Sight Sciences returns to growth with TearCare reimbursement gains, but scrubs China tariff risk

Filed May 6, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 8, 2025 · ~2 min read

Key Changes

• high

  Company removed all disclosure of 145% China tariffs and manufacturing concentration risk that was extensively detailed in prior quarter, despite ongoing reliance on China-based production through 2026.

  Risk Factors verify on EDGAR →
• high

  TearCare revenue surged 244% YoY to $1.4M after two Medicare contractors established fee schedules in Q4 2025, reversing prior year's 61% decline caused by October 2024 price increase.

  MD&A: Interventional Dry Eye Revenue verify on EDGAR →
• high

  Q1 revenue grew 12.5% YoY to $19.7M, reversing prior year's 9.1% decline, driven by OMNI unit volume gains and TearCare reimbursement progress.

  MD&A: Revenue verify on EDGAR →