Hinge Health (NYSE: HNGE) lifts 2026 outlook with 40% revenue growth
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Hinge Health announced it will host its first Investor Day on June 10, 2026, alongside a significant raise to its 2026 outlook. For Q2 2026, the company now expects revenue between $200 million and $202 million, with year-over-year growth of 45% at the midpoint and non-GAAP operating margin of 25%.
For full year 2026, Hinge Health now guides to revenue of $818 million to $824 million, implying 40% year-over-year growth at the midpoint. Non-GAAP income from operations is projected between $217 million and $227 million, for a non-GAAP operating margin of 27% at the midpoint.
Positive
- Stronger 2026 outlook with rapid growth: Revenue guidance increased to $818–$824 million for 2026, implying 40% year-over-year growth at the midpoint, alongside an expected 27% non-GAAP operating margin, indicating both scale and improving profitability.
Negative
- None.
Insights
Hinge Health raises 2026 revenue and profit guidance with strong growth.
Hinge Health increased its Q2 2026 and full-year 2026 guidance, signaling faster expected expansion. Q2 revenue is now forecast at $200–$202 million with 45% year-over-year growth at the midpoint and a non-GAAP operating margin of 25%.
For full year 2026, revenue guidance rises to $818–$824 million, reflecting 40% year-over-year growth at the midpoint. Non-GAAP income from operations of $217–$227 million corresponds to a 27% non-GAAP operating margin. These figures suggest the business is scaling with improving profitability on a non-GAAP basis.
The company will detail its strategy and outlook at its Investor Day webcast on June 10, 2026. Subsequent filings may provide GAAP results and reconciliations to complement these non-GAAP targets.
8-K Event Classification
2 items: 7.01, 9.01
2 items
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Q2 2026 revenue guidance: $200–$202 million
Q2 2026 non-GAAP income from operations: $50–$52 million
Full-year 2026 revenue guidance: $818–$824 million
+3 more
6 metrics
Q2 2026 revenue guidance
$200–$202 million
Expected Q2 2026 revenue; 45% YoY growth at midpoint
Q2 2026 non-GAAP income from operations
$50–$52 million
Implied non-GAAP operating margin of 25% at midpoint
Full-year 2026 revenue guidance
$818–$824 million
40% year-over-year growth at midpoint; range raised by $20M at midpoint
Full-year 2026 non-GAAP income from operations
$217–$227 million
Corresponds to 27% non-GAAP operating margin at midpoint
Full-year 2026 non-GAAP operating margin
27%
Non-GAAP operating margin expected at midpoint of guidance
Q2 2026 non-GAAP operating margin
25%
Non-GAAP operating margin expected at midpoint of Q2 2026 range
Key Terms
Investor Day, non-GAAP operating margin, non-GAAP income from operations, Regulation FD, +1 more
5 terms
Investor Day financial
"Hinge Health, Inc. (NYSE: HNGE) will host its inaugural Investor Day at Movement"
A scheduled event where a company presents its business plan, financial outlook, and strategic priorities directly to investors and analysts; think of it as a detailed road‑map meeting where management explains how they plan to grow and make money. Investors pay attention because the presentations reveal management’s targets, assumptions and risks—new details that can change expectations about future profits and therefore the stock’s value, much like seeing a pilot’s flight plan helps predict where the plane is headed.
non-GAAP operating margin financial
"We now expect non-GAAP income from operations to be between $50 million and $52 million, reflecting a non-GAAP operating margin of 25% at the midpoint."
Non-GAAP operating margin is a way companies show how much profit they make from their main business activities, excluding certain expenses or income they consider unusual or non-recurring. It helps investors see how well the company is performing in its normal operations, without the effects of one-time costs or gains that might distort the picture.
non-GAAP income from operations financial
"We now expect non-GAAP income from operations to be between $217 million and $227 million, reflecting a non-GAAP operating margin of 27% at the midpoint."
Non-GAAP income from operations is a measure of a company's profit from its core business activities, calculated without including certain expenses or income that are typically added back or excluded in standard accounting reports. It provides a clearer picture of how well the company's main operations are performing by removing items like one-time costs or gains that might distort the overall results. Investors use it to better understand the company's ongoing profitability, separate from unusual or non-recurring items.
Regulation FD regulatory
"Item 7.01 Regulation FD Disclosure."
Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.
forward-looking statements regulatory
"This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
FAQ
What guidance did Hinge Health (HNGE) give for Q2 2026?
Hinge Health now expects Q2 2026 revenue between $200 million and $202 million, implying 45% year-over-year growth at the midpoint. It also projects non-GAAP income from operations of $50 million to $52 million, for a non-GAAP operating margin of 25% at the midpoint.
What is Hinge Health’s full-year 2026 revenue outlook?
For full year 2026, Hinge Health guides revenue to $818 million to $824 million, reflecting 40% year-over-year growth at the midpoint. This updated range is $20 million higher at the midpoint than the company’s prior revenue guidance range for 2026.
What profitability targets did Hinge Health set for 2026?
Hinge Health expects full-year 2026 non-GAAP income from operations between $217 million and $227 million. At the midpoint, this corresponds to a 27% non-GAAP operating margin, indicating a focus on scaling revenue while maintaining strong operating profitability on a non-GAAP basis.
How fast is Hinge Health expecting to grow in 2026?
The company’s updated guidance implies 45% year-over-year revenue growth at the midpoint for Q2 2026 and 40% year-over-year revenue growth at the midpoint for full year 2026. These figures suggest robust expansion relative to the company’s 2025 revenue levels.
When is Hinge Health’s first Investor Day and how can investors watch?
Hinge Health will host its inaugural Investor Day on June 10, 2026, starting at 1:00 p.m. Central Time. Investors can access a live webcast and 12‑month replay through the events and presentations section of the company’s investor relations website at ir.hingehealth.com.
Why does Hinge Health use non-GAAP measures in its guidance?
The company provides guidance using non-GAAP income from operations and non-GAAP operating margin because certain GAAP items, like stock-based compensation, related payroll taxes, amortization of intangibles, and acquisition-related adjustments, are variable. Management states reconciling these items prospectively would require unreasonable efforts.