Revenue continues to contract despite an adjusted EPS beat, and guidance for Q3 implies further YoY declines. Watch for customer retention trends and whether the new 'Turbo' AI platform can stabilize the top line; near-term short interest or put protection may be warranted given persistent revenue headwinds.
Price Chart
Executive Summary
Definitive Healthcare Q2 2026 revenue of $55.2M declined 9% YoY, slightly below the $55.4M consensus, while GAAP net loss narrowed to $(7.5M) from $(9.3M). The company guided Q3 2026 revenue $54-55M and full-year $220-222M, implying continued YoY declines. Despite a 40.5% EPS beat on an adjusted basis ($0.06 vs $0.04 consensus), the core top-line contraction persists, making this a bearish read-through for the stock.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $55.2M, down 9% YoY from $60.8M
- GAAP net loss $(7.5M) vs $(9.3M) in Q2 2025
- Adjusted EBITDA $14.6M (26% of revenue), down from $18.7M (31%) YoY
- Q3 2026 revenue guidance $54-55M vs $55.4M consensus; FY 2026 guidance $220-222M
- Cash from operations $11.5M; unlevered free cash flow $11.6M
- Goodwill impairment of $197.2M recorded in H1 2026
Financial Impact
Revenue decline of 9% YoY ($5.6M); adjusted EPS beat of $0.02 vs $0.04 consensus but on non-GAAP basis
Risk Factors
- Ongoing revenue decline may signal structural market share loss or churn
- Guidance range suggests no near-term growth inflection
- Goodwill impairment indicates asset write-down risk remains
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3342208 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 25d ago | SC 13D/A | $0.9333 $0.9800 | ▲ +5.00% | ▲ +3.84% | $1.08 (+15.72%) |
Sep 9, 2026 6w ago | 8-K | $1.03 $0.9650 | ▼ −6.31% | ▼ −5.22% | $1.08 (+4.85%) |
Sep 2, 2026 7w ago | 8-K | $1.04 $1.03 | ▼ −0.96% | ▼ −0.00% | $1.08 (+3.85%) |
Sep 2, 2026 7w ago | Press Release | $1.04 $1.03 | ▼ −0.96% | ▼ −0.00% | $1.08 (+3.85%) |
Sep 2, 2026 7w ago | 8-K | $1.04 $1.03 | ▼ −0.96% | ▼ −0.00% | $1.08 (+3.85%) |
Aug 15, 2026 10w ago | Institutional Cluster | $0.6394 $0.7209 | ▼ −12.75% | ▼ −13.94% | $1.08 (−68.91%) |
Aug 10, 2026 11w ago | 8-K | $0.6437 $0.6600 | ▼ −2.53% | ▼ −2.94% | $1.08 (−67.78%) |
Aug 10, 2026 11w ago | Press Release | $0.6437 $0.6600 | ▼ −2.53% | ▼ −2.94% | $1.08 (−67.78%) |
Jun 24, 2026 17w ago | 8-K | $0.6280 $0.7999 | ▼ −27.37% | ▼ −25.81% | $1.08 (−71.97%) |
Apr 23, 2026 26w ago | DEFA14A | $1.02 $0.9530 | ▼ −6.57% | ▼ −7.48% | $1.08 (+5.88%) |
US Market Status
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