What is the market's earnings forecast for Hinge Health next quarter?

Did Hinge Health beat or miss consensus estimates last quarter?

What is Hinge Health's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Hinge Health year over year?

What does Hinge Health do and what are its main business segments?

What were the key takeaways from Hinge Health's earnings call?

What factors drove the changes in Hinge Health's revenue and profit?

What were the key takeaways from Hinge Health’s earnings call?

- **Revenue Powerhouse**: Q4 46% growth to $171M, annual $588M (+51%), with 36% free cash flow margin.
- **AI-Driven Efficiency**: 28% care team time reduction, 92% AI assistant satisfaction, and 85% surgery avoidance in HingeSelect.
- **2026 Outlook**: $732-742M revenue target, 21% operating margin, and $151-156M op income.
- **Strategic Moves**: Mid-market expansion (50% of U.S. workforce), CMS ACCESS program potential, and HingeSelect scale-up.

**【CEO Summary Section】**
- Q4 2025 revenue reached $171 million, up 46% year-over-year, with full-year revenue of $588 million (+51%). Free cash flow was $62 million (36% margin), and operating margin hit 28%. AI tools reduced care team time by 28%, with 92% satisfaction for AI assistant Robin. HingeSelect saw 85% of members avoid surgery.

**【CFO Financial Commentary】**
- Gross margin 85%, operating margin 28% in Q4. Full-year free cash flow $180 million (31% margin). 2026 guidance: $732-742 million revenue, $151-156 million non-GAAP op income. Share buybacks of $65 million, flat yield assumption, and Enso deployments planned.

**【Q&A Highlights】**
- **AI & Efficiency**: CEO emphasized AI as a competitive moat, driving 28% care team efficiency gains. CFO noted 2025 operating expenses down 57% of revenue.
- **Yield Improvements**: 50bps yield improvement in 2025, driven by product-led growth and targeted enrollment (160% YoY growth).
- **HingeSelect Expansion**: CFO expects 2026 focus on provider network expansion, with potential 2027 revenue impact. CEO highlighted 85% surgery avoidance rate.
- **Market Expansion**: President noted 25% client growth in non-self-insured segments, targeting mid-market employers (50% of U.S. workforce).

Hinge Health, Inc. (HNGE) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: $154M Q3 (53% YoY), LTM billings $624M (50% YoY). 
- **Profitability**: 83% gross margin, $81M free cash flow (53% margin). 
- **AI Innovation**: Robin AI assistant, movement analysis, 120% code output growth. 
- **Network Expansion**: 3,300+ HingeSelect providers, 86% member coverage. 
- **Guidance Update**: 2025 revenue $572-574M, operating margin 19%.

**【CEO Summary Section】**
- Q3 2025 revenue reached $154 million, up 53% year-over-year, with LTM billings of $624 million (50% YoY growth). 
- Gross margin improved to 83% (vs. 79% Q3 2024), driven by AI-enabled care team efficiency. 
- Introduced AI care assistant 'Robin' for 24/7 member support and movement analysis using Computer Vision. 
- Free cash flow hit $81 million (53% margin), up from $28 million in Q3 2024. 
- Reached 1.5 million lifetime members, with 86% of lives covered by HingeSelect network.

**【CFO Financial Commentary】**
- Revenue guidance raised to $572-574 million (47% YoY growth), up from $548-552 million. 
- Non-GAAP operating income guidance increased to $106-108 million (19% margin). 
- Q4 2025 revenue expected $155-157 million, with operating margin ~22%. 
- Strong collections and AI-driven cost savings led to $118 million YTD free cash flow. 
- Ended Q3 with $497 million cash, up from $415 million in Q2.

**【Q&A Highlights】**
- **AI Adoption**: 100% engineers using AI tools, code output +120%, developer satisfaction +32%. 
- **Sales Momentum**: 2,560 clients (25% YoY), ahead of Q3 2024 pace. 
- **HingeSelect**: 3,300+ provider locations, 86% network coverage, with clients representing millions of lives in pipeline. 
- **Federal Business**: Best year ever, no impact from government shutdown. 
- **Operating Efficiency**: Care team FTEs expected flat to down in 2026, reinvesting gross margin gains in R&D.

Actual	0.349	0.4219	0.49
Forecast	0.0859	0.2417	0.4126
Surprise	+306.29%	+74.56%	+18.76%

Actual	139.10M	154.21M	170.73M
Forecast	125.38M	142.14M	156.66M
Surprise	+10.94%	+8.49%	+8.98%

HNGE

HNGE fundamentals

HNGE Q4 2025 Earnings

Earnings Call

You can ask Aime

HNGE

HNGE fundamentals

HNGE Q4 2025 Earnings

Earnings Call

HNGE Earnings Call Summary for Q4/20254:30 PM on Feb 10, 2026

HNGE Earnings Call Summary for Q3/20254:30 PM on Nov 4, 2025

HNGE Earnings Call Summary for Q2/20254:30 PM on Aug 5, 2025

You can ask Aime