DXCM at a glance
Dexcom (DXCM, SEC CIK 1093557) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Dexcom (DXCM) reported revenue of $4.7 billion (up 15.6% from FY2024) and net income of $836.3 million. Diluted EPS was $2.09.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Dexcom (DXCM) shares worth $11.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Stern Sadie on September 28, 2026 of 2,565 shares at $86.15 per share.
- In the last 90 days, DXCM insiders reported 0 open-market purchases ($0) and 18 open-market sales ($9.1M) on Form 4, a net sale of $9.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.7B
- +15.6% vs prior year
- Insiders · 90 days
- 0 buys · 18 sells
- Net −$9.1M
- 13F holders
- 39 funds
- $11.2B · +3 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Design, development, and commercialization of continuous glucose monitoring (CGM) systems for diabetes and metabolic health management
- New product launched: Stelo, first over-the-counter glucose biosensor for prediabetes and Type 2 diabetes adults not using insulin (U.S. launch Aug 2024)
- Strategic shift: Expanded market beyond insulin-using diabetics to prediabetes and broader metabolic health with OTC Stelo product
- Quantitative metric: G7 15 Day system FDA cleared with 15.5-day wear, 8.0% MARD accuracy, coverage by Medicare and Medicaid in majority of U.S. states
- Noteworthy fact: Dexcom ONE+ CGM system received CE Mark approval Nov 2023 and launched in multiple European countries, expanding international presence
Management Discussion & Analysis
- Revenue $4,662M, up 16% YoY from $4,033M driven by 600K-700K net customer additions
- Operating margin 20.0% vs 14.9%, operating income $911.8M up 52% YoY from $600.0M
- Best segment: U.S. distributor revenue $3,195.7M up $371.3M; worst segment: U.S. direct revenue $139.2M up $73.8M (smallest absolute growth)
- Net income $836.3M up 45% YoY with net margin 17.9% vs 14.3%
- Cash from operations supporting R&D ($599.1M), SG&A ($1,291M), no specific buybacks/dividends noted; expectations of adequate liquidity, possible future debt market access for inorganic growth
Risk Factors
- Cybersecurity risk exposure due to integration of cloud-based technology platforms increasing operational costs
- Board Technology Committee delegation for cybersecurity risk oversight with annual compliance reviews to applicable laws and standards
- Key-person dependency on cybersecurity officers with 15-25 years experience and multiple professional certifications managing risk
- Supply chain vulnerability linked to global IT infrastructure managed by CIO with 30 years experience in IT and supply chain
- No specific regulatory, geopolitical, competitive, or financial risk detailed in this section
AI summary of the DXCM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, cash-flow, or capital-deployment figures provided
- Forward-looking statements subject to risks and uncertainties affecting future performance
- Management assumes no obligation to update forward-looking statements
Risk Factors
- No specific new, changed, regulatory, operational, competitive, or financial risk identified in the provided excerpt
- General uncertainty risk: unidentified or currently immaterial risks could materially harm business, financial condition, or results
- Equity-holder risk: adverse risk developments could reduce common-stock value and cause partial or total investment loss
AI summary of the DXCM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Dexcom announced Mr. Sylvain’s promotion on September 14, 2026
- Promotion details and leadership implications appear in Exhibit 99.1 accompanying the filing
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Jereme Sylvain promoted to EVP, Chief Operating Officer and CFO, effective September 14, 2026
- Expanded mandate combines financial leadership with operational oversight
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded to 13 directors with immediate appointment of Glenn S. Boehnlein through the 2027 annual meeting
- Independent director adds oversight to Operations & Innovation and Audit committees
Item 7.01: Regulation FD Disclosure
- Dexcom appointed Mr. Boehnlein to its Board, signaling a governance and strategic leadership change
