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DexCom (DXCM) Incurs Narrower Loss in Q4, Beats on Revenues

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DexCom Inc. (DXCM - Free Report) reported loss of 9 cents per share in the fourth quarter of 2016, narrower than the Zacks Consensus Estimate of a loss of 10 cents. DexCom had reported earnings of two cents in the year-ago quarter.

In the reported quarter, total revenue grew to $171.2 million, reflecting an increase of 31% from $130.8 million in the year-ago quarter. This also came in higher than the Zacks Consensus Estimate of $168.0 million.

Stock Performance

The price performance of the stock has been favorable in the last three months. DexCom registered a stable return of 25.74%, outpacing the Zacks classified Medical - Instruments sub-industry’s gain of almost 10.73%.

Operational Details

In the reported quarter, cost of sales increased to $54.5 from $39.6 million in fourth-quarter 2015. This was primarily due to an increase in sales volume.

Research and development expense increased to $29.0 million in the year-ago quarter to $44.0 million. The decrease in research and development expense was primarily due to the absence of a non-cash charge related to Verily Collaboration Agreement incurred in 2015. This was partially offset by additional payroll costs and additional non-cash share-based compensation.

Selling, general and administrative expense totaled $79 million in the reported quarter compared with $61 million during the same quarter in 2015. The rise was primarily due to year-over-year increases in head count in customer support organizations, higher marketing expenses and IT cost.

In the reported quarter, gross profit totaled $117 million, generating a gross margin of 68% compared with a gross profit of $91 million and a gross margin of 70% for the same quarter in the prior year. On a year-over-year basis, gross margin was negatively impacted by sales of G5 Mobile transmitter.

Financial Condition

As of Dec 31, 2016, DexCom had $123.7 million in cash, cash equivalents and short-term marketable securities versus $115.2 million as of Dec 31, 2015.
 

DexCom, Inc. Price, Consensus and EPS Surprise

DexCom, Inc. Price, Consensus and EPS Surprise | DexCom, Inc. Quote

Zacks Rank & Key Picks

Currently, DexCom carries a Zacks Rank #3 (Hold).

Better-ranked stocks in the broader medical sector include Glaukos Corporation (GKOS - Free Report) , Avinger, Inc. (AVGR - Free Report) and Fluidigm Corporation . Notably, all the stocks carry a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Glaukos Corporation has a long-term expected earnings growth rate of approximately 25%. Notably, the stock represents an impressive one-year return of 184.6%.

Avinger projects sales growth of 30.7% for the current year. Additionally, the company posted a positive earnings surprise of 27% in the last quarter.

Fluidigm Corporation has a long-term expected earnings growth rate of 25%. The stock added 1.23% over the last three months.

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