-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。DXCMは、2026年第1四半期の売上高が前年同期比15%増（オーガニック成長率12%）の11億9,200万ドルに達しました。これは、米国での11%増、海外での26%増によるものです。調整後EPSは0.56ドルで、前年同期比75%増となりました。調整後営業利益率は、前年同期比840ベーシスポイント（bps）上昇し22.2%となりました。これは、製品構成の改善と業務効率化策により、粗利益率が600bps改善し63.5%となったことが要因です。最近米国で発売された15日間持続血糖モニタリング（CGM）システム「G7」は、デバイス間の装着時間を延長し、精度を向上させています。また、インスリン非使用者向けの市販製品「Stelo」には、新たにスマート食事記録機能が導入されました。経営陣は、2026年の調整後営業利益率の見通しを23%～23.5%に引き上げる一方、売上高見通しは51億6,000万ドル～52億5,000万ドルで据え置きました。当社は、DXCMが24億2,000万ドルの現金および現金同等物とマイナスの純負債を保有しており、財務上の柔軟性を十分に維持していると見ています。DXCMの長期的な戦略見通しに関するより詳細な概要は、5月27日に開催される株主・アナリスト向け説明会で発表されると予想しています。
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