Tariff Pressures Creep Into Dexcom’s Margin Outlook Despite Domestic Manufacturing Shield

Company Expects $20 Million Hit From Component Cost Inflation Passed Down By Suppliers.

Dexcom’s relatively strong position amid tariff-related uncertainty is rooted in its long-standing investments in domestic manufacturing, but raw material inflation is driving cost concerns even in the face of operational efficiencies.

Blue shipping container labeled "TARIFFS" sitting on US flag.
The CGM maker has also faced cost escalation in freight, notably due to its use of chartered air shipments to meet robust demand and maintain a 60- to 90-day inventory buffer. (Tama2U/Shutterstock)

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