- Appointment details and rationale are contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Glenn Boehnlein appointed independent director effective September 10, 2026
- Former Stryker CFO brings 20+ years of MedTech finance and operating experience
Item 2.02: Results of Operations and Financial Condition
- DexCom reported financial results for the quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains detailed results and additional information
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.308B, up 13% YoY; international growth 19% outpaced U.S. growth of 11%
- GAAP operating margin 24.3% versus 18.4% in Q2 2025, signaling substantial operating leverage
AI summaries of DXCM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DXCM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Stern Sadie | Sell | Sep 28, 2026 | 2,565 | $86.15 |
| AUGUSTINOS NICHOLAS | Sell | Sep 15, 2026 | 6,539 | $84.04 |
| Brown Michael Jon | Sell | Sep 15, 2026 | 1,700 | $84.04 |
| AUGUSTINOS NICHOLAS | Sell | Sep 14, 2026 | 1,550 | $84.02 |
| Boehnlein Glenn S | A | Sep 10, 2026 | 5,841 | - |
| Sylvain Jereme M | Sell | Sep 10, 2026 | 3,638 | $83.27 |
| Stern Sadie | Sell | Aug 27, 2026 | 2,565 | $88.37 |
| Brown Michael Jon | F | Aug 22, 2026 | 1,451 | $92.34 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.0B | $4.7B |
| Gross Profit | - | $2.4B | $2.8B |
| Operating Income | - | $600.0M | $911.8M |
| Net Income | - | $576.2M | $836.3M |
| Gross Margin | - | 60.5% | 60.1% |
| Op. Margin | - | 14.9% | 19.6% |
| Net Margin | - | 14.3% | 17.9% |
| Balance Sheet | |||
| Total Assets | $6.3B | $6.5B | $6.3B |
| Equity | $2.1B | $2.1B | $2.7B |
| ROE | - | 27.4% | 30.5% |
| Per Share | |||
| EPS | - | $1.42 | $2.09 |
| Cash Flow | |||
| Operating CF | - | $989.5M | $1.4B |
| CapEx | - | $358.8M | $363.5M |
Source: XBRL data in Dexcom (DXCM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DXCM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $11.18B |
| Q1 2026 | 36 | $10.28B |
| Q4 2025 | 37 | $11.45B |
| Q3 2025 | 38 | $11.71B |
| Q2 2025 | 36 | $13.89B |
| Q1 2025 | 33 | $8.15B |
| Q4 2024 | 29 | $8.31B |
| Q3 2024 | 26 | $3.28B |
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- AlTi Global, Inc.+16.0K
- Blackstone Group+7.9K
- Citizens Financial Group+3.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 274 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DXCM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - |
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DXCM SEC filings: frequently asked questions
Are DXCM insiders buying or selling?
In the last 90 days, Dexcom (DXCM) officers, directors and 10% owners reported no open-market purchases and 18 open-market sales worth $9.1 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DXCM stock?
As of June 30, 2026, the largest Dexcom (DXCM) holders among the 13F filers tracked by SignalX were BlackRock ($2.6 billion), Vanguard Capital Management LLC ($1.7 billion), Vanguard Portfolio Management LLC ($1.3 billion), State Street Corp ($1.2 billion), Invesco Ltd ($1.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DXCM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Dexcom (DXCM) reported revenue of $4.7 billion (up 15.6% from FY2024) and net income of $836.3 million. Diluted EPS was $2.09. The figures come from the XBRL data in the 10-K.
What are the main risks in DXCM's latest 10-K?
In the 10-K filed February 12, 2026, Dexcom (DXCM) flagged: Cybersecurity risk exposure due to integration of cloud-based technology platforms increasing operational costs. Board Technology Committee delegation for cybersecurity risk oversight with annual compliance reviews to applicable laws and standards. (AI summary of the Risk Factors section.)
What did DXCM report in its latest 8-K?
Dexcom (DXCM) filed an 8-K on September 14, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Dexcom announced Mr. Sylvain’s promotion on September 14, 2026.
What are the latest DXCM SEC filings?
Dexcom (DXCM) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 30, 2026.
What is DXCM's SEC CIK number?
Dexcom (DXCM)'s SEC Central Index Key (CIK) is 1093557. EDGAR lists every DXCM filing under that number.
Ask anything about DXCM
The research agent reads DXCM's filings, financials, insider trades and 13F holders, then answers with sources.