Definitive Healthcare Corp (DH)
NASDAQ:DH
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.07Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: near-term top-line pressures persist, driven by the life sciences segment and a shift to shorter-duration deals (reflected in declines in revenue, deferred revenue, and RPO). Offsetting these headwinds are stronger-than-expected profitability and margin expansion, solid cash generation (~$50M trailing FCF), meaningful operational progress on data quality (claims remediation), faster and more numerous integrations, professional services acceleration (+25% YoY), and a clear AI/innovation roadmap that management expects will drive improved retention and future monetization. The company beat guidance on profit metrics and is maintaining full-year targets while investing in strategic initiatives to return to growth, but material execution is still required to translate operational improvements into sustained top-line growth.Company Guidance
Revenue Performance vs Guidance
Reported total revenue of $55.9M, which was at the high end of guidance despite a 6% year-over-year decline; Q1 performance and beat on guidance support the company’s full-year targets.
Profitability and Margin Expansion
Adjusted EBITDA of $15.3M with a 27% margin, expanding ~260 basis points year over year; adjusted gross profit $45.2M and adjusted gross margin of 81%, up ~150 basis points year over year.
Strong Cash Generation
Unlevered free cash flow of approximately $50M on a trailing 12-month basis and $18M generated in Q1; trailing-12-month operating cash flow $39.3M, providing flexibility for investments.
Professional Services Growth
Professional services revenue increased 25% year over year, driven by traditional analytics engagements and ramping digital activation activity.
Improvements in Retention and Win-backs
Net dollar retention improved year over year on a trailing 12-month basis; the company reported its highest win-back quarter in over three years and highlighted several six-figure win-backs, plus ~160 customers won back last year and more than 50 this quarter.
Integrations and Speed Gains
Completed nearly 50 new integrations in Q1 (and 75% more integrations over the last six months vs prior six months); average integration time reduced from >100 days to ~45 days in Q1; introduced HubSpot integration and enhanced Salesforce integrations.
Data Quality & Claims Remediation
Fall expansion pack and additional data sources improved claims breadth/quality; management states claims data has returned to and is above historical levels, reducing a prior headwind.
Innovation and AI Roadmap
Shift toward AI-enabled products with first AI-enabled solutions expected later in the quarter; increased capitalized software development (~$3M, up over $1.5M YoY) and plans to democratize access to insights to drive retention and future pricing power.
Digital Activation Traction
More than 30 agencies signed, with over half actively generating bookings (up from roughly a third last quarter); benchmark showed audiences delivered a 63% higher click-through rate than a leading competitor.
DH 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
DH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $0.92 | $0.95 | +3.25% |
Feb 26, 2026 | $1.40 | $1.28 | -8.57% |
Nov 06, 2025 | $2.65 | $2.93 | +10.57% |
Aug 07, 2025 | $3.97 | $3.86 | -2.77% |
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 Definitive Healthcare Corp (DH) report earnings?
Definitive Healthcare Corp (DH) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Definitive Healthcare Corp (DH) earnings time?
Definitive Healthcare Corp (DH) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DH EPS forecast?
DH EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.