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Earnings analysis · 10-Q

HNGE earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

Hinge Health reported strong Q1 2026 results with revenue at $182.3 million, up 47% year-over-year, and exceeding expectations of $172.2 million. EPS came in at $0.45, surpassing estimates of $0.34. Management…

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Hinge Health reported strong Q1 2026 results with revenue at $182.3 million, up 47% year-over-year, and exceeding expectations of $172.2 million. EPS came in at $0.45, surpassing estimates of $0.34. Management highlighted continued growth in their client base and a positive outlook for future performance, raising the full-year revenue guidance by $64 million to nearly $800 million, driven by strong momentum in existing client engagement.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

85% Gross margin Operating margin Aug 2025 May 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $15 Operating expenses $68 Left as operating profit $17

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Aug 2025 May 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$0.45

What stood out

  • Significant Revenue Growth

    Q1 2026 revenue increased by 47% YoY to $182.3 million, surpassing expectations.

  • Strong EPS Performance

    Reported EPS of $0.45 exceeded consensus estimates of $0.34 by 32%.

  • Increased Cash Flow

    Operating cash flow improved notably to $43.1 million from $4.9 million last year.

  • Enhanced Gross Margin

    Gross margin expanded to 85% from 81% YoY, driven by operational efficiencies.

  • Robust Client Base Growth

    Client base grew to 2,849 from 2,311 a year earlier, enhancing future revenue potential.

  • Raised Revenue Guidance

    Management raised full-year revenue guidance to $798-$804 million, reflecting strong client engagement.

What to watch

  • Regulatory Compliance Risks

    Increased scrutiny by regulators could pose challenges for compliance, impacting operations.

  • Dependence on Key Clients

    Revenue from top three partners accounted for 39.7%, posing a risk if relationships change.

  • Market Sensitivity to Economic Conditions

    Ongoing economic fluctuations may affect client budgets, impacting demand for services.

Management's outlook

Management anticipates continued strong performance driven by existing client base engagement.

Earlier filings 2

10-K · March 3, 2026

Hinge Health’s 2025 10-K emphasizes an AI‑led, software-first MSK care platform (TrueMotion, HingeConnect, Enso, HingeSelect) and a partner-driven go‑to‑market. The company showed a late‑2025 financial inflection with…

10-Q · August 11, 2025

Hinge Health reported strong top-line growth with revenue of $139,098 (in thousands) for the quarter (up from $89,825 in Q2 2024) and higher gross profit of $97,763 (in thousands). However, operating expenses ballooned…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.