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Get filing alertsCritical incident detected
Cybersecurity incident
Time-sensitive event — see the red-flag panel below for the source-quoted detail.
Red Flags Detected
- Cybersecurity Incident (new) — Unauthorized acquisition of source code and inactive data from a third-party cloud repository; company states no material adverse effect expected but acknowledges potential reputational harm.
- Net Revenue Retention Rate Decline (worsened) — Net revenue retention rate fell from 114.6% to 108.3%, indicating slower expansion revenue from existing clients.
- Operating Cash Flow Decline (worsened) — Operating cash flow decreased 10.4% to $144.3M, driven by deferred tax payments and working capital changes.
Waystar revenue up 18.1% to $319.7M; net income $40.9M; up to $200M buyback authorized
Filed July 29, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 30, 2025 · ~1 min read
Key Changes
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high
Revenue grew 18.1% to $319.7M, net income rose 27.0% to $40.9M, and diluted EPS increased.
MD&A: Results verify on EDGAR → -
high
Completed $1.26B Iodine acquisition, adding ~$995M in goodwill and increasing first lien term loan debt by ~$216M.
Notes: Goodwill & Debt view on EDGAR → -
high
Authorized up to $200M stock repurchase plan; repurchased 659,061 shares for $12.7M during the quarter.
MD&A: Buyback verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 7, 2026 · How we verify