Filing Flows › Healthequity (HQY) › Guidance history
Healthequity (HQY) guidance history: what it guided and what it reported
Healthequity gave guidance in 12 earnings releases on file since Feb 21, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +0.7% against the guided midpoint. Its releases raised guidance 8 times and lowered it 0 times.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $1.4B–$1.4B (Mar 17, 2026) → raised $1.4B–$1.4B (May 28, 2026) → reaffirmed $1.4B–$1.4B (Aug 27, 2026) | — | to be reported | — |
| FY26 | $1.3B–$1.3B (Dec 9, 2024) → raised $1.3B–$1.3B (Mar 18, 2025) → reaffirmed $1.3B–$1.3B (Jun 3, 2025) → raised $1.3B–$1.3B (Sep 2, 2025) → raised $1.3B–$1.3B (Dec 3, 2025) | $1.3B | above the range | +0.5% |
| FY25 | $1.1B–$1.2B (Mar 19, 2024) → raised $1.2B–$1.2B (Jun 3, 2024) → raised $1.2B–$1.2B (Sep 3, 2024) → raised $1.2B–$1.2B (Dec 9, 2024) | $1.2B | above the range | +0.8% |
Adjusted net income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $392M–$400M (Mar 17, 2026) → lowered $392M–$398M (May 28, 2026) → reaffirmed $392M–$398M (Aug 27, 2026) | — | to be reported | — |
| FY26 | $320M–$335M (Jun 3, 2025) → raised $329M–$344M (Sep 2, 2025) → raised $341M–$348M (Dec 3, 2025) | — | — | — |
| FY25 | $247M–$262M (Mar 19, 2024) → raised $261M–$276M (Jun 3, 2024) → raised $265M–$280M (Sep 3, 2024) → raised $274M–$281M (Dec 9, 2024) | — | — | — |
Interest expense
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $46.0M (Mar 17, 2026) → raised $50.0M (May 28, 2026) → reaffirmed $50.0M (Aug 27, 2026) | — | to be reported | — |
| FY26 | $58.0M (Jun 3, 2025) → lowered $56.0M (Sep 2, 2025) → raised $57.0M (Dec 3, 2025) | — | — | — |
| FY25 | $63.0M (Mar 19, 2024) → reaffirmed $63.0M (Jun 3, 2024) → lowered $60.0M (Sep 3, 2024) → reaffirmed $60.0M (Dec 9, 2024) | — | — | — |
Depreciation & amortization
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $48.0M (Mar 17, 2026) → raised $50.0M (May 28, 2026) → raised $54.0M (Aug 27, 2026) | — | to be reported | — |
| FY26 | $47.0M (Jun 3, 2025) → raised $48.0M (Sep 2, 2025) → lowered $47.0M (Dec 3, 2025) | — | — | — |
| FY25 | $52.0M (Mar 19, 2024) → lowered $50.0M (Jun 3, 2024) → reaffirmed $50.0M (Sep 3, 2024) → raised $51.0M (Dec 9, 2024) | — | — | — |
Stock-based compensation
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $89.0M (Mar 17, 2026) → lowered $87.0M (May 28, 2026) → reaffirmed $87.0M (Aug 27, 2026) | — | to be reported | — |
| FY26 | $77.0M (Jun 3, 2025) → lowered $75.0M (Sep 2, 2025) → reaffirmed $75.0M (Dec 3, 2025) | — | — | — |
| FY25 | $98.0M (Mar 19, 2024) → raised $100M (Jun 3, 2024) → lowered $99.0M (Sep 3, 2024) → lowered $98.0M (Dec 9, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY27 | $4.56–$4.65 (Mar 17, 2026) → raised $4.66–$4.73 (May 28, 2026) → reaffirmed $4.66–$4.73 (Aug 27, 2026) | — | to be reported | — |
| FY26 | $3.61–$3.78 (Jun 3, 2025) → raised $3.74–$3.91 (Sep 2, 2025) → raised $3.87–$3.95 (Dec 3, 2025) | — | — | — |
| FY25 | $2.79–$2.96 (Mar 19, 2024) → raised $2.93–$3.10 (Jun 3, 2024) → raised $2.98–$3.14 (Sep 3, 2024) → raised $3.08–$3.16 (Dec 9, 2024) | — | — | — |
The latest quarter
Healthequity, Q2 FY27: revenue $351M (+8% year over year), operating margin 28.1%, net earnings $65.6M, operating cash flow $136M. The chart follows the revenue to costs, profit and cash.
Questions
Does Healthequity beat its guidance?
Healthequity gave guidance in 12 earnings releases on file since Feb 21, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +0.7% against the guided midpoint.
How often does Healthequity raise guidance?
Its earnings releases raised guidance 8 times and lowered it 0 times since Feb 21, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.