountant) filed 2025-03-25 | 10-K · XBRL |
| Critical audit matters changed | New this year: Pharmacy Rebates in the United States (“As disclosed in Note 1 to the financial statements, when revenue is recognized, the Company includes an estimate of variable consideration in the calculation of the transaction price. Variable consideration includes, but is not limited to, rebates, chargebacks, product returns provision, and prompt ”). No longer listed: Estimation of variable consideration for revenue recognition. Same as last year: F-2 | 10-K · XBRL |
| Accounting checks | 9 other checks clear, 2 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 2 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Feb 12, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-18. Quoted as filed.
In the United States and other countries, government and private sector access to health care products continues to be a subject of focus, and efforts to reduce health care costs are being made by third-party payors. Most of our customers rely on third-party payors, including government programs and private health insurance plans, to…
10-K, Item 1A
Accounting checks
latest 10-K9 of 11 clear 2 worth a look. Checks, not verdicts.
- !Auditor change8-K item 4.01 (change in certifying accountant) filed 2025-03-25
- !Critical audit matters changedNew this year: Pharmacy Rebates in the United States (“As disclosed in Note 1 to the financial statements, when revenue is recognized, the Company includes an estimate of variable consideration in the calculation of the transaction price. Variable consideration includes, but is not limited to, rebates, chargebacks, product returns provision, and prompt ”). No longer listed: Estimation of variable consideration for revenue recognition. Same as last year: F-2
- ✓Receivables +20.9% vs revenue +15.6% (+5.3 pts)
- ✓Cash from operations $1.4B vs net income $836.3M (FY ending 2025-12-31)
- ✓Inventory +15.9% vs revenue +15.6% (+0.3 pts)
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 29, 20268-K Quarterly results, Other events 8-K items 2.02, 8.01
- Oct 29, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
Work on DXCM in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/DXCM/export.csv") into a cell.