Tandem Diabetes Care Inc 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 Commission File Number 001-36189 Tandem Diabetes Care, Inc. (Exact name of registrant as specified in its charter) (858) 366-6900(Registrant’s telephone number, including area code) Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.YesNo☐Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or an emerging growthcompany. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the ExchangeAct. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒As of May4, 2026, there were 68,529,089 shares of the registrant’s Common Stock outstanding. TABLE OF CONTENTS TANDEM DIABETES CARE, INC.CONDENSED CONSOLIDATED BALANCE SHEETS(In thousands, except par value) Three Months Ended March 31,20262025Sales$247,221$234,422Cost of sales110,433116,015Gross profit136,788118,407Operating expenses:Selling, general and administrative108,187113,853Research and development46,03550,215Acquired in-process research and development expenses—75,217Total operating expenses154,222239,285Operating loss(17,434)(120,878)Other income (expense), net:Interest income and other income, net3,6264,193Interest expense(2,204)(1,862)Loss from equity method investments(3,865)(3,542)Total other income (expense), net(2,443)(1,211)Loss before income taxes(19,877)(122,089)Income tax expense5168,467Net loss$(20,393)$(130,556)Other comprehensive income (loss):Unrealized gain (loss) on short-term investments$(1,027)$423Unrealized gain on cash flow hedges1,702—Foreign currency translation gains (losses)(1,224)1,599Comprehensive loss$(20,942)$(128,534)Net loss per share - basic and diluted$(0.30)$(1.97)Weighted average shares used to compute basic and diluted net loss per share68,39766,404 TANDEM DIABETES CARE, INC.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY(Unaudited)(In thousands) TANDEM DIABETES CARE, INC. NOTES TO UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 1. Organization and Basis of Presentation The Company Tandem Diabetes Care, Inc. is a global insulin delivery and diabetes technology company focused on the design,development, and commercialization of technology solutions that reduce the burden of diabetes management. Tandem Diabetes Care,Inc. is incorporated in the state of Delaware. Unless the context requires otherwise, the terms the “Company” or “Tandem” refer toTandem Diabetes Care, Inc., together with its wholly-owned subsidiaries. The Company’s strategy is to offer flexibility and choice in intelligent insulin delivery systems through an accessibleportfolio of market-leading pumps, applications and insights. In support of this strategy, the Company’s pump platforms include t:slimX2 and Tandem Mobi (Mobi). Both pumps feature Control-IQ+ technology, which is the Company’s most advanced algorithm formanaging insulin delivery, using information received from integrated continuous glucose monitoring (CGM) sensors. New softwarefor the insulin pumps may be updated remotely by the individual users as new advancements become available. The insulin pumps arecompatible with other complementary digital health offerings, such as the Company’s mobile application and cloud-based diabetesmanagement applications. The Company’s insulin pumps are durable medical devices designed for multiple years of daily use. Inaddition, the Company sells disposable supplies used in conjunction with the pumps, which are replaced periodically. These suppliesinclude cartridges for storing insulin, and infusion sets that contain a cannula and connect the pump to a user’s body to administerinsulin. Basis of Presentation and Principles of Consolidation The Company has prepared the accompanying unaudited condensed consolidated financial statements in accordance withaccounting principles generally accepted in the United States of America (U.S. GAAP) for interim financial in