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Hinge Health, Inc. Class A (HNGE)
NYSE:HNGE
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial momentum: robust revenue growth, high margins, exceptional free cash flow generation, meaningful AI-driven efficiency gains, high retention, and large commercial expansion (24.6M contracted lives). Management provided confident 2026 guidance while noting deliberate investments and conservatism (e.g., limited near-term revenue from Hinge Select and flat ASP assumptions). Key risks and watch items include slower guided growth in 2026 versus 2025, still-low engagement yield relative to long-term benchmarks, delayed monetization of Hinge Select, and potentially confusing buyback disclosures that reduced cash. Overall, positive execution and durability of the business were the dominant themes, with a few strategic and timing-related caveats to monitor.Company Guidance
Strong Revenue Growth
Q4 revenue of $171M, up 46% year-over-year; full year 2025 revenue of $588M, up 51% year-over-year; LTM calculated billings of $671M, up 44% year-over-year.
Exceptional Profitability and Cash Generation
Q4 operating margin of 28% and full year 2025 operating margin of 20% (vs negative 7% in 2024); generated $62M free cash flow in Q4 and $180M for the full year 2025, representing a 36% and 31% free cash flow margin respectively.
Industry-Leading Efficiency (Rule of 40)
Rule of 40 metric of 82 in Q4 and 81 for full year 2025 — more than double the 40 standard, driven by high growth and strong free cash flow margins.
Rapid Commercial Expansion
Added ~4.8M net new contracted lives in 2025 to reach ~24.6M contracted lives across ~2,800 clients (25% YoY client growth); ended 2025 with ~783,000 active members, a 47% increase year-over-year.
Yield and Engagement Improvements
Yield (enrollment/engagement) improved over 50 basis points from 3.4% at end-2024 to 3.9% at end-2025; lifetime member activity surpassed 100M sessions with 41M sessions in 2025 (about 52 sessions per active member annualized).
Operational Leverage from AI
Served 47% more members in 2025 while keeping care team costs flat; average asynchronous care team time fell 28% from March 2025 in one quarter; AI care assistant 'Robin' has a 92% positive rating among early users.
High Retention and Clinical Validation
Annual client retention of 97% in 2025; net dollar retention well above 110%; published 21st peer‑reviewed outcomes study showing 60% fewer imaging visits for chronic back program participants at three months versus control.
Confident 2026 Guidance and Capital Position
Q1 2026 revenue guide $171–173M (approx. 39% YoY at midpoint); full year 2026 revenue guide $732–742M (approx. 25% YoY at midpoint), and projected non-GAAP operating margin ~21% for 2026. End-of-quarter cash and equivalents $479M and board authorized share repurchase program (up to $250M).
HNGE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HNGE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $33.05 | $38.76 | +17.28% |
Nov 04, 2025 | $53.44 | $45.39 | -15.06% |
Aug 05, 2025 | $48.22 | $60.55 | +25.57% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Hinge Health, Inc. Class A (HNGE) report earnings?
Hinge Health, Inc. Class A (HNGE) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Hinge Health, Inc. Class A (HNGE) earnings time?
Hinge Health, Inc. Class A (HNGE) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HNGE EPS forecast?
HNGE EPS forecast for the fiscal quarter 2026 (Q1) is 0.38.