Hinge Health, Inc. (HNGE) Earnings Call Transcripts

Hinge Health, Inc.'s Latest Earnings Call - June 10, 2026

In the Q2 2026 earnings call for Hinge Health, Inc. (HNGE:US), management reported a significant revenue increase to $821 million, up from previous guidance of $600 million, driven by strong demand for their digital health solutions. The company also raised its operating margin guidance to 27%, reflecting improved operational efficiencies and a robust client retention rate of 97%. Management highlighted the successful launch of new products, including migraine management, which is expected to enhance revenue per user and overall yield in the coming years.

Reported metrics

Guidance from management

Management raised its revenue guidance for 2026 to $821 million and operating margin guidance to 27%, reflecting strong performance and confidence in future growth drivers, including the launch of new products like migraine management and the expansion of Hinge Select into surgical services.

What management said

In terms of the overall revenue. Most of the revenue eventually will be driven by higher-cost procedures. A lot of the absolute volume of utilization, we want to be physical therapy. We want to be nonsurgical orthopedic specialist care, but we've spent 10 years avoiding unnecessary surgery now we want to manage the necessary ones and each surgery will drive substantially more revenue than multiple PT sessions. So lon...

Long term, we hope in 5 years, you could see a product portfolio of multiple products eats driving $100 million plus of revenue and each growing robustly along with the core product, digital physical therapy, still remaining 25-plus percent grower every year. And spinning off cash in 1 of the reasons we're now in a position to add new products is because our core product is efficient, and we could use that cash flow ...

What analysts pressed on

Analysts expressed concerns about the scalability of new product offerings and the potential impact on margins as the company expands its services. There were questions regarding how the integration of surgery into Hinge Select would affect relationships with existing providers and the overall cost structure.

Main topics on the call

• Revenue Growth and Guidance Raise — Hinge Health reported Q2 2026 revenue of $821 million, exceeding prior guidance of $600 million. Management stated, "We felt like we could let some of that out with the announcement that we had yesterday," indicating str...
• Operating Margin Improvement — The company raised its operating margin guidance to 27%, up from previous targets. James Budge stated, "We are guiding ahead of the operating margin target for 2026," showcasing operational efficiencies and cost manageme...
• Launch of Migraine Management Product — The migraine management product has been well-received, with over 300 clients already adopting it. Management noted, "The feedback has been overwhelmingly positive," indicating strong market demand and potential for incr...
• Hinge Select Expansion into Surgery — Hinge Select is expanding to include surgical services, which management believes will drive significant revenue. Daniel Perez mentioned, "We want to make sure that if a surgery is appropriate, that we get you to the rig...

Read the full Hinge Health, Inc. transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 Hinge Health, Inc. earnings call transcripts on record, spanning August 5, 2025 to August 4, 2026. Based on this history, Hinge Health, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HNGE

Exchange

NYSE

Country

US

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

6

First call

August 5, 2025

Most recent

August 4, 2026

Reporting cadence

quarterly