Hinge Health swings to $43.7M net income on 53% revenue growth; buyback executed

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 11, 2025 · ~2 min read

Key Changes

• high

  Net income of $43.7M in Q2 FY26 vs. $558.5M net loss in Q2 FY25, driven by non-recurrence of $591M IPO-related stock-based compensation expense; operating income swung from -$580.7M to +$40.4M.

  MD&A: Operating Results verify on EDGAR →
• high

  Revenue grew 53.0% YoY to $212.8M in Q2 FY26; LTM calculated billings rose 52% to $861.8M; deferred revenue increased 51% to $212.8M, indicating strong forward visibility.

  MD&A: Revenue & Billings verify on EDGAR →
• high

  Repurchased $131.5M of Class A shares in H1 FY26 under a up to $250M program initiated Nov 2025; board increased total authorization to $496.5M in Jul 2026, with $300M remaining available.

  Notes: Share Repurchase Program verify on EDGAR →