Hinge Health, Inc. (HNGE) · Nov 2, 2026 · Earnings

Hinge Health earnings beat, raises 2026 guidance again

Beat — Revenue $235.0M vs ~$225.2M consensus

Hinge Health’s Q3 earnings beat consensus, with operating margins expanding sharply and 2026 revenue and profit guidance raised again.

Hinge Health is scaling an AI-enabled virtual-care platform beyond its core musculoskeletal business, adding migraine care and expanding into gastrointestinal care through the Cylinder Health acquisition. The prior setup was already strong: Q2 revenue guidance had been raised to a $858 million midpoint, while the company was positioning GI as a 2027 growth platform.

The quarter beat both the company’s own bar and published consensus. Revenue reached $235.0 million, above the prior Q3 guide of $223–225 million and roughly $225.2 million consensus; non-GAAP diluted EPS was $0.71 versus roughly $0.67 consensus. That is a real operating outperformance, not simply a favorable comparison with last year.

Figure	Q3 2026	Q3 2025	Consensus
Revenue (Income Statement)	$234.97M (+52.4%)	$154.21M	~$225.22M
Non-GAAP diluted EPS (Non-GAAP reconciliation)	$0.71	$0.32	~$0.67
Non-GAAP operating income (Non-GAAP reconciliation)	$77.21M (+154%)	$30.38M
GAAP operating income (Income Statement)	$50.33M	$(6.09)M

Profitability is the more important part of the beat. Non-GAAP operating margin reached 33%, five points above Q3 2025, while GAAP operating income swung to $50.3 million. The improvement shows Hinge is converting rapid revenue growth into meaningful operating leverage, even after higher sales and marketing spending and acquisition-related costs.

Management raised the full-year framework materially. Revenue guidance moved to $879–881 million from $856–860 million, while non-GAAP operating-income guidance rose to $266–268 million from $236–244 million. The Q4 guide also implies a 33% non-GAAP operating margin, suggesting the margin step-up is expected to persist rather than being confined to Q3.

Figure	Current guide	Prior guide
FY 2026 revenue (Financial Outlook)	$879–881M	$856–860M
FY 2026 non-GAAP operating income (Financial Outlook)	$266–268M	$236–244M
Q4 2026 revenue (Financial Outlook)	$249–251M
Q4 2026 non-GAAP operating income (Financial Outlook)	$81–83M

The broader expansion story is progressing, but it is not yet the main earnings driver. Cash-flow tables show $106.4 million spent on a business acquisition and an asset acquisition during the first nine months, consistent with the Cylinder strategy, while management said MSK clients were up almost 30% year over year and GI clients roughly 40% since the acquisition announcement. The new businesses add strategic reach, but the financial evidence in this filing still comes primarily from the core platform’s growth and efficiency.

The president transition looks manageable rather than disruptive. Jim Pursley will leave the president role on January 1, 2027, move to the board, and hand commercial leadership to Aaryn Pure. Because he remains involved as a director and advisor—and because guidance was raised alongside the announcement—the filing does not signal an immediate operating setback.

Bottom line: This is a clearly ahead-of-expectations quarter that strengthens Hinge Health’s existing growth-and-margin story. The repeated guidance raise matters more than the earnings beat alone: management is showing that the platform is scaling faster and more profitably than it expected just one quarter ago.

What to watch next

Jim Pursley steps down January 1, 2027

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Hinge Health earnings beat, raises 2026 guidance again

What to watch next

More Hinge Health, Inc. news

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